AustralianSuper Pty Ltd Makes New Investment in Emerson Electric Co. $EMR

AustralianSuper Pty Ltd purchased a new stake in shares of Emerson Electric Co. (NYSE:EMR) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 7,243 shares of the industrial products company’s stock, valued at approximately $950,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of EMR. Coldstream Capital Management Inc. increased its stake in 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 worth $2,850,000 after purchasing an additional 3,308 shares during the period. Marshall Wace LLP raised its holdings in shares of Emerson Electric by 74.4% in the 2nd quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock valued at $171,563,000 after purchasing an additional 548,795 shares in the last quarter. CORDA Investment Management LLC. purchased a new stake in Emerson Electric during the 2nd quarter worth about $1,173,000. QRG Capital Management Inc. lifted its stake in Emerson Electric by 29.2% during the third quarter. QRG Capital Management Inc. now owns 167,314 shares of the industrial products company’s stock worth $21,948,000 after purchasing an additional 37,822 shares during the last quarter. Finally, Legal & General Group Plc boosted its holdings in shares of Emerson Electric by 5.0% in 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 buying an additional 172,507 shares in the last quarter. 74.30% of the stock is owned by institutional investors and hedge funds.

Emerson Electric Price Performance

Emerson Electric stock opened at $147.04 on Friday. The firm has a fifty day moving average of $139.49 and a 200-day moving average of $135.95. The firm has a market capitalization of $82.68 billion, a P/E ratio of 36.40, a PEG ratio of 2.44 and a beta of 1.26. Emerson Electric Co. has a 52-week low of $90.06 and a 52-week high of $152.50. The company has a quick ratio of 0.65, a current ratio of 0.88 and a debt-to-equity ratio of 0.41.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $1.62 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.62. The company had revenue of $4.86 billion for the quarter, compared to the consensus estimate of $4.91 billion. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.Emerson Electric’s revenue for the quarter was up 5.1% compared to the same quarter last year. During the same period in the previous year, the business earned $1.48 EPS. 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. As a group, 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 issued a dividend of $0.555 per share. 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 dividend on an annualized basis and a yield of 1.5%. Emerson Electric’s dividend payout ratio is presently 54.95%.

Emerson Electric declared that its Board of Directors has approved a stock repurchase plan on Wednesday, November 5th that authorizes the company to buyback $0.00 in outstanding shares. This buyback authorization authorizes the industrial products company to reacquire shares of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on EMR. Robert W. Baird upped their target price on Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. 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, January 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Emerson Electric in a research report on Wednesday, January 21st. Oppenheimer reissued a “market perform” rating on shares of Emerson Electric in a research note on Tuesday. Finally, Barclays boosted their price objective on shares of Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Ten equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Emerson Electric has a consensus rating of “Hold” and a consensus price target of $154.76.

Insider Activity at Emerson Electric

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of the sale, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at approximately $26,106,836. This represents a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.23% of the company’s stock.

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.