Stephens Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock

Emerson Electric (NYSE:EMR) had its target price increased by analysts at Stephens from $145.00 to $155.00 in a research note issued to investors on Monday,Benzinga reports. The firm presently has an “equal weight” rating on the industrial products company’s stock. Stephens’ target price points to a potential downside of 3.05% from the stock’s current price.

EMR has been the topic of several other reports. KeyCorp lifted their price target on Emerson Electric from $155.00 to $185.00 and gave the company an “overweight” rating in a research report on Thursday. Morgan Stanley lifted their target price on Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a report on Friday, January 9th. TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target for the company. in a report on Friday, January 9th. Rothschild & Co Redburn lifted their price objective on shares of Emerson Electric from $154.00 to $165.00 and gave the stock a “buy” rating in a research note on Monday. Finally, Oppenheimer reissued a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. Ten 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. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $164.11.

Emerson Electric Stock Performance

Shares of NYSE EMR traded up $2.49 during midday trading on Monday, reaching $159.87. 373,104 shares of the company traded hands, compared to its average volume of 3,437,219. The company has a market cap of $89.85 billion, a price-to-earnings ratio of 39.15, a PEG ratio of 2.50 and a beta of 1.26. The stock has a 50-day moving average price of $141.69 and a 200 day moving average price of $136.20. Emerson Electric has a 52 week low of $90.06 and a 52 week high of $161.02. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62.

Emerson Electric (NYSE:EMR) last announced 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 firm 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%. Emerson Electric’s revenue was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $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. Sell-side analysts anticipate that Emerson Electric will post 5.96 earnings per share for the current fiscal year.

Emerson Electric announced that its Board of Directors has approved a stock buyback program on Wednesday, November 5th that allows the company to repurchase $0.00 in shares. This repurchase authorization allows the industrial products company to buy shares of its stock through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Transactions at Emerson Electric

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction dated 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 in the company, valued at approximately $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 hyperlink. Corporate insiders own 0.23% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. AustralianSuper Pty Ltd acquired a new position in Emerson Electric during the third quarter worth $950,000. Cahill Financial Advisors Inc. bought a new stake in shares of Emerson Electric in the 3rd quarter worth about $823,000. Coldstream Capital Management Inc. lifted its holdings in Emerson Electric by 18.3% during the 2nd quarter. Coldstream Capital Management Inc. now owns 21,378 shares of the industrial products company’s stock valued at $2,850,000 after purchasing an additional 3,308 shares during the last quarter. Marshall Wace LLP boosted its position in Emerson Electric by 74.4% in the second quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock valued at $171,563,000 after buying an additional 548,795 shares in the last quarter. Finally, National Pension Service raised its stake in shares of Emerson Electric by 2.6% in the third quarter. National Pension Service now owns 1,399,800 shares of the industrial products company’s stock valued at $183,626,000 after acquiring an additional 34,882 shares during the last quarter. 74.30% of the stock is owned by institutional investors and hedge funds.

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.