Eldred Rock Partners LLC Increases Stake in Emerson Electric Co. $EMR

Eldred Rock Partners LLC boosted its stake in shares of Emerson Electric Co. (NYSE:EMR) by 6.5% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 103,551 shares of the industrial products company’s stock after buying an additional 6,355 shares during the period. Emerson Electric comprises 3.2% of Eldred Rock Partners LLC’s holdings, making the stock its 16th biggest position. Eldred Rock Partners LLC’s holdings in Emerson Electric were worth $14,823,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of EMR. Basso Capital Management L.P. purchased a new position in shares of Emerson Electric in the 4th quarter worth $25,000. IFC & Insurance Marketing Inc. purchased a new stake in shares of Emerson Electric during the 4th quarter valued at about $27,000. Motiv8 Investments LLC bought a new position in shares of Emerson Electric in the 4th quarter valued at about $27,000. Ares Financial Consulting LLC purchased a new position in Emerson Electric in the fourth quarter worth about $29,000. Finally, Darwin Wealth Management LLC bought a new stake in Emerson Electric during the second quarter worth approximately $29,000. Institutional investors own 74.30% of the company’s stock.

More Emerson Electric News

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: Multiple analysts raised their targets: BMO Capital Markets increased its target to $175 from $157, Rothschild & Co. Redburn raised its target to $180 from $165, Stephens lifted its target to $160 from $155, and BNP Paribas Exane increased its target to $185 from $180. Citigroup also raised its target to $182, while RBC analysts indicated that the stock is expected to rise. MarketScreener BMO target article
• Positive Sentiment: Strong quarterly execution: Emerson reported fiscal third-quarter revenue of $4.873 billion, up 7%, with underlying sales and orders increasing 6% and 7%, respectively. Adjusted EPS rose to $1.71 from $1.52, exceeding the $1.68 consensus estimate, while adjusted segment EBITA margin expanded to 28.5%.
• Positive Sentiment: AI expansion: Emerson acquired Glue Inc., whose Glue Studio software uses AI to improve test generation and planning. The deal strengthens Emerson’s position in intelligent test and measurement software. Emerson acquires Glue Inc. article
• Neutral Sentiment: Guidance was raised, but modestly: Emerson increased fiscal 2026 adjusted EPS guidance to approximately $6.55 and free-cash-flow guidance to about $3.6 billion. Investors appear to be weighing the improved outlook against remaining tariff, geopolitical and integration risks.
• Negative Sentiment: Sell-the-news pressure and insider selling: Despite the earnings beat, the stock slipped as investors viewed the guidance increase as insufficiently strong relative to expectations. QuiverQuant also reported six insider sales and no insider purchases over the past six months, which may add a cautious signal.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Emerson Electric in a research report on Friday, July 31st. Wells Fargo & Company boosted their target price on Emerson Electric from $135.00 to $155.00 and gave the company an “equal weight” rating in a research report on Thursday, May 7th. Sanford C. Bernstein decreased their price target on Emerson Electric from $175.00 to $169.00 and set an “outperform” rating on the stock in a report on Monday, July 20th. JPMorgan Chase & Co. upgraded Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 price target for the company in a research report on Friday, July 17th. Finally, BMO Capital Markets boosted their price objective on shares of Emerson Electric from $157.00 to $175.00 in a research report on Thursday. Thirteen 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. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $165.78.

Emerson Electric Stock Up 0.9%

Shares of NYSE:EMR opened at $158.40 on Friday. The firm has a market capitalization of $88.72 billion, a PE ratio of 34.66, a price-to-earnings-growth ratio of 2.33 and a beta of 1.24. The business has a 50 day simple moving average of $144.14 and a two-hundred day simple moving average of $142.63. Emerson Electric Co. has a 1 year low of $122.64 and a 1 year high of $165.15. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.90 and a quick ratio of 0.64.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share for the quarter, topping the consensus estimate of $1.68 by $0.03. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.The firm had revenue of $4.87 billion for the quarter, compared to the consensus estimate of $4.80 billion. During the same period in the prior year, the business posted $1.52 earnings per share. The company’s revenue for the quarter was up .0% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. On average, equities analysts predict that Emerson Electric Co. will post 6.56 EPS for the current year.

Emerson Electric Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, August 14th. Emerson Electric’s dividend payout ratio is 48.58%.

Emerson Electric 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.