Emerson Electric (NYSE:EMR) Releases Q2 2026 Earnings Guidance

Emerson Electric (NYSE:EMR) updated its second quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.500-1.550 for the period, compared to the consensus EPS estimate of 1.560. The company issued revenue guidance of $4.6 billion-$4.6 billion, compared to the consensus revenue estimate of $4.6 billion. Emerson Electric also updated its FY 2026 guidance to 6.400-6.550 EPS.

Emerson Electric Stock Up 2.4%

Emerson Electric stock traded up $3.52 during mid-day trading on Tuesday, reaching $152.15. The company’s stock had a trading volume of 4,897,201 shares, compared to its average volume of 3,208,403. The business’s 50 day simple moving average is $139.89 and its 200 day simple moving average is $135.92. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.65 and a current ratio of 0.88. Emerson Electric has a 12 month low of $90.06 and a 12 month high of $154.04. The company has a market capitalization of $85.56 billion, a price-to-earnings ratio of 37.66, a price-to-earnings-growth ratio of 2.38 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, beating analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The firm had revenue of $4.35 billion during the quarter, compared to analysts’ expectations of $4.37 billion. 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 earnings per share for the current year.

Emerson Electric Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were paid a $0.555 dividend. This is a boost from Emerson Electric’s previous quarterly dividend of $0.53. The ex-dividend date was Friday, November 14th. This represents a $2.22 annualized dividend and a yield of 1.5%. Emerson Electric’s dividend payout ratio is presently 54.95%.

Emerson Electric declared that its Board of Directors has approved a share repurchase plan on Wednesday, November 5th that permits the company to repurchase $0.00 in outstanding shares. This repurchase authorization permits the industrial products company to purchase shares of its stock through open market purchases. Shares repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

EMR has been the topic of several research reports. Evercore ISI started coverage on shares of Emerson Electric in a research note on Monday, December 15th. They issued an “outperform” rating and a $170.00 price target on the stock. JPMorgan Chase & Co. lifted their price objective on Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Wells Fargo & Company raised their price target on Emerson Electric from $140.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. TD Cowen lowered shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target on the stock. in a research report on Friday, January 9th. Finally, UBS Group upgraded shares of Emerson Electric from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $131.00 to $168.00 in a research report on Monday, January 5th. Ten equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Emerson Electric presently has a consensus rating of “Hold” and an average price target of $154.76.

Insider Buying and Selling at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the business’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total value of $965,979.00. Following the completion of the sale, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at $26,106,836. The trade was a 3.57% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Corporate insiders own 0.23% of the company’s stock.

Emerson Electric News Summary

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

• Positive Sentiment: Q1 EPS beat — Emerson reported adjusted EPS of $1.46 vs. $1.41 consensus, showing underlying profitability strength. Q1 Press Release
• Positive Sentiment: Full-year revenue and dividend — Emerson raised/fixed FY2026 revenue at $19.0B (slightly above Street) and declared a $0.555 quarterly dividend, supporting income-seeking investors. PR Newswire Release
• Neutral Sentiment: FY EPS outlook roughly in-line — Emerson guided FY26 EPS to $6.40–$6.55, which essentially brackets the Street estimate of ~$6.48 (range implies moderate execution risk but no major surprise). PR Newswire Release
• Neutral Sentiment: Q2 revenue guide in-line — Management guided Q2 revenue to about $4.6B, matching consensus; suggests top-line stability even as growth drivers are assimilated. PR Newswire Release
• Neutral Sentiment: Analyst commentary mixed — Previews and coverage highlight software integration as a key growth test; brokers still cluster around a “Hold” consensus, so expectations are cautious. Investing.com Preview
• Negative Sentiment: Q2 EPS guide slightly soft — Management set Q2 EPS at $1.50–$1.55 vs. the $1.56 consensus, a small miss that introduces short-term earnings risk. PR Newswire Release
• Negative Sentiment: Quarterly revenue slight miss — Q1 revenue came in at $4.35B vs. ~$4.37B expected, a small top-line shortfall that underscores sensitivity to end-market demand. Q1 Press Release

Institutional Investors Weigh In On Emerson Electric

Hedge funds have recently made changes to their positions in the business. Darwin Wealth Management LLC bought a new stake in shares of Emerson Electric in the 2nd quarter worth approximately $29,000. Wealth Watch Advisors INC bought a new position in Emerson Electric in the 3rd quarter valued at $33,000. Measured Wealth Private Client Group LLC purchased a new position in Emerson Electric during the third quarter worth about $69,000. Riggs Asset Managment Co. Inc. grew its holdings in shares of Emerson Electric by 14.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 740 shares of the industrial products company’s stock worth $99,000 after purchasing an additional 91 shares in the last quarter. Finally, WFA of San Diego LLC purchased a new position in Emerson Electric in the second quarter worth $113,000. 74.30% of the stock is currently owned by institutional investors.

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.