EMERSON ELECTRIC CO.
In the published model solve dated 2026-Q2, anchored at $155.18, EMERSON ELECTRIC CO. (EMR) is priced for today's economics sustained for ~6.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• The company has been rebuilt around automation and industrial software, with Control Systems & Software at roughly 23% of revenue and the AspenTech asset-optimisation business sitting inside that line. • The distance between the price and the trajectory is what to weigh here, because the quote implies today's economics compounding at the top of what the business can fund from its own cash for more than six years, while management's own fiscal 2026 outlook calls for underlying sales growth of a
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2,137 institutional managers reported holding EMR in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 37%. 121 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 12.1M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (5.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EMR has cut its share count 6.3% over the past five years, spending $4.88B on repurchases. It pays a dividend, and has for 16 years running, raised 15 years straight; the current rate is $2.11 a share annually. Cash returned over the past three years: $3.31B in dividends and $2.14B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at EMR over the trailing three years: 2023: 5 buys totaling $2.11M. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EMR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +4.7% | -2.4% |
| 2023-11-14 | -7.6% | +5.3% |
| 2024-02-08 | +8.6% | +10.9% |
| 2024-05-09 | +7.6% | -1.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EMR's latest 8-K filings: 2026-08-04 (items 2.02, 9.01); 2026-05-05 (items 2.02, 5.02, 7.01, 9.01); 2026-02-13 (items 1.01, 2.03, 9.01); 2026-02-06 (items 5.07); 2026-02-03 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.