EMR at a glance
Emerson Electric (EMR, SEC CIK 32604) filed its latest 10-K annual report on November 10, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as August 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Emerson Electric (EMR) reported revenue of $18.0 billion (up 3.0% from FY2024) and net income of $2.3 billion. Diluted EPS was $4.04.
- As of June 30, 2026, 65 institutional investment managers tracked by SignalX reported holding Emerson Electric (EMR) shares worth $32.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Karsanbhai Surendralal Lanca on August 11, 2026 of 9,650 shares at $161.91 per share.
- In the last 90 days, EMR insiders reported 0 open-market purchases ($0) and 2 open-market sales ($2.7M) on Form 4, a net sale of $2.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $18.0B
- +3.0% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$2.7M
- 13F holders
- 65 funds
- $32.8B · +2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business model: Automation portfolio with intelligent devices, control systems, software solutions serving process, hybrid, and discrete industries
- Completed $7.2B acquisition of AspenTech; integrated into Control Systems & Software segment
- Bought National Instruments for $8.2B, expanding software-connected automated test and measurement offerings
- Divested majority stake in Climate Technologies for $14B; later sold remaining interests for $3.4B total proceeds
- Divested InSinkErator for $3.0B, completing significant portfolio transformation and now reporting six segments and two business groups
Risk Factors
- Regulatory risk: Discrete tax items and non-deductible AspenTech fees increased 2025 effective tax rate by ~2 percentage points (Note 4)
- Macroeconomic risk: Sales in China down 3%-6% across segments in 2025 impacting Asia, Middle East & Africa exposure
- Operational risk: Acquisition-related inventory step-up amortization of $231 in 2024 negatively impacted gross margin by 1.3 percentage points
- Competitive risk: Control Systems & Software growth supported by AspenTech acquisition; test & Measurement segment recovery critical post-acquisition
- Financial risk: Debt-to-total capital ratio rose to 39.3% in 2025 due to $4.2B commercial paper and AspenTech transaction funding
Management Discussion & Analysis
- No revenue, profitability, segment performance, or detailed cash flow data disclosed in provided text
- Equity compensation plans: 5.892M shares exercisable, weighted avg exercise $54.16, 15.703M shares available for future issuance
- Includes shares from National Instruments (338K) and AspenTech (503K) acquisitions in equity plans
- No guidance, outlook, or key risks information included in provided MD&A excerpt
AI summary of the EMR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Third-quarter fiscal 2026 results released August 4, 2026; substantive financial figures are in Exhibit 99.1
- Underlying orders measure trailing three-month average growth excluding currency and significant acquisitions or divestitures
Item EX-99.1: Item EX-99.1
- Q3 sales $4.873B, up 7%; underlying sales up 6%, led by Software & Systems and broad-based regional demand
- Adjusted EPS $1.71, up 13%; adjusted segment EBITA margin expanded 140 bps to 28.5%
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jennifer G. Newstead joins Emerson’s board August 3, 2026, adding Apple and Meta legal leadership experience
- Independent director appointed to Compensation and Corporate Governance and Nominating committees
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results released May 5, 2026, with detailed financials in Exhibit 99.1
- Underlying orders measure trailing three-month growth excluding currency, significant acquisitions, and divestitures
Item 7.01: Regulation FD Disclosure
- May 5, 2026 press release announced Ms. Newstead’s election
- Exhibit 99.2 contains the substantive announcement and election details
Item EX-99.1: Item EX-99.1
- Q2 sales rose 3% to $4,562M, while underlying sales grew 0.5%; Middle East conflict pressured demand, especially outside the Americas
- Orders increased 5%, led by Software & Systems, supporting management’s expected stronger second half and robust backlog
