Quilter 13F: Adds $2.9M to Emerson Electric (EMR) Stake
Key Points
- Quilter increased its position in Emerson Electric Co. EMR by 2.1% to 895,857 shares, according to a Form 13F filing on October 21, 2026.
- Emerson Electric Co. recently traded around $164.57, sitting above both its 50-day and 200-day moving averages as it approaches its next earnings report on November 4, 2026.
- Wall Street analysts hold a consensus buy rating on the stock with a mean price target of $174.96 across 28 analyst opinions.
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Quilter boosted its holdings in Emerson Electric Co. EMR by 2.1% during the quarter, purchasing an additional 18,879 shares to bring its total stake to 895,857 shares. The position was valued at $138,947,421 according to the fund's Form 13F filing with the U.S. Securities and Exchange Commission on October 21, 2026.
EMR
Emerson Electric Co.
What Changed in Quilter's Emerson Electric Co. Position
Before this filing, Quilter owned 876,978 shares of the industrial equipment maker. The 2.1% increase lifts its overall investment value closer to the $139 million mark. Institutional filings provide a quarterly snapshot of institutional ownership trends, showing how major investment managers adjust their portfolio weightings over time.
Other Institutional Activity in Emerson Electric Co.
Other large financial institutions also adjusted their positions in the industrial technology provider during recent reporting cycles. Wells Fargo & Company trimmed its holdings by 203,286 shares, or 2.0%, ending with 9,761,725 shares valued at $1,592,234,970. Fisher Asset Management, LLC grew its position significantly, adding 946,402 shares for an 11.2% increase to finish with 9,426,709 shares worth about $1,537,590,510.
Emerson Electric Co. Stock Up 1.9%
Shares of Emerson Electric Co. recently traded around $164.57 as of October 22, 2026, sitting up about 0.9% from its close of $163.11 on the October 21 filing date. 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 carries a market capitalization of roughly $89.5 billion and trades 1.1% below its 52-week high of $166.35.
Recent Earnings
Emerson Electric Co. reported trailing-twelve-month revenue of $18.64 billion alongside basic earnings of $4.54 per share. The company operates with a net profit margin of 13.8% and a return on equity of 12.8%. Revenue grew 7.0% year-over-year. The company's next quarterly earnings report is scheduled for release on November 4, 2026.
Dividend
The company pays an annual dividend rate of $2.22 per share, translating to a dividend yield of 1.37%. Emerson Electric Co. allocates 48.0% of its earnings toward dividend distributions.
Insider Buying and Selling at Emerson Electric Co.
Company executives 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, and later sold 9,650 shares on August 11, 2026, at $161.91 for $1,562,469. Chief Operating Officer Ram R Krishnan sold 11,500 shares on June 1, 2026, at $141.22 totaling $1,624,030. Officer Michael H Train sold 7,329 shares on August 6, 2026, at $158.99 for $1,165,238.
Analysts Set New Price Targets
Wall Street research firms maintain active coverage on the stock. TD Cowen maintained a Hold rating while raising its price target to $170.00 from $150.00 on September 25, 2026. JP Morgan maintained an Overweight rating on October 9, 2026, lifting its target from $169.00 to $184.00. RBC Capital maintained an Outperform rating on October 14, 2026, raising its target from $179.00 to $188.00. Mizuho maintained an Outperform rating on October 15, 2026, lifting its target from $173.00 to $180.00. Morgan Stanley maintained an Underweight rating on October 19, 2026, raising its target from $135.00 to $145.00. Overall, the stock holds a consensus buy rating with a mean price target of $174.96 across 28 analyst opinions.
About Emerson Electric Co.
Emerson Electric Co. operates as a technology and software company supplying specialized industrial automation, measurement, control systems, and final control equipment to customers across the globe. It serves diverse industrial sectors including energy, chemical, discrete manufacturing, and commercial markets through its broad portfolio of digital valves, measurement instruments, and process control software.
Bottom Line
Investors are keeping a close watch on Emerson Electric Co. ahead of its upcoming earnings report on November 4, 2026. The combination of steady institutional accumulation by funds like Quilter and generally favorable analyst sentiment highlights ongoing market interest in the company's industrial software and automation segments.
Related Filing Alerts
Source: Quilter's 13F filing on $EMR (Oct 21, 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