Guinness Asset Management LTD Buys 6,230 Shares of Emerson Electric Co. $EMR

Guinness Asset Management LTD grew its stake in Emerson Electric Co. (NYSE:EMR) by 0.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,907,825 shares of the industrial products company’s stock after buying an additional 6,230 shares during the quarter. Emerson Electric accounts for about 3.9% of Guinness Asset Management LTD’s investment portfolio, making the stock its 10th biggest holding. Guinness Asset Management LTD’s holdings in Emerson Electric were worth $246,586,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its holdings in 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 in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in shares of Emerson Electric during the first quarter worth about $232,000. Caxton Associates LLP acquired a new stake in Emerson Electric in the 1st quarter valued at approximately $275,000. Sivia Capital Partners LLC acquired a new position in Emerson Electric during the 2nd quarter worth approximately $203,000. Finally, Venturi Wealth Management LLC grew its stake in shares of Emerson Electric by 5.6% during the 2nd quarter. Venturi Wealth Management LLC now owns 5,934 shares of the industrial products company’s stock worth $791,000 after acquiring an additional 314 shares in the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Emerson Electric Trading Down 3.9%

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

Emerson Electric (NYSE:EMR) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $4.37 billion. During the same quarter last year, the business earned $1.38 EPS. The firm’s quarterly 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. As a group, sell-side analysts predict that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric declared that its Board of Directors has initiated a stock repurchase program on Wednesday, November 5th that permits the company to repurchase $0.00 in outstanding shares. This repurchase authorization permits the industrial products company to buy shares of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board believes its shares are undervalued.

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 issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, February 13th. Emerson Electric’s dividend payout ratio is presently 54.28%.

Insiders Place Their Bets

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

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

Analyst Upgrades and Downgrades

Several brokerages recently commented on EMR. Wolfe Research increased their target price on shares of Emerson Electric from $172.00 to $177.00 and gave the stock an “outperform” rating in a report on Thursday. Royal Bank Of Canada boosted their price target on Emerson Electric from $153.00 to $176.00 and gave the stock an “outperform” rating in a research report on Wednesday. Oppenheimer reaffirmed a “market perform” rating on shares of Emerson Electric in a research report on Tuesday, January 27th. TD Cowen cut Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target for the company. in a report on Friday, January 9th. Finally, UBS Group upgraded Emerson Electric from a “neutral” rating to a “buy” rating and lifted their target price for the company from $131.00 to $168.00 in a research report on Monday, January 5th. Nine investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Emerson Electric currently has a consensus rating of “Hold” and a consensus price target of $163.50.

Emerson Electric Company 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.