Emerson Electric Co. $EMR Shares Bought by Covea Finance

Covea Finance lifted its position in shares of Emerson Electric Co. (NYSE:EMR) by 5.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 329,669 shares of the industrial products company’s stock after buying an additional 17,000 shares during the period. Emerson Electric makes up approximately 1.4% of Covea Finance’s portfolio, making the stock its 16th largest position. Covea Finance’s holdings in Emerson Electric were worth $43,754,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in Emerson Electric in the second quarter valued at $918,830,000. JPMorgan Chase & Co. grew 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 purchasing an additional 5,371,585 shares during the period. Schroder Investment Management Group increased its position in shares of Emerson Electric by 51.6% during the 2nd quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock worth $846,165,000 after purchasing an additional 2,159,126 shares during the last quarter. Ameriprise Financial Inc. raised its holdings in Emerson Electric by 185.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock valued at $418,730,000 after buying an additional 2,075,425 shares during the period. Finally, Fisher Asset Management LLC lifted its position in Emerson Electric by 43.0% in the second quarter. Fisher Asset Management LLC now owns 5,193,448 shares of the industrial products company’s stock valued at $692,442,000 after buying an additional 1,561,600 shares during the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. UBS Group upgraded shares of Emerson Electric from a “neutral” rating to a “buy” rating and lifted their price target for the company from $131.00 to $168.00 in a research report on Monday, January 5th. Royal Bank Of Canada increased their price objective on shares of Emerson Electric from $153.00 to $176.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. Daiwa Securities Group boosted their target price on Emerson Electric from $153.00 to $177.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. HSBC upped their price target on Emerson Electric from $165.00 to $170.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Finally, Evercore boosted their price objective on Emerson Electric from $170.00 to $185.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Eleven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $164.85.

Emerson Electric Price Performance

Emerson Electric stock opened at $128.12 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. Emerson Electric Co. has a 52-week low of $90.06 and a 52-week high of $165.15. The firm has a market cap of $72.00 billion, a PE ratio of 31.32, a price-to-earnings-growth ratio of 2.07 and a beta of 1.24. The company’s 50 day moving average is $146.41 and its two-hundred day moving average is $137.78.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data 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. The business had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.37 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company’s revenue was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.38 earnings per share. 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, research analysts expect that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were paid a $0.555 dividend. This represents a $2.22 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Friday, February 13th. Emerson Electric’s dividend payout ratio (DPR) is presently 54.28%.

Insider Transactions at Emerson Electric

In other news, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the completion of the transaction, the vice president directly owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. The trade was a 17.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total transaction of $811,224.00. Following the completion of the sale, the chief executive officer directly owned 281,393 shares in the company, valued at approximately $40,047,851.76. This trade represents a 1.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 13,879 shares of company stock valued at $2,116,818. 0.23% of the stock is currently owned by corporate insiders.

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.