Envestnet Asset Management Inc. Sells 154,449 Shares of Emerson Electric Co. $EMR

Envestnet Asset Management Inc. reduced its holdings in Emerson Electric Co. (NYSE:EMR) by 8.6% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,636,322 shares of the industrial products company’s stock after selling 154,449 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Emerson Electric were worth $214,653,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Norges Bank purchased a new stake in Emerson Electric in the second quarter valued at approximately $918,830,000. JPMorgan Chase & Co. increased its holdings in shares of Emerson Electric by 75.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after buying an additional 5,371,585 shares during the last quarter. Schroder Investment Management Group lifted its holdings in shares of Emerson Electric by 51.6% during the 2nd quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock worth $846,165,000 after acquiring an additional 2,159,126 shares during the last quarter. Fisher Asset Management LLC grew its position in Emerson Electric by 43.0% in the second quarter. Fisher Asset Management LLC now owns 5,193,448 shares of the industrial products company’s stock worth $692,442,000 after acquiring an additional 1,561,600 shares in the last quarter. Finally, Nordea Investment Management AB increased its stake in Emerson Electric by 19.5% in the second quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock valued at $1,223,947,000 after acquiring an additional 1,499,000 shares during the last quarter. Institutional investors own 74.30% of the company’s stock.

Emerson Electric Stock Down 3.9%

Shares of Emerson Electric stock opened at $151.26 on Friday. The company’s 50 day moving average price is $141.22 and its 200-day moving average price is $136.23. Emerson Electric Co. has a 52-week low of $90.06 and a 52-week high of $160.13. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.65 and a current ratio of 0.84. The stock has a market capitalization of $85.01 billion, a price-to-earnings ratio of 36.98, a P/E/G ratio of 2.52 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The business had revenue of $4.35 billion during the quarter, compared to analysts’ expectations of $4.37 billion. During the same quarter in the prior year, the company posted $1.38 EPS. The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. Equities research analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Friday, February 13th. Emerson Electric’s payout ratio is currently 54.28%.

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

Key Emerson Electric News

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $6.40–$6.55 and reported Q1 results that beat profit estimates; management cited AI‑enabled products and strong North America orders as growth drivers. This is the main fundamental positive supporting the rally in analyst targets. Article Title
• Positive Sentiment: Large price‑target upgrades from full‑service brokers highlight upside expectations: Evercore and KeyCorp moved targets to $185 (both citing stronger outlooks), signaling ~22%+ upside from recent levels. Evercore note KeyCorp note
• Positive Sentiment: Additional upward PT revisions from Citigroup, RBC, Wolfe, Daiwa, HSBC and others — examples include Citigroup to $174, RBC to $176, Wolfe/Daiwa to the $177–$177 range — reinforcing analyst conviction after results. These moves underpin longer‑term upside narratives. Citigroup/Benzinga RBC note
• Neutral Sentiment: Company declared a quarterly dividend (payment in March; ex‑dividend Feb 13), which supports income investors but is unlikely to move the stock materially on its own. Dividend announcement / transcript
• Neutral Sentiment: Unusually large options activity with elevated call buying was reported, indicating some traders are positioning for upside — a near‑term bullish signal but not definitive. Options activity
• Neutral Sentiment: Media mentions (e.g., CNBC items) included Emerson among other final trades; such coverage can increase flow but is not a primary driver versus earnings and analyst actions. CNBC mention
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold (PT $170), introducing some sell‑side conflict and likely contributing to intraday weakness as investors digest mixed analyst views. Deutsche Bank note Finviz

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Daiwa Capital Markets upped their price objective on Emerson Electric from $153.00 to $177.00 and gave the stock an “outperform” rating in a report on Thursday. KeyCorp boosted their target price on Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a research report on Thursday. Wolfe Research increased their price target on shares of Emerson Electric from $172.00 to $177.00 and gave the company an “outperform” rating in a research report on Thursday. JPMorgan Chase & Co. boosted their price objective on shares of Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Finally, Jefferies Financial Group increased their target price on shares of Emerson Electric from $150.00 to $160.00 and gave the company a “hold” rating in a report on Thursday. Ten investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $163.50.

Insider Buying and Selling

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the stock in a transaction that occurred 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 owned 196,292 shares in the company, valued at approximately $26,106,836. This trade represents a 3.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.23% of the stock is owned by insiders.

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.