Swedbank AB grew its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 5.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 3,110,797 shares of the industrial products company’s stock after purchasing an additional 149,278 shares during the period. Swedbank AB’s holdings in Emerson Electric were worth $412,865,000 as of its most recent filing with the SEC.
A number of other large investors have also made changes to their positions in EMR. Ameriprise Financial Inc. raised its position in shares of Emerson Electric by 185.7% during the third quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock valued at $418,730,000 after buying an additional 2,075,425 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of Emerson Electric by 29.2% during the third 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 buying an additional 1,187,974 shares during the last quarter. Fisher Asset Management LLC raised its position in shares of Emerson Electric by 20.6% during the third quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company’s stock valued at $821,524,000 after buying an additional 1,069,122 shares during the last quarter. Schroder Investment Management Group raised its position in shares of Emerson Electric by 13.5% during the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock valued at $945,227,000 after buying an additional 859,171 shares during the last quarter. Finally, Boston Partners raised its position in shares of Emerson Electric by 34.0% during the third quarter. Boston Partners now owns 2,860,894 shares of the industrial products company’s stock valued at $375,547,000 after buying an additional 726,477 shares during the last quarter. Institutional investors and hedge funds own 74.30% of the company’s stock.
Insiders Place Their Bets
In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total transaction of $811,224.00. Following the sale, the chief executive officer directly owned 281,393 shares of the company’s stock, valued at $40,047,851.76. This 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. Also, Director Matthew S. Levatich sold 1,476 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total transaction of $239,348.16. Following the sale, the director directly owned 24,349 shares in the company, valued at $3,948,433.84. This trade represents a 5.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 13,879 shares of company stock valued at $2,116,818. 0.23% of the stock is currently owned by insiders.
Emerson Electric Stock Performance
Emerson Electric (NYSE:EMR – Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.01. The firm had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.59 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.48 earnings per share. 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. As a group, research analysts forecast that Emerson Electric Co. will post 6.5 earnings per share for the current fiscal year.
Emerson Electric Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be paid a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Friday, May 15th. Emerson Electric’s dividend payout ratio is currently 54.28%.
Emerson Electric News Summary
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: EMR reported Q2 EPS of $1.54, a penny above the Street consensus, and confirmed operating strength (quarterly revenue was up ~2.9% year?over?year). Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
- Positive Sentiment: Emerson declared a quarterly cash dividend of $0.555 per share (ex?dividend May 15; payable June 10) — a steady cash return that supports income?oriented investors. Dividend Announcement (PR Newswire)
- Positive Sentiment: Corporate governance boost: Apple SVP & General Counsel Jennifer Newstead will join Emerson’s board (effective Aug. 3), viewed as a quality addition to oversight and strategy. Jennifer Newstead to Join Emerson’s Board
- Neutral Sentiment: Guidance was reiterated/updated: FY2026 EPS narrowed to $6.450–6.550 and Q3 EPS to $1.650–1.700 — roughly in line with consensus, so limited surprise upside or downside from guidance alone. Outlook Update (PR Newswire)
- Negative Sentiment: Top?line slightly missed expectations: revenue came in at $4.56B vs. analyst estimates near $4.59B, which tempers the EPS beat and could pressure sentiment if revenue trends continue. EMR misses sales expectations (MSN)
Wall Street Analysts Forecast Growth
EMR has been the subject of a number of research analyst reports. Stephens upped their price objective on shares of Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Royal Bank Of Canada cut their price objective on shares of Emerson Electric from $176.00 to $161.00 and set an “outperform” rating for the company in a research report on Wednesday, April 8th. Daiwa Securities Group upped their target price on shares of Emerson Electric from $153.00 to $177.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Wolfe Research lowered their target price on shares of Emerson Electric from $176.00 to $169.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 8th. Finally, HSBC upped their target price on shares of Emerson Electric from $165.00 to $170.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Twelve analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $162.38.
Read Our Latest Report on Emerson Electric
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.
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