Fisher Asset Management LLC Grows Stake in Emerson Electric Co. $EMR

Fisher Asset Management LLC boosted its position in Emerson Electric Co. (NYSE:EMR) by 14.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,191,118 shares of the industrial products company’s stock after purchasing an additional 928,548 shares during the period. Fisher Asset Management LLC’s holdings in Emerson Electric were worth $954,405,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in Emerson Electric by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company’s stock valued at $7,287,546,000 after purchasing an additional 578,242 shares in the last quarter. Schroder Investment Management Group increased its stake in Emerson Electric by 13.5% in the 3rd quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock valued at $945,227,000 after purchasing an additional 859,171 shares in the last quarter. Bank of New York Mellon Corp increased its stake in Emerson Electric by 29.2% in the 3rd quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock valued at $690,020,000 after purchasing an additional 1,187,974 shares in the last quarter. Legal & General Group Plc increased its stake in Emerson Electric by 2.1% in the 4th quarter. Legal & General Group Plc now owns 4,114,470 shares of the industrial products company’s stock valued at $546,072,000 after purchasing an additional 84,064 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in Emerson Electric by 11.4% in the 3rd quarter. Dimensional Fund Advisors LP now owns 3,666,882 shares of the industrial products company’s stock valued at $480,949,000 after purchasing an additional 373,778 shares in the last quarter. 74.30% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total transaction of $811,224.00. Following the sale, the chief executive officer owned 281,393 shares in the company, valued at $40,047,851.76. This trade represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.23% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have commented on EMR shares. Stephens increased their target price on Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a report on Monday, February 9th. Jefferies Financial Group started coverage on Emerson Electric in a report on Tuesday, March 31st. They set a “buy” rating and a $175.00 target price on the stock. Evercore increased their target price on Emerson Electric from $170.00 to $185.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Barclays increased their target price on Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Finally, BMO Capital Markets increased their target price on Emerson Electric from $150.00 to $157.00 in a report on Friday, May 8th. Twelve investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $163.24.

Emerson Electric Price Performance

EMR stock opened at $136.51 on Monday. Emerson Electric Co. has a 52-week low of $114.91 and a 52-week high of $165.15. The stock’s fifty day simple moving average is $136.41 and its 200-day simple moving average is $139.35. The company has a quick ratio of 0.64, a current ratio of 0.87 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $76.46 billion, a price-to-earnings ratio of 31.53, a price-to-earnings-growth ratio of 2.18 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.01. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The business had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.59 billion. During the same quarter last year, the firm earned $1.48 earnings per share. The business’s revenue was up 2.9% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. Equities research analysts expect that Emerson Electric Co. will post 6.49 EPS for the current year.

Emerson Electric Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.555 per share. The ex-dividend date is Friday, May 15th. This represents a $2.22 annualized dividend and a dividend yield of 1.6%. Emerson Electric’s dividend payout ratio (DPR) is 51.27%.

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.