Emerson Electric Co. $EMR Shares Purchased by National Pension Service

National Pension Service raised its stake in Emerson Electric Co. (NYSE:EMR) by 2.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,399,800 shares of the industrial products company’s stock after purchasing an additional 34,882 shares during the period. National Pension Service owned about 0.25% of Emerson Electric worth $183,626,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Coldstream Capital Management Inc. raised its stake in Emerson Electric by 18.3% during the 2nd quarter. Coldstream Capital Management Inc. now owns 21,378 shares of the industrial products company’s stock worth $2,850,000 after acquiring an additional 3,308 shares in the last quarter. Marshall Wace LLP grew its holdings in shares of Emerson Electric by 74.4% during the second quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock worth $171,563,000 after purchasing an additional 548,795 shares during the last quarter. AustralianSuper Pty Ltd acquired a new stake in shares of Emerson Electric during the third quarter worth about $950,000. Cahill Financial Advisors Inc. purchased a new stake in shares of Emerson Electric in the 3rd quarter valued at about $823,000. Finally, CORDA Investment Management LLC. acquired a new stake in shares of Emerson Electric in the 2nd quarter valued at about $1,173,000. 74.30% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have commented on EMR shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Emerson Electric in a research report on Wednesday, January 21st. TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target for the company. in a research report on Friday, January 9th. 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. 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 target price for the company. Finally, Morgan Stanley raised their price target on Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a report on Friday, January 9th. Ten analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $154.76.

Emerson Electric Trading Down 2.4%

Shares of Emerson Electric stock opened at $147.04 on Friday. The firm has a market cap of $82.68 billion, a price-to-earnings ratio of 36.40, a price-to-earnings-growth ratio of 2.44 and a beta of 1.26. Emerson Electric Co. has a 52-week low of $90.06 and a 52-week high of $152.50. The company’s 50-day simple moving average is $139.49 and its 200-day simple moving average is $135.92. The company has a quick ratio of 0.65, a current ratio of 0.88 and a debt-to-equity ratio of 0.41.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $1.62 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.62. The company had revenue of $4.86 billion for 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%.The firm’s revenue for the quarter was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $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. As a group, equities research analysts anticipate that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were issued a $0.555 dividend. 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 of this dividend was Friday, November 14th. Emerson Electric’s dividend payout ratio is 54.95%.

Emerson Electric declared that its Board of Directors has initiated a share buyback plan on Wednesday, November 5th that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the industrial products company to repurchase shares of its stock through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction on 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 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 transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.23% of the company’s stock.

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.