ABC Arbitrage SA Makes New $1.19 Million Investment in Emerson Electric Co. $EMR

ABC Arbitrage SA bought a new stake in Emerson Electric Co. (NYSE:EMR) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 9,036 shares of the industrial products company’s stock, valued at approximately $1,185,000.

Several other institutional investors have also made changes to their positions in EMR. Norges Bank acquired a new stake in shares of Emerson Electric in the 2nd quarter valued at $918,830,000. JPMorgan Chase & Co. boosted its stake in shares of Emerson Electric by 75.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after buying an additional 5,371,585 shares during the last quarter. Schroder Investment Management Group lifted its stake in 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 purchasing an additional 2,159,126 shares during the last quarter. Fisher Asset Management LLC boosted its holdings in shares of Emerson Electric by 43.0% during 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 buying an additional 1,561,600 shares during the period. Finally, Nordea Investment Management AB raised its stake in Emerson Electric by 19.5% in the 2nd quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock worth $1,223,947,000 after purchasing an additional 1,499,000 shares in the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction on 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. The trade was a 3.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Nicholas J. Piazza sold 6,703 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $159.07, for a total value of $1,066,246.21. Following the transaction, the vice president owned 31,664 shares in the company, valued at $5,036,792.48. This trade represents a 17.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.23% of the company’s stock.

Emerson Electric Price Performance

EMR opened at $154.91 on Thursday. The company has a market capitalization of $87.06 billion, a price-to-earnings ratio of 37.87, a PEG ratio of 2.56 and a beta of 1.26. The firm has a 50-day moving average price of $143.26 and a 200-day moving average price of $136.51. Emerson Electric Co. has a twelve month low of $90.06 and a twelve month high of $165.15. 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 for the quarter, beating the consensus estimate of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company had revenue of $4.35 billion during the quarter, compared to analysts’ expectations of $4.37 billion. During the same period in the previous year, the business earned $1.38 earnings per share. The firm’s quarterly revenue was up 4.1% compared to the same quarter last year. 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. Equities analysts expect that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric announced that its board has authorized a stock buyback plan on Wednesday, November 5th that permits the company to buyback $0.00 in outstanding shares. This buyback authorization permits the industrial products company to repurchase shares of its stock through open market purchases. Shares buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Emerson Electric Dividend Announcement

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

Analyst Upgrades and Downgrades

EMR has been the subject of several research analyst reports. Morgan Stanley boosted their target price on Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a research note on Friday, January 9th. Royal Bank Of Canada boosted their target price on shares of Emerson Electric from $153.00 to $176.00 and gave the company an “outperform” rating in a research report on Wednesday, February 4th. Oppenheimer reissued a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. UBS Group raised shares of Emerson Electric from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $131.00 to $168.00 in a research report on Monday, January 5th. Finally, HSBC increased their price target on Emerson Electric from $165.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Ten equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $164.11.

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.