AustralianSuper Pty Ltd Boosts Stock Position in Emerson Electric Co. $EMR

AustralianSuper Pty Ltd increased its stake in shares of Emerson Electric Co. (NYSE:EMR) by 62.2% in the fourth quarter, HoldingsChannel reports. The firm owned 11,746 shares of the industrial products company’s stock after buying an additional 4,503 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Emerson Electric were worth $1,559,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in EMR. Brighton Jones LLC increased its position in Emerson Electric by 74.1% during the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after purchasing an additional 4,850 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in Emerson Electric during the 1st quarter worth about $232,000. Caxton Associates LLP purchased a new stake in Emerson Electric during the 1st quarter worth about $275,000. Sivia Capital Partners LLC purchased a new stake in Emerson Electric during the 2nd quarter worth about $203,000. Finally, Jump Financial LLC increased its position in Emerson Electric by 121.5% during the 2nd quarter. Jump Financial LLC now owns 10,543 shares of the industrial products company’s stock worth $1,406,000 after purchasing an additional 5,783 shares in the last quarter. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Emerson Electric Stock Down 3.6%

EMR opened at $132.98 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.87 and a quick ratio of 0.64. Emerson Electric Co. has a 12 month low of $114.83 and a 12 month high of $165.15. The stock has a market capitalization of $74.48 billion, a price-to-earnings ratio of 30.71, a price-to-earnings-growth ratio of 2.20 and a beta of 1.26. The business has a 50-day moving average of $137.11 and a two-hundred day moving average of $139.46.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.53 by $0.01. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.59 billion. During the same quarter in the previous year, the business earned $1.48 EPS. The company’s revenue for the quarter was up 2.9% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. On average, research analysts expect that Emerson Electric Co. will post 6.49 earnings per share for the current year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.555 per share. The ex-dividend date is Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.7%. Emerson Electric’s payout ratio is presently 51.27%.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total transaction of $811,224.00. Following the completion of the sale, the chief executive officer owned 281,393 shares in the company, valued at approximately $40,047,851.76. The trade was a 1.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.23% of the company’s stock.

Wall Street Analysts Forecast Growth

EMR has been the subject of a number of recent research reports. KeyCorp lifted their price objective on Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Wolfe Research lowered their price target on Emerson Electric from $176.00 to $169.00 and set an “outperform” rating for the company in a report on Wednesday, April 8th. Royal Bank Of Canada lifted their price target on Emerson Electric from $161.00 to $169.00 and gave the company an “outperform” rating in a report on Wednesday, May 6th. Loop Capital lifted their price target on Emerson Electric from $155.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, Citigroup lifted their price target on Emerson Electric from $165.00 to $174.00 and gave the company a “buy” rating in a report on Wednesday, February 4th. Twelve 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. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $163.24.

Key Emerson Electric News

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

• Positive Sentiment: KeyCorp kept an Overweight rating and a $185 price target on Emerson Electric, and its updated estimates still imply meaningful earnings growth into FY2027. Emerson Electric analyst estimates
• Positive Sentiment: Investor interest also appears to be tied to Emerson’s automation strategy, which is drawing attention for its role in the company’s long-term industrial growth story. Emerson Electric Automation Strategy Draws S&P 500 Focus
• Neutral Sentiment: A MarketBeat/Yahoo Finance piece asked whether Emerson Electric should be added to watchlists, reflecting ongoing investor debate rather than a clear new catalyst. Should You Be Adding Emerson Electric To Your Watchlist Today?
• Negative Sentiment: Daiwa Securities cut its price target on Emerson Electric to $156 from $177, which may have weighed on sentiment even though it maintained an Outperform rating. Daiwa Securities adjusts PT on Emerson Electric
• Negative Sentiment: KeyCorp trimmed several near-term earnings estimates for EMR, including Q1 2027, Q2 2027, Q4 2026, and FY2027, signaling some caution on upcoming profitability. Emerson Electric earnings estimate revisions

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.