Citigroup Boosts Emerson Electric (NYSE:EMR) Price Target to $174.00

Emerson Electric (NYSE:EMR) had its target price boosted by equities researchers at Citigroup from $165.00 to $174.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the industrial products company’s stock. Citigroup’s price objective would indicate a potential upside of 15.04% from the stock’s previous close.

Other analysts have also recently issued reports about the company. Morgan Stanley raised their price objective on Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research report on Friday, January 9th. Wolfe Research lifted their price objective on shares of Emerson Electric from $168.00 to $172.00 and gave the stock an “outperform” rating in a research report on Thursday, January 15th. Barclays increased their price objective on shares of Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price for the company. in a report on Friday, January 9th. Finally, Oppenheimer reissued a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. Ten analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $163.50.

Emerson Electric Stock Performance

Shares of EMR stock opened at $151.26 on Wednesday. The company has a fifty day moving average price of $141.22 and a two-hundred day moving average price of $136.23. Emerson Electric has a one year low of $90.06 and a one year high of $160.13. The stock has a market cap of $85.01 billion, a P/E ratio of 36.98, a P/E/G ratio of 2.52 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 released its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share 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 analyst estimates of $4.37 billion. During the same period in the previous year, the business earned $1.38 EPS. Emerson Electric’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. As a group, equities analysts predict that Emerson Electric will post 5.96 EPS for the current year.

Emerson Electric announced that its Board of Directors has initiated a share buyback 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 reacquire shares of its stock through open market purchases. Shares buyback programs are usually a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction on Wednesday, December 3rd. The stock was 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 represents a 3.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.23% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Emerson Electric

Institutional investors and hedge funds have recently bought and sold shares of the company. Integrated Investment Consultants LLC grew its stake in Emerson Electric by 80.3% during the fourth quarter. Integrated Investment Consultants LLC now owns 14,289 shares of the industrial products company’s stock worth $1,896,000 after buying an additional 6,364 shares in the last quarter. RiverFront Investment Group LLC lifted its holdings in shares of Emerson Electric by 3.5% during the 4th quarter. RiverFront Investment Group LLC now owns 28,055 shares of the industrial products company’s stock worth $3,723,000 after acquiring an additional 950 shares during the period. Sapient Capital LLC increased its stake in Emerson Electric by 5.0% in the fourth quarter. Sapient Capital LLC now owns 6,286 shares of the industrial products company’s stock valued at $850,000 after acquiring an additional 300 shares during the last quarter. North Dakota State Investment Board acquired a new position in Emerson Electric during the fourth quarter valued at approximately $2,565,000. Finally, Elyxium Wealth LLC acquired a new stake in shares of Emerson Electric in the 4th quarter valued at $117,000. Institutional investors own 74.30% of the company’s stock.

Key Headlines Impacting Emerson Electric

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $6.40–$6.55 and reported Q1 results that beat profit estimates; management cited AI‑enabled products and strong North America orders as growth drivers. This is the main fundamental positive supporting the rally in analyst targets. Article Title
• Positive Sentiment: Large price‑target upgrades from full‑service brokers highlight upside expectations: Evercore and KeyCorp moved targets to $185 (both citing stronger outlooks), signaling ~22%+ upside from recent levels. Evercore note KeyCorp note
• Positive Sentiment: Additional upward PT revisions from Citigroup, RBC, Wolfe, Daiwa, HSBC and others — examples include Citigroup to $174, RBC to $176, Wolfe/Daiwa to the $177–$177 range — reinforcing analyst conviction after results. These moves underpin longer‑term upside narratives. Citigroup/Benzinga RBC note
• Neutral Sentiment: Company declared a quarterly dividend (payment in March; ex‑dividend Feb 13), which supports income investors but is unlikely to move the stock materially on its own. Dividend announcement / transcript
• Neutral Sentiment: Unusually large options activity with elevated call buying was reported, indicating some traders are positioning for upside — a near‑term bullish signal but not definitive. Options activity
• Neutral Sentiment: Media mentions (e.g., CNBC items) included Emerson among other final trades; such coverage can increase flow but is not a primary driver versus earnings and analyst actions. CNBC mention
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold (PT $170), introducing some sell‑side conflict and likely contributing to intraday weakness as investors digest mixed analyst views. Deutsche Bank note Finviz

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.