Mitsubishi UFJ Asset Management Co. Ltd. Has $164.92 Million Stake in Emerson Electric Co. $EMR

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Emerson Electric Co. (NYSE:EMR - Free Report) by 5.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,214,230 shares of the industrial products company's stock after buying an additional 58,469 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.22% of Emerson Electric worth $164,917,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in Emerson Electric by 74.1% during the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company's stock worth $1,412,000 after acquiring an additional 4,850 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in shares of Emerson Electric in the 1st quarter valued at about $232,000. Caxton Associates LLP bought a new stake in shares of Emerson Electric during the 1st quarter valued at about $275,000. Sivia Capital Partners LLC acquired a new stake in Emerson Electric during the second quarter worth approximately $203,000. Finally, Jump Financial LLC increased its holdings in Emerson Electric by 121.5% in the second quarter. Jump Financial LLC now owns 10,543 shares of the industrial products company's stock worth $1,406,000 after purchasing an additional 5,783 shares in the last quarter. Institutional investors and hedge funds own 74.30% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Rothschild & Co Redburn boosted their price target on Emerson Electric from $154.00 to $165.00 and gave the company a "buy" rating in a research note on Monday, February 9th. Daiwa Securities Group lifted their price objective 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. Evercore boosted their target price on shares of Emerson Electric from $170.00 to $185.00 and gave the company an "outperform" rating in a research report on Thursday, February 5th. TD Cowen cut shares of Emerson Electric from a "buy" rating to a "hold" rating and set a $150.00 price target for the company. in a report on Friday, January 9th. Finally, Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Emerson Electric in a research note on Monday. Twelve equities 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. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $162.95.

Emerson Electric Stock Up 6.9%

Emerson Electric stock opened at $147.97 on Thursday. The firm has a market capitalization of $83.16 billion, a price-to-earnings ratio of 34.17, a price-to-earnings-growth ratio of 2.21 and a beta of 1.26. The firm's fifty day moving average price is $138.70 and its two-hundred day moving average price is $139.18. Emerson Electric Co. has a 1-year low of $108.37 and a 1-year high of $165.15. 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 EPS for the quarter, topping analysts' consensus estimates of $1.53 by $0.01. Emerson Electric had a return on equity of 17.22% and a net margin of 13.35%.The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.59 billion. During the same period in the previous year, the company posted $1.48 EPS. The company's revenue for the quarter 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. On average, equities research analysts predict that Emerson Electric Co. will post 6.5 earnings per share for the current fiscal year.

Emerson Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be given a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Friday, May 15th. Emerson Electric's dividend payout ratio is presently 51.27%.

More Emerson Electric News

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

• Positive Sentiment: Q2 EPS slightly beat and guidance reaffirmed — Emerson reported $1.54 EPS vs. $1.53 consensus, updated FY‑2026 EPS guidance to 6.45–6.55 and Q3 EPS to 1.65–1.70, which supports the bullish view on full‑year profitability. Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
• Positive Sentiment: Backlog and orders provide momentum into H2 — Management cited backlog strength and improving orders, which analysts say could drive a stronger second half despite near‑term regional disruptions. Emerson Q2 Earnings in Line, Sales Miss on Middle East Disruptions
• Positive Sentiment: Analyst upgrade/price‑target lift from RBC — RBC raised its price target to $169 with an Outperform rating, adding analyst support for upside. Benzinga
• Positive Sentiment: Dividend declared — Emerson declared a quarterly cash dividend of $0.555 per share (payable June 10, ex‑div May 15), supporting income investors. Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
• Positive Sentiment: Board addition — Jennifer Newstead (Apple SVP & General Counsel) will join Emerson’s board, which may be viewed positively for governance and talent. Jennifer Newstead to Join Emerson's Board of Directors
• Neutral Sentiment: Barclays raised its price target to $144 but kept an Equal Weight rating — a modest revision that is neutral relative to current market price. Barclays adjusts price target on Emerson Electric to $144
• Neutral Sentiment: Earnings call and slide deck available — full transcript/slides provide detail for investors digging into segment performance and management commentary. Emerson (EMR) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed consensus and regional headwinds cited — revenue was $4.56B vs. $4.59B expected, with Middle East disruptions called out as a drag on sales. That explains some caution despite the EPS beat. Emerson Q2 Earnings in Line, Sales Miss on Middle East Disruptions
• Negative Sentiment: Market perception limits AI re‑rating — commentary and analysis argue Emerson is not an AI infrastructure play, which could limit multiple expansion tied to AI hype. Emerson Electric: Not An AI Infrastructure Company

Insider Buying and Selling at Emerson Electric

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of Emerson Electric stock in a transaction 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 transaction, the chief executive officer directly owned 281,393 shares of the company's stock, valued at $40,047,851.76. The trade was a 1.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Matthew S. Levatich sold 1,476 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total transaction of $239,348.16. Following the completion of the sale, the director owned 24,349 shares of the company's stock, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 13,879 shares of company stock worth $2,116,818. Corporate insiders own 0.23% of the company's stock.

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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