SageView Advisory Group LLC Boosts Holdings in Emerson Electric Co. $EMR

SageView Advisory Group LLC increased its position in shares of Emerson Electric Co. (NYSE:EMR) by 271.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,463 shares of the industrial products company’s stock after purchasing an additional 9,839 shares during the quarter. SageView Advisory Group LLC’s holdings in Emerson Electric were worth $1,766,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. AustralianSuper Pty Ltd bought a new stake in shares of Emerson Electric in the third quarter worth $950,000. Cahill Financial Advisors Inc. bought a new stake in shares of Emerson Electric in the 3rd quarter worth approximately $823,000. Coldstream Capital Management Inc. boosted its stake in Emerson Electric by 18.3% in the second quarter. Coldstream Capital Management Inc. now owns 21,378 shares of the industrial products company’s stock worth $2,850,000 after buying an additional 3,308 shares in the last quarter. Marshall Wace LLP lifted its holdings in Emerson Electric by 74.4% in the second quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock worth $171,563,000 after buying an additional 548,795 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Emerson Electric by 0.4% in the third 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 during the period. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Insider Activity at Emerson Electric

In other news, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction dated 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 transaction, the vice president owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. The trade was a 17.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Matthew S. Levatich sold 1,476 shares of Emerson Electric stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total transaction of $239,348.16. Following the sale, the director owned 24,349 shares in the company, valued at $3,948,433.84. This represents a 5.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.23% of the stock is owned by company insiders.

Analyst Ratings Changes

Several analysts have commented on EMR shares. KeyCorp raised their price objective on Emerson Electric from $155.00 to $185.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Robert W. Baird upped their target price on shares of Emerson Electric from $143.00 to $164.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Stephens raised their price target on Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a report on Monday, February 9th. Jefferies Financial Group boosted their price target on shares of Emerson Electric from $150.00 to $160.00 and gave the stock a “hold” rating in a research note on Thursday, February 5th. Finally, Wolfe Research cut their target price on Emerson Electric from $177.00 to $176.00 and set an “outperform” rating on the stock in a research report on Friday, February 27th. Eleven equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Emerson Electric currently has a consensus rating of “Hold” and an average price target of $164.85.

Emerson Electric Price Performance

NYSE EMR opened at $139.63 on Thursday. The company has a market capitalization of $78.47 billion, a price-to-earnings ratio of 34.14, a PEG ratio of 2.23 and a beta of 1.24. Emerson Electric Co. has a one year low of $90.06 and a one year high of $165.15. The stock has a 50-day moving average of $147.80 and a 200 day moving average of $137.90. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.62 and a current ratio of 0.84.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings data 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. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The business had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.37 billion. During the same period in the previous year, the company posted $1.38 earnings per share. The business’s revenue for the quarter 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, sell-side analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th were issued a $0.555 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $2.22 dividend on an annualized basis and a yield of 1.6%. Emerson Electric’s dividend payout ratio is currently 54.28%.

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.