Emerson Electric Co. (EMR)

Over the past six months, Emerson Electric Co. has experienced several stock-related events. Emerson reported its Q1 CY2025 results, beating revenue expectations, and Q3 2025 earnings were reported on August 6, 2025, with fiscal Q4 2025 results scheduled for release on November 5, 2025. The company declared a quarterly dividend of $0.5275, paid on September 10, 2025. Several analysts have modified their ratings and price targets for EMR, with the stock currently having an average rating of "Moderate Buy" and a consensus price target of $148.28. Emerson recently narrowed its full-year sales growth outlook, indicating softer demand. As of October 23, 2025, the share price was $133.19, an increase of 23.03% from October 24, 2024. Emerson launched the AI-powered Guardian Virtual Advisor for industrial automation systems.

Emerson Electric Co.'s demand is influenced by industrial capital expenditures, global manufacturing activity, and energy market dynamics. The company benefits from trends like energy security, nearshoring, energy transition, and automation demand. In Q3 2025, Emerson saw strong demand in life sciences, global LNG projects, and increasing electricity demand. The Process and Hybrid businesses have shown steady demand, while Discrete markets have seen sequential improvement. The integration of AspenTech has been influenced by digital grid and manufacturing software demand. The underlying demand for its solutions is driven by industrial investment cycles and long-term secular trends rather than strict calendar-based seasonality.

Emerson Electric Co. is a global technology and software company that delivers engineering services and manufactures industrial automation equipment, climate control systems, and precision measurement instruments. The company operates through two segments: Automation Solutions, which focuses on process automation and digital transformation, accounting for 67% of fiscal year 2024 net sales, and Commercial & Residential Solutions, which provides products and services for building automation and climate technologies, representing 33% of fiscal 2024 net sales. Emerson is a Fortune 500 company and a component of the S&P 100 and S&P 500 indices.

Emerson Electric Co. has a significant global presence, operating in over 150 countries across the Americas, Asia, the Middle East & Africa, and Europe. In fiscal year 2024, the Americas generated $8.80 billion in revenue (50.1%), Asia, the Middle East & Africa contributed $5.32 billion (30.28%), and Europe generated $3.44 billion (19.61%).

Emerson Electric Co. maintains a strong reputation for reliability and quality, recognized as an innovation leader. Established in 1890, the company has evolved into a global technology and engineering powerhouse, investing in research and development. Emerson emphasizes digital transformation and sustainability, celebrating the opening of its new global headquarters. Product innovations, such as the DeltaV Edge Environment, have been recognized for improving operational performance. There were no specific negative events significantly impacting Emerson Electric Co.'s brand reputation reported in the past year.

Emerson Electric Co. has strong institutional backing, with institutions holding approximately 83% of the company's stock. As of October 26-28, 2025, institutional investors and hedge funds collectively own 74.30% of the stock. Vanguard Group Inc. is the largest institutional shareholder, owning 9.62% of the company. BlackRock, Inc. holds 6.89% of common stock. State Street Corp owns 4.81% of the company. Individual investors hold a 16% stake, and insider ownership is present, with more shares sold than bought recently.