Emerson Electric Co. $EMR is Guinness Asset Management LTD’s 10th Largest Position

Guinness Asset Management LTD lifted its position in Emerson Electric Co. (NYSE:EMR) by 0.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,907,825 shares of the industrial products company’s stock after buying an additional 6,230 shares during the quarter. Emerson Electric comprises 3.9% of Guinness Asset Management LTD’s investment portfolio, making the stock its 10th largest holding. Guinness Asset Management LTD owned 0.34% of Emerson Electric worth $246,586,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in Emerson Electric by 1.7% during the second quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 4,338 shares of the industrial products company’s stock worth $578,000 after acquiring an additional 71 shares during the period. Jag Capital Management LLC lifted its position in Emerson Electric by 1.9% in the second quarter. Jag Capital Management LLC now owns 3,954 shares of the industrial products company’s stock worth $527,000 after purchasing an additional 72 shares during the period. Revolve Wealth Partners LLC boosted its stake in Emerson Electric by 3.5% during the third quarter. Revolve Wealth Partners LLC now owns 2,308 shares of the industrial products company’s stock worth $303,000 after buying an additional 79 shares in the last quarter. Atlas Legacy Advisors LLC raised its stake in shares of Emerson Electric by 2.1% in the 3rd quarter. Atlas Legacy Advisors LLC now owns 3,921 shares of the industrial products company’s stock valued at $514,000 after buying an additional 79 shares in the last quarter. Finally, Unison Advisors LLC lifted its holdings in shares of Emerson Electric by 0.4% during the 3rd quarter. Unison Advisors LLC now owns 21,496 shares of the industrial products company’s stock worth $2,820,000 after acquiring an additional 80 shares during the period. Institutional investors own 74.30% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction 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 transaction, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at $26,106,836. This trade represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.23% of the company’s stock.

Emerson Electric Stock Performance

Shares of NYSE:EMR opened at $151.26 on Friday. The business has a 50-day moving average price of $141.22 and a two-hundred day moving average price of $136.23. The stock has a market capitalization of $85.01 billion, a P/E ratio of 36.98, a P/E/G ratio of 2.52 and a beta of 1.26. Emerson Electric Co. has a 1-year low of $90.06 and a 1-year high of $160.13. The company has a current ratio of 0.84, a quick ratio of 0.65 and a debt-to-equity ratio of 0.37.

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

Emerson Electric announced that its board has approved a share buyback program on Wednesday, November 5th that allows the company to buyback $0.00 in outstanding shares. This buyback authorization allows the industrial products company to reacquire shares of its stock through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Friday, February 13th. Emerson Electric’s dividend payout ratio is presently 54.28%.

Analysts Set New Price Targets

A number of research analysts have commented on EMR shares. JPMorgan Chase & Co. raised their price target on shares of Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Jefferies Financial Group raised their target price on Emerson Electric from $150.00 to $160.00 and gave the stock a “hold” rating in a research report on Thursday. Wells Fargo & Company upped their price target on Emerson Electric from $145.00 to $160.00 and gave the company an “equal weight” rating in a research report on Wednesday. Wolfe Research boosted their target price on shares of Emerson Electric from $172.00 to $177.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, KeyCorp lifted their price target on shares of Emerson Electric from $155.00 to $185.00 and gave the company an “overweight” rating in a report on Thursday. Nine 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. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $163.50.

Emerson Electric News Summary

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $6.40–$6.55 and reported Q1 results that beat profit estimates; management cited AI‑enabled products and strong North America orders as growth drivers. This is the main fundamental positive supporting the rally in analyst targets. Article Title
• Positive Sentiment: Large price‑target upgrades from full‑service brokers highlight upside expectations: Evercore and KeyCorp moved targets to $185 (both citing stronger outlooks), signaling ~22%+ upside from recent levels. Evercore note KeyCorp note
• Positive Sentiment: Additional upward PT revisions from Citigroup, RBC, Wolfe, Daiwa, HSBC and others — examples include Citigroup to $174, RBC to $176, Wolfe/Daiwa to the $177–$177 range — reinforcing analyst conviction after results. These moves underpin longer‑term upside narratives. Citigroup/Benzinga RBC note
• Neutral Sentiment: Company declared a quarterly dividend (payment in March; ex‑dividend Feb 13), which supports income investors but is unlikely to move the stock materially on its own. Dividend announcement / transcript
• Neutral Sentiment: Unusually large options activity with elevated call buying was reported, indicating some traders are positioning for upside — a near‑term bullish signal but not definitive. Options activity
• Neutral Sentiment: Media mentions (e.g., CNBC items) included Emerson among other final trades; such coverage can increase flow but is not a primary driver versus earnings and analyst actions. CNBC mention
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold (PT $170), introducing some sell‑side conflict and likely contributing to intraday weakness as investors digest mixed analyst views. Deutsche Bank note Finviz

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.