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 6.450-6.550 for the period, compared to the consensus estimate of 6.490. The company issued revenue guidance of $18.8B-, compared to the consensus revenue estimate of $18.9 billion. Emerson Electric also updated its Q3 2026 guidance to 1.650-1.700 EPS.

Analyst Upgrades and Downgrades

Several analysts have commented on EMR shares. Robert W. Baird raised their target price on shares of Emerson Electric from $143.00 to $164.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. KeyCorp raised their target price on shares of Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price on the stock. in a report on Friday, January 9th. Deutsche Bank Aktiengesellschaft downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 target price on the stock. in a report on Thursday, February 5th. Finally, Jefferies Financial Group started coverage on shares of Emerson Electric in a report on Tuesday, March 31st. They set a “buy” rating and a $175.00 target price on the stock. Twelve equities 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, Emerson Electric has a consensus rating of “Hold” and an average target price of $162.38.

Emerson Electric Stock Up 2.2%

Shares of NYSE EMR traded up $3.00 during midday trading on Tuesday, reaching $138.46. The company’s stock had a trading volume of 4,138,479 shares, compared to its average volume of 3,284,868. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37. Emerson Electric has a fifty-two week low of $106.53 and a fifty-two week high of $165.15. The stock has a market capitalization of $77.81 billion, a price-to-earnings ratio of 33.85, a PEG ratio of 2.19 and a beta of 1.26. The stock has a 50 day simple moving average of $138.85 and a 200-day simple moving average of $138.98.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.54. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.59 billion. 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 research analysts predict that Emerson Electric will post 6.5 earnings per share for the current year.

Insider Activity at Emerson Electric

In related news, VP Nicholas J. Piazza sold 6,703 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $159.07, for a total value of $1,066,246.21. Following the completion of the transaction, the vice president directly owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. This trade represents a 17.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total transaction of $811,224.00. Following the completion of the transaction, the chief executive officer directly owned 281,393 shares of the company’s stock, valued at $40,047,851.76. This represents a 1.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 13,879 shares of company stock valued at $2,116,818. 0.23% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Emerson Electric

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Compound Planning Inc. grew its stake in shares of Emerson Electric by 5.9% in the fourth quarter. Compound Planning Inc. now owns 10,050 shares of the industrial products company’s stock valued at $1,334,000 after buying an additional 564 shares in the last quarter. Claris Financial LLC bought a new position in Emerson Electric during the fourth quarter worth $333,000. Evansbrook LLC acquired a new stake in shares of Emerson Electric during the 4th quarter worth about $218,000. First Growth Capital LLC acquired a new stake in shares of Emerson Electric during the 4th quarter worth about $202,000. Finally, Axxcess Wealth Management LLC lifted its stake in shares of Emerson Electric by 11.2% during the 4th quarter. Axxcess Wealth Management LLC now owns 48,233 shares of the industrial products company’s stock worth $6,402,000 after buying an additional 4,842 shares during the last quarter. 74.30% of the stock is owned by institutional investors.

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.