EMERSON ELECTRIC CO.
At today's price, EMERSON ELECTRIC CO. (EMR) is priced for today's economics sustained for ~5.7 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- At $150.66 Emerson trades around 32 times whole-company operating income, implying a sustained operating margin near 15.8 percent held for roughly seven years, essentially asking the company to keep doing what it does now without faltering. The current margin is about 16 percent, so the bet is on durability, not on a margin leap. - The story the standard models struggle to capture is the transformation: Emerson has reshaped itself into an automation and industrial-software company, consolidati
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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: 2026-05-05 (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); 2025-11-20 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 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.