Vaughan Nelson Investment Management L.P. Has $931,000 Position in Emerson Electric Co. $EMR

Vaughan Nelson Investment Management L.P. trimmed its stake in Emerson Electric Co. (NYSE:EMR) by 55.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,015 shares of the industrial products company’s stock after selling 8,690 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in Emerson Electric were worth $931,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in EMR. Brighton Jones LLC increased 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 valued at $1,412,000 after acquiring an additional 4,850 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in Emerson Electric in the 1st quarter valued at $232,000. Caxton Associates LLP bought a new stake in Emerson Electric during the 1st quarter valued at $275,000. Sivia Capital Partners LLC bought a new stake in Emerson Electric during the 2nd quarter valued at $203,000. Finally, Arrowstreet Capital Limited Partnership bought a new position in shares of Emerson Electric in the second quarter valued at $12,179,000. Institutional investors own 74.30% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of Emerson Electric stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total value of $811,224.00. Following the sale, the chief executive officer owned 281,393 shares of the company’s stock, valued at approximately $40,047,851.76. The trade was a 1.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Matthew S. Levatich sold 1,476 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the transaction, the director owned 24,349 shares in the company, valued at approximately $3,948,433.84. The trade was a 5.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 13,879 shares of company stock valued at $2,116,818. Company insiders own 0.23% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on EMR shares. Citigroup boosted their target price on shares of Emerson Electric from $165.00 to $174.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. TD Cowen lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price objective for the company. in a report on Friday, January 9th. Deutsche Bank Aktiengesellschaft lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 target price on the stock. in a report on Thursday, February 5th. Weiss Ratings lowered Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, February 4th. Finally, BMO Capital Markets initiated coverage on shares of Emerson Electric in a report on Friday, March 27th. They set a “market perform” rating and a $150.00 price objective on the stock. Twelve equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Emerson Electric currently has a consensus rating of “Hold” and a consensus price target of $164.86.

Emerson Electric Stock Performance

EMR stock opened at $131.02 on Wednesday. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. The firm has a market cap of $73.63 billion, a PE ratio of 32.03, a P/E/G ratio of 1.96 and a beta of 1.24. The business has a 50 day moving average of $143.69 and a 200-day moving average of $137.60. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $165.15.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. The business had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.37 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.Emerson Electric’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same period last year, the company posted $1.38 earnings per share. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. As a group, sell-side analysts expect that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Friday, February 13th were issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Friday, February 13th. Emerson Electric’s dividend payout ratio (DPR) is 54.28%.

Emerson Electric 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.