Clifford Swan Investment Counsel LLC Decreases Holdings in Emerson Electric Co. $EMR

Clifford Swan Investment Counsel LLC lowered its stake in Emerson Electric Co. (NYSE:EMR) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 251,548 shares of the industrial products company’s stock after selling 4,868 shares during the period. Emerson Electric accounts for 1.1% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 24th biggest position. Clifford Swan Investment Counsel LLC’s holdings in Emerson Electric were worth $33,386,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in EMR. Brighton Jones LLC raised its holdings in shares of Emerson Electric by 74.1% in the fourth quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after buying an additional 4,850 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in shares of Emerson Electric in the first quarter worth $232,000. Caxton Associates LLP purchased a new position in shares of Emerson Electric in the first quarter worth $275,000. Sivia Capital Partners LLC purchased a new position in shares of Emerson Electric in the second quarter worth $203,000. Finally, Jump Financial LLC raised its holdings in shares of Emerson Electric by 121.5% in the second quarter. Jump Financial LLC now owns 10,543 shares of the industrial products company’s stock worth $1,406,000 after buying an additional 5,783 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 firm’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total transaction of $811,224.00. Following the sale, the chief executive officer owned 281,393 shares in the company, valued at approximately $40,047,851.76. This trade represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.23% of the company’s stock.

Analysts Set New Price Targets

EMR has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft lowered shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective on the stock. in a research note on Thursday, February 5th. Royal Bank Of Canada increased their price objective on shares of Emerson Electric from $161.00 to $169.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 6th. Wells Fargo & Company increased their price objective on shares of Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. BMO Capital Markets increased their price objective on shares of Emerson Electric from $150.00 to $157.00 in a research note on Friday, May 8th. Finally, Jefferies Financial Group initiated coverage on shares of Emerson Electric in a research note on Tuesday, March 31st. They issued a “buy” rating and a $175.00 price objective on the stock. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Emerson Electric currently has a consensus rating of “Hold” and a consensus target price of $163.24.

Emerson Electric Stock Up 1.0%

EMR stock opened at $142.29 on Friday. The firm has a market cap of $79.70 billion, a PE ratio of 32.86, a P/E/G ratio of 2.25 and a beta of 1.25. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.64 and a current ratio of 0.87. The firm’s fifty day moving average is $138.26 and its 200 day moving average is $139.99. Emerson Electric Co. has a one year low of $121.56 and a one year high of $165.15.

Emerson Electric (NYSE:EMR) last released its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 EPS for the quarter, beating the consensus estimate of $1.53 by $0.01. The company had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.59 billion. Emerson Electric had a net margin of 13.35% and a return on equity of 17.18%. The firm’s revenue was up 2.9% on a year-over-year basis. During the same quarter last year, the business earned $1.48 earnings per share. 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, research analysts forecast that Emerson Electric Co. will post 6.49 EPS for the current year.

Emerson Electric Announces Dividend

The company 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 dividend of $0.555 per share. This represents a $2.22 annualized dividend and a yield of 1.6%. The ex-dividend date is Friday, May 15th. Emerson Electric’s dividend payout ratio (DPR) is currently 51.27%.

Emerson Electric 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.