Jefferies Financial Group started coverage on shares of Emerson Electric (NYSE:EMR – Free Report) in a research report report published on Tuesday, Marketbeat Ratings reports. The firm issued a buy rating and a $175.00 price target on the industrial products company’s stock.
A number of other research firms have also recently weighed in on EMR. Evercore lifted their price objective on shares of Emerson Electric from $170.00 to $185.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Citigroup lifted their price target on Emerson Electric from $165.00 to $174.00 and gave the company a “buy” rating in a research note on Wednesday, February 4th. Morgan Stanley increased their price target on Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a research report on Friday, January 9th. Wolfe Research cut their price objective on Emerson Electric from $177.00 to $176.00 and set an “outperform” rating for the company in a research report on Friday, February 27th. Finally, Deutsche Bank Aktiengesellschaft lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 target price on the stock. in a research report on Thursday, February 5th. Twelve equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Emerson Electric has a consensus rating of “Hold” and an average target price of $164.86.
Read Our Latest Analysis on Emerson Electric
Emerson Electric Stock Up 6.3%
Emerson Electric (NYSE:EMR – Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping the consensus estimate of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The business had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.37 billion. During the same quarter in the prior year, the firm posted $1.38 EPS. The business’s quarterly revenue 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. As a group, sell-side analysts anticipate that Emerson Electric will post 5.96 earnings per share for the current year.
Emerson Electric Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were issued a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Friday, February 13th. Emerson Electric’s payout ratio is currently 54.28%.
Insider Activity
In other Emerson Electric news, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the transaction, the vice president owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. The trade was a 17.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Matthew S. Levatich sold 1,476 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the sale, the director directly owned 24,349 shares of the company’s stock, valued at $3,948,433.84. This trade represents a 5.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,879 shares of company stock worth $2,116,818 over the last ninety days. Corporate insiders own 0.23% of the company’s stock.
Institutional Investors Weigh In On Emerson Electric
Hedge funds and other institutional investors have recently bought and sold shares of the company. Basso Capital Management L.P. acquired a new stake in shares of Emerson Electric during the 4th quarter worth approximately $25,000. IFC & Insurance Marketing Inc. acquired a new position in Emerson Electric in the fourth quarter valued at approximately $27,000. Motiv8 Investments LLC purchased a new position in Emerson Electric in the fourth quarter worth approximately $27,000. Ares Financial Consulting LLC acquired a new stake in Emerson Electric during the fourth quarter worth $29,000. Finally, Darwin Wealth Management LLC purchased a new stake in Emerson Electric in the second quarter valued at $29,000. 74.30% of the stock is currently owned by institutional investors and hedge funds.
Key Emerson Electric News
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Jefferies upgraded EMR to Buy and lifted its price target to $175, arguing strong order momentum should push earnings from low-single-digit growth in early FY26 to low-double-digits by year-end — a clear near-term catalyst for upside. Emerson Electric Receives Wall Street Upgrade to Buy and Price Target to $175
- Positive Sentiment: Jefferies initiated/started coverage with a buy rating and $175 PT (reported across outlets), which tends to drive trading volume and positive sentiment when a well-known firm turns bullish. Jefferies coverage reported by Benzinga
- Neutral Sentiment: Media pieces (Yahoo Finance, Zacks) are highlighting the broader theme that Wall Street analyst recommendations can be overly optimistic; these stories provide context but don’t change fundamentals — they mostly temper blind reliance on ratings. Is Emerson Electric (EMR) a Buy as Wall Street Analysts Look Optimistic?
- Neutral Sentiment: Roundups of top analyst calls (24/7 Wall St.) listed Emerson among notable research actions today — useful for monitoring sentiment flow but not a direct fundamental change. Here Are Tuesday’s Top Wall Street Analyst Research Calls
- Negative Sentiment: BMO Capital Markets maintained a Market Perform (hold) on EMR — a more neutral-to-contrarian stance that can cap upside when paired with buy-side upgrades. Emerson Electric Earns Market Perform Rating from BMO
- Negative Sentiment: Recent intraday coverage noted a short-term dip in EMR’s share price in the prior session, signaling some near-term volatility despite the upgrade-driven rally. Emerson Electric (EMR) Dips More Than Broader Market
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.
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