Geode Capital Management LLC Has $1.63 Billion Holdings in Emerson Electric Co. $EMR

Geode Capital Management LLC raised its holdings in Emerson Electric Co. (NYSE:EMR) by 0.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 12,328,324 shares of the industrial products company’s stock after acquiring an additional 76,488 shares during the quarter. Geode Capital Management LLC’s holdings in Emerson Electric were worth $1,628,638,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in EMR. Ares Financial Consulting LLC acquired a new position in Emerson Electric in the fourth quarter valued at approximately $29,000. Darwin Wealth Management LLC acquired a new position in Emerson Electric in the second quarter valued at approximately $29,000. Steph & Co. acquired a new position in Emerson Electric in the fourth quarter valued at approximately $33,000. Wealth Watch Advisors INC acquired a new position in Emerson Electric in the third quarter valued at approximately $33,000. Finally, Strategic Wealth Advisors LLC acquired a new position in Emerson Electric in the fourth quarter valued at approximately $41,000. 74.30% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total transaction of $811,224.00. Following the completion of the sale, the chief executive officer owned 281,393 shares in the company, valued at approximately $40,047,851.76. This represents a 1.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 0.23% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on EMR shares. Barclays boosted their price objective on Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft downgraded Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective for the company. in a report on Thursday, February 5th. Evercore boosted their price objective on Emerson Electric from $170.00 to $185.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Stephens boosted their price objective on Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a report on Monday, February 9th. Finally, Jefferies Financial Group started coverage on Emerson Electric in a report on Tuesday, March 31st. They set a “buy” rating and a $175.00 price objective for the company. Twelve research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Emerson Electric has an average rating of “Hold” and an average target price of $163.24.

Emerson Electric Trading Up 1.5%

Shares of Emerson Electric stock opened at $141.75 on Friday. The stock has a fifty day simple moving average of $136.99 and a 200 day simple moving average of $139.55. Emerson Electric Co. has a 12-month low of $117.16 and a 12-month high of $165.15. The company has a market capitalization of $79.39 billion, a P/E ratio of 32.74, a price-to-earnings-growth ratio of 2.23 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 (NYSE:EMR) last announced its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.01. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.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 prior year, the company posted $1.48 earnings per share. Emerson Electric’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, sell-side analysts anticipate that Emerson Electric Co. will post 6.49 earnings per share for the current fiscal year.

Emerson Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a dividend of $0.555 per share. The ex-dividend date is Friday, May 15th. This represents a $2.22 annualized dividend and a yield of 1.6%. Emerson Electric’s dividend payout ratio is 51.27%.

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.