James Hambro & Partners 13F: Adds $2.1M to EMR Stake

James Hambro & Partners raised its stake in Emerson Electric Co. (NYSE:EMR) by 2.5%, adding 13,304 shares to lift its holdings to 540,370 shares in a filing disclosed on October 19, 2026. The reported value of the position reached about $83.8 million. Emerson Electric closed at $160.54 on the filing date.

EMR Emerson Electric Co.

$160.54 ▲ +19.54% year to date

1M 3M YTD

Daily close · Oct 19, 2026

What Changed in James Hambro & Partners's Emerson Electric Co. Position

The institutional investor expanded its portfolio exposure to the industrial equipment maker by growing its prior count of 527,066 shares. That 2.5% increase brought the end-of-period total to 540,370 shares valued at $83,795,175.

Other Institutional Activity in Emerson Electric Co.

Other major institutional investors made substantial adjustments to their Emerson Electric portfolios during recent reporting periods. Davenport grew its holdings by 465,210 shares, ending with 582,151 shares worth about $90.6 million. Brandes Investment Partners lifted its stake by 45,424 shares, or 5.0%, bringing its total to 953,506 shares valued at roughly $136.5 million. Meanwhile, Wells Fargo & Company reduced its position by 203,286 shares, or 2.0%, to finish with 9,761,725 shares worth about $1.57 billion. Fisher Asset Management, LLC added 946,402 shares, an 11.2% increase, ending with 9,426,709 shares valued at roughly $1.51 billion.

Emerson Electric Co. Stock Up 0.3%

Shares recently traded around $161.94 as of October 20, 2026, up about 0.9% from the filing date close of $160.54. The stock trades above its 50-day moving average of $156.41 and comfortably above its 200-day moving average of $145.98. The company has a market capitalization of roughly $89.5 billion and trades below the average analyst price target.

Recent Earnings

Emerson Electric generated $18.64 billion in trailing-twelve-month revenue with an EPS of $4.54. The company's next earnings report is scheduled for November 4, 2026.

Dividend

The company pays an annual dividend of $2.22 per share, which represents a dividend yield of 1.37% based on recent trading levels.

Insider Buying and Selling at Emerson Electric Co.

Company insiders executed several transactions 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 of $811,227, and later sold 9,650 shares on August 11, 2026, at $161.91 totaling $1.56 million. Chief Operating Officer Ram R Krishnan sold 11,500 shares on June 1, 2026, at $141.22 for $1.62 million. Officer Michael H Train sold 7,329 shares on August 6, 2026, at $158.99 for $1.17 million.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. TD Cowen maintained a Hold rating and raised its target from $150.00 to $170.00 on September 25, 2026. JP Morgan maintained an Overweight rating on October 9, 2026, moving its target from $169.00 to $184.00. RBC Capital maintained an Outperform rating on October 14, 2026, lifting its target from $179.00 to $188.00. Mizuho maintained an Outperform rating on October 15, 2026, raising its target to $180.00 from $173.00. Finally, Morgan Stanley maintained an Underweight rating on October 19, 2026, while moving its target from $135.00 to $145.00. Consensus analyst recommendations sit at a buy with a mean price target of $174.96.

About Emerson Electric Co.

Emerson Electric Co. operates as a global technology and software company providing engineering solutions for industrial, commercial, and consumer markets. Headquartered in Saint Louis, Missouri, the firm designs and manufactures automation systems, measurement instruments, and control valves through multiple business segments.

Bottom Line

Investors will look toward Emerson Electric's upcoming earnings release on November 4, 2026, for further updates on financial performance and segment growth. Monitoring subsequent institutional filings will show whether other asset managers follow James Hambro & Partners in adjusting their positions.