Strategic Blueprint LLC Boosts Stake in Emerson Electric Co. $EMR

Strategic Blueprint LLC grew its holdings in Emerson Electric Co. (NYSE:EMR) by 76.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 12,460 shares of the industrial products company’s stock after buying an additional 5,383 shares during the period. Strategic Blueprint LLC’s holdings in Emerson Electric were worth $1,634,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Childress Capital Advisors LLC raised its stake in shares of Emerson Electric by 3.7% in the 3rd quarter. Childress Capital Advisors LLC now owns 2,459 shares of the industrial products company’s stock valued at $323,000 after acquiring an additional 87 shares during the period. Park Avenue Securities LLC raised its position in Emerson Electric by 17.1% in the third quarter. Park Avenue Securities LLC now owns 22,011 shares of the industrial products company’s stock valued at $2,887,000 after purchasing an additional 3,211 shares during the period. McIlrath & Eck LLC boosted its position in shares of Emerson Electric by 29.2% during the third quarter. McIlrath & Eck LLC now owns 1,105 shares of the industrial products company’s stock worth $145,000 after buying an additional 250 shares during the period. Cordatus Wealth Management LLC acquired a new stake in shares of Emerson Electric in the third quarter valued at $2,403,000. Finally, Kathmere Capital Management LLC raised its holdings in shares of Emerson Electric by 147.4% in the 3rd quarter. Kathmere Capital Management LLC now owns 4,511 shares of the industrial products company’s stock valued at $592,000 after buying an additional 2,688 shares during the period. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the business’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total value of $965,979.00. Following the completion of the sale, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at approximately $26,106,836. The trade was a 3.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.23% of the company’s stock.

Emerson Electric Trading Up 1.2%

EMR opened at $143.89 on Friday. The business’s 50-day simple moving average is $134.00 and its 200-day simple moving average is $134.61. The company has a market cap of $80.91 billion, a P/E ratio of 35.62, a PEG ratio of 2.32 and a beta of 1.26. Emerson Electric Co. has a one year low of $90.06 and a one year high of $150.27. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.65 and a current ratio of 0.88.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings results on Thursday, April 6th. The industrial products company reported $0.79 EPS for the quarter. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The company had revenue of $3.16 billion for the quarter. Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. As a group, equities research analysts expect that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric announced that its Board of Directors has authorized a share buyback program on Wednesday, November 5th that allows the company to buyback $0.00 in shares. This buyback authorization allows the industrial products company to reacquire shares of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its shares are undervalued.

Emerson Electric Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were issued a dividend of $0.555 per share. The ex-dividend date of this dividend was Friday, November 14th. This is a positive change from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. Emerson Electric’s dividend payout ratio is 54.95%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Royal Bank Of Canada dropped their target price on Emerson Electric from $155.00 to $153.00 and set an “outperform” rating for the company in a research report on Thursday, November 6th. Wolfe Research increased their target price on shares of Emerson Electric from $165.00 to $168.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. UBS Group upgraded shares of Emerson Electric from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $131.00 to $168.00 in a research note on Monday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Emerson Electric in a report on Wednesday, October 8th. Finally, Barclays upped their price target on Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.06.

Key Stories Impacting Emerson Electric

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: Heightened social-media chatter and a recent intraday price jump have been linked to a notable analyst upgrade (price target as high as $168), fueling short‑term buying interest and volume. Emerson Electric Co. Stock (EMR) Opinions on Recent Analyst Upgrade
• Positive Sentiment: Emerson received the 2026 “Industrial IoT Company of the Year” award, supporting the company narrative around AI-enabled automation and differentiated software/IoT offerings that drive higher‑margin, recurring revenue. Emerson Named 2026 ‘Industrial IoT Company of the Year’
• Positive Sentiment: Sector analysis highlights persistent, systemic CapEx tailwinds (infrastructure, energy, grid resilience) where Emerson’s automation and control products should benefit over multiple years—a bullish thematic for industrials. 3 Industrial Names That Will Benefit from Rising CapEX in 2026
• Positive Sentiment: Brokerage coverage remains constructive overall — recent consensus view called a “Moderate Buy,” and several firms have lifted price targets over the past weeks, supporting medium‑term sentiment. Emerson Electric Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Wells Fargo and Barclays raised price targets to $145 but kept equal‑weight / hold ratings, suggesting modest upside from current levels and signaling limited conviction for big near‑term gains. Wells Fargo Sticks to Its Hold Rating for Emerson Electric Barclays Raises Target to $145 (Benzinga)
• Negative Sentiment: Insider selling by Emerson’s CEO (sale of 7,263 shares) is a short‑term negative signal for some investors and may temper enthusiasm from retail buyers chasing momentum. Emerson Insider Trading Notes
• Negative Sentiment: Recent session volatility included days when EMR fell more than the market (notably a ~2.4% drop in a prior session), underlining that upside is not assured and momentum can quickly reverse. EMR Declines More Than Market (Zacks)

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.