Emerson Electric (NYSE:EMR) Updates FY 2026 Earnings Guidance

Emerson Electric (NYSE:EMR) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 6.400-6.550 for the period, compared to the consensus EPS estimate of 6.480. The company issued revenue guidance of $19.0 billion-$19.0 billion, compared to the consensus revenue estimate of $18.9 billion. Emerson Electric also updated its Q2 2026 guidance to 1.500-1.550 EPS.

Analyst Ratings Changes

Several research firms have issued reports on EMR. Morgan Stanley boosted their price objective on shares of Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research report on Friday, January 9th. Barclays upped their target price on Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 7th. Evercore ISI started coverage on Emerson Electric in a research note on Monday, December 15th. They set an “outperform” rating and a $170.00 price target on the stock. Oppenheimer reiterated a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. Finally, UBS Group raised shares of Emerson Electric from a “neutral” rating to a “buy” rating and raised their target price for the company from $131.00 to $168.00 in a research report on Monday, January 5th. Ten equities research analysts have rated the stock with a Buy rating, eight have assigned 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 an average price target of $154.76.

Emerson Electric Stock Up 2.4%

NYSE:EMR traded up $3.52 during mid-day trading on Tuesday, hitting $152.15. 4,891,967 shares of the company’s stock traded hands, compared to its average volume of 3,152,102. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.65 and a current ratio of 0.88. The company has a market capitalization of $85.56 billion, a P/E ratio of 37.66, a P/E/G ratio of 2.38 and a beta of 1.26. The company has a fifty day moving average of $139.89 and a 200 day moving average of $135.92. Emerson Electric has a twelve month low of $90.06 and a twelve month high of $154.04.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.05. The firm had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.37 billion. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. 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. On average, analysts forecast that Emerson Electric will post 5.96 EPS for the current year.

Emerson Electric Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were given a $0.555 dividend. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, November 14th. This is a positive change from Emerson Electric’s previous quarterly dividend of $0.53. Emerson Electric’s payout ratio is currently 54.95%.

Emerson Electric announced that its board has authorized a stock buyback plan on Wednesday, November 5th that permits the company to buyback $0.00 in outstanding shares. This buyback authorization permits the industrial products company to reacquire shares of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its shares are undervalued.

Insider Activity at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total value of $965,979.00. Following the sale, the chief executive officer owned 196,292 shares in the company, valued at $26,106,836. This represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.23% of the stock is owned by company insiders.

Institutional Trading of Emerson Electric

A number of hedge funds have recently modified their holdings of EMR. Boston Partners raised its position in Emerson Electric by 34.0% during the third quarter. Boston Partners now owns 2,860,894 shares of the industrial products company’s stock valued at $375,547,000 after acquiring an additional 726,477 shares in the last quarter. Raymond James Financial Inc. grew its stake in shares of Emerson Electric by 14.9% during the 2nd quarter. Raymond James Financial Inc. now owns 2,625,639 shares of the industrial products company’s stock worth $350,077,000 after purchasing an additional 340,423 shares during the period. Ameriprise Financial Inc. lifted its stake in shares of Emerson Electric by 9.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,117,557 shares of the industrial products company’s stock valued at $149,228,000 after purchasing an additional 96,742 shares during the period. California State Teachers Retirement System boosted its holdings in Emerson Electric by 2.2% during the second quarter. California State Teachers Retirement System now owns 877,620 shares of the industrial products company’s stock worth $117,013,000 after buying an additional 18,811 shares in the last quarter. Finally, Scotia Capital Inc. grew its position in Emerson Electric by 14.4% during the third quarter. Scotia Capital Inc. now owns 737,978 shares of the industrial products company’s stock valued at $96,809,000 after buying an additional 93,073 shares during the period. Hedge funds and other institutional investors own 74.30% of the company’s stock.

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.