Nisa Investment Advisors LLC grew its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 2.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 209,731 shares of the industrial products company’s stock after buying an additional 4,076 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Emerson Electric were worth $27,835,000 as of its most recent SEC filing.
Several other large investors also recently made changes to their positions in the company. Ameriprise Financial Inc. raised its stake in Emerson Electric by 185.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock worth $418,730,000 after buying an additional 2,075,425 shares during the period. Bank of New York Mellon Corp increased its holdings in shares of Emerson Electric by 29.2% during the third quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock valued at $690,020,000 after acquiring an additional 1,187,974 shares in the last quarter. Fisher Asset Management LLC lifted its holdings in shares of Emerson Electric by 20.6% in the 3rd quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company’s stock worth $821,524,000 after purchasing an additional 1,069,122 shares in the last quarter. Schroder Investment Management Group grew its position in Emerson Electric by 13.5% in the 3rd quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock valued at $945,227,000 after purchasing an additional 859,171 shares during the period. Finally, State Street Corp grew its position in Emerson Electric by 3.0% in the 2nd quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock valued at $3,606,979,000 after purchasing an additional 784,987 shares during the period. 74.30% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of Emerson Electric stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total value of $811,224.00. Following the sale, the chief executive officer owned 281,393 shares of the company’s stock, valued at approximately $40,047,851.76. The trade was a 1.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were 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 owned 31,664 shares in the company, valued at approximately $5,036,792.48. The trade was a 17.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 13,879 shares of company stock worth $2,116,818. Insiders own 0.23% of the company’s stock.
Emerson Electric Stock Up 6.3%
Emerson Electric (NYSE:EMR – Get Free Report) last posted its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 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 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 last 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. Research analysts predict that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.
Emerson Electric Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Friday, February 13th were issued a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend was Friday, February 13th. Emerson Electric’s payout ratio is 54.28%.
Emerson Electric News Summary
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Jefferies upgraded EMR to Buy and lifted its price target to $175, arguing strong order momentum should push earnings from low-single-digit growth in early FY26 to low-double-digits by year-end — a clear near-term catalyst for upside. Emerson Electric Receives Wall Street Upgrade to Buy and Price Target to $175
- Positive Sentiment: Jefferies initiated/started coverage with a buy rating and $175 PT (reported across outlets), which tends to drive trading volume and positive sentiment when a well-known firm turns bullish. Jefferies coverage reported by Benzinga
- Neutral Sentiment: Media pieces (Yahoo Finance, Zacks) are highlighting the broader theme that Wall Street analyst recommendations can be overly optimistic; these stories provide context but don’t change fundamentals — they mostly temper blind reliance on ratings. Is Emerson Electric (EMR) a Buy as Wall Street Analysts Look Optimistic?
- Neutral Sentiment: Roundups of top analyst calls (24/7 Wall St.) listed Emerson among notable research actions today — useful for monitoring sentiment flow but not a direct fundamental change. Here Are Tuesday’s Top Wall Street Analyst Research Calls
- Negative Sentiment: BMO Capital Markets maintained a Market Perform (hold) on EMR — a more neutral-to-contrarian stance that can cap upside when paired with buy-side upgrades. Emerson Electric Earns Market Perform Rating from BMO
- Negative Sentiment: Recent intraday coverage noted a short-term dip in EMR’s share price in the prior session, signaling some near-term volatility despite the upgrade-driven rally. Emerson Electric (EMR) Dips More Than Broader Market
Analysts Set New Price Targets
Several research firms have weighed in on EMR. Evercore upped their price objective on shares of Emerson Electric from $170.00 to $185.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. HSBC boosted their target price on shares of Emerson Electric from $165.00 to $170.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Citigroup raised 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, February 4th. Rothschild & Co Redburn lifted their price target on Emerson Electric from $154.00 to $165.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Finally, Royal Bank Of Canada raised their target price on Emerson Electric from $153.00 to $176.00 and gave the company an “outperform” rating in a report on Wednesday, February 4th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $164.86.
Get Our Latest Research Report on Emerson Electric
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.
See Also
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