Deutsche Bank Aktiengesellschaft cut shares of Emerson Electric (NYSE:EMR – Free Report) from a buy rating to a hold rating in a report issued on Thursday morning, MarketBeat Ratings reports. The brokerage currently has $170.00 price objective on the industrial products company’s stock.
A number of other equities research analysts have also recently weighed in on EMR. Royal Bank Of Canada lifted their price objective on Emerson Electric from $153.00 to $176.00 and gave the company an “outperform” rating in a research note on Wednesday. Wolfe Research lifted their target price on Emerson Electric from $168.00 to $172.00 and gave the company an “outperform” rating in a research report on Thursday, January 15th. Morgan Stanley increased their price target on shares of Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a research report on Friday, January 9th. Barclays upped their target price on shares of Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Emerson Electric in a research report on Wednesday, January 21st. Ten investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $163.50.
Get Our Latest Report on Emerson Electric
Emerson Electric Trading Down 3.9%
Emerson Electric (NYSE:EMR – Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.41 by $0.05. The business had revenue of $4.35 billion for 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%. The business’s revenue was up 4.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.38 EPS. 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, sell-side analysts anticipate that Emerson Electric will post 5.96 earnings per share for the current year.
Emerson Electric Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, February 13th. Emerson Electric’s dividend payout ratio (DPR) is presently 54.28%.
Emerson Electric announced that its board has initiated a stock buyback program on Wednesday, November 5th that permits the company to buyback $0.00 in shares. This buyback authorization permits the industrial products company to repurchase shares of its stock through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its shares are undervalued.
Insider Buying and Selling
In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was 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. This trade represents a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.23% of the stock is owned by company insiders.
Institutional Investors Weigh In On Emerson Electric
Several institutional investors have recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in shares of Emerson Electric during the 2nd quarter worth approximately $918,830,000. JPMorgan Chase & Co. raised its stake in Emerson Electric by 75.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after acquiring an additional 5,371,585 shares in the last quarter. Schroder Investment Management Group boosted its stake in Emerson Electric by 51.6% in the second quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock valued at $846,165,000 after acquiring an additional 2,159,126 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of Emerson Electric by 185.7% during the third quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock worth $418,730,000 after purchasing an additional 2,075,425 shares during the last quarter. Finally, Fisher Asset Management LLC increased its position in shares of Emerson Electric by 43.0% during the second quarter. Fisher Asset Management LLC now owns 5,193,448 shares of the industrial products company’s stock worth $692,442,000 after purchasing an additional 1,561,600 shares in the last quarter. Hedge funds and other 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
Emerson Electric Company Profile
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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