Assenagon Asset Management S.A. Raises Stock Position in Emerson Electric Co. $EMR

Assenagon Asset Management S.A. grew its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 234.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 945,840 shares of the industrial products company’s stock after buying an additional 662,743 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Emerson Electric were worth $135,397,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in EMR. Basso Capital Management L.P. bought a new stake in Emerson Electric during the fourth quarter worth approximately $25,000. IFC & Insurance Marketing Inc. bought a new stake in shares of Emerson Electric in the 4th quarter valued at approximately $27,000. Motiv8 Investments LLC purchased a new position in shares of Emerson Electric in the 4th quarter worth approximately $27,000. Ares Financial Consulting LLC purchased a new position in shares of Emerson Electric in the 4th quarter worth approximately $29,000. Finally, Darwin Wealth Management LLC bought a new position in shares of Emerson Electric during the 2nd quarter valued at approximately $29,000. Institutional investors own 74.30% of the company’s stock.

Emerson Electric News Summary

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

• Positive Sentiment: Emerson reported fiscal Q3 sales of $4.873 billion, up 7% year over year, while adjusted EPS increased to $1.71 from $1.52 and exceeded the $1.68 analyst consensus. Underlying sales rose 6%, orders increased 7%, and adjusted segment EBITA margin expanded to 28.5% from 27.1%. Emerson Q3 Earnings Beat on Software & Systems Strength, Outlook Raised
• Positive Sentiment: Management raised fiscal 2026 guidance to approximately $6.55 in adjusted EPS and $3.6 billion in free cash flow, supported by strength in Software & Systems, Test and Measurement, and Ovation. Emerson Q3 2026 Earnings Call Highlights
• Positive Sentiment: Citigroup raised its EMR price target to $182 from $174 with a Buy rating, while RBC increased its target to $179 from $169 and maintained Outperform, indicating additional potential upside in some analysts’ models.
• Positive Sentiment: Emerson acquired Glue Inc., adding AI-enabled test-generation and validation software through Glue Studio. The deal supports the company’s strategy of expanding higher-growth, software-focused automation offerings. Emerson Acquires Glue Inc.
• Neutral Sentiment: Analyst sentiment remains mixed, with published price targets ranging from roughly $144 to $182. The median target cited by Quiver Quantitative is $155, close to the recent trading level, limiting the consensus-based catalyst.
• Negative Sentiment: The likely pressure is a “sell-the-news” reaction: the quarterly beat and guidance increase may have been largely anticipated, while the guidance raise was viewed as modest relative to the stock’s valuation, which includes a P/E ratio above 34.
• Negative Sentiment: Investors continue to weigh tariff and geopolitical risks, including potential Middle East-related disruption. Reported insider activity also showed six sales and no purchases over the past six months, which may add to caution, although insider transactions are not necessarily directional.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on EMR. JPMorgan Chase & Co. upgraded Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 price target for the company in a research report on Friday, July 17th. Sanford C. Bernstein reduced their target price on shares of Emerson Electric from $175.00 to $169.00 and set an “outperform” rating on the stock in a research note on Monday, July 20th. Royal Bank Of Canada raised their target price on shares of Emerson Electric from $169.00 to $179.00 and gave the stock an “outperform” rating in a report on Wednesday. BMO Capital Markets upped their price target on shares of Emerson Electric from $150.00 to $157.00 in a report on Friday, May 8th. Finally, KeyCorp reduced their price objective on shares of Emerson Electric from $185.00 to $170.00 and set an “overweight” rating on the stock in a research report on Monday, July 13th. Thirteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Emerson Electric has a consensus rating of “Moderate Buy” and an average target price of $163.18.

Emerson Electric Stock Down 3.5%

NYSE:EMR opened at $156.76 on Friday. The company has a market cap of $87.80 billion, a price-to-earnings ratio of 34.30, a price-to-earnings-growth ratio of 2.42 and a beta of 1.24. Emerson Electric Co. has a twelve month low of $122.64 and a twelve month high of $165.15. The company has a current ratio of 0.90, a quick ratio of 0.64 and a debt-to-equity ratio of 0.37. The stock has a fifty day simple moving average of $143.85 and a 200-day simple moving average of $142.52.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.68 by $0.03. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. The company had revenue of $4.87 billion for the quarter, compared to the consensus estimate of $4.80 billion. During the same quarter last year, the firm posted $1.52 EPS. The firm’s revenue was up .0% compared to the same quarter last year. Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. Analysts anticipate that Emerson Electric Co. will post 6.56 EPS for the current year.

Emerson Electric Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. Emerson Electric’s dividend payout ratio (DPR) is 48.58%.

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.