HSBC Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock

Emerson Electric (NYSE:EMR) had its price target lifted by stock analysts at HSBC from $165.00 to $170.00 in a research note issued to investors on Thursday,MarketScreener reports. The brokerage presently has a “buy” rating on the industrial products company’s stock. HSBC’s price target points to a potential upside of 7.96% from the stock’s previous close.

Several other equities research analysts have also commented on EMR. Barclays raised their price target on shares of Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 7th. Oppenheimer reaffirmed a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. UBS Group raised Emerson Electric from a “neutral” rating to a “buy” rating and increased their price target for the stock from $131.00 to $168.00 in a research note on Monday, January 5th. Robert W. Baird lifted their price objective on shares of Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Finally, Jefferies Financial Group increased their target price on shares of Emerson Electric from $150.00 to $160.00 and gave the company a “hold” rating in a research report on Thursday. Nine analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $163.50.

Emerson Electric Price Performance

Shares of EMR opened at $157.47 on Thursday. Emerson Electric has a 12 month low of $90.06 and a 12 month high of $160.13. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.65. The stock has a fifty day moving average price of $141.69 and a 200 day moving average price of $136.34. The company has a market cap of $88.50 billion, a P/E ratio of 38.50, a PEG ratio of 2.40 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.05. The company had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. During the same quarter in the previous year, the company posted $1.38 earnings per share. The company’s revenue for the quarter was up 4.1% compared to the same quarter last year. 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. On average, research analysts forecast that Emerson Electric will post 5.96 earnings per share for the current year.

Emerson Electric declared that its board has authorized a stock buyback plan on Wednesday, November 5th that allows the company to buyback $0.00 in shares. This buyback authorization allows the industrial products company to buy shares of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its stock is undervalued.

Insider Activity at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were 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 $26,106,836. The trade was a 3.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.23% of the stock is owned by insiders.

Institutional Investors Weigh In On Emerson Electric

A number of institutional investors and hedge funds have recently modified their holdings of EMR. Ares Financial Consulting LLC acquired a new position in shares of Emerson Electric in the 4th quarter worth $29,000. Darwin Wealth Management LLC purchased a new position in Emerson Electric in the 2nd quarter worth about $29,000. Steph & Co. acquired a new stake in Emerson Electric during the 4th quarter worth about $33,000. Wealth Watch Advisors INC acquired a new position in shares of Emerson Electric in the third quarter worth about $33,000. Finally, Winnow Wealth LLC purchased a new position in shares of Emerson Electric in the second quarter worth approximately $34,000. Institutional investors and hedge funds own 74.30% of the company’s stock.

Emerson Electric News Roundup

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.