Emerson Electric (NYSE:EMR) Issues Q2 2026 Earnings Guidance

Emerson Electric (NYSE:EMR) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.500-1.550 for the period, compared to the consensus estimate of 1.560. The company issued revenue guidance of $4.6 billion-$4.6 billion, compared to the consensus revenue estimate of $4.6 billion. Emerson Electric also updated its FY 2026 guidance to 6.400-6.550 EPS.

Emerson Electric Stock Performance

Shares of NYSE EMR traded up $3.52 during mid-day trading on Tuesday, reaching $152.15. 4,891,967 shares of the company were exchanged, compared to its average volume of 3,152,102. The stock 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 quick ratio of 0.65, a current ratio of 0.88 and a debt-to-equity ratio of 0.41. The company’s 50-day simple moving average is $139.89 and its 200-day simple moving average is $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 released its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.05. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The firm had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.37 billion. 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 earnings per share for the current year.

Emerson Electric Increases Dividend

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

Emerson Electric declared that its board has approved a stock buyback plan on Wednesday, November 5th that allows the company to repurchase $0.00 in outstanding shares. This repurchase authorization allows the industrial products company to repurchase shares of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board believes its stock is undervalued.

Analysts Set New Price Targets

Several analysts have weighed in on EMR shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of Emerson Electric in a research note on Wednesday, January 21st. Evercore ISI assumed coverage on Emerson Electric in a research note on Monday, December 15th. They issued an “outperform” rating and a $170.00 price target for the company. Barclays raised their price objective on Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. UBS Group raised Emerson Electric from a “neutral” rating to a “buy” rating and increased their target price for the stock from $131.00 to $168.00 in a report on Monday, January 5th. Finally, Wolfe Research boosted their price objective on shares of Emerson Electric from $168.00 to $172.00 and gave the company an “outperform” rating in a research report on Thursday, January 15th. Ten research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $154.76.

Insider Activity

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric 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 transaction, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at $26,106,836. The trade was a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.23% of the stock is owned by company insiders.

Hedge Funds Weigh In On Emerson Electric

Several hedge funds and other institutional investors have recently bought and sold shares of EMR. Brighton Jones LLC increased its stake in shares of Emerson Electric by 74.1% in the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock valued at $1,412,000 after acquiring an additional 4,850 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Emerson Electric in the 2nd quarter valued at about $203,000. Olde Wealth Management LLC bought a new stake in Emerson Electric in the 3rd quarter valued at about $202,000. Eisler Capital Management Ltd. acquired a new position in Emerson Electric during the 3rd quarter worth approximately $205,000. Finally, MUFG Securities EMEA plc bought a new position in Emerson Electric in the second quarter worth approximately $221,000. Institutional investors and hedge funds 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.