Canada Post Corp Registered Pension Plan Increases Holdings in Emerson Electric Co. $EMR

Canada Post Corp Registered Pension Plan raised its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 284.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,830 shares of the industrial products company’s stock after purchasing an additional 26,504 shares during the period. Canada Post Corp Registered Pension Plan’s holdings in Emerson Electric were worth $4,631,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. Kraft Davis & Associates LLC bought a new position in shares of Emerson Electric during the third quarter valued at approximately $201,000. Wellington Shields Capital Management LLC raised its holdings in Emerson Electric by 5.9% in the 3rd quarter. Wellington Shields Capital Management LLC now owns 3,255 shares of the industrial products company’s stock worth $427,000 after purchasing an additional 180 shares in the last quarter. Prime Capital Investment Advisors LLC lifted its position in shares of Emerson Electric by 0.8% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 35,181 shares of the industrial products company’s stock worth $4,615,000 after purchasing an additional 273 shares during the period. Capital Investment Advisory Services LLC boosted its stake in shares of Emerson Electric by 2.7% during the 3rd quarter. Capital Investment Advisory Services LLC now owns 5,896 shares of the industrial products company’s stock valued at $773,000 after purchasing an additional 156 shares in the last quarter. Finally, Financial & Tax Architects LLC purchased a new position in shares of Emerson Electric during the third quarter valued at about $463,000. 74.30% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Emerson Electric

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

• Positive Sentiment: Multiple sell‑side firms raised price targets and maintained bullish ratings (Evercore ISI to $185, KeyCorp to $185, Wolfe and Daiwa to the high‑$170s, HSBC to $170), signaling analyst confidence in upside ahead. Analyst price target raises (Benzinga/MarketScreener) HSBC price target KeyCorp price target
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $6.40–$6.55 and Q2 guidance to $1.50–$1.55, signaling stronger forward earnings outlook driven by AI‑enabled products and robust North America orders. This guidance is a major supportive catalyst for the stock. Guidance raise (Seeking Alpha)
• Positive Sentiment: Emerson reported fiscal Q1 results that beat EPS estimates and produced margin strength (profit beat; revenue roughly in line), which supports the higher guidance and analyst upgrades. Q1 highlights (Yahoo Finance) Earnings beat (Seeking Alpha)
• Positive Sentiment: Unusually large volume of call options was purchased, indicating some traders are positioned for further upside in EMR in the near term. Options flow can amplify intraday moves. Call option activity (AmericanBankingNews)
• Neutral Sentiment: Quarterly sales were reported in line with estimates — neutral for upside but supportive given the EPS beat and margin commentary. Investors will watch whether revenue picks up alongside higher margins. Q4 sales in line (MSN)
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold and set a $170 target — a mixed message that could cap some momentum, though DB’s $170 PT still implies upside from prior levels. Deutsche Bank downgrade (MSN)

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the business’s 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 transaction, the chief executive officer owned 196,292 shares in the company, valued at $26,106,836. The trade was a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.23% of the company’s stock.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Evercore lifted their price objective on Emerson Electric from $170.00 to $185.00 and gave the company an “outperform” rating in a research report on Thursday. Morgan Stanley lifted their price target on Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research report on Friday, January 9th. UBS Group upgraded Emerson Electric from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $131.00 to $168.00 in a report on Monday, January 5th. KeyCorp upped their target price on shares of Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Wolfe Research lifted 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. Nine 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $163.50.

Emerson Electric Stock Performance

Shares of Emerson Electric stock opened at $157.47 on Friday. Emerson Electric Co. has a 1 year low of $90.06 and a 1 year high of $160.13. The firm’s 50-day moving average is $141.69 and its 200 day moving average is $136.34. The stock has a market cap of $88.50 billion, a price-to-earnings ratio of 38.50, a PEG ratio of 2.40 and a beta of 1.26. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.65.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, topping 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 period in the previous year, the company earned $1.38 earnings per share. The business’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. Sell-side analysts anticipate that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric announced that its Board of Directors has approved a share repurchase program on Wednesday, November 5th that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the industrial products company to repurchase shares of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Emerson Electric Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, February 13th. Emerson Electric’s dividend payout ratio (DPR) is currently 54.28%.

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.