Jefferies Financial Group Issues Positive Forecast for Emerson Electric (NYSE:EMR) Stock Price

Emerson Electric (NYSE:EMR) had its price target raised by Jefferies Financial Group from $150.00 to $160.00 in a report issued on Thursday morning,MarketScreener reports. The brokerage currently has a hold rating on the industrial products company’s stock.

EMR has been the subject of a number of other research reports. Royal Bank Of Canada boosted their target price on shares of Emerson Electric from $153.00 to $176.00 and gave the company an “outperform” rating in a research note on Wednesday. Wolfe Research lifted their price target on shares of Emerson Electric from $172.00 to $177.00 and gave the stock an “outperform” rating in a report on Thursday. Wells Fargo & Company upped their price objective on shares of Emerson Electric from $145.00 to $160.00 and gave the company an “equal weight” rating in a research note on Wednesday. Evercore ISI assumed coverage on shares of Emerson Electric in a research report on Monday, December 15th. They set an “outperform” rating and a $170.00 target price on the stock. Finally, UBS Group upgraded Emerson Electric from a “neutral” rating to a “buy” rating and boosted their price target for the company from $131.00 to $168.00 in a report on Monday, January 5th. Ten investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $163.50.

Emerson Electric Trading Down 3.9%

Shares of EMR opened at $151.26 on Thursday. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.65. Emerson Electric has a 1-year low of $90.06 and a 1-year high of $160.13. The stock has a market cap of $85.01 billion, a price-to-earnings ratio of 36.98, a price-to-earnings-growth ratio of 2.52 and a beta of 1.26. The firm has a 50 day simple moving average of $141.22 and a 200-day simple moving average of $136.23.

Emerson Electric (NYSE:EMR) last announced its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, beating analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The firm had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.37 billion. During the same quarter in the prior year, the firm earned $1.38 EPS. Emerson Electric’s quarterly revenue was up 4.1% on a year-over-year basis. 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. Equities analysts forecast that Emerson Electric will post 5.96 EPS for the current fiscal year.

Emerson Electric Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. Emerson Electric’s payout ratio is currently 54.28%.

Emerson Electric announced that its Board of Directors has initiated a stock buyback plan on Wednesday, November 5th that authorizes the company to buyback $0.00 in shares. This buyback authorization authorizes the industrial products company to purchase shares of its stock through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction 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 owned 196,292 shares in the company, valued at approximately $26,106,836. This trade represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.23% of the company’s stock.

Hedge Funds Weigh In On Emerson Electric

Large investors have recently modified their holdings of the company. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in Emerson Electric by 1.7% during the 2nd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 4,338 shares of the industrial products company’s stock worth $578,000 after purchasing an additional 71 shares in the last quarter. Institute for Wealth Management LLC. increased its position in shares of Emerson Electric by 1.6% in the fourth quarter. Institute for Wealth Management LLC. now owns 4,546 shares of the industrial products company’s stock worth $603,000 after acquiring an additional 71 shares in the last quarter. Jag Capital Management LLC lifted its holdings in shares of Emerson Electric by 1.9% during the 2nd quarter. Jag Capital Management LLC now owns 3,954 shares of the industrial products company’s stock valued at $527,000 after acquiring an additional 72 shares in the last quarter. Cornell Pochily Investment Advisors Inc. boosted its position in Emerson Electric by 0.3% during the 4th quarter. Cornell Pochily Investment Advisors Inc. now owns 29,260 shares of the industrial products company’s stock worth $3,883,000 after purchasing an additional 76 shares during the period. Finally, Klingman & Associates LLC increased its holdings in Emerson Electric by 1.4% in the 4th quarter. Klingman & Associates LLC now owns 5,680 shares of the industrial products company’s stock valued at $754,000 after purchasing an additional 78 shares in the last quarter. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Key Emerson Electric News

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $6.40–$6.55 and reported Q1 results that beat profit estimates; management cited AI‑enabled products and strong North America orders as growth drivers. This is the main fundamental positive supporting the rally in analyst targets. Article Title
• Positive Sentiment: Large price‑target upgrades from full‑service brokers highlight upside expectations: Evercore and KeyCorp moved targets to $185 (both citing stronger outlooks), signaling ~22%+ upside from recent levels. Evercore note KeyCorp note
• Positive Sentiment: Additional upward PT revisions from Citigroup, RBC, Wolfe, Daiwa, HSBC and others — examples include Citigroup to $174, RBC to $176, Wolfe/Daiwa to the $177–$177 range — reinforcing analyst conviction after results. These moves underpin longer‑term upside narratives. Citigroup/Benzinga RBC note
• Neutral Sentiment: Company declared a quarterly dividend (payment in March; ex‑dividend Feb 13), which supports income investors but is unlikely to move the stock materially on its own. Dividend announcement / transcript
• Neutral Sentiment: Unusually large options activity with elevated call buying was reported, indicating some traders are positioning for upside — a near‑term bullish signal but not definitive. Options activity
• Neutral Sentiment: Media mentions (e.g., CNBC items) included Emerson among other final trades; such coverage can increase flow but is not a primary driver versus earnings and analyst actions. CNBC mention
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold (PT $170), introducing some sell‑side conflict and likely contributing to intraday weakness as investors digest mixed analyst views. Deutsche Bank note Finviz

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.