Knights of Columbus Asset Advisors LLC Decreases Stake in Emerson Electric Co. $EMR

Knights of Columbus Asset Advisors LLC lessened its stake in shares of Emerson Electric Co. (NYSE:EMR) by 48.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,240 shares of the industrial products company’s stock after selling 11,359 shares during the quarter. Knights of Columbus Asset Advisors LLC’s holdings in Emerson Electric were worth $1,606,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Pittenger & Anderson Inc. boosted its position in Emerson Electric by 0.4% during the 3rd quarter. Pittenger & Anderson Inc. now owns 37,909 shares of the industrial products company’s stock valued at $4,973,000 after buying an additional 149 shares during the period. Banyan Capital Management Inc. bought a new position in shares of Emerson Electric during the third quarter valued at about $545,000. Foundations Investment Advisors LLC boosted its holdings in shares of Emerson Electric by 11.2% during the third quarter. Foundations Investment Advisors LLC now owns 81,505 shares of the industrial products company’s stock worth $10,692,000 after purchasing an additional 8,237 shares during the period. LRI Investments LLC grew its stake in shares of Emerson Electric by 6.3% in the third quarter. LRI Investments LLC now owns 5,486 shares of the industrial products company’s stock worth $720,000 after purchasing an additional 327 shares during the last quarter. Finally, Fidelis Capital Partners LLC raised its position in Emerson Electric by 91.4% during the 3rd quarter. Fidelis Capital Partners LLC now owns 16,492 shares of the industrial products company’s stock valued at $2,163,000 after purchasing an additional 7,877 shares during the last quarter. 74.30% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have recently issued reports on EMR. TD Cowen cut 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. Oppenheimer reissued a “market perform” rating on shares of Emerson Electric in a research report on Tuesday, January 27th. UBS Group upgraded shares of Emerson Electric from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $131.00 to $168.00 in a report on Monday, January 5th. Barclays lifted their target price on shares of Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 7th. 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 equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $154.76.

Insider Buying and Selling at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction on 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 directly owned 196,292 shares in the company, valued at $26,106,836. This trade represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.23% of the stock is owned by insiders.

Emerson Electric Trading Down 2.4%

Shares of NYSE EMR opened at $147.04 on Friday. Emerson Electric Co. has a 1 year low of $90.06 and a 1 year high of $152.50. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.88 and a quick ratio of 0.65. The firm has a 50-day moving average of $139.49 and a 200 day moving average of $135.92. The stock has a market cap of $82.68 billion, a P/E ratio of 36.40, a price-to-earnings-growth ratio of 2.44 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last announced its earnings results on Wednesday, November 5th. The industrial products company reported $1.62 earnings per share for the quarter, meeting 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 the consensus estimate of $4.91 billion. During the same quarter last year, the firm earned $1.48 earnings per share. The business’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. As a group, sell-side analysts expect that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Friday, November 14th were paid a $0.555 dividend. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. 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. Emerson Electric’s payout ratio is currently 54.95%.

Emerson Electric declared that its Board of Directors has initiated a stock repurchase program on Wednesday, November 5th that permits the company to repurchase $0.00 in shares. This repurchase authorization permits the industrial products company to purchase shares of its stock through open market purchases. Shares repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

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.