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

Emerson Electric (NYSE:EMR) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 6.400-6.550 for the period, compared to the consensus 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.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on EMR shares. Evercore ISI began coverage on shares of Emerson Electric in a research note on Monday, December 15th. They issued an “outperform” rating and a $170.00 target price on the stock. Barclays lifted their price target on Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Morgan Stanley increased their price objective on Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research report on Friday, January 9th. Weiss Ratings restated a “buy (b-)” rating on shares of Emerson Electric in a research note on Wednesday, January 21st. Finally, Oppenheimer reiterated a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. Ten investment 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, Emerson Electric presently has a consensus rating of “Hold” and an average target price of $154.76.

Emerson Electric Stock Up 2.4%

EMR opened at $152.15 on Wednesday. The company has a market capitalization of $85.56 billion, a P/E ratio of 37.66, a P/E/G ratio of 2.41 and a beta of 1.26. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.88 and a quick ratio of 0.65. The firm’s fifty day moving average price is $140.31 and its two-hundred day moving average price is $135.98. Emerson Electric has a fifty-two week low of $90.06 and a fifty-two week high of $154.04.

Emerson Electric (NYSE:EMR) last released its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The company had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.37 billion. During the same period last year, the firm earned $1.38 EPS. The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. 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 anticipate that Emerson Electric will post 5.96 EPS for the current year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a dividend of $0.555 per share. The ex-dividend date is Friday, February 13th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. Emerson Electric’s dividend payout ratio (DPR) is 54.95%.

Emerson Electric announced that its board has authorized a stock buyback program on Wednesday, November 5th that permits the company to buyback $0.00 in shares. This buyback authorization permits the industrial products company to reacquire shares of its stock through open market purchases. Shares buyback programs are typically an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction on 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 of the company’s stock, valued at $26,106,836. This trade represents a 3.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.23% of the stock is currently owned by company insiders.

Key Emerson Electric News

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

• Positive Sentiment: Q1 EPS beat — EMR reported $1.46 EPS versus consensus $1.41, showing earnings strength and operating leverage. Emerson Electric (EMR) Surpasses Q1 Earnings Estimates
• Positive Sentiment: Raised profit-floor / updated FY outlook — management lifted the bottom end of its adjusted FY‑2026 EPS range (now 6.40–6.55), citing strong industrial automation demand, which supports longer‑term earnings visibility. Emerson Electric lifts profit forecast floor on automation demand
• Positive Sentiment: Dividend maintained/increased cash return — Emerson declared a $0.555 quarterly dividend (payable March 10), supporting yield‑seeking investors and signaling confidence in cash flow. Emerson Reports First Quarter 2026 Results; Updates 2026 Outlook
• Neutral Sentiment: Revenue slightly missed — Q1 revenue was $4.35B vs. $4.37B expected, though sales were up ~4.1% year‑over‑year; modest topline softness tempers the EPS beat. Emerson Q1 results and slide deck
• Neutral Sentiment: Earnings call and transcript available — management commentary (on automation demand and software integration) will be key for confirming sustainability of margins and organic growth. EMR Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst previews highlight integration risk — some coverage notes software integration as the next test of Emerson’s growth story, a medium‑term execution factor. Emerson earnings on deck as software integration tests growth story
• Negative Sentiment: Q2 EPS guide slightly below consensus — Emerson gave Q2 guidance of $1.50–1.55 vs. consensus ~1.56, which could pressure near‑term expectations if companies focus on the sequential guide rather than the raised FY floor. Emerson Reports First Quarter 2026 Results; Updates 2026 Outlook

Hedge Funds Weigh In On Emerson Electric

A number of institutional investors have recently modified their holdings of the stock. Morningstar Investment Management LLC raised its position in shares of Emerson Electric by 1,225.4% during the 3rd quarter. Morningstar Investment Management LLC now owns 87,328 shares of the industrial products company’s stock valued at $11,456,000 after acquiring an additional 80,739 shares during the last quarter. Kestra Private Wealth Services LLC grew its position in shares of Emerson Electric by 2.0% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 119,545 shares of the industrial products company’s stock valued at $15,682,000 after purchasing an additional 2,306 shares during the period. NewEdge Advisors LLC boosted its holdings in shares of Emerson Electric by 16.7% in the third quarter. NewEdge Advisors LLC now owns 92,045 shares of the industrial products company’s stock valued at $12,074,000 after buying an additional 13,145 shares during the period. SHUTTLEWORTH & Co bought a new position in Emerson Electric during the 3rd quarter worth about $1,562,000. Finally, CANADA LIFE ASSURANCE Co grew its holdings in shares of Emerson Electric by 0.6% during the third quarter. CANADA LIFE ASSURANCE Co now owns 285,101 shares of the industrial products company’s stock worth $36,834,000 after buying an additional 1,637 shares in the last quarter. 74.30% of the stock is owned by institutional investors.

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.