DAVENPORT 13F: Adds $72M to Emerson Electric (EMR) Stake

Institutional investor Davenport raised its investment in Emerson Electric Co. (NYSE: EMR) during the period, adding 465,210 shares to its portfolio, according to a Form 13F filing with the Securities and Exchange Commission on October 14, 2026. Because these regulatory filings are backward-looking, they reflect holdings as of the end of the reported quarter and may not show the fund's current stance.

What Changed in Davenport's Emerson Electric Co. Position

Davenport boosted its holdings by 397.8%, lifting its total stake from 116,941 shares up to 582,151 shares. The reported value of the position reached $90,617,420 at the close of the period. This notable addition reflects a stronger commitment to the industrial technology provider.

Other Institutional Activity in Emerson Electric Co.

Other major investors also adjusted their positions in Emerson Electric Co. during recent reporting periods. Blackrock Inc. grew its holdings by 1,454,998 shares, ending with 43,265,282 shares worth about $6,986,045,137. Vanguard Capital Management LLC lifted its stake by 62,094 shares, finishing with 36,588,248 shares valued at $5,907,904,449. State Street Corporation increased its holdings by 403,667 shares to hold 27,678,497 shares worth $4,469,246,944. Meanwhile, Bank of America Corporation trimmed its position by 1,575,400 shares, ending with 18,366,373 shares valued at $2,965,618,270. Vanguard Portfolio Management LLC grew its holdings by 216,089 shares, closing the period with 13,312,414 shares worth $2,149,555,504.

Emerson Electric Co. Stock Up 0.5%

Emerson shares recently traded around $162.94 as of October 16, 2026. That puts the stock about 4.2% above its 50-day moving average of $156.32 and roughly 11.7% above its 200-day moving average of $145.85. The stock sits just 2.0% below its 52-week high of $166.35, while standing well above its 52-week low of $122.64.

Recent Earnings

For its trailing twelve months, Emerson reported revenue of $18,636,000,000 with a trailing earnings per share of $4.50. The company operates with a net profit margin of 13.8% and a return on equity of 12.8%. The company's next financial results are scheduled for release on November 4, 2026.

Dividend

Emerson pays an annual dividend rate of $2.22 per share, yielding 1.37%. This payout is supported by a dividend payout ratio of 48.0%.

Insider Buying and Selling at Emerson Electric Co.

Company insiders executed several stock sales prior to the filing. Chief Executive Officer Surendralal Lanca Karsanbhai sold 5,700 shares on March 10, 2026, at an average price of $142.32 for a total value of $811,227. Chief Operating Officer Ram R. Krishnan sold 11,500 shares on June 1, 2026, at $141.22 per share, totaling $1,624,030. Officer Michael H. Train sold 7,329 shares on August 6, 2026, at $158.99 per share, worth $1,165,238. Later, on August 11, 2026, CEO Karsanbhai sold an additional 9,650 shares at an average price of $161.91, totaling $1,562,469.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on Emerson. On August 28, 2026, Morgan Stanley maintained its Underweight rating while lifting its target from $125.00 to $135.00. TD Cowen maintained a Hold rating on September 25, 2026, raising its target from $150.00 to $170.00. On the same day, Wells Fargo initiated coverage with an Overweight rating and a $177.00 price target. JP Morgan maintained an Overweight rating on October 9, 2026, hiking its target from $169.00 to $184.00. RBC Capital maintained an Outperform rating on October 14, 2026, bumping its target from $179.00 to $188.00. The stock holds a consensus buy rating from analysts with a mean price target of $174.79.

About Emerson Electric Co.

Emerson Electric Co. is a global technology and engineering company that provides software and industrial solutions across multiple sectors, including automation, measurement, and climate technologies. The company serves industrial, commercial, and residential customers worldwide. Institutional interest from firms like Davenport highlights ongoing portfolio adjustments in major industrial suppliers.

Bottom Line

Investors will look toward Emerson's upcoming earnings report on November 4, 2026, for further updates on financial performance. Because 13F filings are historical snapshots, future regulatory disclosures will show whether Davenport maintains its expanded position in the quarters ahead.