Natixis Advisors LLC Reduces Holdings in Emerson Electric Co. $EMR

Natixis Advisors LLC decreased its stake in Emerson Electric Co. (NYSE:EMR) by 4.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 354,427 shares of the industrial products company’s stock after selling 16,773 shares during the quarter. Natixis Advisors LLC’s holdings in Emerson Electric were worth $46,493,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of EMR. Norges Bank purchased a new position in Emerson Electric in the 2nd quarter worth approximately $918,830,000. JPMorgan Chase & Co. increased its holdings in shares of Emerson Electric by 75.0% in 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 last quarter. Schroder Investment Management Group raised its position in Emerson Electric by 51.6% during the second quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock valued at $846,165,000 after purchasing an additional 2,159,126 shares during the period. 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 worth $692,442,000 after buying an additional 1,561,600 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in shares of Emerson Electric by 29.2% during the 3rd quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock worth $690,020,000 after purchasing an additional 1,187,974 shares during the period. 74.30% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Barclays boosted their target price on shares of Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 7th. Citigroup boosted their price objective on shares of Emerson Electric from $165.00 to $174.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Robert W. Baird increased their target price on Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Evercore lifted their target price on Emerson Electric from $170.00 to $185.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Finally, Loop Capital raised their price target on shares of Emerson Electric from $155.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Eleven research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Emerson Electric currently has a consensus rating of “Hold” and a consensus target price of $164.85.

Emerson Electric Stock Up 2.2%

Shares of EMR opened at $141.34 on Tuesday. The company has a market capitalization of $79.43 billion, a price-to-earnings ratio of 34.56, a PEG ratio of 2.20 and a beta of 1.24. Emerson Electric Co. has a 52 week low of $90.06 and a 52 week high of $165.15. The stock’s 50-day moving average price is $147.57 and its 200-day moving average price is $137.84. 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 (NYSE:EMR) last posted its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.05. The firm had revenue of $4.35 billion during the quarter, compared to analysts’ expectations of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The business’s revenue was up 4.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.38 EPS. 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 predict that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a dividend of $0.555 per share. The ex-dividend date is Friday, February 13th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.6%. Emerson Electric’s dividend payout ratio (DPR) is 54.28%.

Insider Activity

In related news, Director Matthew S. Levatich sold 1,476 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the transaction, the director owned 24,349 shares of the company’s stock, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Nicholas J. Piazza sold 6,703 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $159.07, for a total value of $1,066,246.21. Following the transaction, the vice president owned 31,664 shares in the company, valued at $5,036,792.48. This represents a 17.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.23% of the stock is owned by 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.