AI summaries of EMR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EMR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Karsanbhai Surendralal Lanca | Sell | Aug 11, 2026 | 9,650 | $161.91 |
| Train Michael H. | Sell | Aug 6, 2026 | 7,329 | $158.99 |
| Piazza Nicholas J. | F | Aug 3, 2026 | 1,453 | $152.51 |
| Newstead Jennifer | A | Aug 3, 2026 | 622 | - |
| Krishnan Ram R. | Sell | Jun 1, 2026 | 11,500 | $141.22 |
| Train Michael H. | F | Apr 6, 2026 | 5,286 | $131.61 |
| Karsanbhai Surendralal Lanca | Sell | Mar 10, 2026 | 5,700 | $142.32 |
| Krishnan Ram R. | G | Mar 9, 2026 | 6,680 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $17.5B | $18.0B |
| Gross Profit | $7.4B | $8.9B | $9.5B |
| Net Income | - | $2.0B | $2.3B |
| Gross Margin | - | 50.8% | 52.8% |
| Net Margin | - | 11.3% | 12.7% |
| Balance Sheet | |||
| Total Assets | $42.7B | $44.2B | $42.0B |
| Equity | - | $21.6B | $20.3B |
| ROE | - | 9.1% | 11.3% |
| Per Share | |||
| EPS | $22.88 | $3.43 | $4.04 |
| Cash Flow | |||
| Operating CF | - | $3.3B | $3.1B |
| CapEx | $363.0M | $419.0M | $431.0M |
Source: XBRL data in Emerson Electric (EMR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EMR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 65 | $32.78B |
| Q1 2026 | 63 | $29.91B |
| Q4 2025 | 59 | $30.61B |
| Q3 2025 | 61 | $33.03B |
| Q2 2025 | 60 | $29.66B |
| Q1 2025 | 57 | $18.91B |
| Q4 2024 | 53 | $16.78B |
| Q3 2024 | 46 | $8.33B |
- T. Rowe Price Group+5.94M (+212%)
- BlackRock+1.45M (+3%)
- State Street Corp+404.0K (+1%)
- Morgan Stanley+360.6K (+3%)
- Goldman Sachs Group+335.8K (+7%)
- JPMorgan Chase & Co−4.13M (-28%)
- BNY Mellon−1.71M (-27%)
- Bank of America Corp−1.58M (-8%)
- Invesco Ltd−1.37M (-16%)
- Citadel Advisors LLC−440.1K (-49%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 464 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EMR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | - | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Mar 12, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 8-K | Feb 13, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 8-K | Feb 6, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - |
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EMR SEC filings: frequently asked questions
Are EMR insiders buying or selling?
In the last 90 days, Emerson Electric (EMR) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $2.7 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EMR stock?
As of June 30, 2026, the largest Emerson Electric (EMR) holders among the 13F filers tracked by SignalX were BlackRock ($6.2 billion), Vanguard Capital Management LLC ($5.2 billion), State Street Corp ($4.0 billion), Bank of America Corp ($2.6 billion), Vanguard Portfolio Management LLC ($1.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EMR's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Emerson Electric (EMR) reported revenue of $18.0 billion (up 3.0% from FY2024) and net income of $2.3 billion. Diluted EPS was $4.04. The figures come from the XBRL data in the 10-K.
What are the main risks in EMR's latest 10-K?
In the 10-K filed November 10, 2025, Emerson Electric (EMR) flagged: Regulatory risk: Discrete tax items and non-deductible AspenTech fees increased 2025 effective tax rate by ~2 percentage points (Note 4). Macroeconomic risk: Sales in China down 3%-6% across segments in 2025 impacting Asia, Middle East & Africa exposure. (AI summary of the Risk Factors section.)
What did EMR report in its latest 8-K?
Emerson Electric (EMR) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Third-quarter fiscal 2026 results released August 4, 2026; substantive financial figures are in Exhibit 99.1.
What are the latest EMR SEC filings?
Emerson Electric (EMR) filed its latest 10-K annual report on November 10, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on August 12, 2026.
What is EMR's SEC CIK number?
Emerson Electric (EMR)'s SEC Central Index Key (CIK) is 32604. EDGAR lists every EMR filing under that number.
Ask anything about EMR
The research agent reads EMR's filings, financials, insider trades and 13F holders, then answers with sources.