Johnson Investment Counsel Inc. Trims Stock Position in Emerson Electric Co. $EMR

Johnson Investment Counsel Inc. reduced its stake in shares of Emerson Electric Co. (NYSE:EMR) by 7.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 78,604 shares of the industrial products company’s stock after selling 6,498 shares during the quarter. Johnson Investment Counsel Inc.’s holdings in Emerson Electric were worth $11,252,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the stock. PensionDanmark Pensionsforsikringsaktieselskab grew its position in shares of Emerson Electric by 9.4% during the second quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 101,731 shares of the industrial products company’s stock worth $14,563,000 after acquiring an additional 8,700 shares during the last quarter. Fisher Asset Management LLC raised its position in Emerson Electric by 14.8% in the 4th quarter. Fisher Asset Management LLC now owns 7,191,118 shares of the industrial products company’s stock valued at $954,405,000 after purchasing an additional 928,548 shares during the last quarter. Truist Financial Corp boosted its stake in Emerson Electric by 4.6% during the 4th quarter. Truist Financial Corp now owns 1,185,160 shares of the industrial products company’s stock worth $157,294,000 after purchasing an additional 52,440 shares during the period. Geode Capital Management LLC grew its position in Emerson Electric by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 12,328,324 shares of the industrial products company’s stock worth $1,628,638,000 after purchasing an additional 76,488 shares during the last quarter. Finally, Legal & General Group Plc increased its stake in Emerson Electric by 2.1% in the fourth quarter. Legal & General Group Plc now owns 4,114,470 shares of the industrial products company’s stock valued at $546,072,000 after purchasing an additional 84,064 shares during the period. Institutional investors and hedge funds own 74.30% of the company’s stock.

Emerson Electric Price Performance

Shares of EMR opened at $163.07 on Friday. Emerson Electric Co. has a twelve month low of $122.64 and a twelve month high of $166.35. The stock’s 50 day moving average is $146.32 and its two-hundred day moving average is $143.14. The firm has a market capitalization of $91.33 billion, a PE ratio of 35.68, a P/E/G ratio of 2.44 and a beta of 1.24. The company has a current ratio of 0.90, a quick ratio of 0.66 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.68 by $0.03. The business had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.80 billion. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.The company’s revenue for the quarter was up .0% on a year-over-year basis. During the same period in the prior year, the business 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. Research analysts anticipate that Emerson Electric Co. will post 6.55 earnings per share for the current year.

Emerson Electric Dividend Announcement

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

Insider Buying and Selling

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

Analysts Set New Price Targets

Several brokerages have recently weighed in on EMR. BMO Capital Markets increased their target price on shares of Emerson Electric from $157.00 to $175.00 in a research note on Thursday, August 6th. Citigroup increased their price objective on Emerson Electric from $174.00 to $182.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Barclays lifted their target price on Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. DA Davidson initiated coverage on Emerson Electric in a report on Tuesday, June 16th. They issued a “neutral” rating and a $145.00 target price on the stock. Finally, BNP Paribas Exane increased their price target on Emerson Electric from $180.00 to $185.00 in a report on Thursday, August 6th. Thirteen investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $166.96.

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.