Emerson Electric Co. $EMR Holdings Boosted by Swedbank AB

Key Points

• Swedbank AB boosted its stake in Emerson by 5.0%, acquiring 149,278 shares to hold 3,110,797 shares (0.55% of the company) valued at about $412.9 million, amid 74.3% institutional ownership overall.
• Q2 results showed EPS of $1.54 (a $0.01 beat) with revenue of $4.56 billion slightly below estimates, and Emerson reiterated FY2026 guidance of $6.45–$6.55 EPS, roughly in line with consensus.
• Dividend announced: Emerson declared a $0.555 quarterly dividend (ex‑dividend May 15; payable June 10), implying a $2.22 annual payout and about a 1.6% yield.

Swedbank AB boosted its position in shares of Emerson Electric Co. (NYSE:EMR - Free Report) by 5.0% during the 4th quarter, according to the company in its most recent filing with the SEC. 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 owned 0.55% of Emerson Electric worth $412,865,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Ares Financial Consulting LLC purchased a new position in Emerson Electric during the 4th quarter worth approximately $29,000. Darwin Wealth Management LLC purchased a new position in Emerson Electric during the 2nd quarter worth approximately $29,000. Steph & Co. purchased a new position in shares of Emerson Electric during the 4th quarter valued at $33,000. Wealth Watch Advisors INC purchased a new position in shares of Emerson Electric during the 3rd quarter valued at $33,000. Finally, Ameriflex Group Inc. grew its holdings in shares of Emerson Electric by 96.4% during the 3rd quarter. Ameriflex Group Inc. now owns 326 shares of the industrial products company's stock valued at $43,000 after acquiring an additional 160 shares in the last quarter. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have recently commented on the stock. Weiss Ratings restated a "hold (c+)" rating on shares of Emerson Electric in a report on Monday. Evercore boosted their price target on shares of Emerson Electric from $170.00 to $185.00 and gave the company an "outperform" rating in a report on Thursday, February 5th. Wells Fargo & Company lowered their price target on shares of Emerson Electric from $160.00 to $135.00 and set an "equal weight" rating on the stock in a report on Wednesday, April 1st. Rothschild & Co Redburn boosted their price target on shares of Emerson Electric from $154.00 to $165.00 and gave the company a "buy" rating in a report on Monday, February 9th. Finally, TD Cowen cut shares of Emerson Electric from a "buy" rating to a "hold" rating and set a $150.00 price target on the stock. in a report on Friday, January 9th. Twelve research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $162.38.

Emerson Electric Trading Up 2.2%

Shares of NYSE:EMR opened at $138.46 on Wednesday. The stock has a market capitalization of $77.81 billion, a PE ratio of 33.85, a P/E/G ratio of 2.16 and a beta of 1.26. Emerson Electric Co. has a 1 year low of $106.53 and a 1 year high of $165.15. The firm has a fifty day moving average price of $138.65 and a 200 day moving average price of $139.04. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37.

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 (EPS) for the quarter, topping analysts' consensus estimates of $1.53 by $0.01. The firm had revenue of $4.56 billion during 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%. Emerson Electric's revenue for the quarter was up 2.9% on a year-over-year basis. During the same period in the prior year, the company posted $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. Analysts expect that Emerson Electric Co. will post 6.5 EPS for the current fiscal year.

Emerson Electric Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $0.555 dividend. The ex-dividend date is Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a yield of 1.6%. Emerson Electric's dividend payout ratio is currently 54.28%.

Insider Buying and Selling

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company's stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total value of $811,224.00. Following the completion of the sale, the chief executive officer directly owned 281,393 shares in the company, valued at approximately $40,047,851.76. This represents a 1.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, VP Nicholas J. Piazza sold 6,703 shares of the business's stock in a transaction on Monday, February 9th. The stock was sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the transaction, the vice president directly owned 31,664 shares of the company's stock, valued at approximately $5,036,792.48. This represents a 17.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 13,879 shares of company stock worth $2,116,818. Corporate insiders own 0.23% of the company's stock.

Key Stories Impacting Emerson Electric

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)

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.

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