Azzad Asset Management Inc. ADV Boosts Stock Position in Emerson Electric Co. $EMR

Azzad Asset Management Inc. ADV increased its stake in shares of Emerson Electric Co. (NYSE:EMR) by 31.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 51,658 shares of the industrial products company’s stock after buying an additional 12,353 shares during the quarter. Emerson Electric comprises 0.7% of Azzad Asset Management Inc. ADV’s holdings, making the stock its 19th largest position. Azzad Asset Management Inc. ADV’s holdings in Emerson Electric were worth $6,777,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its position in shares of Emerson Electric by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 54,129,898 shares of the industrial products company’s stock valued at $7,217,139,000 after buying an additional 695,105 shares during the period. State Street Corp increased its stake in Emerson Electric by 3.0% during the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock worth $3,606,979,000 after acquiring an additional 784,987 shares during the last quarter. JPMorgan Chase & Co. raised its position in Emerson Electric by 75.0% in the second quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock valued at $1,671,762,000 after purchasing an additional 5,371,585 shares during the period. Geode Capital Management LLC lifted its stake in shares of Emerson Electric by 0.7% in the 2nd quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock valued at $1,610,958,000 after purchasing an additional 89,192 shares during the last quarter. Finally, Nordea Investment Management AB grew its holdings in shares of Emerson Electric by 19.5% during the 2nd quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock worth $1,223,947,000 after purchasing an additional 1,499,000 shares during the period. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting 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)

Insiders Place Their Bets

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the business’s stock in a transaction on Wednesday, December 3rd. The shares were 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 directly owned 196,292 shares of the company’s stock, valued at $26,106,836. The trade was a 3.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.23% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have commented on EMR. TD Cowen cut shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price on the stock. in a research report on Friday, January 9th. KeyCorp upped their price objective on shares of Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a report on Thursday. Wolfe Research lifted their target price on shares of Emerson Electric from $172.00 to $177.00 and gave the company an “outperform” rating in a report on Thursday. HSBC upped their price target on Emerson Electric from $165.00 to $170.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Robert W. Baird lifted their price objective on Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Nine 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. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $163.50.

Emerson Electric Stock Up 4.3%

Emerson Electric stock opened at $157.47 on Friday. The firm has a market capitalization of $88.50 billion, a P/E ratio of 38.50, a P/E/G ratio of 2.50 and a beta of 1.26. The stock’s fifty day simple moving average is $141.69 and its 200-day simple moving average is $136.28. Emerson Electric Co. has a twelve month low of $90.06 and a twelve month high of $160.13. The company has a current ratio of 0.84, a quick ratio of 0.65 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, topping 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 company had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.37 billion. During the same quarter in the prior year, the business earned $1.38 EPS. Emerson Electric’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. As a group, equities analysts expect that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

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

Emerson Electric Dividend Announcement

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

Emerson Electric 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.