Quilter Plc Has $104.10 Million Stock Position in Emerson Electric Co. $EMR

Quilter Plc decreased its stake in shares of Emerson Electric Co. (NYSE:EMR) by 0.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 793,598 shares of the industrial products company’s stock after selling 4,279 shares during the period. Emerson Electric makes up about 1.8% of Quilter Plc’s investment portfolio, making the stock its 19th largest holding. Quilter Plc owned about 0.14% of Emerson Electric worth $104,104,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in EMR. Brighton Jones LLC grew its holdings in shares of Emerson Electric by 74.1% during 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 in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in shares of Emerson Electric during the 1st quarter worth approximately $232,000. Caxton Associates LLP bought a new stake in shares of Emerson Electric in the first quarter worth $275,000. Sivia Capital Partners LLC acquired a new position in Emerson Electric during the second quarter worth $203,000. Finally, Magnus Financial Group LLC increased its stake in Emerson Electric by 9.1% in the 2nd quarter. Magnus Financial Group LLC now owns 2,064 shares of the industrial products company’s stock valued at $275,000 after buying an additional 172 shares during the last quarter. 74.30% of the stock is owned by institutional investors.

Emerson Electric Price Performance

Emerson Electric stock opened at $147.71 on Friday. The company has a market capitalization of $83.05 billion, a price-to-earnings ratio of 36.56, a PEG ratio of 2.39 and a beta of 1.26. The company has a current ratio of 0.88, a quick ratio of 0.65 and a debt-to-equity ratio of 0.41. Emerson Electric Co. has a 12 month low of $90.06 and a 12 month high of $151.74. The stock’s 50 day moving average is $137.30 and its 200-day moving average is $135.62.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $1.62 EPS for the quarter, meeting analysts’ consensus estimates of $1.62. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.The firm had revenue of $4.86 billion for the quarter, compared to analyst estimates of $4.91 billion. During the same period in the prior year, the firm posted $1.48 EPS. The company’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 research analysts expect that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric announced that its board has initiated a stock 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 repurchase shares of its stock through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its stock is undervalued.

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. The ex-dividend date of this dividend was Friday, November 14th. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. Emerson Electric’s payout ratio is presently 54.95%.

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total value of $965,979.00. Following the completion of the sale, the chief executive officer directly owned 196,292 shares in the company, valued at approximately $26,106,836. The trade was a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.23% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on EMR. Wolfe Research upped their price objective on Emerson Electric from $168.00 to $172.00 and gave the stock an “outperform” rating in a research note on Thursday, January 15th. Morgan Stanley increased their price target on shares of Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research note on Friday, January 9th. Evercore ISI assumed coverage on shares of Emerson Electric in a report on Monday, December 15th. They issued an “outperform” rating and a $170.00 target price on the stock. Weiss Ratings reissued a “buy (b-)” rating on shares of Emerson Electric in a research report on Wednesday. Finally, TD Cowen cut Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price objective for the company. in a research report on Friday, January 9th. Ten investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $154.76.

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.