Emerson Electric (NYSE:EMR – Get Free Report) had its price target upped by equities research analysts at Wells Fargo & Company from $135.00 to $155.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the industrial products company’s stock. Wells Fargo & Company‘s price target suggests a potential upside of 8.15% from the company’s previous close.
Several other brokerages have also recently issued reports on EMR. Wolfe Research decreased their price objective on Emerson Electric from $176.00 to $169.00 and set an “outperform” rating for the company in a report on Wednesday, April 8th. Stephens boosted their price target on Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a report on Monday, February 9th. Oppenheimer reaffirmed a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. Morgan Stanley increased their target price on shares of Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a research note on Friday, January 9th. Finally, Barclays upped their price target on Emerson Electric from $140.00 to $144.00 and gave the stock an “equal weight” rating in a report on Wednesday. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $163.90.
Emerson Electric Stock Performance
Emerson Electric (NYSE:EMR – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.01. Emerson Electric had a return on equity of 17.22% and a net margin of 13.35%.The firm had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.59 billion. During the same period last year, the business posted $1.48 earnings per share. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. Equities analysts anticipate that Emerson Electric will post 6.5 EPS for the current fiscal year.
Insider Transactions at Emerson Electric
In other Emerson Electric news, Director Matthew S. Levatich sold 1,476 shares of Emerson Electric stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the sale, the director directly owned 24,349 shares of the company’s stock, valued at approximately $3,948,433.84. The trade was a 5.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total value of $811,224.00. Following the completion of the transaction, the chief executive officer owned 281,393 shares of the company’s stock, valued at approximately $40,047,851.76. This represents a 1.99% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 13,879 shares of company stock worth $2,116,818. Company insiders own 0.23% of the company’s stock.
Institutional Trading of Emerson Electric
Several hedge funds have recently bought and sold shares of the company. Basso Capital Management L.P. acquired a new position in shares of Emerson Electric during the fourth quarter worth approximately $25,000. IFC & Insurance Marketing Inc. acquired a new position in shares of Emerson Electric during the 4th quarter valued at $27,000. Motiv8 Investments LLC bought a new position in shares of Emerson Electric during the 4th quarter valued at about $27,000. Ares Financial Consulting LLC acquired a new position in shares of Emerson Electric in the 4th quarter valued at $29,000. Finally, Darwin Wealth Management LLC acquired a new position in Emerson Electric in the 2nd quarter valued at approximately $29,000. 74.30% of the stock is currently owned by institutional investors.
Emerson Electric News Summary
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Company reaffirmed FY2026 guidance (EPS $6.45–6.55) and gave Q3 EPS guidance of $1.65–1.70; reported EPS that slightly beat consensus and cited backlog/orders that support momentum into the back half of the year. Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
- Positive Sentiment: Royal Bank of Canada raised its price target to $169 and reiterated an “outperform” rating, signaling investor upside expectations from RBC’s view. RBC price target raise
- Positive Sentiment: Macro/strategic narrative: commentary highlighting Emerson’s exposure to the long-term electrification megatrend, which supports multiyear organic growth opportunities. Emerson Electric Sees Long-Tailed Growth In The Electrification Megatrend
- Positive Sentiment: Board/corporate governance update — Apple GC Jennifer Newstead elected to the board, which investors often view as a governance/oversight positive. Jennifer Newstead to Join Emerson’s Board of Directors
- Neutral Sentiment: Barclays nudged its target to $144 and kept an “equal weight” rating — a modestly cautious stance versus RBC’s more bullish call. Barclays adjusts price target on Emerson Electric
- Neutral Sentiment: Company declared a quarterly cash dividend of $0.555 (ex-dividend May 15), a stable income item but modest yield (~1.5%). Dividend and results
- Negative Sentiment: Revenue missed Street estimates ($4.56B vs. $4.59B) and Zacks/other coverage pointed to sales weakness driven in part by Middle East disruptions — a near-term headwind that likely pressured sentiment. Emerson Q2 Earnings in Line, Sales Miss on Middle East Disruptions
- Negative Sentiment: Some analyst/media pieces emphasize limitations to near-term upside (e.g., articles arguing Emerson is not positioned as an AI-infrastructure beneficiary), which can temper excitement and valuation multiple expansion. Emerson Electric: Not An AI Infrastructure Company
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.
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