Mirova Has $9.32 Million Stake in Emerson Electric Co. $EMR

Mirova increased its stake in shares of Emerson Electric Co. (NYSE:EMR) by 20.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 71,051 shares of the industrial products company’s stock after purchasing an additional 11,997 shares during the quarter. Emerson Electric comprises about 1.3% of Mirova’s portfolio, making the stock its 22nd biggest position. Mirova’s holdings in Emerson Electric were worth $9,320,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of the company. Allworth Financial LP lifted its holdings in Emerson Electric by 2.6% during the 3rd quarter. Allworth Financial LP now owns 23,895 shares of the industrial products company’s stock worth $3,135,000 after buying an additional 606 shares in the last quarter. Swiss Life Asset Management Ltd increased its stake in shares of Emerson Electric by 7.4% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 52,087 shares of the industrial products company’s stock valued at $6,833,000 after buying an additional 3,593 shares during the period. Strategic Advocates LLC bought a new stake in shares of Emerson Electric during the third quarter worth $68,000. CIBC Bancorp USA Inc. acquired a new position in shares of Emerson Electric during the third quarter valued at $10,184,000. Finally, Danske Bank A S bought a new position in Emerson Electric in the third quarter valued at about $50,221,000. Institutional investors and hedge funds own 74.30% of the company’s stock.

Insider Transactions at Emerson Electric

In other news, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction on 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 sale, the vice president owned 31,664 shares of the company’s stock, valued at $5,036,792.48. The trade was a 17.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Matthew S. Levatich sold 1,476 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total transaction of $239,348.16. Following the completion of the transaction, the director directly owned 24,349 shares of the company’s stock, valued at approximately $3,948,433.84. This trade represents a 5.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 13,879 shares of company stock valued at $2,116,818 over the last 90 days. 0.23% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Wolfe Research dropped their price objective on Emerson Electric from $177.00 to $176.00 and set an “outperform” rating for the company in a report on Friday, February 27th. Evercore lifted their price target on shares of Emerson Electric from $170.00 to $185.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft cut shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective on the stock. in a research note on Thursday, February 5th. JPMorgan Chase & Co. lifted their target price on shares of Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. Eleven research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Emerson Electric presently has an average rating of “Hold” and a consensus price target of $164.85.

Emerson Electric Price Performance

EMR stock opened at $129.73 on Thursday. The stock has a market cap of $72.91 billion, a PE ratio of 31.72, a price-to-earnings-growth ratio of 2.11 and a beta of 1.24. The stock has a 50-day moving average price of $147.01 and a two-hundred day moving average price of $137.86. Emerson Electric Co. has a 1 year low of $90.06 and a 1 year high of $165.15. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company had revenue of $4.35 billion during the quarter, compared to analysts’ expectations of $4.37 billion. During the same period in the prior year, the firm earned $1.38 earnings per share. Emerson Electric’s revenue for the quarter was up 4.1% compared to the same quarter last year. 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. Equities analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were issued a $0.555 dividend. The ex-dividend date was Friday, February 13th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.7%. Emerson Electric’s dividend payout ratio (DPR) is 54.28%.

Emerson Electric Company 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.