Valtrion Capital Management LLC Acquires New Holdings in Emerson Electric Co. $EMR

Valtrion Capital Management LLC bought a new position in shares of Emerson Electric Co. (NYSE:EMR) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,483 shares of the industrial products company’s stock, valued at approximately $785,000. Emerson Electric makes up 0.6% of Valtrion Capital Management LLC’s investment portfolio, making the stock its 27th biggest holding.

Other institutional investors have also recently bought and sold shares of the company. Rooted Wealth Advisors Inc. lifted its position in Emerson Electric by 3.0% in the 4th quarter. Rooted Wealth Advisors Inc. now owns 2,195 shares of the industrial products company’s stock valued at $291,000 after acquiring an additional 64 shares in the last quarter. Cary Street Partners Investment Advisory LLC increased its holdings in Emerson Electric by 2.4% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 3,098 shares of the industrial products company’s stock worth $411,000 after purchasing an additional 72 shares in the last quarter. Zhang Financial LLC raised its stake in shares of Emerson Electric by 2.7% in the 4th quarter. Zhang Financial LLC now owns 2,892 shares of the industrial products company’s stock valued at $384,000 after purchasing an additional 76 shares during the period. Root Financial Partners LLC lifted its holdings in shares of Emerson Electric by 3.6% in the fourth quarter. Root Financial Partners LLC now owns 2,227 shares of the industrial products company’s stock valued at $296,000 after purchasing an additional 78 shares in the last quarter. Finally, REAP Financial Group LLC boosted its position in shares of Emerson Electric by 4.4% during the fourth quarter. REAP Financial Group LLC now owns 1,892 shares of the industrial products company’s stock worth $251,000 after buying an additional 79 shares during the period. Institutional investors own 74.30% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. BMO Capital Markets lifted their target price on Emerson Electric from $157.00 to $175.00 in a research report on Thursday, August 6th. JPMorgan Chase & Co. raised shares of Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 price target for the company in a research note on Friday, July 17th. KeyCorp lowered their price objective on shares of Emerson Electric from $185.00 to $170.00 and set an “overweight” rating on the stock in a report on Monday, July 13th. Sanford C. Bernstein increased their target price on shares of Emerson Electric from $169.00 to $186.00 and gave the stock an “outperform” rating in a report on Friday, August 14th. Finally, HSBC raised their target price on shares of Emerson Electric from $170.00 to $180.00 in a research report on Thursday, August 6th. Thirteen 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 stock has an average rating of “Moderate Buy” and an average target price of $167.39.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the company’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $161.91, for a total value of $1,562,431.50. Following the sale, the chief executive officer directly owned 271,743 shares of the company’s stock, valued at approximately $43,997,909.13. This represents a 3.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.23% of the company’s stock.

Emerson Electric Stock Down 1.6%

EMR stock opened at $154.97 on Wednesday. Emerson Electric Co. has a twelve month low of $122.64 and a twelve month high of $166.35. The company has a market cap of $86.80 billion, a price-to-earnings ratio of 33.91, a P/E/G ratio of 2.34 and a beta of 1.24. The company has a quick ratio of 0.66, a current ratio of 0.90 and a debt-to-equity ratio of 0.37. The business has a 50 day moving average price of $148.38 and a two-hundred day moving average price of $143.44.

Emerson Electric (NYSE:EMR) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, beating 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 company had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.80 billion. The firm’s revenue for the quarter was up .0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.52 EPS. 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. Analysts anticipate that Emerson Electric Co. will post 6.56 EPS for the current fiscal year.

Emerson Electric Announces Dividend

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

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.