Emerson Electric (NYSE:EMR – Free Report) had its price objective boosted by Jefferies Financial Group from $150.00 to $160.00 in a research note issued to investors on Thursday,MarketScreener reports. Jefferies Financial Group currently has a hold rating on the industrial products company’s stock.
Several other analysts have also recently commented on the stock. Royal Bank Of Canada raised their price target on shares of Emerson Electric from $153.00 to $176.00 and gave the stock an “outperform” rating in a report on Wednesday. Wells Fargo & Company increased their target price on shares of Emerson Electric from $145.00 to $160.00 and gave the stock an “equal weight” rating in a research report on Wednesday. JPMorgan Chase & Co. boosted their price target on shares of Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Oppenheimer reiterated a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. Finally, Morgan Stanley boosted their target price on Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research note on Friday, January 9th. Nine research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $163.50.
View Our Latest Analysis on Emerson Electric
Emerson Electric Trading Up 4.3%
Emerson Electric (NYSE:EMR – Get Free Report) last released its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.41 by $0.05. The company had revenue of $4.35 billion during the quarter, compared to analyst estimates of $4.37 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.38 earnings per share. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. Research analysts forecast that Emerson Electric will post 5.96 EPS for the current year.
Emerson Electric Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, February 13th. Emerson Electric’s payout ratio is presently 54.28%.
Emerson Electric announced that its board has initiated a stock buyback program on Wednesday, November 5th that permits the company to buyback $0.00 in shares. This buyback authorization permits the industrial products company to repurchase shares of its stock through open market purchases. Shares buyback programs are often an indication that the company’s management believes its shares are undervalued.
Insider Buying and Selling
In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total value of $965,979.00. Following the transaction, the chief executive officer owned 196,292 shares in the company, valued at $26,106,836. This trade represents a 3.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.23% of the stock is owned by company insiders.
Institutional Trading of Emerson Electric
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in EMR. Ares Financial Consulting LLC acquired a new position in shares of Emerson Electric during the fourth quarter worth approximately $29,000. Darwin Wealth Management LLC bought a new stake in shares of Emerson Electric in the second quarter valued at about $29,000. Steph & Co. acquired a new stake in Emerson Electric during the fourth quarter worth about $33,000. Wealth Watch Advisors INC bought a new position in Emerson Electric during the third quarter valued at about $33,000. Finally, Winnow Wealth LLC acquired a new position in Emerson Electric in the 2nd quarter valued at approximately $34,000. Institutional investors and hedge funds own 74.30% of the company’s stock.
Key Stories Impacting Emerson Electric
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Multiple sell‑side firms raised price targets and maintained bullish ratings (Evercore ISI to $185, KeyCorp to $185, Wolfe and Daiwa to the high‑$170s, HSBC to $170), signaling analyst confidence in upside ahead. Analyst price target raises (Benzinga/MarketScreener) HSBC price target KeyCorp price target
- Positive Sentiment: Management raised FY‑2026 EPS guidance to $6.40–$6.55 and Q2 guidance to $1.50–$1.55, signaling stronger forward earnings outlook driven by AI‑enabled products and robust North America orders. This guidance is a major supportive catalyst for the stock. Guidance raise (Seeking Alpha)
- Positive Sentiment: Emerson reported fiscal Q1 results that beat EPS estimates and produced margin strength (profit beat; revenue roughly in line), which supports the higher guidance and analyst upgrades. Q1 highlights (Yahoo Finance) Earnings beat (Seeking Alpha)
- Positive Sentiment: Unusually large volume of call options was purchased, indicating some traders are positioned for further upside in EMR in the near term. Options flow can amplify intraday moves. Call option activity (AmericanBankingNews)
- Neutral Sentiment: Quarterly sales were reported in line with estimates — neutral for upside but supportive given the EPS beat and margin commentary. Investors will watch whether revenue picks up alongside higher margins. Q4 sales in line (MSN)
- Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold and set a $170 target — a mixed message that could cap some momentum, though DB’s $170 PT still implies upside from prior levels. Deutsche Bank downgrade (MSN)
Emerson Electric Company Profile
Emerson Electric Co is a global technology and engineering company that designs and manufactures products and provides services for industrial, commercial and consumer markets. Founded in 1890, the company is headquartered in St. Louis, Missouri, and has built a long-standing presence in automation, control and climate-related technologies. Emerson’s offerings are aimed at improving productivity, energy efficiency and reliability for a wide range of end markets.
Emerson operates through two principal platforms—Automation Solutions and Commercial & Residential Solutions—providing process automation systems, measurement and analytical instrumentation, valves and actuators, control software, and related aftermarket services, alongside products for heating, ventilation and refrigeration, residential and commercial climate controls, tools and storage solutions.
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