AustralianSuper Pty Ltd Buys New Shares in Emerson Electric Co. $EMR

AustralianSuper Pty Ltd bought a new position in Emerson Electric Co. (NYSE:EMR) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 7,243 shares of the industrial products company’s stock, valued at approximately $950,000.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of Emerson Electric by 1.3% in the second quarter. Vanguard Group Inc. now owns 54,129,898 shares of the industrial products company’s stock valued at $7,217,139,000 after acquiring an additional 695,105 shares during the last quarter. State Street Corp raised its stake in shares of Emerson Electric by 3.0% in 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. grew its stake in shares of Emerson Electric by 75.0% during 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 last quarter. Geode Capital Management LLC increased 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 buying an additional 89,192 shares during the period. Finally, Nordea Investment Management AB lifted its position in 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 valued at $1,223,947,000 after purchasing an additional 1,499,000 shares during the period. 74.30% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric 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 transaction, the chief executive officer owned 196,292 shares in the company, valued at $26,106,836. This trade represents a 3.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.23% of the company’s stock.

Wall Street Analysts Forecast Growth

EMR has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Emerson Electric in a research report on Wednesday, January 21st. Morgan Stanley lifted their price target on shares of Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research note on Friday, January 9th. Royal Bank Of Canada cut their price target on shares of Emerson Electric from $155.00 to $153.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. Oppenheimer reissued a “market perform” rating on shares of Emerson Electric in a report on Tuesday. Finally, Barclays raised their price objective on shares of Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Ten research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $154.76.

Emerson Electric Stock Performance

NYSE EMR opened at $147.04 on Friday. The company has a current ratio of 0.88, a quick ratio of 0.65 and a debt-to-equity ratio of 0.41. The company has a fifty day simple moving average of $139.49 and a 200 day simple moving average of $135.95. The company has a market cap of $82.68 billion, a P/E ratio of 36.40, a PEG ratio of 2.44 and a beta of 1.26. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $152.50.

Emerson Electric (NYSE:EMR) last released its quarterly earnings results on Wednesday, November 5th. The industrial products company reported $1.62 EPS for the quarter, meeting analysts’ consensus estimates of $1.62. The business had revenue of $4.86 billion during the quarter, compared to analyst estimates of $4.91 billion. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.Emerson Electric’s quarterly revenue was up 5.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.48 EPS. 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. Sell-side analysts predict that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

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

Emerson Electric Increases Dividend

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

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.