Sumitomo Mitsui DS Asset Management Company Ltd Purchases 4,166 Shares of Emerson Electric Co. $EMR

Sumitomo Mitsui DS Asset Management Company Ltd grew its position in shares of Emerson Electric Co. (NYSE:EMR) by 6.1% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 72,082 shares of the industrial products company’s stock after buying an additional 4,166 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Emerson Electric were worth $9,456,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of EMR. Norges Bank purchased a new position in Emerson Electric during the 2nd quarter valued at about $918,830,000. JPMorgan Chase & Co. increased its stake in shares of Emerson Electric by 75.0% during the second quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock valued at $1,671,762,000 after buying an additional 5,371,585 shares during the period. Schroder Investment Management Group raised its holdings in shares of Emerson Electric by 51.6% during the second quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock valued at $846,165,000 after acquiring an additional 2,159,126 shares in the last quarter. Fisher Asset Management LLC lifted its stake in Emerson Electric by 43.0% in the second quarter. Fisher Asset Management LLC now owns 5,193,448 shares of the industrial products company’s stock worth $692,442,000 after acquiring an additional 1,561,600 shares during the period. Finally, Nordea Investment Management AB boosted its holdings in Emerson Electric by 19.5% in the second quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock valued at $1,223,947,000 after acquiring an additional 1,499,000 shares in the last quarter. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Emerson Electric

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

• Positive Sentiment: Macro/capex tailwind — EMR is highlighted as one of three industrial names likely to benefit from structurally higher CapEx across infrastructure, energy and data-center spending, supporting multi-year revenue opportunity. 3 Industrial Names That Will Benefit from Rising CapEx in 2026 (EMR)
• Positive Sentiment: Bulge-bracket optimism — Barclays published a bullish forecast for EMR, calling for strong price appreciation, which adds credibility to upside scenarios and likely supports recent buying interest. Barclays Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock
• Positive Sentiment: Additional bullish forecasts — Wells Fargo published a positive price-appreciation outlook in a separate note, contributing to the cluster of analyst targets above the prior consensus and helping to underpin shares. Wells Fargo & Company Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock
• Neutral Sentiment: Street consensus — A recent roundup shows brokerages give EMR a consensus around “Moderate Buy,” and median price targets near the mid-$140s to $150, indicating mixed-but-leaning-positive sentiment rather than a clear consensus breakout. Emerson Electric Co. (NYSE:EMR) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Social / volume-driven attention — Online discussion and a QuiverQuant summary point to recent volume spikes and analyst upgrades (one target to $168), but also note insider selling and mixed institutional flows — a short-term catalyst but mixed signal for fundamentals. Emerson Electric Co. Stock (EMR) Opinions on Recent Analyst Upgrade
• Neutral Sentiment: Upcoming earnings — Analysts expect single-digit EPS growth for fiscal Q1 2026; the report and any guidance update will likely be the next major price mover. Expect focus on margin trends and end-market demand. What to Expect From Emerson Electric’s Q1 2026 Earnings Report
• Negative Sentiment: Analyst downgrade — TD Cowen cut EMR from “buy” to “hold” with a $150 target, reducing one source of bullish conviction and likely weighing on momentum among risk-sensitive holders. Finviz (TD Cowen downgrade)
• Negative Sentiment: Mixed hold ratings persist — Wells Fargo reiterated a “hold” in a press release, underscoring that some large brokers remain cautious, which could limit near-term upside until clearer proof of stronger earnings arrives. Wells Fargo Sticks to Its Hold Rating for Emerson Electric Company (EMR)
• Negative Sentiment: Recent pullback — Coverage noted a session where EMR fell more than the market, a sign that profit-taking or rotation can amplify downside on mixed news days. Emerson Electric (EMR) Declines More Than Market: Some Information for Investors

Emerson Electric Stock Performance

Emerson Electric stock opened at $144.17 on Friday. Emerson Electric Co. has a twelve month low of $90.06 and a twelve month high of $150.27. The company has a quick ratio of 0.65, a current ratio of 0.88 and a debt-to-equity ratio of 0.41. The company has a market capitalization of $81.06 billion, a P/E ratio of 35.68, a PEG ratio of 2.35 and a beta of 1.26. The stock’s 50 day moving average is $134.09 and its 200 day moving average is $134.74.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings data on Thursday, April 6th. The industrial products company reported $0.79 earnings per share (EPS) for the quarter. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.The business had revenue of $3.16 billion during the quarter. Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. On average, equities research analysts predict that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

Emerson Electric announced that its Board of Directors has approved a stock repurchase plan on Wednesday, November 5th that allows the company to buyback $0.00 in outstanding shares. This buyback authorization allows the industrial products company to repurchase shares of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its stock is undervalued.

Emerson Electric Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were paid a dividend of $0.555 per share. The ex-dividend date was Friday, November 14th. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. Emerson Electric’s dividend payout ratio (DPR) is 54.95%.

Insider Transactions at Emerson Electric

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction dated 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 transaction, 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.23% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Emerson Electric in a research report on Wednesday, October 8th. Wells Fargo & Company lifted their price objective on Emerson Electric from $140.00 to $145.00 and gave the company an “equal weight” rating in a research report on Wednesday. Daiwa Capital Markets increased their target price on Emerson Electric from $150.00 to $153.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 24th. Jefferies Financial Group restated a “hold” rating and issued a $145.00 target price on shares of Emerson Electric in a research note on Wednesday, December 10th. Finally, Wolfe Research increased their price objective on Emerson Electric from $165.00 to $168.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $151.06.

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.