Keybank National Association OH Grows Stock Holdings in Emerson Electric Co. $EMR

Keybank National Association OH increased its stake in Emerson Electric Co. (NYSE:EMR) by 10.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 729,641 shares of the industrial products company’s stock after buying an additional 69,867 shares during the quarter. Keybank National Association OH owned about 0.13% of Emerson Electric worth $95,714,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Coldstream Capital Management Inc. boosted its stake in Emerson Electric by 18.3% in the second 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 increased its holdings 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 valued at $171,563,000 after purchasing an additional 548,795 shares during the period. CORDA Investment Management LLC. bought a new stake in shares of Emerson Electric during the 2nd quarter worth about $1,173,000. QRG Capital Management Inc. lifted its position in Emerson Electric by 29.2% in the third quarter. QRG Capital Management Inc. now owns 167,314 shares of the industrial products company’s stock worth $21,948,000 after purchasing an additional 37,822 shares during the period. Finally, Legal & General Group Plc boosted its stake in Emerson Electric by 5.0% during the second quarter. Legal & General Group Plc now owns 3,600,518 shares of the industrial products company’s stock valued at $480,057,000 after buying an additional 172,507 shares in the last quarter. Institutional investors and hedge funds own 74.30% of the company’s stock.

Insider Transactions at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total transaction of $965,979.00. Following the sale, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at approximately $26,106,836. The trade was a 3.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.23% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on EMR shares. Wolfe Research upped their price target on Emerson Electric from $168.00 to $172.00 and gave the company an “outperform” rating in a report on Thursday, January 15th. UBS Group raised shares of Emerson Electric from a “neutral” rating to a “buy” rating and increased their price target for the stock from $131.00 to $168.00 in a research report on Monday, January 5th. Weiss Ratings restated a “buy (b-)” rating on shares of Emerson Electric in a research note on Wednesday, January 21st. Wells Fargo & Company increased their price target on shares of Emerson Electric from $140.00 to $145.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. Finally, Evercore ISI initiated coverage on Emerson Electric in a report on Monday, December 15th. They issued an “outperform” rating and a $170.00 target price for the company. Ten investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $154.76.

Emerson Electric Stock Performance

EMR stock opened at $147.04 on Friday. Emerson Electric Co. has a twelve month low of $90.06 and a twelve month high of $152.50. The company has a quick ratio of 0.65, a current ratio of 0.88 and a debt-to-equity ratio of 0.41. The company has a market cap of $82.68 billion, a P/E ratio of 36.40, a price-to-earnings-growth ratio of 2.44 and a beta of 1.26. The business’s fifty day moving average is $139.49 and its 200-day moving average is $135.95.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $1.62 EPS for the quarter, meeting the consensus estimate of $1.62. The business had revenue of $4.86 billion for the quarter, compared to analysts’ expectations of $4.91 billion. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The firm’s revenue was up 5.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.48 EPS. 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. Equities research analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric declared that its Board of Directors has authorized a share repurchase program on Wednesday, November 5th that permits the company to buyback $0.00 in outstanding shares. This buyback authorization permits the industrial products company to purchase shares of its stock through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Emerson Electric Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were given a dividend of $0.555 per share. 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 positive change from Emerson Electric’s previous quarterly dividend of $0.53. Emerson Electric’s dividend payout ratio (DPR) is 54.95%.

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.