Sarasin & Partners LLP Has $239.17 Million Stock Holdings in Emerson Electric Co. $EMR

Sarasin & Partners LLP boosted its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 1.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,670,751 shares of the industrial products company’s stock after acquiring an additional 19,379 shares during the quarter. Emerson Electric accounts for about 2.8% of Sarasin & Partners LLP’s portfolio, making the stock its 12th largest position. Sarasin & Partners LLP’s holdings in Emerson Electric were worth $239,168,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of EMR. Basso Capital Management L.P. bought a new stake in shares of Emerson Electric in the fourth quarter worth $25,000. IFC & Insurance Marketing Inc. bought a new position in Emerson Electric during the 4th quarter worth $27,000. Motiv8 Investments LLC acquired a new position in Emerson Electric during the 4th quarter worth about $27,000. Darwin Wealth Management LLC bought a new stake in shares of Emerson Electric in the 2nd quarter valued at about $29,000. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Emerson Electric in the fourth quarter valued at about $29,000. Institutional investors own 74.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on EMR. BMO Capital Markets lifted their price objective on Emerson Electric from $150.00 to $157.00 in a research note on Friday, May 8th. KeyCorp decreased their target price on shares of Emerson Electric from $185.00 to $170.00 and set an “overweight” rating for the company in a research report on Monday, July 13th. Wells Fargo & Company raised their price target on shares of Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. JPMorgan Chase & Co. raised shares of Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 price objective on the stock in a research note on Friday, July 17th. Finally, Citigroup lifted their target price on shares of Emerson Electric from $174.00 to $182.00 and gave the stock a “buy” rating in a research note on Wednesday. Thirteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $163.18.

Key Stories Impacting Emerson Electric

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

• Positive Sentiment: Emerson reported fiscal Q3 sales of $4.873 billion, up 7% year over year, while adjusted EPS increased to $1.71 from $1.52 and exceeded the $1.68 analyst consensus. Underlying sales rose 6%, orders increased 7%, and adjusted segment EBITA margin expanded to 28.5% from 27.1%. Emerson Q3 Earnings Beat on Software & Systems Strength, Outlook Raised
• Positive Sentiment: Management raised fiscal 2026 guidance to approximately $6.55 in adjusted EPS and $3.6 billion in free cash flow, supported by strength in Software & Systems, Test and Measurement, and Ovation. Emerson Q3 2026 Earnings Call Highlights
• Positive Sentiment: Citigroup raised its EMR price target to $182 from $174 with a Buy rating, while RBC increased its target to $179 from $169 and maintained Outperform, indicating additional potential upside in some analysts’ models.
• Positive Sentiment: Emerson acquired Glue Inc., adding AI-enabled test-generation and validation software through Glue Studio. The deal supports the company’s strategy of expanding higher-growth, software-focused automation offerings. Emerson Acquires Glue Inc.
• Neutral Sentiment: Analyst sentiment remains mixed, with published price targets ranging from roughly $144 to $182. The median target cited by Quiver Quantitative is $155, close to the recent trading level, limiting the consensus-based catalyst.
• Negative Sentiment: The likely pressure is a “sell-the-news” reaction: the quarterly beat and guidance increase may have been largely anticipated, while the guidance raise was viewed as modest relative to the stock’s valuation, which includes a P/E ratio above 34.
• Negative Sentiment: Investors continue to weigh tariff and geopolitical risks, including potential Middle East-related disruption. Reported insider activity also showed six sales and no purchases over the past six months, which may add to caution, although insider transactions are not necessarily directional.

Emerson Electric Price Performance

EMR stock opened at $156.76 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.90 and a quick ratio of 0.64. The company’s 50-day moving average is $143.85 and its 200-day moving average is $142.52. The stock has a market capitalization of $87.80 billion, a PE ratio of 34.30, a price-to-earnings-growth ratio of 2.42 and a beta of 1.24. Emerson Electric Co. has a 1 year low of $122.64 and a 1 year high of $165.15.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, beating analysts’ consensus estimates of $1.68 by $0.03. The business had revenue of $4.87 billion during the quarter, compared to analyst estimates of $4.80 billion. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.The firm’s revenue was up .0% compared to the same quarter last year. During the same period in the previous year, the company posted $1.52 EPS. Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. Equities research analysts expect that Emerson Electric Co. will post 6.56 EPS for the current fiscal year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, August 14th. Emerson Electric’s dividend payout ratio is presently 48.58%.

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.