ProShare Advisors LLC Lowers Stock Position in Emerson Electric Co. $EMR

ProShare Advisors LLC decreased its holdings in Emerson Electric Co. (NYSE:EMR) by 25.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,236,165 shares of the industrial products company’s stock after selling 427,615 shares during the period. ProShare Advisors LLC owned about 0.22% of Emerson Electric worth $162,160,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the stock. AustralianSuper Pty Ltd acquired a new stake in shares of Emerson Electric in the third quarter worth $950,000. Cahill Financial Advisors Inc. purchased a new position in shares of Emerson Electric during the 3rd quarter valued at about $823,000. Coldstream Capital Management Inc. lifted its holdings in shares of Emerson Electric by 18.3% in the 2nd quarter. Coldstream Capital Management Inc. now owns 21,378 shares of the industrial products company’s stock valued at $2,850,000 after buying an additional 3,308 shares during the period. Marshall Wace LLP boosted its stake in shares of Emerson Electric by 74.4% in the second quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock worth $171,563,000 after buying an additional 548,795 shares during the last quarter. Finally, National Pension Service raised its position in Emerson Electric by 2.6% during the third quarter. National Pension Service now owns 1,399,800 shares of the industrial products company’s stock valued at $183,626,000 after acquiring an additional 34,882 shares in the last quarter. Institutional investors own 74.30% of the company’s stock.

Emerson Electric Trading Up 4.3%

Shares of EMR opened at $157.47 on Monday. The stock has a market cap of $88.50 billion, a PE ratio of 38.50, a price-to-earnings-growth ratio of 2.50 and a beta of 1.26. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. Emerson Electric Co. has a 52-week low of $90.06 and a 52-week high of $160.13. The firm’s fifty day moving average is $141.69 and its two-hundred day moving average is $136.20.

Emerson Electric (NYSE:EMR) last released its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The business had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.37 billion. During the same period last year, the company posted $1.38 EPS. The business’s revenue was up 4.1% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. Research analysts forecast that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, February 13th. Emerson Electric’s payout ratio is 54.28%.

Emerson Electric declared that its board has initiated a stock buyback program on Wednesday, November 5th that permits the company to buyback $0.00 in outstanding shares. This buyback authorization permits the industrial products company to reacquire shares of its stock through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its shares are undervalued.

Wall Street Analyst Weigh In

EMR has been the topic of several recent research reports. Royal Bank Of Canada upped their price objective on Emerson Electric from $153.00 to $176.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. Jefferies Financial Group raised their price target on shares of Emerson Electric from $150.00 to $160.00 and gave the company a “hold” rating in a research report on Thursday. Morgan Stanley upped their price objective on shares of Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a research report on Friday, January 9th. Wolfe Research raised their target price on Emerson Electric from $172.00 to $177.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Barclays upped their price target on Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 7th. Nine research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Emerson Electric presently has an average rating of “Hold” and an average target price of $163.50.

Key Emerson Electric News

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

• Positive Sentiment: Multiple sell‑side firms raised price targets and maintained bullish ratings (Evercore ISI to $185, KeyCorp to $185, Wolfe and Daiwa to the high‑$170s, HSBC to $170), signaling analyst confidence in upside ahead. Analyst price target raises (Benzinga/MarketScreener) HSBC price target KeyCorp price target
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $6.40–$6.55 and Q2 guidance to $1.50–$1.55, signaling stronger forward earnings outlook driven by AI‑enabled products and robust North America orders. This guidance is a major supportive catalyst for the stock. Guidance raise (Seeking Alpha)
• Positive Sentiment: Emerson reported fiscal Q1 results that beat EPS estimates and produced margin strength (profit beat; revenue roughly in line), which supports the higher guidance and analyst upgrades. Q1 highlights (Yahoo Finance) Earnings beat (Seeking Alpha)
• Positive Sentiment: Unusually large volume of call options was purchased, indicating some traders are positioned for further upside in EMR in the near term. Options flow can amplify intraday moves. Call option activity (AmericanBankingNews)
• Neutral Sentiment: Quarterly sales were reported in line with estimates — neutral for upside but supportive given the EPS beat and margin commentary. Investors will watch whether revenue picks up alongside higher margins. Q4 sales in line (MSN)
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold and set a $170 target — a mixed message that could cap some momentum, though DB’s $170 PT still implies upside from prior levels. Deutsche Bank downgrade (MSN)

Insider Buying and Selling at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction that occurred 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 sale, the chief executive officer owned 196,292 shares in the company, valued at approximately $26,106,836. This trade represents a 3.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.23% of the company’s stock.

Emerson Electric 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.