Emerson Electric (NYSE:EMR – Free Report) had its target price upped by KeyCorp from $155.00 to $185.00 in a research report sent to investors on Thursday morning,MarketScreener reports. The firm currently has an overweight rating on the industrial products company’s stock.
Other research analysts have also issued research reports about the stock. Morgan Stanley raised their price objective on shares of Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a report on Friday, January 9th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Emerson Electric in a research report on Wednesday, January 21st. Wolfe Research increased their target price on shares of Emerson Electric from $172.00 to $177.00 and gave the company an “outperform” rating in a research report on Thursday. TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target on the stock. in a research report on Friday, January 9th. Finally, Robert W. Baird increased their price objective on shares of Emerson Electric from $143.00 to $164.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Nine analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $163.50.
Check Out Our Latest Analysis on Emerson Electric
Emerson Electric Trading Up 4.3%
Emerson Electric (NYSE:EMR – Get Free Report) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, beating the consensus estimate of $1.41 by $0.05. The business had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The firm’s revenue was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.38 EPS. 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. Equities research analysts predict that Emerson Electric will post 5.96 earnings per share for the current fiscal year.
Emerson Electric Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, February 13th. Emerson Electric’s dividend payout ratio is presently 54.28%.
Emerson Electric announced that its board has approved a stock buyback plan on Wednesday, November 5th that permits the company to repurchase $0.00 in shares. This repurchase authorization permits the industrial products company to reacquire shares of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.
Insider Activity
In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of the sale, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at approximately $26,106,836. This trade represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.23% of the stock is currently owned by corporate insiders.
Hedge Funds Weigh In On Emerson Electric
Several institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in Emerson Electric by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company’s stock valued at $7,287,546,000 after acquiring an additional 578,242 shares during the last quarter. State Street Corp increased its position in Emerson Electric by 3.0% in the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock worth $3,606,979,000 after buying an additional 784,987 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of Emerson Electric by 75.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after acquiring an additional 5,371,585 shares during the period. Geode Capital Management LLC increased its holdings in Emerson Electric by 0.7% in the 2nd quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock worth $1,610,958,000 after acquiring an additional 89,192 shares during the last quarter. Finally, Nordea Investment Management AB raised its stake in Emerson Electric by 19.5% in the 2nd quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock valued at $1,223,947,000 after acquiring an additional 1,499,000 shares during the period. Institutional investors own 74.30% of the company’s stock.
More Emerson Electric News
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)
About Emerson Electric
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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