Candriam S.C.A. Has $64.70 Million Stock Position in Emerson Electric Co. $EMR

Candriam S.C.A. lessened its holdings in Emerson Electric Co. (NYSE:EMR) by 46.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 493,220 shares of the industrial products company’s stock after selling 419,755 shares during the period. Candriam S.C.A. owned 0.09% of Emerson Electric worth $64,701,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of EMR. Sunesis Advisors LLC acquired a new stake in shares of Emerson Electric in the third quarter worth about $366,000. RFG Advisory LLC boosted its position in Emerson Electric by 21.0% during the third quarter. RFG Advisory LLC now owns 14,611 shares of the industrial products company’s stock worth $1,917,000 after purchasing an additional 2,533 shares during the period. Roman Butler Fullerton & Co. grew its holdings in Emerson Electric by 23.0% during the third quarter. Roman Butler Fullerton & Co. now owns 12,261 shares of the industrial products company’s stock valued at $1,673,000 after purchasing an additional 2,293 shares during the last quarter. Plato Investment Management Ltd raised its position in shares of Emerson Electric by 19.1% in the third quarter. Plato Investment Management Ltd now owns 14,053 shares of the industrial products company’s stock valued at $1,829,000 after purchasing an additional 2,256 shares during the period. Finally, Correct Capital Wealth Management boosted its holdings in shares of Emerson Electric by 0.9% during the 3rd quarter. Correct Capital Wealth Management now owns 15,154 shares of the industrial products company’s stock worth $1,988,000 after buying an additional 134 shares during the period. 74.30% of the stock is currently owned by institutional investors.

Insider Transactions 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 stock was sold at an average price of $133.00, for a total value of $965,979.00. Following the sale, the chief executive officer owned 196,292 shares of the company’s stock, valued at approximately $26,106,836. This trade represents a 3.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.23% of the company’s stock.

Wall Street Analysts Forecast Growth

EMR has been the subject of a number of recent analyst reports. KeyCorp upped their price target on shares of Emerson Electric from $155.00 to $185.00 and gave the company an “overweight” rating in a report on Thursday. TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target for the company. in a report on Friday, January 9th. Evercore raised their price objective on Emerson Electric from $170.00 to $185.00 and gave the stock an “outperform” rating in a research report on Thursday. JPMorgan Chase & Co. raised their price objective on shares of Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Finally, Robert W. Baird raised their target price on Emerson Electric from $143.00 to $164.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Nine equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $163.50.

Emerson Electric Stock Up 4.3%

Shares of Emerson Electric stock 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. Emerson Electric Co. has a 12 month low of $90.06 and a 12 month high of $160.13. The business has a fifty day simple moving average of $141.69 and a 200 day simple moving average of $136.20. 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 (NYSE:EMR) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company had revenue of $4.35 billion during the quarter, compared to analyst estimates of $4.37 billion. During the same quarter in the previous year, the business earned $1.38 EPS. The firm’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 predict that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric announced that its Board of Directors has initiated a share repurchase program 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 programs are often an indication that the company’s leadership believes its stock is undervalued.

Emerson Electric Dividend Announcement

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

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)

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.