Isthmus Partners LLC Reduces Stake in Emerson Electric Co. $EMR

Isthmus Partners LLC cut its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 6.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 102,859 shares of the industrial products company’s stock after selling 7,336 shares during the quarter. Emerson Electric comprises 1.4% of Isthmus Partners LLC’s portfolio, making the stock its 27th biggest position. Isthmus Partners LLC’s holdings in Emerson Electric were worth $13,477,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Rooted Wealth Advisors Inc. lifted its position in Emerson Electric by 3.0% during the fourth quarter. Rooted Wealth Advisors Inc. now owns 2,195 shares of the industrial products company’s stock valued at $291,000 after purchasing an additional 64 shares during the period. Institute for Wealth Management LLC. raised its stake in shares of Emerson Electric by 1.6% during the 4th quarter. Institute for Wealth Management LLC. now owns 4,546 shares of the industrial products company’s stock valued at $603,000 after buying an additional 71 shares during the last quarter. Cary Street Partners Investment Advisory LLC lifted its holdings in shares of Emerson Electric by 2.4% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 3,098 shares of the industrial products company’s stock valued at $411,000 after buying an additional 72 shares during the period. Cornell Pochily Investment Advisors Inc. lifted its holdings in shares of Emerson Electric by 0.3% in the 4th quarter. Cornell Pochily Investment Advisors Inc. now owns 29,260 shares of the industrial products company’s stock valued at $3,883,000 after buying an additional 76 shares during the period. Finally, Zhang Financial LLC boosted its stake in shares of Emerson Electric by 2.7% in the fourth quarter. Zhang Financial LLC now owns 2,892 shares of the industrial products company’s stock worth $384,000 after buying an additional 76 shares during the last quarter. 74.30% of the stock is owned by hedge funds and other institutional investors.

Emerson Electric Trading Down 0.9%

Shares of NYSE:EMR opened at $136.64 on Thursday. The business’s 50 day moving average price is $140.78 and its 200-day moving average price is $141.75. Emerson Electric Co. has a 1 year low of $122.64 and a 1 year high of $165.15. The firm has a market capitalization of $76.53 billion, a price-to-earnings ratio of 31.56, a price-to-earnings-growth ratio of 2.20 and a beta of 1.25. 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 posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, topping analysts’ consensus estimates 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 net margin of 13.35% and a return on equity of 17.18%. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.48 earnings per share. 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, equities research analysts forecast 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 was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were given a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Friday, May 15th. Emerson Electric’s dividend payout ratio is 51.27%.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Sanford C. Bernstein initiated coverage on Emerson Electric in a research report on Wednesday, June 10th. They set an “outperform” rating and a $175.00 price target for the company. Royal Bank Of Canada raised their price objective on shares of Emerson Electric from $161.00 to $169.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 6th. BMO Capital Markets boosted their target price on shares of Emerson Electric from $150.00 to $157.00 in a research note on Friday, May 8th. Wolfe Research lowered their price target on shares of Emerson Electric from $176.00 to $169.00 and set an “outperform” rating on the stock in a report on Wednesday, April 8th. Finally, Wells Fargo & Company raised their price target on shares of Emerson Electric from $135.00 to $155.00 and gave the company an “equal weight” rating in a research report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $163.32.

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.