Emerson Electric Co. $EMR Stock Holdings Decreased by Teachers Retirement System of The State of Kentucky

Teachers Retirement System of The State of Kentucky trimmed its position in shares of Emerson Electric Co. (NYSE:EMR) by 20.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 174,325 shares of the industrial products company’s stock after selling 45,663 shares during the quarter. Teachers Retirement System of The State of Kentucky’s holdings in Emerson Electric were worth $22,868,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of EMR. Vanguard Group Inc. lifted its stake in Emerson Electric by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 54,330,938 shares of the industrial products company’s stock worth $7,127,132,000 after acquiring an additional 201,040 shares in the last quarter. State Street Corp grew its position in Emerson Electric by 3.0% during the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock valued at $3,606,979,000 after purchasing an additional 784,987 shares in the last quarter. JPMorgan Chase & Co. lifted its position in Emerson Electric by 75.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after buying an additional 5,371,585 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Emerson Electric by 0.7% during the 2nd quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock valued at $1,610,958,000 after buying an additional 89,192 shares during the period. Finally, Norges Bank purchased a new position in shares of Emerson Electric during the 2nd quarter valued at $918,830,000. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Insider Activity

In related news, Director Matthew S. Levatich sold 1,476 shares of Emerson Electric stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the transaction, the director directly owned 24,349 shares of the company’s stock, valued at $3,948,433.84. The trade was a 5.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Nicholas J. Piazza sold 6,703 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the sale, the vice president directly owned 31,664 shares in the company, valued at $5,036,792.48. This trade represents a 17.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.23% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research firms recently issued reports on EMR. Deutsche Bank Aktiengesellschaft cut Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective for the company. in a research report on Thursday, February 5th. Robert W. Baird boosted their price target on Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Rothschild & Co Redburn raised their price objective on shares of Emerson Electric from $154.00 to $165.00 and gave the company a “buy” rating in a research report on Monday, February 9th. UBS Group upgraded shares of Emerson Electric from a “neutral” rating to a “buy” rating and lifted their target price for the company from $131.00 to $168.00 in a research note on Monday, January 5th. Finally, Wolfe Research cut their price target on shares of Emerson Electric from $177.00 to $176.00 and set an “outperform” rating on the stock in a report on Friday, February 27th. Eleven equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $164.85.

Emerson Electric Stock Performance

Shares of EMR opened at $146.43 on Wednesday. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62. Emerson Electric Co. has a one year low of $90.06 and a one year high of $165.15. The company’s fifty day moving average price is $147.09 and its 200 day moving average price is $137.54. The company has a market capitalization of $82.29 billion, a PE ratio of 35.80, a price-to-earnings-growth ratio of 2.42 and a beta of 1.24.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. The company had revenue of $4.35 billion during the quarter, compared to analyst estimates of $4.37 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same period in the previous year, the company earned $1.38 earnings per share. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. As a group, analysts expect that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric announced that its Board of Directors has approved a stock buyback plan on Wednesday, November 5th that permits the company to repurchase $0.00 in shares. This repurchase authorization permits the industrial products company to reacquire shares of its stock through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Emerson Electric Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, February 13th. Emerson Electric’s dividend payout ratio (DPR) is 54.28%.

Emerson Electric Company Profile

Emerson Electric Co is a global technology and engineering company that designs and manufactures products and provides services for industrial, commercial and consumer markets. Founded in 1890, the company is headquartered in St. Louis, Missouri, and has built a long-standing presence in automation, control and climate-related technologies. Emerson’s offerings are aimed at improving productivity, energy efficiency and reliability for a wide range of end markets.

Emerson operates through two principal platforms—Automation Solutions and Commercial & Residential Solutions—providing process automation systems, measurement and analytical instrumentation, valves and actuators, control software, and related aftermarket services, alongside products for heating, ventilation and refrigeration, residential and commercial climate controls, tools and storage solutions.