Emerson Electric Co. $EMR Shares Bought by SG Americas Securities LLC

SG Americas Securities LLC increased its stake in Emerson Electric Co. (NYSE:EMR) by 405.4% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 45,768 shares of the industrial products company’s stock after buying an additional 36,713 shares during the quarter. SG Americas Securities LLC’s holdings in Emerson Electric were worth $6,004,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its stake in shares of Emerson Electric by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 54,129,898 shares of the industrial products company’s stock worth $7,217,139,000 after acquiring an additional 695,105 shares during the period. State Street Corp raised its holdings in Emerson Electric by 3.0% during the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock worth $3,606,979,000 after purchasing an additional 784,987 shares in the last quarter. JPMorgan Chase & Co. lifted its position in Emerson Electric by 75.0% in the second quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after purchasing an additional 5,371,585 shares during the period. Geode Capital Management LLC boosted its stake in Emerson Electric by 0.7% during the 2nd quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock valued at $1,610,958,000 after purchasing an additional 89,192 shares in the last quarter. Finally, Nordea Investment Management AB increased its position in shares of Emerson Electric by 19.5% during the 2nd 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 purchasing an additional 1,499,000 shares during the period. Institutional investors and hedge funds own 74.30% of the company’s stock.

More Emerson Electric News

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

Analyst Ratings Changes

EMR has been the subject of several research reports. Jefferies Financial Group reaffirmed a “hold” rating and set a $145.00 target price on shares of Emerson Electric in a research note on Wednesday, December 10th. JPMorgan Chase & Co. cut their price target on shares of Emerson Electric from $151.00 to $150.00 and set a “neutral” rating for the company in a report on Monday, November 10th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Emerson Electric from $157.00 to $159.00 and gave the stock a “buy” rating in a research note on Thursday, October 2nd. Wells Fargo & Company boosted their target price on shares of Emerson Electric from $140.00 to $145.00 and gave the stock an “equal weight” rating in a report on Wednesday. Finally, TD Cowen cut shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price for the company. in a report on Friday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Emerson Electric presently has an average rating of “Moderate Buy” and an average price target of $151.06.

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the transaction, the chief executive officer owned 196,292 shares in the company, 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 SEC, which can be accessed through the SEC website. 0.23% of the stock is currently owned by company insiders.

Emerson Electric Price Performance

EMR stock opened at $144.17 on Friday. Emerson Electric Co. has a one year low of $90.06 and a one year high of $150.27. The firm has a 50-day moving average of $134.09 and a two-hundred day moving average of $134.74. The firm has a market capitalization of $81.06 billion, a PE ratio of 35.68, a P/E/G ratio of 2.35 and a beta of 1.26. The company has a current ratio of 0.88, a quick ratio of 0.65 and a debt-to-equity ratio of 0.41.

Emerson Electric (NYSE:EMR) last released its quarterly earnings results on Thursday, April 6th. The industrial products company reported $0.79 earnings per share (EPS) for the quarter. The business had revenue of $3.16 billion for the quarter. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. 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, analysts forecast that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Friday, November 14th were issued a $0.555 dividend. The ex-dividend date was Friday, November 14th. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. Emerson Electric’s dividend payout ratio is currently 54.95%.

Emerson Electric announced that its board has initiated a share repurchase program on Wednesday, November 5th that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the industrial products company to buy shares of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s leadership believes its shares are undervalued.

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.