Nordea Investment Management AB Has $903.74 Million Holdings in Emerson Electric Co. $EMR

Nordea Investment Management AB trimmed its stake in Emerson Electric Co. (NYSE:EMR) by 24.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,981,363 shares of the industrial products company’s stock after selling 2,213,642 shares during the period. Emerson Electric comprises about 0.8% of Nordea Investment Management AB’s investment portfolio, making the stock its 21st biggest position. Nordea Investment Management AB owned about 1.24% of Emerson Electric worth $903,737,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also made changes to their positions in EMR. Darwin Wealth Management LLC acquired a new position in Emerson Electric in the 2nd quarter valued at approximately $29,000. Winnow Wealth LLC acquired a new position in shares of Emerson Electric in the second quarter valued at $34,000. PFS Partners LLC lifted its position in Emerson Electric by 65.9% in the second quarter. PFS Partners LLC now owns 272 shares of the industrial products company’s stock worth $36,000 after purchasing an additional 108 shares during the period. Traub Capital Management LLC acquired a new stake in Emerson Electric during the second quarter worth $37,000. Finally, Princeton Global Asset Management LLC bought a new stake in Emerson Electric in the 2nd quarter valued at $38,000. Institutional investors own 74.30% of the company’s stock.

Emerson Electric Trading Up 0.8%

EMR stock opened at $145.30 on Tuesday. The business has a fifty day moving average price of $134.19 and a 200 day moving average price of $134.87. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.88 and a quick ratio of 0.65. Emerson Electric Co. has a fifty-two week low of $90.06 and a fifty-two week high of $150.27. The stock has a market capitalization of $81.70 billion, a price-to-earnings ratio of 35.97, a P/E/G ratio of 2.35 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last announced its earnings results on Thursday, April 6th. The industrial products company reported $0.79 EPS for the quarter. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.The company had revenue of $3.16 billion for the quarter. 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. Analysts expect that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were issued a $0.555 dividend. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, November 14th. Emerson Electric’s dividend payout ratio (DPR) is 54.95%.

Emerson Electric declared that its board has initiated a stock repurchase plan 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 plans are typically an indication that the company’s leadership believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on EMR shares. Daiwa Capital Markets raised their price objective on shares of Emerson Electric from $150.00 to $153.00 and gave the stock an “outperform” rating in a report on Wednesday, September 24th. Wells Fargo & Company raised 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. Wolfe Research lifted their price objective on Emerson Electric from $165.00 to $168.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Evercore ISI began coverage on Emerson Electric in a research report on Monday, December 15th. They set an “outperform” rating and a $170.00 target price for the company. Finally, UBS Group upgraded Emerson Electric from a “neutral” rating to a “buy” rating and upped their price target for the company from $131.00 to $168.00 in a research report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $151.06.

Insider Transactions at Emerson Electric

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the transaction, the chief executive officer owned 196,292 shares of the company’s stock, valued at approximately $26,106,836. This represents a 3.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.23% of the company’s stock.

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.