Brokerages Set Emerson Electric Co. (NYSE:EMR) Target Price at $154.76

Emerson Electric Co. (NYSE:EMR) has earned an average recommendation of “Hold” from the twenty brokerages that are covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, ten have assigned a hold rating and nine have issued a buy rating on the company. The average twelve-month price target among brokers that have updated their coverage on the stock in the last year is $163.50.

A number of brokerages have recently commented on EMR. Evercore lifted their price target on shares of Emerson Electric from $170.00 to $185.00 and gave the stock an “outperform” rating in a report on Thursday. Wells Fargo & Company lifted their target price on Emerson Electric from $145.00 to $160.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price target on the stock. in a research report on Thursday. Weiss Ratings lowered Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Finally, Barclays upped their target price on Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a report on Wednesday, January 7th.

Insider Buying and Selling

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the 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 accessible through this link. Company insiders own 0.23% of the company’s stock.

Institutional Investors Weigh In On Emerson Electric

Several institutional investors and hedge funds have recently made changes to their positions in EMR. Vanguard Group Inc. boosted its holdings in shares of Emerson Electric by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company’s stock worth $7,287,546,000 after buying an additional 578,242 shares in the last quarter. State Street Corp lifted its position in shares of Emerson Electric by 3.0% during the 2nd quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock valued at $3,606,979,000 after acquiring an additional 784,987 shares during the period. JPMorgan Chase & Co. boosted its stake in Emerson Electric by 75.0% during the second quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after acquiring an additional 5,371,585 shares in the last quarter. Geode Capital Management LLC increased its stake in Emerson Electric by 0.7% in the second quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock valued at $1,610,958,000 after purchasing an additional 89,192 shares in the last quarter. Finally, Nordea Investment Management AB raised its holdings in shares of Emerson Electric by 19.5% during the second quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock valued at $1,223,947,000 after purchasing an additional 1,499,000 shares during the period. Institutional investors own 74.30% of the company’s stock.

Emerson Electric Price Performance

Emerson Electric stock opened at $157.47 on Monday. The company has a market capitalization of $88.50 billion, a PE ratio of 38.50, a P/E/G ratio of 2.50 and a beta of 1.26. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37. The stock has a 50-day moving average price of $141.69 and a two-hundred day moving average price of $136.20. Emerson Electric has a 12 month low of $90.06 and a 12 month high of $160.13.

Emerson Electric (NYSE:EMR) last released 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. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.37 billion. During the same quarter in the prior year, the firm posted $1.38 earnings per share. The firm’s revenue 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. Analysts expect that Emerson Electric will post 5.96 EPS for the current year.

Emerson Electric Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders 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 annualized dividend and a dividend yield of 1.4%. Emerson Electric’s dividend payout ratio is 54.28%.

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

Trending Headlines about Emerson Electric

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

• Positive Sentiment: Multiple sell‑side firms raised price targets and maintained bullish ratings (Evercore ISI to $185, KeyCorp to $185, Wolfe and Daiwa to the high‑$170s, HSBC to $170), signaling analyst confidence in upside ahead. Analyst price target raises (Benzinga/MarketScreener) HSBC price target KeyCorp price target
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $6.40–$6.55 and Q2 guidance to $1.50–$1.55, signaling stronger forward earnings outlook driven by AI‑enabled products and robust North America orders. This guidance is a major supportive catalyst for the stock. Guidance raise (Seeking Alpha)
• Positive Sentiment: Emerson reported fiscal Q1 results that beat EPS estimates and produced margin strength (profit beat; revenue roughly in line), which supports the higher guidance and analyst upgrades. Q1 highlights (Yahoo Finance) Earnings beat (Seeking Alpha)
• Positive Sentiment: Unusually large volume of call options was purchased, indicating some traders are positioned for further upside in EMR in the near term. Options flow can amplify intraday moves. Call option activity (AmericanBankingNews)
• Neutral Sentiment: Quarterly sales were reported in line with estimates — neutral for upside but supportive given the EPS beat and margin commentary. Investors will watch whether revenue picks up alongside higher margins. Q4 sales in line (MSN)
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold and set a $170 target — a mixed message that could cap some momentum, though DB’s $170 PT still implies upside from prior levels. Deutsche Bank downgrade (MSN)

About Emerson Electric

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.