Schroder Investment Management Group Boosts Stock Position in Emerson Electric Co. $EMR

Schroder Investment Management Group grew its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 13.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,205,569 shares of the industrial products company’s stock after buying an additional 859,171 shares during the period. Emerson Electric accounts for 0.7% of Schroder Investment Management Group’s portfolio, making the stock its 21st biggest position. Schroder Investment Management Group owned approximately 1.28% of Emerson Electric worth $945,227,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EMR. Norges Bank purchased a new stake in shares of Emerson Electric in the 2nd quarter worth about $918,830,000. JPMorgan Chase & Co. lifted its holdings in Emerson Electric by 75.0% in the second 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. Fisher Asset Management LLC grew its holdings in shares of Emerson Electric by 43.0% during the 2nd 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 period. Bank of New York Mellon Corp raised its position in shares of Emerson Electric by 29.2% in 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 acquiring an additional 1,187,974 shares in the last quarter. Finally, State Street Corp lifted its stake in shares of 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. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Emerson Electric Stock Performance

Shares of EMR stock opened at $138.54 on Monday. The company’s 50-day moving average is $147.44 and its 200 day moving average is $137.76. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.62 and a current ratio of 0.84. Emerson Electric Co. has a one year low of $90.06 and a one year high of $165.15. The company has a market capitalization of $77.86 billion, a price-to-earnings ratio of 33.87, a price-to-earnings-growth ratio of 2.20 and a beta of 1.24.

Emerson Electric (NYSE:EMR) last announced its quarterly 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 firm had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.37 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company’s quarterly revenue was up 4.1% on a year-over-year basis. During the same period in the prior year, the company posted $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. Sell-side analysts expect that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on EMR shares. Wells Fargo & Company upped their price target on Emerson Electric from $145.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. Royal Bank Of Canada boosted their target price on shares of Emerson Electric from $153.00 to $176.00 and gave the company an “outperform” rating in a report on Wednesday, February 4th. Loop Capital increased their price target on shares of Emerson Electric from $155.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Morgan Stanley lifted their price target on shares of Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research report on Friday, January 9th. Finally, 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. Eleven research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $164.85.

Insider Buying and Selling

In related news, Director Matthew S. Levatich sold 1,476 shares of Emerson Electric stock in a transaction on 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 sale, the director owned 24,349 shares of the company’s stock, valued at $3,948,433.84. The trade was a 5.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Nicholas J. Piazza sold 6,703 shares of the 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 in the company, valued at approximately $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. Insiders own 0.23% of the company’s stock.

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.