Invesco Ltd. Cuts Stake in Emerson Electric Co. $EMR

Invesco Ltd. decreased its holdings in Emerson Electric Co. (NYSE:EMR) by 10.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,352,785 shares of the industrial products company’s stock after selling 983,038 shares during the period. Invesco Ltd. owned about 1.48% of Emerson Electric worth $1,095,718,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Emerson Electric by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 54,330,938 shares of the industrial products company’s stock valued at $7,127,132,000 after buying an additional 201,040 shares during the period. State Street Corp lifted its stake in Emerson Electric by 3.0% in the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock worth $3,606,979,000 after acquiring an additional 784,987 shares during the last quarter. JPMorgan Chase & Co. increased its position 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 valued at $1,671,762,000 after purchasing an additional 5,371,585 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Emerson Electric by 0.7% during the 2nd quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock worth $1,610,958,000 after purchasing an additional 89,192 shares during the last quarter. Finally, Schroder Investment Management Group increased its holdings in Emerson Electric by 13.5% in the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock valued at $945,227,000 after buying an additional 859,171 shares during the last quarter. 74.30% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, VP Nicholas J. Piazza sold 6,703 shares of Emerson Electric stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $159.07, for a total value 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 position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Matthew S. Levatich sold 1,476 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total transaction of $239,348.16. Following the completion of the transaction, the director directly owned 24,349 shares in the company, valued at $3,948,433.84. This represents a 5.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 13,879 shares of company stock worth $2,116,818 over the last ninety days. 0.23% of the stock is owned by insiders.

Emerson Electric Trading Down 5.4%

EMR opened at $132.08 on Friday. The stock has a market capitalization of $74.23 billion, a PE ratio of 32.29, a P/E/G ratio of 2.22 and a beta of 1.24. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $165.15. The firm’s fifty day moving average price is $147.79 and its 200 day moving average price is $137.86.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating 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 net margin of 12.72% and a return on equity of 17.25%. The company’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same quarter in the prior 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. As a group, research analysts expect that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Friday, February 13th were given a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend was Friday, February 13th. Emerson Electric’s dividend payout ratio is currently 54.28%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on EMR shares. Rothschild & Co Redburn upped their price objective on Emerson Electric from $154.00 to $165.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Weiss Ratings downgraded shares of Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, February 4th. Barclays boosted their price target on shares of Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. Morgan Stanley boosted their target price on Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a report on Friday, January 9th. Finally, Evercore lifted their price target on Emerson Electric from $170.00 to $185.00 and gave the stock an “outperform” rating in a research 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. According to data from MarketBeat.com, Emerson Electric presently has a consensus rating of “Hold” and an average target price of $164.85.

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.