Envestnet Asset Management Inc. Sells 154,449 Shares of Emerson Electric Co. $EMR

Envestnet Asset Management Inc. reduced its stake in shares of Emerson Electric Co. (NYSE:EMR) by 8.6% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 1,636,322 shares of the industrial products company’s stock after selling 154,449 shares during the period. Envestnet Asset Management Inc. owned about 0.29% of Emerson Electric worth $214,653,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of EMR. Brighton Jones LLC grew its stake in shares of Emerson Electric by 74.1% in the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after acquiring an additional 4,850 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in Emerson Electric in the 1st quarter worth about $232,000. Caxton Associates LLP purchased a new stake in Emerson Electric in the 1st quarter valued at about $275,000. Sivia Capital Partners LLC bought a new position in shares of Emerson Electric during the 2nd quarter worth approximately $203,000. Finally, Venturi Wealth Management LLC boosted its stake in shares of Emerson Electric by 5.6% in the 2nd quarter. Venturi Wealth Management LLC now owns 5,934 shares of the industrial products company’s stock worth $791,000 after buying an additional 314 shares during the last quarter. Hedge funds and other 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: Company raised FY‑2026 EPS guidance to $6.40–$6.55 and reported Q1 results that beat profit estimates; management cited AI‑enabled products and strong North America orders as growth drivers. This is the main fundamental positive supporting the rally in analyst targets. Article Title
• Positive Sentiment: Large price‑target upgrades from full‑service brokers highlight upside expectations: Evercore and KeyCorp moved targets to $185 (both citing stronger outlooks), signaling ~22%+ upside from recent levels. Evercore note KeyCorp note
• Positive Sentiment: Additional upward PT revisions from Citigroup, RBC, Wolfe, Daiwa, HSBC and others — examples include Citigroup to $174, RBC to $176, Wolfe/Daiwa to the $177–$177 range — reinforcing analyst conviction after results. These moves underpin longer‑term upside narratives. Citigroup/Benzinga RBC note
• Neutral Sentiment: Company declared a quarterly dividend (payment in March; ex‑dividend Feb 13), which supports income investors but is unlikely to move the stock materially on its own. Dividend announcement / transcript
• Neutral Sentiment: Unusually large options activity with elevated call buying was reported, indicating some traders are positioning for upside — a near‑term bullish signal but not definitive. Options activity
• Neutral Sentiment: Media mentions (e.g., CNBC items) included Emerson among other final trades; such coverage can increase flow but is not a primary driver versus earnings and analyst actions. CNBC mention
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold (PT $170), introducing some sell‑side conflict and likely contributing to intraday weakness as investors digest mixed analyst views. Deutsche Bank note Finviz

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on EMR. Oppenheimer reiterated a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. Daiwa Capital Markets lifted their target price on Emerson Electric from $153.00 to $177.00 and gave the stock an “outperform” rating in a research note on Thursday. Citigroup increased their price target on shares of Emerson Electric from $165.00 to $174.00 and gave the company a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. lifted their price objective on shares of Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Finally, TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price for the company. in a research report on Friday, January 9th. Ten equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $163.50.

Emerson Electric Price Performance

Shares of NYSE:EMR opened at $151.26 on Friday. The company has a 50-day moving average price of $141.22 and a two-hundred day moving average price of $136.23. Emerson Electric Co. has a twelve month low of $90.06 and a twelve month high of $160.13. The company has a quick ratio of 0.65, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. The firm has a market capitalization of $85.01 billion, a PE ratio of 36.98, a P/E/G ratio of 2.52 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last released its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping the consensus estimate of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.37 billion. During the same period last year, the firm earned $1.38 EPS. Emerson Electric’s revenue for the quarter 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. Equities analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. Emerson Electric’s dividend payout ratio is 54.28%.

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

Insider Buying and Selling

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of the transaction, the chief executive officer owned 196,292 shares of the company’s stock, valued at $26,106,836. The trade was a 3.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.23% of the stock is currently owned by corporate insiders.

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.