KeyCorp Estimates Emerson Electric’s Q3 Earnings (NYSE:EMR)

Posted by Stanley Muller on May 14th, 2026

Emerson Electric Co. (NYSE:EMR – Free Report) – Analysts at KeyCorp upped their Q3 2026 earnings estimates for shares of Emerson Electric in a research report issued to clients and investors on Tuesday, May 5th. KeyCorp analyst K. Newman now expects that the industrial products company will post earnings per share of $1.68 for the quarter, up from their prior estimate of $1.66. KeyCorp has a “Overweight” rating and a $185.00 price objective on the stock. The consensus estimate for Emerson Electric’s current full-year earnings is $6.49 per share. KeyCorp also issued estimates for Emerson Electric’s Q4 2026 earnings at $1.81 EPS, Q1 2027 earnings at $1.62 EPS, Q2 2027 earnings at $1.72 EPS, Q3 2027 earnings at $1.87 EPS, Q4 2027 earnings at $1.97 EPS and FY2027 earnings at $7.16 EPS.

Other equities research analysts have also recently issued research reports about the stock. BMO Capital Markets lifted their price objective on shares of Emerson Electric from $150.00 to $157.00 in a research report on Friday, May 8th. Stephens lifted their price objective on shares of Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Citigroup lifted their price objective on shares of Emerson Electric from $165.00 to $174.00 and gave the company a “buy” rating in a research report on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft cut shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective on the stock. in a research report on Thursday, February 5th. Finally, HSBC lifted their price objective on shares of Emerson Electric from $165.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Emerson Electric presently has a consensus rating of “Hold” and an average target price of $164.24.

Get Our Latest Report on EMR

Emerson Electric Trading Up 0.4%

Emerson Electric stock opened at $137.83 on Thursday. The stock has a market cap of $77.20 billion, a P/E ratio of 31.83, a PEG ratio of 2.19 and a beta of 1.26. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.87 and a quick ratio of 0.64. Emerson Electric has a 1 year low of $114.83 and a 1 year high of $165.15. The firm’s 50 day moving average price is $137.53 and its 200-day moving average price is $139.47.

Emerson Electric (NYSE:EMR – Get Free Report) last released its earnings results on Tuesday, May 5th. The industrial products company reported $1.54 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.01. Emerson Electric had a net margin of 13.35% and a return on equity of 17.18%. The company had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.59 billion. During the same quarter last year, the business earned $1.48 EPS. The firm’s revenue was up 2.9% compared to the same quarter last year. 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.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of EMR. Norges Bank purchased a new position in shares of Emerson Electric in the fourth quarter valued at $1,050,040,000. Ameriprise Financial Inc. grew its holdings in shares of Emerson Electric by 185.7% in the third quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock valued at $418,730,000 after purchasing an additional 2,075,425 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Emerson Electric by 29.2% in the third quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock valued at $690,020,000 after purchasing an additional 1,187,974 shares in the last quarter. Fisher Asset Management LLC grew its holdings in shares of Emerson Electric by 20.6% in the third quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company’s stock valued at $821,524,000 after purchasing an additional 1,069,122 shares in the last quarter. Finally, Schroder Investment Management Group boosted its stake in Emerson Electric by 13.5% during the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock worth $945,227,000 after buying an additional 859,171 shares during the period. 74.30% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Emerson Electric

In related news, 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 value 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 approximately $40,047,851.76. This trade represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.23% of the company’s stock.

Emerson Electric Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $0.555 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.6%. Emerson Electric’s dividend payout ratio (DPR) is 51.27%.

Emerson Electric News Roundup

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

Positive Sentiment: Emerson unveiled an AI-ready test automation platform, expanding NI Nigel AI across its test software portfolio to help customers develop and deliver products faster. Emerson Unveils AI-Ready Test Automation Platform at Annual NI Connect Conference
Positive Sentiment: The company also introduced a next-generation industrial data fabric for AspenTech Inmation, strengthening its industrial software and AI-enabled operations story. Emerson Introduces Next-Generation Industrial Data Fabric, Providing Foundation for Highly Integrated Industrial Data Platform
Neutral Sentiment: KeyCorp kept an Overweight rating and $185 price target on Emerson Electric, suggesting continued confidence in the stock despite only small forecast changes.
Neutral Sentiment: Analyst estimate revisions were mixed, with slight increases for Q3 2026 and Q3 2027, but small cuts for Q1 2027, Q2 2027, Q4 2026, Q4 2027 and FY2027.
Negative Sentiment: KeyCorp trimmed its Q2 2027 EPS estimate, signaling a bit less optimism on near-term earnings momentum.
Negative Sentiment: The firm also lowered its FY2027 EPS forecast, which may weigh slightly on sentiment if investors are focused on longer-term earnings power.

Emerson Electric Company Profile

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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.