Financial & Tax Architects LLC purchased a new position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 3,527 shares of the industrial products company’s stock, valued at approximately $463,000.
Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Darwin Wealth Management LLC bought a new position in Emerson Electric in the 2nd quarter valued at about $29,000. Winnow Wealth LLC bought a new stake in Emerson Electric in the 2nd quarter valued at about $34,000. Traub Capital Management LLC bought a new stake in shares of Emerson Electric in the second quarter valued at approximately $37,000. Princeton Global Asset Management LLC bought a new position in Emerson Electric during the 2nd quarter worth $38,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in Emerson Electric in the 2nd quarter valued at $39,000. Institutional investors and hedge funds own 74.30% of the company’s stock.
Wall Street Analyst Weigh In
Several equities research analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft cut Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 target price for the company. in a research note on Thursday. JPMorgan Chase & Co. raised their price objective on Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Oppenheimer reaffirmed a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. TD Cowen lowered shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price on the stock. in a report on Friday, January 9th. Finally, Weiss Ratings downgraded Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. Nine research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Emerson Electric has a consensus rating of “Hold” and an average target price of $163.50.
Emerson Electric Stock Performance
Shares of EMR stock opened at $151.26 on Friday. Emerson Electric Co. has a 12 month low of $90.06 and a 12 month high of $160.13. The firm’s 50 day moving average is $141.22 and its 200 day moving average is $136.23. The company has a current ratio of 0.84, a quick ratio of 0.65 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $85.01 billion, a P/E ratio of 36.98, a PEG ratio of 2.52 and a beta of 1.26.
Emerson Electric (NYSE:EMR – Get Free Report) last announced its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The business had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.37 billion. During the same period in the prior year, the company earned $1.38 EPS. The company’s quarterly revenue 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. On average, sell-side analysts anticipate that Emerson Electric Co. will post 5.96 earnings per share for the current year.
Emerson Electric Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. Emerson Electric’s dividend payout ratio is presently 54.28%.
Emerson Electric announced that its Board of Directors has initiated a stock buyback program on Wednesday, November 5th that permits the company to buyback $0.00 in outstanding shares. This buyback authorization permits the industrial products company to purchase shares of its stock through open market purchases. Shares buyback programs are generally a sign that the company’s board of directors believes its shares are undervalued.
Emerson Electric News Summary
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
Insider Buying and Selling at Emerson Electric
In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total transaction 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 trade represents a 3.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.23% of the company’s stock.
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.
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