Schroder Investment Management Group Raises Position in Emerson Electric Co. $EMR

Schroder Investment Management Group lifted its stake in Emerson Electric Co. (NYSE:EMR) by 13.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,205,569 shares of the industrial products company’s stock after purchasing an additional 859,171 shares during the period. Emerson Electric accounts for approximately 0.7% of Schroder Investment Management Group’s holdings, making the stock its 21st largest position. Schroder Investment Management Group’s holdings in Emerson Electric were worth $945,227,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Darwin Wealth Management LLC purchased a new stake in Emerson Electric in the second quarter worth about $29,000. Winnow Wealth LLC purchased a new position in shares of Emerson Electric during the 2nd quarter valued at about $34,000. Traub Capital Management LLC bought a new position in shares of Emerson Electric during the 2nd quarter valued at approximately $37,000. Twin Peaks Wealth Advisors LLC purchased a new stake in Emerson Electric in the 2nd quarter worth approximately $39,000. Finally, Financial Consulate Inc. bought a new stake in Emerson Electric during the 3rd quarter worth approximately $41,000. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, VP Nicholas J. Piazza sold 6,703 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the sale, the vice president owned 31,664 shares in the company, valued at approximately $5,036,792.48. This represents a 17.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Matthew S. Levatich sold 1,476 shares of the firm’s stock in a transaction on 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 sale, the director owned 24,349 shares of the company’s stock, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.23% of the company’s stock.

Emerson Electric Stock Performance

NYSE EMR opened at $138.54 on Monday. The stock has a market capitalization of $77.86 billion, a PE ratio of 33.87, a P/E/G ratio of 2.20 and a beta of 1.24. Emerson Electric Co. has a 1-year low of $90.06 and a 1-year high of $165.15. The business has a 50 day simple moving average of $147.44 and a two-hundred day simple moving average of $137.76. 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 (NYSE:EMR) last released its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.37 billion. During the same quarter in the prior year, the firm earned $1.38 earnings per share. Emerson Electric’s revenue was up 4.1% on a year-over-year basis. 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. On average, research analysts predict that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a $0.555 dividend. The ex-dividend date is Friday, February 13th. This represents a $2.22 annualized dividend and a yield of 1.6%. Emerson Electric’s dividend payout ratio (DPR) is currently 54.28%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on EMR shares. Weiss Ratings lowered shares of Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, February 4th. Jefferies Financial Group upped their target price on shares of Emerson Electric from $150.00 to $160.00 and gave the stock a “hold” rating in a report on Thursday, February 5th. Royal Bank Of Canada increased their price target on Emerson Electric from $153.00 to $176.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. JPMorgan Chase & Co. boosted their price objective on Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. Eleven investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Emerson Electric currently has an average rating of “Hold” and a consensus price target of $164.85.

About Emerson Electric

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.