Emerson Electric (NYSE:EMR) Coverage Initiated at Jefferies Financial Group

Investment analysts at Jefferies Financial Group started coverage on shares of Emerson Electric (NYSE:EMR) in a research note issued to investors on Tuesday, Marketbeat.com reports. The brokerage set a “buy” rating and a $175.00 price target on the industrial products company’s stock. Jefferies Financial Group’s price target points to a potential upside of 32.22% from the company’s current price.

EMR has been the subject of several other reports. TD Cowen lowered shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price objective for the company. in a report on Friday, January 9th. Rothschild & Co Redburn upped their target price on Emerson Electric from $154.00 to $165.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Wells Fargo & Company raised their target price on Emerson Electric from $145.00 to $160.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 4th. Daiwa Securities Group lifted their price target on Emerson Electric from $153.00 to $177.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. Finally, Weiss Ratings cut Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, February 4th. Twelve research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $163.43.

Emerson Electric Stock Performance

NYSE:EMR opened at $132.35 on Tuesday. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. The firm’s fifty day simple moving average is $143.35 and its 200 day simple moving average is $137.56. The stock has a market cap of $74.38 billion, a P/E ratio of 32.36, a price-to-earnings-growth ratio of 2.09 and a beta of 1.28. Emerson Electric has a twelve month low of $90.06 and a twelve month high of $165.15.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping the consensus estimate of $1.41 by $0.05. The business had revenue of $4.35 billion during the quarter, compared to analyst estimates of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same period in the prior year, the business 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. As a group, research analysts predict that Emerson Electric will post 5.96 EPS for the current year.

Insider Buying and Selling

In related news, Director Matthew S. Levatich sold 1,476 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total value of $239,348.16. Following the sale, the director owned 24,349 shares in the company, valued at $3,948,433.84. This represents a 5.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Nicholas J. Piazza sold 6,703 shares of Emerson Electric stock in a transaction on Monday, February 9th. The shares were sold at an average price of $159.07, for a total value of $1,066,246.21. Following the transaction, the vice president owned 31,664 shares of the company’s stock, valued at $5,036,792.48. The trade was a 17.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 13,879 shares of company stock worth $2,116,818 in the last 90 days. Insiders own 0.23% of the company’s stock.

Hedge Funds Weigh In On Emerson Electric

A number of hedge funds have recently bought and sold shares of EMR. Murphy Middleton Hinkle & Parker Inc. lifted its holdings in shares of Emerson Electric by 229.1% during the fourth quarter. Murphy Middleton Hinkle & Parker Inc. now owns 46,467 shares of the industrial products company’s stock valued at $6,167,000 after purchasing an additional 32,346 shares in the last quarter. AustralianSuper Pty Ltd bought a new stake in Emerson Electric in the 3rd quarter worth about $950,000. Cahill Financial Advisors Inc. purchased a new position in Emerson Electric in the 3rd quarter worth about $823,000. Vanguard Group Inc. lifted its stake in Emerson Electric by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 54,330,938 shares of the industrial products company’s stock valued at $7,127,132,000 after acquiring an additional 201,040 shares during the period. Finally, Marshall Wace LLP boosted its holdings in shares of Emerson Electric by 74.4% during the 2nd quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock valued at $171,563,000 after acquiring an additional 548,795 shares during the last quarter. Institutional investors own 74.30% of the company’s stock.

Key Headlines Impacting Emerson Electric

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: Jefferies upgraded EMR to Buy and raised its price target to $175, citing strong order momentum, a roughly $7.9B backlog and improving free‑cash‑flow visibility — a clear bullish catalyst supporting upside. Emerson Electric Receives Wall Street Upgrade to Buy and Price Target to $175
• Neutral Sentiment: Several media pieces highlight broad Wall Street optimism and debate whether analysts’ recommendations are reliable; these writeups can amplify short‑term flows but don’t add new company fundamentals. The Bull Case For Emerson Electric (EMR) Could Change Following Jefferies’ Backlog-Driven Upgrade
• Negative Sentiment: Barclays trimmed its price target to $140 and kept an “equal weight” rating — a downward revision that reduces analyst‑driven upside and can pressure sentiment among relative‑value investors. Barclays adjusts price target on Emerson Electric to $140
• Negative Sentiment: Wells Fargo lowered its target to $135 and maintains an “equal weight” view, another downward revision that narrows implied upside and contributes to mixed analyst signals. Wells Fargo adjusts price target on Emerson Electric to $135
• Negative Sentiment: Recent intraday coverage noted EMR had traded down in a prior session, reflecting market sensitivity to the mixed analyst actions and broader market moves. Emerson Electric (EMR) Dips More Than Broader Market

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.