Emerson Electric (EMR)

• Market cap: $78.8B
• 1 day: -0.41%
• 5 days: 0.74%
• 1 month: 10.76%
• 3 months: 39.42%
• 6 months: 18.26%
• Year to date: 14.67%
• 1 year: 22.73%
• 5 years: 130.31%
• 10 years: 158.01%
• Sector: Industrials
• Industry: Specialty Industrial Machinery

About: Founded in 1890 as the first manufacturer of electric fans in North America, Emerson Electric has become a leading industrial automation player through the acquisition of established brands. Emerson organizes its business into seven segments that sell a wide range of automation software, power tools, and automation hardware such as valves, gauges, and switches. In recent years, Emerson divested its climate technology and consumer businesses to become more of a pure-play industrial automation company. The automation of a factory is an enticing long-term proposition for manufacturers, helping reduce accident rates and raise uptime and productivity.

Employees: 73,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

71% more call options, than puts

Call options by funds: $448M | Put options by funds: $261M

0.92% more ownership

Funds ownership: 78.32% [Q4 2024] → 79.24% (+0.92%) [Q1 2025]

7% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 792

3% less funds holding

Funds holding: 2,084 [Q4 2024] → 2,025 (-59) [Q1 2025]

11% less capital invested

Capital invested by funds: $55.3B [Q4 2024] → $48.9B (-$6.35B) [Q1 2025]

13% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 158

52% less funds holding in top 10

Funds holding in top 10: 25 [Q4 2024] → 12 (-13) [Q1 2025]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $124 11% downside
• Avg. target: $140 0% upside
• High target: $155 11% upside

8 analyst ratings

• positive: 5 63%
• neutral: 2 25%
• negative: 1 13%

Barclays Julian Mitchell	11% downside $125	Underweight Maintained	9 Jul 2025
B of A Securities Andrew Obin	11% upside $155	Buy Maintained	2 Jul 2025
Wells Fargo Joseph O'Dea	7% upside $150	Overweight Maintained	1 Jul 2025
Keybanc Ken Newman	11% upside $155	Overweight Maintained	1 Jul 2025
Citigroup Andrew Kaplowitz	4% upside $146	Buy Maintained	4 Jun 2025