Emerson Electric (NYSE:EMR – Free Report) had its target price lifted by Barclays from $140.00 to $144.00 in a research report sent to investors on Wednesday, MarketBeat reports. Barclays currently has an equal weight rating on the industrial products company’s stock.
EMR has been the topic of several other reports. Citigroup increased their target price on Emerson Electric from $165.00 to $174.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Stephens raised their price target on Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a report on Monday, February 9th. Daiwa Securities Group raised their price target on Emerson Electric from $153.00 to $177.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Wells Fargo & Company lowered their price target on Emerson Electric from $160.00 to $135.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 1st. Finally, Wolfe Research lowered their price target on Emerson Electric from $176.00 to $169.00 and set an “outperform” rating on the stock in a report on Wednesday, April 8th. Twelve investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $162.95.
Get Our Latest Analysis on EMR
Emerson Electric Price Performance
Emerson Electric (NYSE:EMR – Get Free Report) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.01. Emerson Electric had a return on equity of 17.22% and a net margin of 13.35%.The firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.59 billion. During the same period last year, the company earned $1.48 earnings per share. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. On average, research analysts expect that Emerson Electric will post 6.5 EPS for the current year.
Emerson Electric Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be paid a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.22 annualized dividend and a yield of 1.5%. Emerson Electric’s dividend payout ratio (DPR) is currently 51.27%.
Insider Activity at Emerson Electric
In related news, VP Nicholas J. Piazza sold 6,703 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the completion of the transaction, the vice president owned 31,664 shares of the company’s stock, valued at $5,036,792.48. This trade represents a 17.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Matthew S. Levatich sold 1,476 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the transaction, the director directly owned 24,349 shares of the company’s stock, valued at $3,948,433.84. This represents a 5.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,879 shares of company stock valued at $2,116,818 over the last 90 days. 0.23% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
Several large investors have recently bought and sold shares of EMR. Norges Bank bought a new position in Emerson Electric during the fourth quarter valued at about $1,050,040,000. Ameriprise Financial Inc. lifted its holdings in shares of Emerson Electric by 185.7% during the third quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock valued at $418,730,000 after purchasing an additional 2,075,425 shares during the last quarter. Bank of New York Mellon Corp lifted its holdings in shares of Emerson Electric by 29.2% during the third quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock valued at $690,020,000 after purchasing an additional 1,187,974 shares during the last quarter. Fisher Asset Management LLC lifted its holdings in shares of Emerson Electric by 20.6% during the third quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company’s stock valued at $821,524,000 after purchasing an additional 1,069,122 shares during the last quarter. Finally, Schroder Investment Management Group lifted its holdings in shares of Emerson Electric by 13.5% during the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock valued at $945,227,000 after purchasing an additional 859,171 shares during the last quarter. Institutional investors own 74.30% of the company’s stock.
Key Emerson Electric News
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Q2 EPS slightly beat and guidance reaffirmed — Emerson reported $1.54 EPS vs. $1.53 consensus, updated FY‑2026 EPS guidance to 6.45–6.55 and Q3 EPS to 1.65–1.70, which supports the bullish view on full‑year profitability. Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
- Positive Sentiment: Backlog and orders provide momentum into H2 — Management cited backlog strength and improving orders, which analysts say could drive a stronger second half despite near‑term regional disruptions. Emerson Q2 Earnings in Line, Sales Miss on Middle East Disruptions
- Positive Sentiment: Analyst upgrade/price‑target lift from RBC — RBC raised its price target to $169 with an Outperform rating, adding analyst support for upside. Benzinga
- Positive Sentiment: Dividend declared — Emerson declared a quarterly cash dividend of $0.555 per share (payable June 10, ex‑div May 15), supporting income investors. Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
- Positive Sentiment: Board addition — Jennifer Newstead (Apple SVP & General Counsel) will join Emerson’s board, which may be viewed positively for governance and talent. Jennifer Newstead to Join Emerson’s Board of Directors
- Neutral Sentiment: Barclays raised its price target to $144 but kept an Equal Weight rating — a modest revision that is neutral relative to current market price. Barclays adjusts price target on Emerson Electric to $144
- Neutral Sentiment: Earnings call and slide deck available — full transcript/slides provide detail for investors digging into segment performance and management commentary. Emerson (EMR) Q2 2026 Earnings Call Transcript
- Negative Sentiment: Revenue missed consensus and regional headwinds cited — revenue was $4.56B vs. $4.59B expected, with Middle East disruptions called out as a drag on sales. That explains some caution despite the EPS beat. Emerson Q2 Earnings in Line, Sales Miss on Middle East Disruptions
- Negative Sentiment: Market perception limits AI re‑rating — commentary and analysis argue Emerson is not an AI infrastructure play, which could limit multiple expansion tied to AI hype. Emerson Electric: Not An AI Infrastructure Company
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.
Further Reading
Receive News & Ratings for Emerson Electric Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Emerson Electric and related companies with MarketBeat.com's FREE daily email newsletter.
