ZEGA Investments LLC Makes New $1.58 Million Investment in Emerson Electric Co. $EMR

ZEGA Investments LLC purchased a new position in shares of Emerson Electric Co. (NYSE:EMR) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 12,059 shares of the industrial products company’s stock, valued at approximately $1,582,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Brighton Jones LLC lifted its holdings in shares of Emerson Electric by 74.1% during the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after acquiring an additional 4,850 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in Emerson Electric during the first quarter worth approximately $232,000. Caxton Associates LLP acquired a new position in shares of Emerson Electric in the 1st quarter valued at $275,000. Modern Wealth Management LLC increased its holdings in shares of Emerson Electric by 26.4% during the 1st quarter. Modern Wealth Management LLC now owns 3,852 shares of the industrial products company’s stock worth $422,000 after buying an additional 804 shares during the last quarter. Finally, Mirabaud & Cie SA purchased a new position in shares of Emerson Electric in the 2nd quarter worth $311,000. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Royal Bank Of Canada dropped their price target on Emerson Electric from $155.00 to $153.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price for the company. in a research report on Friday. Wells Fargo & Company lifted their price target on shares of Emerson Electric from $140.00 to $145.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Emerson Electric from $157.00 to $159.00 and gave the stock a “buy” rating in a research report on Thursday, October 2nd. Finally, JPMorgan Chase & Co. decreased their price target on shares of Emerson Electric from $151.00 to $150.00 and set a “neutral” rating for the company in a research report on Monday, November 10th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $151.06.

Insider Buying and Selling at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total value of $965,979.00. Following the transaction, the chief executive officer directly owned 196,292 shares in the company, valued at approximately $26,106,836. This trade represents a 3.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 0.23% of the company’s stock.

Emerson Electric Price Performance

EMR opened at $145.30 on Tuesday. The company has a market capitalization of $81.70 billion, a P/E ratio of 35.97, a PEG ratio of 2.35 and a beta of 1.26. The company has a 50-day moving average of $134.19 and a 200-day moving average of $134.87. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.65 and a current ratio of 0.88. Emerson Electric Co. has a 1-year low of $90.06 and a 1-year high of $150.27.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings results on Thursday, April 6th. The industrial products company reported $0.79 EPS for the quarter. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.The business had revenue of $3.16 billion during the quarter. Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. Equities analysts expect that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were issued a $0.555 dividend. This is a boost from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Friday, November 14th. Emerson Electric’s dividend payout ratio is presently 54.95%.

Emerson Electric announced that its Board of Directors has authorized a share repurchase program on Wednesday, November 5th that authorizes the company to buyback $0.00 in outstanding shares. This buyback authorization authorizes the industrial products company to purchase shares of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its shares are undervalued.

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.