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Oppenheimer lifts Emerson shares target on strong growth and AspenTech stake

EditorEmilio Ghigini
Published 11/07/2024, 03:24 PM
EMR
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On Wednesday, Oppenheimer adjusted its outlook on Emerson (NYSE:EMR), increasing the shares price target to $150 from the previous target of $125, while reaffirming an Outperform rating. The adjustment comes after Emerson reported a solid 6% growth in FY24 organic sales, building on a 10% increase in FY23 and a 7% rise in FY22. This growth trajectory is expected to maintain a 4% midpoint into FY25, driven by a consistent process and hybrid growth, propelled by capital investment cycles and an expanding project funnel.

The analyst highlighted Emerson's recent momentum in sectors such as LNG, life sciences, and sustainability initiatives, noting these areas are contributing to the company's growth. Additionally, there has been a broadening improvement in orders, which has enhanced the visibility of an organic ramp in the discrete and test & measurement segments for the second half of the fiscal year, compared to previous periods that presented easier comparisons.

Emerson's strategic moves include a $240 per share initial cash offer to acquire the remaining 43% minority stake in AspenTech, a company in which Emerson already owns a 57% majority. This acquisition is expected to reach a breakeven point for FY25's pro forma adjusted earnings per share, factoring in the financing costs of full ownership, immediate cost efficiencies, and operational leverage. The timing and seasonality of this deal have been considered favorably in Oppenheimer's analysis.

Furthermore, Emerson is considering different options for its Safety & Productivity business, including a potential cash sale, which could attract an estimated $4 billion before taxes. Should Emerson proceed with both the AspenTech transaction and the sale of its Safety & Productivity business, the company is projected to conclude FY25 with less than 2 times net leverage. This would position Emerson as a simplified and complete automation pure play, according to the analyst's assessment.

In other recent news, Emerson Electric Co. has seen a series of upgrades from KeyBanc Capital Markets, Mizuho (NYSE:MFG) Securities, Baird, and Deutsche Bank (ETR:DBKGn) following its strong fiscal year 2024 performance and strategic announcements. The company's growth was driven by its Process and Hybrid businesses, and it reported a 6% increase in underlying sales and a 24% rise in adjusted earnings per share for the fiscal year.

Emerson has also proposed to acquire the remaining shares of Aspen Technology (NASDAQ:AZPN) and is considering the divestiture of its Safety & Productivity business. These moves are expected to strengthen Emerson's focus on automation, potentially leading to beneficial synergies, particularly with the Aspen Technology deal. However, KeyBanc suggested that a higher offer might be necessary for the Aspen Technology acquisition.

Emerson also plans to repurchase $2 billion worth of its own shares in fiscal year 2025. The company's fiscal year 2025 guidance exceeded market expectations, ranging from $5.85 to $6.05 per share. These recent developments are part of Emerson's transformation plan to become a more growth-oriented and profitable entity.

InvestingPro Insights

Emerson's strong performance and strategic moves highlighted in the article are further supported by recent data from InvestingPro. The company's market capitalization stands at an impressive $72.62 billion, reflecting its significant presence in the Electrical Equipment industry. Emerson's revenue growth of 13.34% over the last twelve months aligns with the solid organic sales growth mentioned in the article, demonstrating the company's ability to capitalize on key sectors like LNG, life sciences, and sustainability initiatives.

InvestingPro Tips reveal that Emerson has raised its dividend for 54 consecutive years, showcasing its financial stability and commitment to shareholder returns. This consistent dividend growth complements the company's strategic acquisitions and potential divestitures discussed in the article, indicating a balanced approach to growth and shareholder value.

The stock's recent performance is noteworthy, with a 16.36% return over the last week and a 41.15% return over the past year. These figures support Oppenheimer's bullish outlook and increased price target. However, investors should note that the stock is trading near its 52-week high, with a P/E ratio of 42.31, suggesting a premium valuation that may reflect the market's optimism about Emerson's future prospects.

For readers interested in a deeper analysis, InvestingPro offers 13 additional tips for Emerson, providing a comprehensive view of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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