Ag2R la Mondiale Gestion D'Actifs 13F: Cuts EMR Stake by $12M
Key Points
- Ag2R la Mondiale reduced its position in Emerson Electric Co. by 75,404 shares, bringing its total to 29,431 shares valued at about $4.6 million.
- The fund's reported value in Emerson represents 0.3% of its total 13F portfolio, which is about $1.52 billion.
- Emerson Electric trades recently at $161.75, which is about equal to the closing price on October 26, 2026, but below its average price target of $175.
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Ag2R la Mondiale Gestion D'Actifs cut its stake in Emerson Electric Co. (EMR) by 75,404 shares in a filing on October 26, 2026. The move brings the fund's total holdings to 29,431 shares, worth approximately $4.6 million at the recent share price.
In its latest 13F filing, Ag2R la Mondiale reported a total portfolio value of about $1.52 billion. The reduction in Emerson Electric represents a 71.9% decrease in its position. This change ranks Emerson as the 50th largest holding in the fund's portfolio, making up 0.3% of its total reported value.
EMR
Emerson Electric Co.
Where Emerson Electric Fits in Ag2R la Mondiale's Portfolio
Emerson Electric's reduced stake is significant, especially considering the fund's overall strategy.
Other Institutional Activity in Emerson Electric
Wells Fargo & Company decreased its holdings by 203,286 shares, leaving it with 9,761,725 shares valued at about $1.58 billion. Meanwhile, Fisher Asset Management, LLC increased its stake by 946,402 shares, totaling 9,426,709 shares worth approximately $1.52 billion.
Emerson Electric Co. Stock Up 0.1%
Emerson Electric shares closed at $161.70 on October 26, 2026. Recently traded around $161.75, the stock is above its 50-day moving average by 3.5% and its 200-day moving average by 10.3%. However, it is still below its 52-week high of $166.35.
Recent Earnings
Emerson Electric reported trailing twelve-month revenue of approximately $18.64 billion, with a net margin of 13.8% and an EPS of $4.57. The company is set to announce its next earnings on November 4, 2026.
Dividend
Emerson Electric pays an annual dividend of $2.22 per share, which translates to a yield of 1.37%. The dividend payout ratio is 48.0%.
Insider Buying and Selling at Emerson Electric Co.
Recently, several insiders sold shares of Emerson Electric. CEO Surendralal Lanca Karsanbhai sold 5,700 shares on March 10, 2026, at an average price of $142.32, totaling about $811,227. COO Ram R Krishnan sold 11,500 shares on June 1, 2026, for approximately $1.62 million at an average price of $141.22. Additionally, other insiders sold shares in August, indicating ongoing activity within the company's leadership.
Analysts Set New Price Targets
On September 25, 2026, TD Cowen maintained a "Hold" rating with a price target of $170. JP Morgan also maintained an "Overweight" rating with a target of $184 on October 9, 2026. Currently, the consensus among analysts is a "buy" rating with a mean price target of $175.
About Emerson Electric Co.
Emerson Electric Co. is a technology and software company that provides a wide range of solutions across various sectors, including industrial automation and control systems. Its recent stock activity reflects changes in investor sentiment and market conditions.
Bottom Line
Investors should keep an eye on Emerson Electric's upcoming earnings report on November 4, 2026, as well as any further changes in institutional holdings. The recent cut by Ag2R la Mondiale may signal shifts in investment strategies among funds focusing on industrial technology.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $EMR (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts