Clearbridge Investments LLC Cuts Stock Position in Emerson Electric Co. $EMR

Clearbridge Investments LLC cut its position in Emerson Electric Co. (NYSE:EMR) by 16.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,584,316 shares of the industrial products company’s stock after selling 309,325 shares during the period. Clearbridge Investments LLC’s holdings in Emerson Electric were worth $210,270,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in EMR. Syon Capital LLC increased its stake in Emerson Electric by 5.8% in the 4th quarter. Syon Capital LLC now owns 9,048 shares of the industrial products company’s stock worth $1,201,000 after acquiring an additional 496 shares during the last quarter. ING Groep NV bought a new position in Emerson Electric in the 4th quarter worth about $8,387,000. Capital Research Global Investors increased its stake in Emerson Electric by 0.5% in the 4th quarter. Capital Research Global Investors now owns 703,547 shares of the industrial products company’s stock worth $93,375,000 after acquiring an additional 3,510 shares during the last quarter. Valtrion Capital Management LLC increased its stake in Emerson Electric by 3.6% in the 4th quarter. Valtrion Capital Management LLC now owns 5,356 shares of the industrial products company’s stock worth $711,000 after acquiring an additional 185 shares during the last quarter. Finally, Longfellow Investment Management Co. LLC increased its stake in Emerson Electric by 40.2% in the 4th quarter. Longfellow Investment Management Co. LLC now owns 10,637 shares of the industrial products company’s stock worth $1,412,000 after acquiring an additional 3,051 shares during the last quarter. 74.30% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the stock in a transaction dated 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 directly owned 281,393 shares in the company, valued at $40,047,851.76. This represents a 1.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.23% of the stock is owned by corporate insiders.

Emerson Electric Trading Up 0.2%

Shares of EMR stock opened at $138.36 on Monday. The stock has a market capitalization of $77.50 billion, a PE ratio of 31.95, a P/E/G ratio of 2.21 and a beta of 1.25. Emerson Electric Co. has a 1-year low of $122.11 and a 1-year high of $165.15. The business has a 50-day moving average of $138.42 and a 200 day moving average of $140.07. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.87 and a quick ratio of 0.64.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.01. The company had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.59 billion. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.Emerson Electric’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the business posted $1.48 EPS. 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. As a group, sell-side analysts anticipate that Emerson Electric Co. will post 6.49 earnings per share for the current year.

Emerson Electric Announces Dividend

The business also recently announced 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 currently 51.27%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Daiwa Securities Group cut their price objective on Emerson Electric from $177.00 to $156.00 and set an “outperform” rating for the company in a report on Friday, May 15th. Stephens upped their price objective on Emerson Electric from $145.00 to $155.00 and gave the stock an “equal weight” rating in a report on Monday, February 9th. Royal Bank Of Canada upped their price objective on Emerson Electric from $161.00 to $169.00 and gave the stock an “outperform” rating in a report on Wednesday, May 6th. Wells Fargo & Company upped their price objective on Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. Finally, Rothschild & Co Redburn upped their price objective on Emerson Electric from $154.00 to $165.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Emerson Electric presently has an average rating of “Hold” and a consensus target price of $163.24.

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.