Ferguson Wellman Capital Management Inc. raised its holdings in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 290,611 shares of the industrial products company’s stock after acquiring an additional 6,377 shares during the quarter. Ferguson Wellman Capital Management Inc. owned approximately 0.05% of Emerson Electric worth $38,122,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in EMR. Darwin Wealth Management LLC purchased a new stake in Emerson Electric in the 2nd quarter worth approximately $29,000. Winnow Wealth LLC purchased a new stake in shares of Emerson Electric during the second quarter worth $34,000. PFS Partners LLC grew its stake in Emerson Electric by 65.9% in the second quarter. PFS Partners LLC now owns 272 shares of the industrial products company’s stock valued at $36,000 after purchasing an additional 108 shares in the last quarter. Traub Capital Management LLC purchased a new stake in shares of Emerson Electric during the 2nd quarter worth about $37,000. Finally, Princeton Global Asset Management LLC acquired a new stake in shares of Emerson Electric during the 2nd quarter valued at about $38,000. 74.30% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Emerson Electric
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Heightened social-media chatter and a recent intraday price jump have been linked to a notable analyst upgrade (price target as high as $168), fueling short‑term buying interest and volume. Emerson Electric Co. Stock (EMR) Opinions on Recent Analyst Upgrade
- Positive Sentiment: Emerson received the 2026 “Industrial IoT Company of the Year” award, supporting the company narrative around AI-enabled automation and differentiated software/IoT offerings that drive higher‑margin, recurring revenue. Emerson Named 2026 ‘Industrial IoT Company of the Year’
- Positive Sentiment: Sector analysis highlights persistent, systemic CapEx tailwinds (infrastructure, energy, grid resilience) where Emerson’s automation and control products should benefit over multiple years—a bullish thematic for industrials. 3 Industrial Names That Will Benefit from Rising CapEX in 2026
- Positive Sentiment: Brokerage coverage remains constructive overall — recent consensus view called a “Moderate Buy,” and several firms have lifted price targets over the past weeks, supporting medium‑term sentiment. Emerson Electric Receives Consensus Rating of “Moderate Buy”
- Neutral Sentiment: Wells Fargo and Barclays raised price targets to $145 but kept equal‑weight / hold ratings, suggesting modest upside from current levels and signaling limited conviction for big near‑term gains. Wells Fargo Sticks to Its Hold Rating for Emerson Electric Barclays Raises Target to $145 (Benzinga)
- Negative Sentiment: Insider selling by Emerson’s CEO (sale of 7,263 shares) is a short‑term negative signal for some investors and may temper enthusiasm from retail buyers chasing momentum. Emerson Insider Trading Notes
- Negative Sentiment: Recent session volatility included days when EMR fell more than the market (notably a ~2.4% drop in a prior session), underlining that upside is not assured and momentum can quickly reverse. EMR Declines More Than Market (Zacks)
Emerson Electric Stock Up 1.2%
Emerson Electric (NYSE:EMR – Get Free Report) last released its earnings results on Thursday, April 6th. The industrial products company reported $0.79 EPS for the quarter. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The firm had revenue of $3.16 billion during 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. On average, equities analysts predict that Emerson Electric Co. will post 5.96 EPS for the current year.
Emerson Electric Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were given a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.5%. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. 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 approved a stock buyback program on Wednesday, November 5th that authorizes the company to buyback $0.00 in shares. This buyback authorization authorizes the industrial products company to reacquire shares of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its shares are undervalued.
Wall Street Analysts Forecast Growth
Several equities analysts recently weighed in on EMR shares. Wells Fargo & Company raised their price objective on shares of Emerson Electric from $140.00 to $145.00 and gave the company an “equal weight” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft increased their price target on shares of Emerson Electric from $157.00 to $159.00 and gave the stock a “buy” rating in a research note on Thursday, October 2nd. Wolfe Research upped their price objective on shares of Emerson Electric from $165.00 to $168.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Barclays raised their target price on Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a report on Wednesday. Finally, UBS Group upgraded Emerson Electric from a “neutral” rating to a “buy” rating and upped their price target for the stock from $131.00 to $168.00 in a research note on Monday. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Emerson Electric currently has an average rating of “Moderate Buy” and an average target price of $151.06.
Get Our Latest Analysis on EMR
Insider Transactions at Emerson Electric
In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total value of $965,979.00. Following the completion of the transaction, the chief executive officer owned 196,292 shares in the company, valued at approximately $26,106,836. This represents a 3.57% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.23% of the stock is owned by company insiders.
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.
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