Emerson Electric Co. $EMR is John G Ullman & Associates Inc.’s 2nd Largest Position

John G Ullman & Associates Inc. decreased its holdings in Emerson Electric Co. (NYSE:EMR) by 1.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 277,441 shares of the industrial products company’s stock after selling 4,161 shares during the quarter. Emerson Electric accounts for about 4.9% of John G Ullman & Associates Inc.’s holdings, making the stock its 2nd biggest holding. John G Ullman & Associates Inc.’s holdings in Emerson Electric were worth $36,822,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in EMR. Beese Fulmer Investment Management Inc. lifted its stake in Emerson Electric by 0.5% in the fourth quarter. Beese Fulmer Investment Management Inc. now owns 23,818 shares of the industrial products company’s stock worth $3,161,000 after acquiring an additional 119 shares during the last quarter. Canada Post Corp Registered Pension Plan lifted its stake in Emerson Electric by 8.0% in the fourth quarter. Canada Post Corp Registered Pension Plan now owns 38,710 shares of the industrial products company’s stock worth $5,138,000 after acquiring an additional 2,880 shares during the last quarter. Hills Bank & Trust Co lifted its stake in Emerson Electric by 52.6% in the fourth quarter. Hills Bank & Trust Co now owns 17,250 shares of the industrial products company’s stock worth $2,289,000 after acquiring an additional 5,947 shares during the last quarter. 1620 Investment Advisors Inc. lifted its stake in Emerson Electric by 78.2% in the fourth quarter. 1620 Investment Advisors Inc. now owns 1,629 shares of the industrial products company’s stock worth $216,000 after acquiring an additional 715 shares during the last quarter. Finally, Stephens Inc. AR lifted its stake in Emerson Electric by 1.8% in the fourth quarter. Stephens Inc. AR now owns 98,436 shares of the industrial products company’s stock worth $13,064,000 after acquiring an additional 1,784 shares during the last quarter. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Insider Buying and Selling

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total value of $811,224.00. Following the completion of the sale, the chief executive officer owned 281,393 shares in the company, valued at $40,047,851.76. This represents a 1.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.23% of the stock is currently owned by company insiders.

Emerson Electric Stock Down 3.6%

Shares of NYSE:EMR opened at $132.98 on Friday. The company has a market capitalization of $74.48 billion, a PE ratio of 30.71, a P/E/G ratio of 2.12 and a beta of 1.26. The company has a current ratio of 0.87, a quick ratio of 0.64 and a debt-to-equity ratio of 0.37. Emerson Electric Co. has a twelve month low of $114.83 and a twelve month high of $165.15. The firm has a 50 day simple moving average of $137.11 and a 200-day simple moving average of $139.46.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.01. Emerson Electric had a net margin of 13.35% and a return on equity of 17.18%. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.59 billion. During the same quarter in the previous year, the firm earned $1.48 EPS. The company’s revenue was up 2.9% compared to the same quarter last year. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. On average, equities analysts predict that Emerson Electric Co. will post 6.49 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be given a $0.555 dividend. The ex-dividend date is Friday, May 15th. This represents a $2.22 annualized dividend and a yield of 1.7%. Emerson Electric’s dividend payout ratio is 51.27%.

Key Headlines Impacting Emerson Electric

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

• Positive Sentiment: KeyCorp kept an Overweight rating and a $185 price target on Emerson Electric, and its updated estimates still imply meaningful earnings growth into FY2027. Emerson Electric analyst estimates
• Positive Sentiment: Investor interest also appears to be tied to Emerson’s automation strategy, which is drawing attention for its role in the company’s long-term industrial growth story. Emerson Electric Automation Strategy Draws S&P 500 Focus
• Neutral Sentiment: A MarketBeat/Yahoo Finance piece asked whether Emerson Electric should be added to watchlists, reflecting ongoing investor debate rather than a clear new catalyst. Should You Be Adding Emerson Electric To Your Watchlist Today?
• Negative Sentiment: Daiwa Securities cut its price target on Emerson Electric to $156 from $177, which may have weighed on sentiment even though it maintained an Outperform rating. Daiwa Securities adjusts PT on Emerson Electric
• Negative Sentiment: KeyCorp trimmed several near-term earnings estimates for EMR, including Q1 2027, Q2 2027, Q4 2026, and FY2027, signaling some caution on upcoming profitability. Emerson Electric earnings estimate revisions

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on EMR shares. Evercore lifted their price target on shares of Emerson Electric from $170.00 to $185.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Wolfe Research decreased their price target on shares of Emerson Electric from $176.00 to $169.00 and set an “outperform” rating for the company in a research note on Wednesday, April 8th. Loop Capital lifted their price target on shares of Emerson Electric from $155.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. KeyCorp boosted their price objective on shares of Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Finally, Rothschild & Co Redburn boosted their price objective on shares of Emerson Electric from $154.00 to $165.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Emerson Electric presently has an average rating of “Hold” and an average price target of $163.24.

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.