Emerson Electric (NYSE:EMR) Stock Price Expected to Rise, KeyCorp Analyst Says

Emerson Electric (NYSE:EMR) had its price objective upped by equities research analysts at KeyCorp from $155.00 to $185.00 in a research report issued on Thursday,MarketScreener reports. The firm currently has an “overweight” rating on the industrial products company’s stock. KeyCorp’s price target would suggest a potential upside of 21.07% from the company’s previous close.

A number of other equities analysts also recently issued reports on the stock. UBS Group upgraded shares of Emerson Electric from a “neutral” rating to a “buy” rating and increased their price objective for the company from $131.00 to $168.00 in a research note on Monday, January 5th. Robert W. Baird upped their price objective on shares of Emerson Electric from $143.00 to $164.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Weiss Ratings reissued a “buy (b-)” rating on shares of Emerson Electric in a research note on Wednesday, January 21st. Evercore ISI began coverage on Emerson Electric in a research report on Monday, December 15th. They issued an “outperform” rating and a $170.00 price objective for the company. Finally, Deutsche Bank Aktiengesellschaft downgraded Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective on the stock. in a report on Thursday. Ten analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Emerson Electric presently has an average rating of “Hold” and a consensus target price of $163.50.

Emerson Electric Price Performance

Shares of NYSE EMR traded down $4.52 during midday trading on Thursday, reaching $152.80. The stock had a trading volume of 1,495,221 shares, compared to its average volume of 3,396,751. The company has a market capitalization of $85.92 billion, a price-to-earnings ratio of 37.30, a price-to-earnings-growth ratio of 2.46 and a beta of 1.26. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.65 and a current ratio of 0.88. The stock has a 50-day moving average of $140.83 and a 200-day moving average of $136.13. Emerson Electric has a 12-month low of $90.06 and a 12-month high of $160.13.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.05. The business had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.37 billion. Emerson Electric had a return on equity of 17.35% and a net margin of 12.72%.The company’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same period in the prior year, the firm earned $1.38 EPS. 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. As a group, research analysts anticipate that Emerson Electric will post 5.96 EPS for the current fiscal year.

Emerson Electric declared that its Board of Directors has authorized a stock buyback program 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 programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s 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 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.23% of the company’s stock.

Institutional Trading of Emerson Electric

Hedge funds have recently bought and sold shares of the company. AustralianSuper Pty Ltd lifted its stake in Emerson Electric by 62.2% during the fourth quarter. AustralianSuper Pty Ltd now owns 11,746 shares of the industrial products company’s stock worth $1,559,000 after purchasing an additional 4,503 shares during the period. Thrivent Financial for Lutherans grew its stake in shares of Emerson Electric by 1.2% in the fourth quarter. Thrivent Financial for Lutherans now owns 37,290 shares of the industrial products company’s stock worth $4,959,000 after purchasing an additional 454 shares during the last quarter. AM Investment Strategies LLC lifted its holdings in shares of Emerson Electric by 8.0% in the 4th quarter. AM Investment Strategies LLC now owns 2,138 shares of the industrial products company’s stock worth $284,000 after purchasing an additional 158 shares in the last quarter. Bank Julius Baer & Co. Ltd Zurich increased its position in shares of Emerson Electric by 97.6% during the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,707,873 shares of the industrial products company’s stock valued at $227,783,000 after purchasing an additional 843,526 shares during the last quarter. Finally, Western Wealth Management LLC increased its stake in Emerson Electric by 45.5% in the 4th quarter. Western Wealth Management LLC now owns 7,485 shares of the industrial products company’s stock worth $993,000 after acquiring an additional 2,340 shares during the last quarter. 74.30% of the stock is 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: Q1 results beat EPS estimates and company raised FY‑2026 guidance — Emerson reported $1.46 EPS vs. $1.41 consensus, revenue roughly in line, and raised its FY EPS range to $6.40–$6.55 (raised the floor). Management cited strong automation demand and AI‑enabled product adoption as drivers. Emerson lifts profit forecast floor
• Positive Sentiment: Analysts pushed up targets and ratings — several shops raised price targets (Citigroup, RBC) and reiterated positive views, signaling buy‑side support and more upside in estimates. RBC raises price target
• Positive Sentiment: Large retail/institutional call buying — unusually heavy call‑option activity was reported, which often signals bullish positioning ahead of further upside. (Intraday options volume note)
• Positive Sentiment: Dividend declared — Emerson announced a quarterly cash dividend of $0.555 per share (payable March 10), supporting income investor interest. PR Newswire: Q1 results & dividend
• Neutral Sentiment: Revenue largely in line — top‑line came in close to expectations; growth is present but not significantly above consensus, leaving upside tied to margin and execution. Q1 highlights
• Negative Sentiment: Q2 EPS guide slightly below Street — Emerson guided Q2 to $1.50–$1.55 vs. about $1.56 consensus, a modest shortfall that could cap near‑term upside if investors focus on the miss. Company press release / slide deck
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold despite a $170 target — one large shop trimmed its stance, which could weigh on sentiment even as other firms raised targets. Benzinga note

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.