Emerson Electric Co. $EMR Shares Acquired by PensionDanmark Pensionsforsikringsaktieselskab

PensionDanmark Pensionsforsikringsaktieselskab increased its position in shares of Emerson Electric Co. (NYSE:EMR) by 9.4% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 101,731 shares of the industrial products company’s stock after acquiring an additional 8,700 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Emerson Electric were worth $14,563,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of EMR. Fisher Asset Management LLC increased its holdings in Emerson Electric by 14.8% during the 4th quarter. Fisher Asset Management LLC now owns 7,191,118 shares of the industrial products company’s stock valued at $954,405,000 after acquiring an additional 928,548 shares in the last quarter. Truist Financial Corp lifted its holdings in shares of Emerson Electric by 4.6% in the fourth quarter. Truist Financial Corp now owns 1,185,160 shares of the industrial products company’s stock valued at $157,294,000 after purchasing an additional 52,440 shares in the last quarter. Legal & General Group Plc increased its stake in shares of Emerson Electric by 2.1% during the 4th quarter. Legal & General Group Plc now owns 4,114,470 shares of the industrial products company’s stock worth $546,072,000 after purchasing an additional 84,064 shares in the last quarter. Axxcess Wealth Management LLC increased its stake in shares of Emerson Electric by 86.9% during the 4th quarter. Axxcess Wealth Management LLC now owns 81,093 shares of the industrial products company’s stock worth $10,763,000 after purchasing an additional 37,702 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in Emerson Electric by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 12,328,324 shares of the industrial products company’s stock valued at $1,628,638,000 after buying an additional 76,488 shares in the last quarter. Institutional investors and hedge funds own 74.30% of the company’s stock.

Emerson Electric Trading Up 0.9%

NYSE EMR opened at $158.40 on Friday. Emerson Electric Co. has a 12 month low of $122.64 and a 12 month high of $165.15. The company has a 50-day moving average of $144.14 and a 200-day moving average of $142.63. The company has a market cap of $88.72 billion, a P/E ratio of 34.66, a P/E/G ratio of 2.33 and a beta of 1.24. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.90 and a quick ratio of 0.64.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share for the quarter, topping analysts’ consensus estimates of $1.68 by $0.03. The company had revenue of $4.87 billion for the quarter, compared to the consensus estimate of $4.80 billion. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. Emerson Electric’s revenue was up .0% on a year-over-year basis. During the same quarter last year, the firm posted $1.52 earnings per share. Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. As a group, equities analysts predict that Emerson Electric Co. will post 6.56 earnings per share for the current year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $0.555 per share. The ex-dividend date is Friday, August 14th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. Emerson Electric’s payout ratio is presently 48.58%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on EMR. Royal Bank Of Canada raised their price target on Emerson Electric from $169.00 to $179.00 and gave the stock an “outperform” rating in a research report on Wednesday. Wall Street Zen raised Emerson Electric from a “hold” rating to a “buy” rating in a research note on Saturday. Weiss Ratings reissued a “hold (c+)” rating on shares of Emerson Electric in a research note on Friday, July 31st. Wells Fargo & Company upped their target price on shares of Emerson Electric from $135.00 to $155.00 and gave the company an “equal weight” rating in a report on Thursday, May 7th. Finally, BMO Capital Markets lifted their price target on shares of Emerson Electric from $157.00 to $175.00 in a report on Thursday. Thirteen 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $165.78.

Emerson Electric News Roundup

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: Multiple analysts raised their targets: BMO Capital Markets increased its target to $175 from $157, Rothschild & Co. Redburn raised its target to $180 from $165, Stephens lifted its target to $160 from $155, and BNP Paribas Exane increased its target to $185 from $180. Citigroup also raised its target to $182, while RBC analysts indicated that the stock is expected to rise. MarketScreener BMO target article
• Positive Sentiment: Strong quarterly execution: Emerson reported fiscal third-quarter revenue of $4.873 billion, up 7%, with underlying sales and orders increasing 6% and 7%, respectively. Adjusted EPS rose to $1.71 from $1.52, exceeding the $1.68 consensus estimate, while adjusted segment EBITA margin expanded to 28.5%.
• Positive Sentiment: AI expansion: Emerson acquired Glue Inc., whose Glue Studio software uses AI to improve test generation and planning. The deal strengthens Emerson’s position in intelligent test and measurement software. Emerson acquires Glue Inc. article
• Neutral Sentiment: Guidance was raised, but modestly: Emerson increased fiscal 2026 adjusted EPS guidance to approximately $6.55 and free-cash-flow guidance to about $3.6 billion. Investors appear to be weighing the improved outlook against remaining tariff, geopolitical and integration risks.
• Negative Sentiment: Sell-the-news pressure and insider selling: Despite the earnings beat, the stock slipped as investors viewed the guidance increase as insufficiently strong relative to expectations. QuiverQuant also reported six insider sales and no insider purchases over the past six months, which may add a cautious signal.

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.