Emerson Electric (NYSE:EMR – Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 6.550-6.550 for the period, compared to the consensus estimate of 6.500. The company issued revenue guidance of $18.9 billion-$18.9 billion, compared to the consensus revenue estimate of $18.8 billion. Emerson Electric also updated its Q4 2026 guidance to 1.850-1.850 EPS.
Analyst Upgrades and Downgrades
EMR has been the topic of several research analyst reports. JPMorgan Chase & Co. raised shares of Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 price target on the stock in a research report on Friday, July 17th. BMO Capital Markets raised their target price on Emerson Electric from $150.00 to $157.00 in a research note on Friday, May 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Emerson Electric in a research report on Friday, July 31st. Sanford C. Bernstein lowered their target price on shares of Emerson Electric from $175.00 to $169.00 and set an “outperform” rating on the stock in a research note on Monday, July 20th. Finally, Wells Fargo & Company upped their price objective on Emerson Electric from $135.00 to $155.00 and gave the company an “equal weight” rating in a report on Thursday, May 7th. Thirteen 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. According to MarketBeat.com, Emerson Electric currently has a consensus rating of “Moderate Buy” and a consensus target price of $163.18.
Check Out Our Latest Report on Emerson Electric
Emerson Electric Trading Down 3.2%
Emerson Electric (NYSE:EMR – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.68 by $0.03. The firm had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.80 billion. Emerson Electric had a return on equity of 17.60% and a net margin of 13.83%.The business’s revenue for the quarter was up .0% on a year-over-year basis. During the same period in the prior year, the business earned $1.52 EPS. Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. Research analysts predict that Emerson Electric will post 6.49 EPS for the current year.
Emerson Electric Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a $0.555 dividend. The ex-dividend date is Friday, August 14th. This represents a $2.22 dividend on an annualized basis and a yield of 1.4%. Emerson Electric’s payout ratio is 51.27%.
Key Stories Impacting Emerson Electric
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Quarterly earnings and guidance exceeded expectations. Emerson reported fiscal Q3 EPS of $1.71 versus the $1.68 consensus, while revenue of $4.87 billion also topped estimates. Management raised fiscal 2026 EPS guidance to $6.55, above the prior consensus of $6.50, and forecast fourth-quarter EPS of $1.85 versus expectations of $1.82. Emerson Reports Third Quarter 2026 Results; Raises 2026 Outlook
- Positive Sentiment: Automation and software demand provided momentum. Underlying sales grew 6% in Q3, led by 23% growth in Test & Measurement and Ovation. Adjusted segment EBITDA margin expanded 140 basis points to 28.5%, while stronger cash flow and software systems performance supported the higher outlook. Emerson Q3 Earnings Beat on Software & Systems Strength, Outlook Raised
- Positive Sentiment: Emerson expanded its industrial AI strategy. The company acquired Glue Inc., whose Glue Studio software uses AI for test generation and planning. The deal should strengthen Emerson’s test-and-measurement software capabilities, although financial terms were not disclosed. Emerson Acquires Glue Inc. to Accelerate AI-Driven Test & Measurement Innovation
- Positive Sentiment: Analyst sentiment improved. Citigroup raised its price target to $182 with a buy rating, while RBC increased its target to $179 and maintained an outperform rating. Emerson also declared a quarterly dividend of $0.555 per share. RBC Emerson Price Target Update
- Negative Sentiment: Valuation may be limiting near-term upside. With Emerson trading at a high-teens-to-mid-30s earnings multiple based on the supplied metrics and near its 52-week peak, investors may be demanding faster growth. Reported revenue was essentially flat year over year, which could encourage some consolidation even after the earnings beat.
Institutional Investors Weigh In On Emerson Electric
Hedge funds have recently modified their holdings of the business. Brighton Jones LLC grew its holdings in shares of Emerson Electric by 74.1% during the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after purchasing an additional 4,850 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in Emerson Electric in the 1st quarter valued at $232,000. Caxton Associates LLP bought a new stake in Emerson Electric during the 1st quarter worth about $275,000. Sivia Capital Partners LLC bought a new position in Emerson Electric in the 2nd quarter valued at $203,000. Finally, Jump Financial LLC grew its position in shares of Emerson Electric by 121.5% during the 2nd quarter. Jump Financial LLC now owns 10,543 shares of the industrial products company’s stock worth $1,406,000 after buying an additional 5,783 shares during the period. 74.30% of the stock is 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.
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