Emerson Electric Co. $EMR Shares Bought by Tema Etfs LLC

Tema Etfs LLC lifted its stake in shares of Emerson Electric Co. (NYSE:EMR) by 38.2% during the third quarter, Holdings Channel reports. The fund owned 34,254 shares of the industrial products company’s stock after purchasing an additional 9,466 shares during the quarter. Tema Etfs LLC’s holdings in Emerson Electric were worth $4,493,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Emerson Electric by 74.1% during the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after purchasing an additional 4,850 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in shares of Emerson Electric during the first quarter valued at approximately $232,000. Caxton Associates LLP acquired a new stake in Emerson Electric during the first quarter worth approximately $275,000. Modern Wealth Management LLC boosted its position in Emerson Electric by 26.4% during the first quarter. Modern Wealth Management LLC now owns 3,852 shares of the industrial products company’s stock worth $422,000 after acquiring an additional 804 shares during the last quarter. Finally, Kera Capital Partners Inc. grew its stake in Emerson Electric by 29.3% in the 2nd quarter. Kera Capital Partners Inc. now owns 2,450 shares of the industrial products company’s stock worth $327,000 after acquiring an additional 555 shares during the period. Institutional investors and hedge funds own 74.30% of the company’s stock.

Trending Headlines about Emerson Electric

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

• Positive Sentiment: Macro/capex tailwind — EMR is highlighted as one of three industrial names likely to benefit from structurally higher CapEx across infrastructure, energy and data-center spending, supporting multi-year revenue opportunity. 3 Industrial Names That Will Benefit from Rising CapEx in 2026 (EMR)
• Positive Sentiment: Bulge-bracket optimism — Barclays published a bullish forecast for EMR, calling for strong price appreciation, which adds credibility to upside scenarios and likely supports recent buying interest. Barclays Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock
• Positive Sentiment: Additional bullish forecasts — Wells Fargo published a positive price-appreciation outlook in a separate note, contributing to the cluster of analyst targets above the prior consensus and helping to underpin shares. Wells Fargo & Company Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock
• Neutral Sentiment: Street consensus — A recent roundup shows brokerages give EMR a consensus around “Moderate Buy,” and median price targets near the mid-$140s to $150, indicating mixed-but-leaning-positive sentiment rather than a clear consensus breakout. Emerson Electric Co. (NYSE:EMR) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Social / volume-driven attention — Online discussion and a QuiverQuant summary point to recent volume spikes and analyst upgrades (one target to $168), but also note insider selling and mixed institutional flows — a short-term catalyst but mixed signal for fundamentals. Emerson Electric Co. Stock (EMR) Opinions on Recent Analyst Upgrade
• Neutral Sentiment: Upcoming earnings — Analysts expect single-digit EPS growth for fiscal Q1 2026; the report and any guidance update will likely be the next major price mover. Expect focus on margin trends and end-market demand. What to Expect From Emerson Electric’s Q1 2026 Earnings Report
• Negative Sentiment: Analyst downgrade — TD Cowen cut EMR from “buy” to “hold” with a $150 target, reducing one source of bullish conviction and likely weighing on momentum among risk-sensitive holders. Finviz (TD Cowen downgrade)
• Negative Sentiment: Mixed hold ratings persist — Wells Fargo reiterated a “hold” in a press release, underscoring that some large brokers remain cautious, which could limit near-term upside until clearer proof of stronger earnings arrives. Wells Fargo Sticks to Its Hold Rating for Emerson Electric Company (EMR)
• Negative Sentiment: Recent pullback — Coverage noted a session where EMR fell more than the market, a sign that profit-taking or rotation can amplify downside on mixed news days. Emerson Electric (EMR) Declines More Than Market: Some Information for Investors

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Daiwa Capital Markets increased their price target on Emerson Electric from $150.00 to $153.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 24th. TD Cowen downgraded Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price on the stock. in a research report on Friday. UBS Group raised Emerson Electric from a “neutral” rating to a “buy” rating and raised their price target for the stock from $131.00 to $168.00 in a research note on Monday, January 5th. Jefferies Financial Group reaffirmed a “hold” rating and set a $145.00 price objective on shares of Emerson Electric in a research note on Wednesday, December 10th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Emerson Electric from $151.00 to $150.00 and set a “neutral” rating on the stock in a research report on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $151.06.

Emerson Electric Stock Performance

NYSE EMR opened at $144.17 on Monday. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.88 and a quick ratio of 0.65. Emerson Electric Co. has a 1-year low of $90.06 and a 1-year high of $150.27. The firm has a market capitalization of $81.06 billion, a P/E ratio of 35.68, a P/E/G ratio of 2.35 and a beta of 1.26. The business’s 50-day simple moving average is $134.09 and its 200-day simple moving average is $134.78.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings results on Thursday, April 6th. The industrial products company reported $0.79 EPS for the quarter. The firm had revenue of $3.16 billion for the quarter. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. 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. Equities analysts predict that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Increases Dividend

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

Emerson Electric announced that its Board of Directors has approved a stock repurchase plan on Wednesday, November 5th that authorizes the company to buyback $0.00 in outstanding shares. This buyback authorization authorizes the industrial products company to purchase shares of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Insiders Place Their Bets

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the stock in a transaction on 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 in the company, valued at approximately $26,106,836. This represents a 3.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.23% of the company’s stock.

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.