Truist Financial Corp Boosts Holdings in Emerson Electric Co. $EMR

Truist Financial Corp raised its position in shares of Emerson Electric Co. (NYSE:EMR) by 5.6% during the third quarter, HoldingsChannel reports. The fund owned 1,132,720 shares of the industrial products company’s stock after acquiring an additional 59,821 shares during the quarter. Truist Financial Corp’s holdings in Emerson Electric were worth $148,590,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in EMR. Brighton Jones LLC boosted its position 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 valued at $1,412,000 after buying an additional 4,850 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in Emerson Electric during the 1st quarter valued at $232,000. Caxton Associates LLP bought a new position in Emerson Electric in the 1st quarter valued at $275,000. Sivia Capital Partners LLC purchased a new stake in Emerson Electric in the second quarter worth $203,000. Finally, GC Wealth Management RIA LLC lifted its position in shares of Emerson Electric by 88.3% during the second quarter. GC Wealth Management RIA LLC now owns 6,881 shares of the industrial products company’s stock worth $917,000 after purchasing an additional 3,226 shares during the last quarter. 74.30% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently commented on EMR shares. Wells Fargo & Company upped their price target on shares of Emerson Electric from $140.00 to $145.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 7th. Evercore ISI began coverage on shares of Emerson Electric in a research note on Monday, December 15th. They issued an “outperform” rating and a $170.00 target price on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Emerson Electric in a research report on Wednesday, January 21st. Robert W. Baird boosted their price target on Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Finally, Royal Bank Of Canada lowered their price objective on shares of Emerson Electric from $155.00 to $153.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. Ten analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $154.76.

Emerson Electric Stock Performance

Shares of Emerson Electric stock opened at $147.78 on Wednesday. Emerson Electric Co. has a one year low of $90.06 and a one year high of $151.74. The company has a market capitalization of $83.10 billion, a PE ratio of 36.58, a P/E/G ratio of 2.42 and a beta of 1.26. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.65 and a current ratio of 0.88. The company has a 50-day simple moving average of $138.16 and a two-hundred day simple moving average of $135.71.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $1.62 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.62. The firm had revenue of $4.86 billion for the quarter, compared to the consensus estimate of $4.91 billion. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The company’s quarterly revenue was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.48 EPS. 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. Research 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. Stockholders of record on Friday, November 14th were given a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, November 14th. This is a positive change from Emerson Electric’s previous quarterly dividend of $0.53. Emerson Electric’s payout ratio is 54.95%.

Emerson Electric declared that its Board of Directors has approved a stock buyback plan on Wednesday, November 5th that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the industrial products company to repurchase shares of its stock through open market purchases. Shares repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

Insider Transactions at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’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 transaction, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at $26,106,836. This represents a 3.57% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.23% of the stock is owned by corporate insiders.

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.