Bollard Group LLC Raises Holdings in Emerson Electric Co. $EMR

Bollard Group LLC grew its stake in Emerson Electric Co. (NYSE:EMR) by 5.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 244,093 shares of the industrial products company’s stock after buying an additional 12,043 shares during the quarter. Emerson Electric accounts for approximately 0.8% of Bollard Group LLC’s portfolio, making the stock its 18th biggest position. Bollard Group LLC’s holdings in Emerson Electric were worth $32,020,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Darwin Wealth Management LLC purchased a new position in Emerson Electric in the second quarter worth approximately $29,000. Wealth Watch Advisors INC purchased a new stake in shares of Emerson Electric in the 3rd quarter valued at approximately $33,000. Winnow Wealth LLC acquired a new stake in shares of Emerson Electric in the 2nd quarter valued at $34,000. Traub Capital Management LLC purchased a new stake in shares of Emerson Electric during the 2nd quarter worth $37,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in shares of Emerson Electric during the second quarter worth $39,000. 74.30% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Matthew S. Levatich sold 1,476 shares of Emerson Electric stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the transaction, the director directly owned 24,349 shares in the company, valued at $3,948,433.84. This trade represents a 5.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total transaction of $811,224.00. Following the transaction, the chief executive officer owned 281,393 shares of the company’s stock, valued at approximately $40,047,851.76. The trade was a 1.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 13,879 shares of company stock valued at $2,116,818. Company insiders own 0.23% of the company’s stock.

Emerson Electric Trading Up 0.1%

NYSE EMR opened at $132.26 on Friday. The firm’s fifty day moving average is $147.72 and its two-hundred day moving average is $137.89. Emerson Electric Co. has a one year low of $90.06 and a one year high of $165.15. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.62 and a current ratio of 0.84. The firm has a market cap of $74.33 billion, a PE ratio of 32.34, a P/E/G ratio of 2.10 and a beta of 1.24.

Emerson Electric (NYSE:EMR) last announced its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.05. The business had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The business’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Analysts expect that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th were paid a $0.555 dividend. This represents a $2.22 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Friday, February 13th. Emerson Electric’s dividend payout ratio (DPR) is 54.28%.

Analysts Set New Price Targets

A number of analysts have weighed in on EMR shares. JPMorgan Chase & Co. raised their price target on Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Morgan Stanley upped their price objective on Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a research report on Friday, January 9th. KeyCorp raised their target price on Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Wells Fargo & Company boosted their target price on Emerson Electric from $145.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. Finally, HSBC increased their price target on shares of Emerson Electric from $165.00 to $170.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Eleven equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price 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.