Candriam S.C.A. Has $64.70 Million Stock Holdings in Emerson Electric Co. $EMR

Candriam S.C.A. reduced its position in Emerson Electric Co. (NYSE:EMR) by 46.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 493,220 shares of the industrial products company’s stock after selling 419,755 shares during the period. Candriam S.C.A.’s holdings in Emerson Electric were worth $64,701,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new position in Emerson Electric during the second quarter worth $918,830,000. JPMorgan Chase & Co. boosted its holdings in shares of Emerson Electric by 75.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after buying an additional 5,371,585 shares during the period. Schroder Investment Management Group grew its stake in Emerson Electric by 51.6% in the 2nd quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock valued at $846,165,000 after buying an additional 2,159,126 shares during the last quarter. Fisher Asset Management LLC lifted its position in Emerson Electric by 43.0% during the second quarter. Fisher Asset Management LLC now owns 5,193,448 shares of the industrial products company’s stock worth $692,442,000 after acquiring an additional 1,561,600 shares during the last quarter. Finally, Nordea Investment Management AB boosted its holdings in shares of Emerson Electric by 19.5% during the second quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock worth $1,223,947,000 after acquiring an additional 1,499,000 shares during the period. Institutional investors own 74.30% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Weiss Ratings cut Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. KeyCorp upped their price target on shares of Emerson Electric from $155.00 to $185.00 and gave the company an “overweight” rating in a research note on Thursday. Robert W. Baird lifted their price objective on shares of Emerson Electric from $143.00 to $164.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. UBS Group upgraded shares of Emerson Electric from a “neutral” rating to a “buy” rating and increased their target price for the stock from $131.00 to $168.00 in a research report on Monday, January 5th. Finally, Barclays boosted their price target on Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 7th. Nine 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.com, the company has a consensus rating of “Hold” and an average target price of $163.50.

Insider Buying and Selling

In related 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 transaction of $965,979.00. Following the sale, the chief executive officer owned 196,292 shares in the company, valued at $26,106,836. This represents a 3.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.23% of the company’s stock.

More Emerson Electric News

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

• Positive Sentiment: Multiple sell‑side firms raised price targets and maintained bullish ratings (Evercore ISI to $185, KeyCorp to $185, Wolfe and Daiwa to the high‑$170s, HSBC to $170), signaling analyst confidence in upside ahead. Analyst price target raises (Benzinga/MarketScreener) HSBC price target KeyCorp price target
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $6.40–$6.55 and Q2 guidance to $1.50–$1.55, signaling stronger forward earnings outlook driven by AI‑enabled products and robust North America orders. This guidance is a major supportive catalyst for the stock. Guidance raise (Seeking Alpha)
• Positive Sentiment: Emerson reported fiscal Q1 results that beat EPS estimates and produced margin strength (profit beat; revenue roughly in line), which supports the higher guidance and analyst upgrades. Q1 highlights (Yahoo Finance) Earnings beat (Seeking Alpha)
• Positive Sentiment: Unusually large volume of call options was purchased, indicating some traders are positioned for further upside in EMR in the near term. Options flow can amplify intraday moves. Call option activity (AmericanBankingNews)
• Neutral Sentiment: Quarterly sales were reported in line with estimates — neutral for upside but supportive given the EPS beat and margin commentary. Investors will watch whether revenue picks up alongside higher margins. Q4 sales in line (MSN)
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold and set a $170 target — a mixed message that could cap some momentum, though DB’s $170 PT still implies upside from prior levels. Deutsche Bank downgrade (MSN)

Emerson Electric Price Performance

Shares of EMR stock opened at $157.47 on Monday. 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 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. The business has a fifty day simple moving average of $141.69 and a 200 day simple moving average of $136.20. The company has a market cap of $88.50 billion, a P/E ratio of 38.50, a P/E/G ratio of 2.50 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last posted its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The firm had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.37 billion. During the same quarter in the previous year, the firm posted $1.38 earnings per share. The company’s revenue 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. On average, sell-side analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, February 13th. Emerson Electric’s dividend payout ratio is currently 54.28%.

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