State of New Jersey Common Pension Fund D Increases Stock Position in Emerson Electric Co. $EMR

State of New Jersey Common Pension Fund D increased its position in Emerson Electric Co. (NYSE:EMR) by 4.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 196,519 shares of the industrial products company’s stock after buying an additional 7,537 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Emerson Electric were worth $25,779,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Emerson Electric by 1.3% during 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 purchasing an additional 695,105 shares during the period. State Street Corp lifted its position 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 valued at $3,606,979,000 after buying an additional 784,987 shares in the last quarter. JPMorgan Chase & Co. grew its stake in 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 worth $1,671,762,000 after buying an additional 5,371,585 shares during the period. Geode Capital Management LLC increased its position in shares of Emerson Electric by 0.7% in the second quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock worth $1,610,958,000 after acquiring an additional 89,192 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Emerson Electric during the 2nd quarter valued at $918,830,000. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Emerson Electric Stock Performance

Emerson Electric stock opened at $148.35 on Monday. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37. The stock has a 50 day moving average of $143.65 and a 200-day moving average of $136.42. The stock has a market cap of $83.37 billion, a P/E ratio of 36.27, a price-to-earnings-growth ratio of 2.35 and a beta of 1.26. Emerson Electric Co. has a 52 week low of $90.06 and a 52 week high of $165.15.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, beating analysts’ consensus estimates of $1.41 by $0.05. The firm had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The firm’s revenue was up 4.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.38 EPS. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. On average, analysts expect that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a dividend of $0.555 per share. 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, February 13th. Emerson Electric’s dividend payout ratio (DPR) is currently 54.28%.

Emerson Electric announced that its Board of Directors has authorized a share repurchase program on Wednesday, November 5th that authorizes the company to buyback $0.00 in outstanding shares. This buyback authorization authorizes the industrial products company to purchase shares of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on EMR. UBS Group upgraded Emerson Electric from a “neutral” rating to a “buy” rating and increased their price target for the company from $131.00 to $168.00 in a report on Monday, January 5th. Evercore increased their target price on Emerson Electric from $170.00 to $185.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Rothschild & Co Redburn boosted their price target on Emerson Electric from $154.00 to $165.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. JPMorgan Chase & Co. increased their price objective on shares of Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Finally, Robert W. Baird lifted their price objective on shares of Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Eleven equities 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. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $164.90.

Insider Transactions at Emerson Electric

In related news, Director Matthew S. Levatich sold 1,476 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total transaction of $239,348.16. Following the transaction, the director directly owned 24,349 shares in the company, valued at $3,948,433.84. This trade represents a 5.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the sale, the vice president owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. The trade was a 17.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 15,442 shares of company stock worth $2,271,573. 0.23% of the stock is currently owned by corporate insiders.

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.