Emerson Electric Co. $EMR Shares Bought by Tema Etfs LLC

Tema Etfs LLC grew its position in Emerson Electric Co. (NYSE:EMR) by 38.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,254 shares of the industrial products company’s stock after buying an additional 9,466 shares during the quarter. Tema Etfs LLC’s holdings in Emerson Electric were worth $4,493,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Coldstream Capital Management Inc. increased its holdings in shares of Emerson Electric by 18.3% in the 2nd quarter. Coldstream Capital Management Inc. now owns 21,378 shares of the industrial products company’s stock valued at $2,850,000 after acquiring an additional 3,308 shares during the period. Marshall Wace LLP boosted its stake in shares of Emerson Electric by 74.4% during the second quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock worth $171,563,000 after buying an additional 548,795 shares during the period. Davis Investment Partners LLC purchased a new position in shares of Emerson Electric during the second quarter worth about $692,000. CORDA Investment Management LLC. acquired a new position in Emerson Electric in the 2nd quarter valued at about $1,173,000. Finally, Legal & General Group Plc raised its stake in Emerson Electric by 5.0% during the 2nd quarter. Legal & General Group Plc now owns 3,600,518 shares of the industrial products company’s stock valued at $480,057,000 after acquiring an additional 172,507 shares during the last quarter. Institutional investors and hedge funds own 74.30% of the company’s stock.

Emerson Electric Trading Up 0.2%

Shares of Emerson Electric stock opened at $144.17 on Monday. The company has a 50-day moving average of $134.09 and a two-hundred day moving average of $134.78. The stock has a market cap of $81.06 billion, a PE ratio of 35.68, a price-to-earnings-growth ratio of 2.35 and a beta of 1.26. The company has a current ratio of 0.88, a quick ratio of 0.65 and a debt-to-equity ratio of 0.41. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $150.27.

Emerson Electric (NYSE:EMR) last released its quarterly earnings data on Thursday, April 6th. The industrial products company reported $0.79 earnings per share for the quarter. The firm had revenue of $3.16 billion during the quarter. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. On average, research analysts anticipate that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric declared that its Board of Directors has initiated a stock buyback program on Wednesday, November 5th that authorizes the company to buyback $0.00 in shares. This buyback authorization authorizes the industrial products company to purchase shares of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Emerson Electric Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were given a $0.555 dividend. The ex-dividend date was Friday, November 14th. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. This is a boost from Emerson Electric’s previous quarterly dividend of $0.53. Emerson Electric’s payout ratio is presently 54.95%.

Insider Buying and Selling

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of the transaction, the chief executive officer directly owned 196,292 shares in the company, valued at approximately $26,106,836. This trade represents a 3.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.23% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on EMR shares. Barclays upped their price objective on shares of Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Daiwa Capital Markets increased their price target on shares of Emerson Electric from $150.00 to $153.00 and gave the stock an “outperform” rating in a report on Wednesday, September 24th. TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price objective for the company. in a research report on Friday. Wolfe Research boosted their target price on Emerson Electric from $165.00 to $168.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Finally, JPMorgan Chase & Co. cut their target price on Emerson Electric from $151.00 to $150.00 and set a “neutral” rating for the company in a research note on Monday, November 10th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Emerson Electric currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.06.

More Emerson Electric News

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

• Positive Sentiment: Macro/capex tailwind — EMR is highlighted as one of three industrial names likely to benefit from structurally higher CapEx across infrastructure, energy and data-center spending, supporting multi-year revenue opportunity. 3 Industrial Names That Will Benefit from Rising CapEx in 2026 (EMR)
• Positive Sentiment: Bulge-bracket optimism — Barclays published a bullish forecast for EMR, calling for strong price appreciation, which adds credibility to upside scenarios and likely supports recent buying interest. Barclays Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock
• Positive Sentiment: Additional bullish forecasts — Wells Fargo published a positive price-appreciation outlook in a separate note, contributing to the cluster of analyst targets above the prior consensus and helping to underpin shares. Wells Fargo & Company Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock
• Neutral Sentiment: Street consensus — A recent roundup shows brokerages give EMR a consensus around “Moderate Buy,” and median price targets near the mid-$140s to $150, indicating mixed-but-leaning-positive sentiment rather than a clear consensus breakout. Emerson Electric Co. (NYSE:EMR) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Social / volume-driven attention — Online discussion and a QuiverQuant summary point to recent volume spikes and analyst upgrades (one target to $168), but also note insider selling and mixed institutional flows — a short-term catalyst but mixed signal for fundamentals. Emerson Electric Co. Stock (EMR) Opinions on Recent Analyst Upgrade
• Neutral Sentiment: Upcoming earnings — Analysts expect single-digit EPS growth for fiscal Q1 2026; the report and any guidance update will likely be the next major price mover. Expect focus on margin trends and end-market demand. What to Expect From Emerson Electric’s Q1 2026 Earnings Report
• Negative Sentiment: Analyst downgrade — TD Cowen cut EMR from “buy” to “hold” with a $150 target, reducing one source of bullish conviction and likely weighing on momentum among risk-sensitive holders. Finviz (TD Cowen downgrade)
• Negative Sentiment: Mixed hold ratings persist — Wells Fargo reiterated a “hold” in a press release, underscoring that some large brokers remain cautious, which could limit near-term upside until clearer proof of stronger earnings arrives. Wells Fargo Sticks to Its Hold Rating for Emerson Electric Company (EMR)
• Negative Sentiment: Recent pullback — Coverage noted a session where EMR fell more than the market, a sign that profit-taking or rotation can amplify downside on mixed news days. Emerson Electric (EMR) Declines More Than Market: Some Information for Investors

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.