Associated Banc Corp Grows Stock Position in Emerson Electric Co. $EMR

Associated Banc Corp lifted its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 13.9% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 42,874 shares of the industrial products company’s stock after acquiring an additional 5,230 shares during the period. Associated Banc Corp’s holdings in Emerson Electric were worth $5,624,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of EMR. Norges Bank acquired a new position in Emerson Electric during the 2nd quarter valued at approximately $918,830,000. JPMorgan Chase & Co. grew its holdings in shares of Emerson Electric by 75.0% during the second quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock valued at $1,671,762,000 after buying an additional 5,371,585 shares during the last quarter. Schroder Investment Management Group increased its position in shares of Emerson Electric by 51.6% in the 2nd quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock valued at $846,165,000 after acquiring an additional 2,159,126 shares during the period. Fisher Asset Management LLC raised its stake in Emerson Electric by 43.0% in the 2nd quarter. Fisher Asset Management LLC now owns 5,193,448 shares of the industrial products company’s stock worth $692,442,000 after acquiring an additional 1,561,600 shares during the last quarter. Finally, Nordea Investment Management AB grew its stake 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 during the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Emerson Electric News Roundup

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

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at $26,106,836. This represents a 3.57% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 0.23% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Daiwa Capital Markets raised their price objective on Emerson Electric from $150.00 to $153.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 24th. UBS Group raised shares of Emerson Electric from a “neutral” rating to a “buy” rating and raised their price target for the stock from $131.00 to $168.00 in a research report on Monday, January 5th. Barclays upped their price objective on shares of Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a report on Wednesday. JPMorgan Chase & Co. reduced their target price on shares of Emerson Electric from $151.00 to $150.00 and set a “neutral” rating for the company in a report on Monday, November 10th. Finally, Evercore ISI assumed coverage on shares of Emerson Electric in a research report on Monday, December 15th. They set an “outperform” rating and a $170.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $151.06.

Emerson Electric Stock Performance

Shares of NYSE EMR opened at $144.17 on Friday. The company has a market capitalization of $81.06 billion, a PE ratio of 35.68, a price-to-earnings-growth ratio of 2.35 and a beta of 1.26. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.65 and a current ratio of 0.88. The company’s fifty day moving average price is $134.09 and its 200 day moving average price is $134.74. Emerson Electric Co. has a 1 year low of $90.06 and a 1 year high of $150.27.

Emerson Electric (NYSE:EMR) last released its quarterly earnings data on Thursday, April 6th. The industrial products company reported $0.79 earnings per share for the quarter. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The company 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, research analysts predict that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric announced that its Board of Directors has initiated a stock buyback plan on Wednesday, November 5th that authorizes the company to repurchase $0.00 in outstanding shares. This repurchase authorization authorizes 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.

Emerson Electric Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were issued a $0.555 dividend. The ex-dividend date of this dividend was Friday, November 14th. This is an increase 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 is 54.95%.

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.