Financial & Tax Architects LLC Makes New $463,000 Investment in Emerson Electric Co. $EMR

Financial & Tax Architects LLC bought a new position in shares of Emerson Electric Co. (NYSE:EMR) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,527 shares of the industrial products company’s stock, valued at approximately $463,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in EMR. Vanguard Group Inc. boosted its position in Emerson Electric by 1.3% in the second quarter. Vanguard Group Inc. now owns 54,129,898 shares of the industrial products company’s stock worth $7,217,139,000 after purchasing an additional 695,105 shares during the last quarter. State Street Corp lifted its holdings in shares of Emerson Electric by 3.0% in the 2nd quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock valued at $3,606,979,000 after acquiring an additional 784,987 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Emerson Electric by 75.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock valued at $1,671,762,000 after purchasing an additional 5,371,585 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Emerson Electric by 0.7% during the second quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock valued at $1,610,958,000 after purchasing an additional 89,192 shares during the period. Finally, Nordea Investment Management AB raised its position in Emerson Electric by 19.5% during the 2nd quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock valued at $1,223,947,000 after purchasing an additional 1,499,000 shares in the last quarter. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Insider Buying and Selling at Emerson Electric

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 value of $965,979.00. Following the transaction, the chief executive officer 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 legal filing with the SEC, which is available at this link. Company insiders own 0.23% of the company’s stock.

Emerson Electric Stock Down 3.9%

EMR opened at $151.26 on Friday. The business’s fifty day simple moving average is $141.22 and its 200 day simple moving average is $136.23. Emerson Electric Co. has a 52 week low of $90.06 and a 52 week high of $160.13. The firm has a market cap of $85.01 billion, a P/E ratio of 36.98, a PEG ratio of 2.52 and a beta of 1.26. The company has a quick ratio of 0.65, a current ratio of 0.84 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 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.05. The business had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company’s revenue was up 4.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.38 EPS. 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. As a group, equities 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 approved a stock buyback program on Wednesday, November 5th that allows the company to repurchase $0.00 in outstanding shares. This repurchase authorization allows the industrial products company to repurchase shares of its stock through open market purchases. Shares repurchase programs are generally an indication that the company’s leadership 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. Stockholders of record on Friday, February 13th will be given a $0.555 dividend. The ex-dividend date is Friday, February 13th. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. Emerson Electric’s dividend payout ratio (DPR) is presently 54.28%.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on EMR. Oppenheimer restated a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. Weiss Ratings downgraded Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. Wolfe Research boosted their price target on shares of Emerson Electric from $172.00 to $177.00 and gave the stock an “outperform” rating in a research report on Thursday. Daiwa Capital Markets upped their price objective on Emerson Electric from $153.00 to $177.00 and gave the company an “outperform” rating in a report on Thursday. Finally, TD Cowen lowered shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target on the stock. in a research note on Friday, January 9th. Nine 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 a consensus rating of “Hold” and a consensus price target 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

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.