Emerson Electric (EMR) Stock Concentration Calculator

Calculator · free · no signup · EMR

Quantify Emerson Electric concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your inputs

Adjust — results update instantly.

Position & portfolio

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
−$150,000
If 50% drop
−$250,000
If 70% drop
−$350,000

Most fee-only advisors target ≤10% in any single name. You're at 67%.

Estimates only. Not financial advice.

Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.

Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.

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Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.

Tax brackets: 2026 · Estimates only — not financial advice.

Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.

You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About Emerson Electric

Emerson Electric (EMR) is a public Other company, incorporated in Missouri and headquartered in St Louis, MO.

Equity grants at Emerson Electric typically include restricted stock units (RSUs).

Emerson Electric Co., commonly known as Emerson, is an American multinational corporation headquartered in St. Louis, Missouri. The Fortune 500 company manufactures and delivers a range of industrial automation and control systems, climate control solutions, measurement and analytical instrumentation, and provides engineering services for industrial, commercial, and consumer markets.

Source: Wikipedia (CC BY-SA 4.0)

Founded in St. Louis in 1890 to make electric motors and fans, the company spent a century as a diversified industrial before reshaping sharply after 2021: it sold its climate technologies business to Blackstone, contributed its industrial software to a joint venture, and acquired control of National Instruments in 2023 and full ownership of Aspen Technology in 2025. What remains is automation, process control systems and measurement instruments sold to refining, chemical, and life sciences plants. Headquarters remain in St. Louis.

Sources: emerson.com · en.wikipedia.org

Equity comp at Emerson Electric

  • RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.

Researched 2026-08-17.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Emerson Electric.

If a meaningful share of your net worth sits in EMR, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with EMR's option-implied volatility.

All Emerson Electric tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Emerson Electric equity questions

How much EMR stock is too much?
There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your EMR position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Emerson Electric grant ISOs, NSOs, or RSUs?
Equity compensation at Emerson Electric typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Emerson Electric RSUs use double-trigger vesting?
No. Emerson Electric restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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