Summitry LLC Increases Stock Holdings in Emerson Electric Co. $EMR

Summitry LLC grew its stake in Emerson Electric Co. (NYSE:EMR) by 2.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 240,422 shares of the industrial products company’s stock after buying an additional 4,798 shares during the period. Emerson Electric accounts for 1.1% of Summitry LLC’s investment portfolio, making the stock its 29th largest holding. Summitry LLC’s holdings in Emerson Electric were worth $34,416,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Rooted Wealth Advisors Inc. grew its holdings in shares of Emerson Electric by 3.0% during the fourth quarter. Rooted Wealth Advisors Inc. now owns 2,195 shares of the industrial products company’s stock worth $291,000 after purchasing an additional 64 shares during the last quarter. Institute for Wealth Management LLC. grew its position in shares of Emerson Electric by 1.6% during the fourth quarter. Institute for Wealth Management LLC. now owns 4,546 shares of the industrial products company’s stock worth $603,000 after acquiring an additional 71 shares during the last quarter. Cary Street Partners Investment Advisory LLC increased its holdings in shares of Emerson Electric by 2.4% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 3,098 shares of the industrial products company’s stock valued at $411,000 after acquiring an additional 72 shares during the period. Zhang Financial LLC raised its position in 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 last quarter. Finally, Klingman & Associates LLC boosted its stake in Emerson Electric by 1.4% during the 4th quarter. Klingman & Associates LLC now owns 5,680 shares of the industrial products company’s stock worth $754,000 after purchasing an additional 78 shares during the period. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $161.91, for a total transaction of $1,562,431.50. Following the sale, the chief executive officer owned 271,743 shares of the company’s stock, valued at $43,997,909.13. The trade was a 3.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.23% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Rothschild & Co Redburn lifted their price objective on shares of Emerson Electric from $165.00 to $180.00 in a research note on Thursday, August 6th. BNP Paribas Exane upped their price objective on Emerson Electric from $180.00 to $185.00 in a research note on Thursday, August 6th. HSBC lifted their target price on Emerson Electric from $170.00 to $180.00 in a research note on Thursday, August 6th. Citigroup upped their price target on Emerson Electric from $174.00 to $182.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Finally, DA Davidson initiated coverage on shares of Emerson Electric in a research report on Tuesday, June 16th. They issued a “neutral” rating and a $145.00 price objective on the stock. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $166.22.

Key Headlines Impacting Emerson Electric

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

• Positive Sentiment: New BP project supports automation growth: Emerson will provide integrated control and safety systems for BP’s Shah Deniz offshore compression project. The agreement expands an existing relationship and is expected to improve remote operations, safety, reliability, gas recovery and processing efficiency. Emerson to Automate BP-Operated Shah Deniz Compression Project
• Positive Sentiment: Analyst remains bullish: Bank of America maintained a Buy rating and set a $191 price objective, citing accelerating growth and margin expansion. The target implies additional upside from recent trading levels. Emerson Electric Buy Rating Backed by Growth and Margin Expansion
• Positive Sentiment: Raised guidance and AI investment provide a growth narrative: Recent coverage highlights Emerson’s higher fiscal 2026 outlook and increased focus on AI-enabled industrial automation. Its latest quarterly results also exceeded expectations, with earnings of $1.71 per share versus a $1.68 consensus and revenue of $4.87 billion versus $4.80 billion. Why Emerson Electric Is Raising Guidance While Betting Bigger on AI
• Positive Sentiment: Dividend supports shareholder appeal: Emerson declared a quarterly dividend of $0.555 per share, or $2.22 annualized, representing an approximately 1.4% yield and reinforcing its status as a long-running dividend grower. Is Emerson Electric Cementing Its Dividend Standing
• Neutral Sentiment: Valuation may limit near-term upside: Commentary says EMR is near fair value despite its raised outlook. The stock’s elevated earnings multiple and price near its 12-month high could make further gains dependent on continued execution.
• Negative Sentiment: CEO sale is a modest overhang: CEO Surendralal Lanca Karsanbhai sold 9,650 shares for approximately $1.56 million, reducing his direct holdings by 3.43%. The transaction may concern investors, although he retains a substantial position. Emerson CEO Sells 9,650 Shares

Emerson Electric Stock Up 0.3%

Emerson Electric stock opened at $164.26 on Friday. The stock’s 50 day moving average price is $145.83 and its 200 day moving average price is $143.00. The company has a market cap of $92.00 billion, a PE ratio of 35.94, a price-to-earnings-growth ratio of 2.43 and a beta of 1.24. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.90 and a quick ratio of 0.66. Emerson Electric Co. has a 1-year low of $122.64 and a 1-year high of $166.35.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.68 by $0.03. The company had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.80 billion. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. The business’s revenue was up .0% on a year-over-year basis. During the same period in the previous year, the firm earned $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. On average, sell-side analysts predict that Emerson Electric Co. will post 6.56 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given 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 (DPR) is presently 48.58%.

Emerson Electric Company 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.