Nisa Investment Advisors LLC raised its holdings in Emerson Electric Co. (NYSE:EMR – Free Report) by 2.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 209,731 shares of the industrial products company’s stock after acquiring an additional 4,076 shares during the period. Nisa Investment Advisors LLC’s holdings in Emerson Electric were worth $27,835,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently made changes to their positions in the company. Darwin Wealth Management LLC bought a new stake in shares of Emerson Electric during the 2nd quarter valued at approximately $29,000. Wealth Watch Advisors INC bought a new position in Emerson Electric in the 3rd quarter valued at approximately $33,000. Twin Peaks Wealth Advisors LLC acquired a new stake in Emerson Electric in the second quarter valued at approximately $39,000. Financial Consulate Inc. bought a new stake in shares of Emerson Electric during the third quarter worth $41,000. Finally, Ameriflex Group Inc. increased its holdings in shares of Emerson Electric by 96.4% during the third quarter. Ameriflex Group Inc. now owns 326 shares of the industrial products company’s stock worth $43,000 after buying an additional 160 shares in the last quarter. Institutional investors own 74.30% of the company’s stock.
Analyst Ratings Changes
Several equities research analysts recently weighed in on the company. Citigroup raised their price objective on Emerson Electric from $165.00 to $174.00 and gave the company a “buy” rating in a report on Wednesday, February 4th. Loop Capital increased their target price on Emerson Electric from $155.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Oppenheimer restated a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. JPMorgan Chase & Co. upped their price objective on Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Finally, BMO Capital Markets started coverage on shares of Emerson Electric in a report on Friday, March 27th. They issued a “market perform” rating and a $150.00 price objective for the company. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $164.86.
Insider Buying and Selling at Emerson Electric
In other Emerson Electric news, Director Matthew S. Levatich sold 1,476 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total transaction of $239,348.16. Following the sale, the director owned 24,349 shares of the company’s stock, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Nicholas J. Piazza sold 6,703 shares of Emerson Electric stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $159.07, for a total value of $1,066,246.21. Following the completion of the transaction, the vice president directly owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. This trade represents a 17.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 13,879 shares of company stock valued at $2,116,818. 0.23% of the stock is currently owned by insiders.
Key Stories Impacting Emerson Electric
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Jefferies upgraded EMR to Buy and lifted its price target to $175, arguing strong order momentum should push earnings from low-single-digit growth in early FY26 to low-double-digits by year-end — a clear near-term catalyst for upside. Emerson Electric Receives Wall Street Upgrade to Buy and Price Target to $175
- Positive Sentiment: Jefferies initiated/started coverage with a buy rating and $175 PT (reported across outlets), which tends to drive trading volume and positive sentiment when a well-known firm turns bullish. Jefferies coverage reported by Benzinga
- Neutral Sentiment: Media pieces (Yahoo Finance, Zacks) are highlighting the broader theme that Wall Street analyst recommendations can be overly optimistic; these stories provide context but don’t change fundamentals — they mostly temper blind reliance on ratings. Is Emerson Electric (EMR) a Buy as Wall Street Analysts Look Optimistic?
- Neutral Sentiment: Roundups of top analyst calls (24/7 Wall St.) listed Emerson among notable research actions today — useful for monitoring sentiment flow but not a direct fundamental change. Here Are Tuesday’s Top Wall Street Analyst Research Calls
- Negative Sentiment: BMO Capital Markets maintained a Market Perform (hold) on EMR — a more neutral-to-contrarian stance that can cap upside when paired with buy-side upgrades. Emerson Electric Earns Market Perform Rating from BMO
- Negative Sentiment: Recent intraday coverage noted a short-term dip in EMR’s share price in the prior session, signaling some near-term volatility despite the upgrade-driven rally. Emerson Electric (EMR) Dips More Than Broader Market
Emerson Electric Trading Up 6.3%
NYSE EMR opened at $131.02 on Wednesday. The firm has a market capitalization of $73.63 billion, a PE ratio of 32.03, a price-to-earnings-growth ratio of 1.96 and a beta of 1.24. The business’s 50-day moving average price is $143.69 and its two-hundred day moving average price is $137.60. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37. Emerson Electric Co. has a 12 month low of $90.06 and a 12 month high of $165.15.
Emerson Electric (NYSE:EMR – Get Free Report) last announced its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, beating the consensus estimate 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 analysts’ expectations of $4.37 billion. During the same period in the prior year, the business posted $1.38 earnings per share. The firm’s revenue was up 4.1% on a year-over-year basis. 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, analysts expect that Emerson Electric Co. will post 5.96 EPS for the current year.
Emerson Electric Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Friday, February 13th were issued a $0.555 dividend. The ex-dividend date was Friday, February 13th. This represents a $2.22 annualized dividend and a yield of 1.7%. Emerson Electric’s payout ratio is presently 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.
See Also
Receive News & Ratings for Emerson Electric Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Emerson Electric and related companies with MarketBeat.com's FREE daily email newsletter.
