Ferguson Wellman Capital Management Inc. Has $38.12 Million Stock Holdings in Emerson Electric Co. $EMR

Ferguson Wellman Capital Management Inc. lifted its position in Emerson Electric Co. (NYSE:EMR) by 2.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 290,611 shares of the industrial products company’s stock after purchasing an additional 6,377 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in Emerson Electric were worth $38,122,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in EMR. Kingswood Wealth Advisors LLC raised its stake in shares of Emerson Electric by 9.8% in the third quarter. Kingswood Wealth Advisors LLC now owns 6,134 shares of the industrial products company’s stock valued at $805,000 after acquiring an additional 546 shares during the last quarter. Venturi Wealth Management LLC increased its holdings in Emerson Electric by 1.4% during the 3rd quarter. Venturi Wealth Management LLC now owns 6,019 shares of the industrial products company’s stock valued at $790,000 after purchasing an additional 85 shares in the last quarter. Benjamin Edwards Inc. raised its position in Emerson Electric by 6.5% in the 3rd quarter. Benjamin Edwards Inc. now owns 38,406 shares of the industrial products company’s stock valued at $5,038,000 after purchasing an additional 2,347 shares during the last quarter. SG Americas Securities LLC boosted its stake in Emerson Electric by 405.4% in the third quarter. SG Americas Securities LLC now owns 45,768 shares of the industrial products company’s stock worth $6,004,000 after purchasing an additional 36,713 shares in the last quarter. Finally, HB Wealth Management LLC grew its holdings in shares of Emerson Electric by 13.6% during the third quarter. HB Wealth Management LLC now owns 26,094 shares of the industrial products company’s stock worth $3,423,000 after purchasing an additional 3,119 shares during the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Key Emerson Electric News

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

• Positive Sentiment: Heightened social-media chatter and a recent intraday price jump have been linked to a notable analyst upgrade (price target as high as $168), fueling short‑term buying interest and volume. Emerson Electric Co. Stock (EMR) Opinions on Recent Analyst Upgrade
• Positive Sentiment: Emerson received the 2026 “Industrial IoT Company of the Year” award, supporting the company narrative around AI-enabled automation and differentiated software/IoT offerings that drive higher‑margin, recurring revenue. Emerson Named 2026 ‘Industrial IoT Company of the Year’
• Positive Sentiment: Sector analysis highlights persistent, systemic CapEx tailwinds (infrastructure, energy, grid resilience) where Emerson’s automation and control products should benefit over multiple years—a bullish thematic for industrials. 3 Industrial Names That Will Benefit from Rising CapEX in 2026
• Positive Sentiment: Brokerage coverage remains constructive overall — recent consensus view called a “Moderate Buy,” and several firms have lifted price targets over the past weeks, supporting medium‑term sentiment. Emerson Electric Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Wells Fargo and Barclays raised price targets to $145 but kept equal‑weight / hold ratings, suggesting modest upside from current levels and signaling limited conviction for big near‑term gains. Wells Fargo Sticks to Its Hold Rating for Emerson Electric Barclays Raises Target to $145 (Benzinga)
• Negative Sentiment: Insider selling by Emerson’s CEO (sale of 7,263 shares) is a short‑term negative signal for some investors and may temper enthusiasm from retail buyers chasing momentum. Emerson Insider Trading Notes
• Negative Sentiment: Recent session volatility included days when EMR fell more than the market (notably a ~2.4% drop in a prior session), underlining that upside is not assured and momentum can quickly reverse. EMR Declines More Than Market (Zacks)

Wall Street Analyst Weigh In

A number of research firms recently issued reports on EMR. Wolfe Research lifted their price target on Emerson Electric from $165.00 to $168.00 and gave the company an “outperform” rating in a report on Friday, November 21st. UBS Group raised shares of Emerson Electric from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $131.00 to $168.00 in a research note on Monday. Royal Bank Of Canada reduced their target price on shares of Emerson Electric from $155.00 to $153.00 and set an “outperform” rating on the stock in a research report on Thursday, November 6th. Evercore ISI began coverage on shares of Emerson Electric in a report on Monday, December 15th. They issued an “outperform” rating and a $170.00 price target for the company. Finally, Barclays upped their price objective on Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $151.06.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at $26,106,836. This represents a 3.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.23% of the company’s stock.

Emerson Electric Trading Up 1.2%

Shares of NYSE EMR opened at $143.89 on Friday. Emerson Electric Co. has a fifty-two week low of $90.06 and a fifty-two week high of $150.27. The firm has a market capitalization of $80.91 billion, a P/E ratio of 35.62, a P/E/G ratio of 2.32 and a beta of 1.26. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.88 and a quick ratio of 0.65. The company’s 50 day simple moving average is $134.00 and its 200 day simple moving average is $134.61.

Emerson Electric (NYSE:EMR) last issued its earnings results on Thursday, April 6th. The industrial products company reported $0.79 EPS for the quarter. The company had revenue of $3.16 billion during the quarter. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. On average, analysts predict that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. The ex-dividend date was Friday, November 14th. Emerson Electric’s dividend payout ratio (DPR) is 54.95%.

Emerson Electric announced that its board has authorized a stock buyback 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 repurchase shares of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

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.