Emerson Electric Co. $EMR Holdings Decreased by Principal Financial Group Inc.

Principal Financial Group Inc. reduced its holdings in Emerson Electric Co. (NYSE:EMR) by 12.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 668,482 shares of the industrial products company’s stock after selling 98,003 shares during the period. Principal Financial Group Inc.’s holdings in Emerson Electric were worth $87,691,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in EMR. Fortem Financial Group LLC lifted its position in shares of Emerson Electric by 1.9% in the third quarter. Fortem Financial Group LLC now owns 26,955 shares of the industrial products company’s stock worth $3,536,000 after purchasing an additional 494 shares in the last quarter. Mutual Advisors LLC lifted its position in Emerson Electric by 0.7% in the 3rd quarter. Mutual Advisors LLC now owns 28,040 shares of the industrial products company’s stock worth $3,735,000 after buying an additional 205 shares in the last quarter. Transcend Capital Advisors LLC boosted its stake in shares of Emerson Electric by 13.2% during the 3rd quarter. Transcend Capital Advisors LLC now owns 3,355 shares of the industrial products company’s stock valued at $440,000 after buying an additional 390 shares during the period. Thrivent Financial for Lutherans grew its holdings in shares of Emerson Electric by 0.4% during the 3rd quarter. Thrivent Financial for Lutherans now owns 36,836 shares of the industrial products company’s stock valued at $4,831,000 after acquiring an additional 165 shares in the last quarter. Finally, Independent Advisor Alliance increased its stake in shares of Emerson Electric by 0.5% in the third quarter. Independent Advisor Alliance now owns 31,073 shares of the industrial products company’s stock worth $4,076,000 after acquiring an additional 143 shares during the last quarter. Institutional investors and hedge funds own 74.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on EMR. TD Cowen downgraded Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price on the stock. in a research note on Friday, January 9th. Jefferies Financial Group boosted their price target on Emerson Electric from $145.00 to $150.00 and gave the company a “hold” rating in a research note on Thursday, January 15th. Robert W. Baird raised their price objective on shares of Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Oppenheimer reissued a “market perform” rating on shares of Emerson Electric in a research report on Tuesday, January 27th. Finally, JPMorgan Chase & Co. increased their price target on shares of Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Ten research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $154.76.

Emerson Electric Stock Up 1.2%

Shares of Emerson Electric stock opened at $148.79 on Tuesday. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $152.50. The company has a quick ratio of 0.65, a current ratio of 0.88 and a debt-to-equity ratio of 0.41. The stock has a 50 day moving average price of $139.89 and a two-hundred day moving average price of $135.92. The stock has a market capitalization of $83.66 billion, a P/E ratio of 36.83, a PEG ratio of 2.38 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $1.62 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.62. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The business had revenue of $4.86 billion during the quarter, compared to analysts’ expectations of $4.91 billion. During the same period in the previous year, the company earned $1.48 earnings per share. Emerson Electric’s revenue for the quarter was up 5.1% on a year-over-year basis. 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 earnings per share for the current year.

Emerson Electric Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Friday, November 14th were given a $0.555 dividend. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, November 14th. Emerson Electric’s dividend payout ratio (DPR) is 54.95%.

Emerson Electric announced that its board has authorized a stock repurchase plan on Wednesday, November 5th that allows the company to repurchase $0.00 in shares. This repurchase authorization allows the industrial products company to repurchase shares of its stock through open market purchases. Shares repurchase plans are typically a sign that the company’s management believes its shares are undervalued.

Insider Buying and Selling at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the business’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of the transaction, the chief executive officer owned 196,292 shares of the company’s stock, valued at approximately $26,106,836. The trade was a 3.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.23% of the company’s stock.

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.