Emerson Electric (NYSE:EMR – Free Report) had its price target hoisted by Wells Fargo & Company from $140.00 to $145.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an equal weight rating on the industrial products company’s stock.
A number of other research firms have also recently commented on EMR. UBS Group raised shares of Emerson Electric from a “neutral” rating to a “buy” rating and increased their target price for the stock from $131.00 to $168.00 in a report on Monday, January 5th. Barclays increased their price target on Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research note on Wednesday. Deutsche Bank Aktiengesellschaft boosted their price objective on Emerson Electric from $157.00 to $159.00 and gave the stock a “buy” rating in a research report on Thursday, October 2nd. Royal Bank Of Canada lowered their price objective on Emerson Electric from $155.00 to $153.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. Finally, JPMorgan Chase & Co. dropped their price objective on shares of Emerson Electric from $151.00 to $150.00 and set a “neutral” rating for the company in a report on Monday, November 10th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $151.06.
Check Out Our Latest Stock Analysis on Emerson Electric
Emerson Electric Trading Up 0.2%
Emerson Electric (NYSE:EMR – Get Free Report) last issued its quarterly earnings results on Thursday, April 6th. The industrial products company reported $0.79 earnings per share for the quarter. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The company had revenue of $3.16 billion during the quarter. Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. On average, analysts forecast that Emerson Electric will post 5.96 earnings per share for the current fiscal year.
Emerson Electric announced that its Board of Directors has authorized a share buyback program on Wednesday, November 5th that allows the company to buyback $0.00 in shares. This buyback authorization allows the industrial products company to purchase shares of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s management believes its stock is undervalued.
Emerson Electric Increases Dividend
The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were given a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend was Friday, November 14th. Emerson Electric’s payout ratio is currently 54.95%.
Insider Activity
In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s 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 sale, the chief executive officer owned 196,292 shares in the company, valued at $26,106,836. This represents a 3.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.23% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On Emerson Electric
A number of institutional investors and hedge funds have recently modified their holdings of the business. Darwin Wealth Management LLC bought a new position in shares of Emerson Electric during the 2nd quarter worth about $29,000. Wealth Watch Advisors INC acquired a new position in Emerson Electric during the 3rd quarter worth approximately $33,000. Winnow Wealth LLC bought a new position in Emerson Electric in the second quarter worth approximately $34,000. PFS Partners LLC increased its holdings in shares of Emerson Electric by 65.9% during the second quarter. PFS Partners LLC now owns 272 shares of the industrial products company’s stock valued at $36,000 after acquiring an additional 108 shares in the last quarter. Finally, Traub Capital Management LLC acquired a new position in shares of Emerson Electric during the second quarter worth approximately $37,000. 74.30% of the stock is currently owned by institutional investors.
Key Stories Impacting Emerson Electric
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Macro/capex tailwind — EMR is highlighted as one of three industrial names likely to benefit from structurally higher CapEx across infrastructure, energy and data-center spending, supporting multi-year revenue opportunity. 3 Industrial Names That Will Benefit from Rising CapEx in 2026 (EMR)
- Positive Sentiment: Bulge-bracket optimism — Barclays published a bullish forecast for EMR, calling for strong price appreciation, which adds credibility to upside scenarios and likely supports recent buying interest. Barclays Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock
- Positive Sentiment: Additional bullish forecasts — Wells Fargo published a positive price-appreciation outlook in a separate note, contributing to the cluster of analyst targets above the prior consensus and helping to underpin shares. Wells Fargo & Company Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock
- Neutral Sentiment: Street consensus — A recent roundup shows brokerages give EMR a consensus around “Moderate Buy,” and median price targets near the mid-$140s to $150, indicating mixed-but-leaning-positive sentiment rather than a clear consensus breakout. Emerson Electric Co. (NYSE:EMR) Receives Consensus Rating of “Moderate Buy” from Brokerages
- Neutral Sentiment: Social / volume-driven attention — Online discussion and a QuiverQuant summary point to recent volume spikes and analyst upgrades (one target to $168), but also note insider selling and mixed institutional flows — a short-term catalyst but mixed signal for fundamentals. Emerson Electric Co. Stock (EMR) Opinions on Recent Analyst Upgrade
- Neutral Sentiment: Upcoming earnings — Analysts expect single-digit EPS growth for fiscal Q1 2026; the report and any guidance update will likely be the next major price mover. Expect focus on margin trends and end-market demand. What to Expect From Emerson Electric’s Q1 2026 Earnings Report
- Negative Sentiment: Analyst downgrade — TD Cowen cut EMR from “buy” to “hold” with a $150 target, reducing one source of bullish conviction and likely weighing on momentum among risk-sensitive holders. Finviz (TD Cowen downgrade)
- Negative Sentiment: Mixed hold ratings persist — Wells Fargo reiterated a “hold” in a press release, underscoring that some large brokers remain cautious, which could limit near-term upside until clearer proof of stronger earnings arrives. Wells Fargo Sticks to Its Hold Rating for Emerson Electric Company (EMR)
- Negative Sentiment: Recent pullback — Coverage noted a session where EMR fell more than the market, a sign that profit-taking or rotation can amplify downside on mixed news days. Emerson Electric (EMR) Declines More Than Market: Some Information for 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.
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