Sumitomo Mitsui DS Asset Management Company Ltd Grows Position in Emerson Electric Co. $EMR

Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in Emerson Electric Co. (NYSE:EMR) by 6.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,082 shares of the industrial products company’s stock after purchasing an additional 4,166 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Emerson Electric were worth $9,456,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the business. Coldstream Capital Management Inc. increased its position in shares of Emerson Electric by 18.3% during 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 buying an additional 3,308 shares during the period. Marshall Wace LLP increased its holdings in Emerson Electric by 74.4% during the 2nd quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock worth $171,563,000 after acquiring an additional 548,795 shares during the period. Davis Investment Partners LLC purchased a new stake in Emerson Electric in the 2nd quarter worth approximately $692,000. CORDA Investment Management LLC. bought a new position in Emerson Electric in the 2nd quarter valued at $1,173,000. Finally, Legal & General Group Plc grew its position in shares of 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 purchasing an additional 172,507 shares in the last quarter. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Emerson Electric Stock Performance

Shares of NYSE EMR opened at $144.17 on Friday. The stock’s 50-day moving average is $134.09 and its 200 day moving average is $134.74. The stock has a market cap of $81.06 billion, a price-to-earnings ratio of 35.68, a P/E/G ratio of 2.35 and a beta of 1.26. Emerson Electric Co. has a 1-year low of $90.06 and a 1-year high of $150.27. 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 (NYSE:EMR) last issued its quarterly earnings results on Thursday, April 6th. The industrial products company reported $0.79 EPS for the quarter. The business had revenue of $3.16 billion for the quarter. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. 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, sell-side 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 repurchase program on Wednesday, November 5th that permits the company to repurchase $0.00 in outstanding shares. This repurchase authorization permits the industrial products company to reacquire shares of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Emerson Electric Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were given a dividend of $0.555 per share. The ex-dividend date was Friday, November 14th. This is a positive change from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 annualized dividend and a yield of 1.5%. Emerson Electric’s dividend payout ratio (DPR) is currently 54.95%.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction dated Wednesday, December 3rd. The stock was 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 in the company, valued at approximately $26,106,836. The trade was a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.23% of the company’s stock.

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

Wall Street Analyst Weigh In

EMR has been the subject of several research analyst reports. Wolfe Research lifted their price objective on Emerson Electric from $165.00 to $168.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Royal Bank Of Canada dropped their price target on Emerson Electric from $155.00 to $153.00 and set an “outperform” rating for the company in a research report on Thursday, November 6th. Deutsche Bank Aktiengesellschaft boosted their price objective on Emerson Electric from $157.00 to $159.00 and gave the stock a “buy” rating in a report on Thursday, October 2nd. Evercore ISI started coverage on shares of Emerson Electric in a research note on Monday, December 15th. They issued an “outperform” rating and a $170.00 target price on the stock. Finally, Wells Fargo & Company boosted 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. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $151.06.

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.