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

Emerson Electric (NYSE:EMR) had its price objective raised by KeyCorp from $155.00 to $185.00 in a note issued to investors on Thursday,MarketScreener reports. The firm presently has an “overweight” rating on the industrial products company’s stock. KeyCorp’s price objective would indicate a potential upside of 17.48% from the stock’s current price.

Other analysts also recently issued reports about the company. Wells Fargo & Company upped their price objective on Emerson Electric from $145.00 to $160.00 and gave the company an “equal weight” rating in a research note on Wednesday. TD Cowen downgraded Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target for the company. in a report on Friday, January 9th. Wolfe Research boosted their price objective on shares of Emerson Electric from $172.00 to $177.00 and gave the company an “outperform” rating in a research note on Thursday. Oppenheimer restated a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. Finally, Jefferies Financial Group lifted their target price on shares of Emerson Electric from $150.00 to $160.00 and gave the company a “hold” rating in a report on Thursday. Nine 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 company. Based on data from MarketBeat, Emerson Electric currently has an average rating of “Hold” and a consensus target price of $163.50.

Emerson Electric Stock Performance

Shares of Emerson Electric stock opened at $157.47 on Thursday. The firm’s fifty day simple moving average is $141.69 and its 200-day simple moving average is $136.34. Emerson Electric has a 12 month low of $90.06 and a 12 month high of $160.13. The stock has a market capitalization of $88.50 billion, a price-to-earnings ratio of 38.50, a PEG ratio of 2.40 and a beta of 1.26. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.65.

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. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.37 billion. During the same period last year, the firm posted $1.38 EPS. Emerson Electric’s revenue for the quarter was up 4.1% on a year-over-year basis. 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, equities analysts forecast that Emerson Electric will post 5.96 earnings per share for the current year.

Emerson Electric declared that its Board of Directors has authorized a stock repurchase program on Wednesday, November 5th that authorizes the company to buyback $0.00 in outstanding shares. This buyback authorization authorizes the industrial products company to repurchase shares of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s management believes its stock is undervalued.

Insider Transactions at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.23% of the company’s stock.

Hedge Funds Weigh In On Emerson Electric

Hedge funds and other institutional investors have recently bought and sold shares of the company. Darwin Wealth Management LLC purchased a new position in shares of Emerson Electric in the second quarter valued at $29,000. Ares Financial Consulting LLC acquired a new stake in Emerson Electric in the 4th quarter valued at about $29,000. Steph & Co. purchased a new position in Emerson Electric during the 4th quarter valued at about $33,000. Wealth Watch Advisors INC acquired a new position in Emerson Electric during the third quarter worth about $33,000. Finally, Winnow Wealth LLC acquired a new stake in shares of Emerson Electric in the second quarter valued at approximately $34,000. 74.30% of the stock is owned by institutional investors and hedge funds.

Key Emerson Electric News

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

• Positive Sentiment: Multiple sell‑side firms raised price targets and maintained bullish ratings (Evercore ISI to $185, KeyCorp to $185, Wolfe and Daiwa to the high‑$170s, HSBC to $170), signaling analyst confidence in upside ahead. Analyst price target raises (Benzinga/MarketScreener) HSBC price target KeyCorp price target
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $6.40–$6.55 and Q2 guidance to $1.50–$1.55, signaling stronger forward earnings outlook driven by AI‑enabled products and robust North America orders. This guidance is a major supportive catalyst for the stock. Guidance raise (Seeking Alpha)
• Positive Sentiment: Emerson reported fiscal Q1 results that beat EPS estimates and produced margin strength (profit beat; revenue roughly in line), which supports the higher guidance and analyst upgrades. Q1 highlights (Yahoo Finance) Earnings beat (Seeking Alpha)
• Positive Sentiment: Unusually large volume of call options was purchased, indicating some traders are positioned for further upside in EMR in the near term. Options flow can amplify intraday moves. Call option activity (AmericanBankingNews)
• Neutral Sentiment: Quarterly sales were reported in line with estimates — neutral for upside but supportive given the EPS beat and margin commentary. Investors will watch whether revenue picks up alongside higher margins. Q4 sales in line (MSN)
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold and set a $170 target — a mixed message that could cap some momentum, though DB’s $170 PT still implies upside from prior levels. Deutsche Bank downgrade (MSN)

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.