Jefferies Financial Group Forecasts Strong Price Appreciation for Emerson Electric (NYSE:EMR) Stock

Emerson Electric (NYSE:EMR) had its target price lifted by equities research analysts at Jefferies Financial Group from $150.00 to $160.00 in a note issued to investors on Thursday,MarketScreener reports. The firm currently has a “hold” rating on the industrial products company’s stock. Jefferies Financial Group’s target price indicates a potential upside of 1.61% from the company’s current price.

EMR has been the topic of several other reports. JPMorgan Chase & Co. increased their price target on Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Wells Fargo & Company raised their target price on Emerson Electric from $145.00 to $160.00 and gave the stock an “equal weight” rating in a report on Wednesday. Morgan Stanley boosted their price target on Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a report on Friday, January 9th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Emerson Electric in a research note on Wednesday, January 21st. Finally, Robert W. Baird boosted their target price 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. 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. According to data from MarketBeat.com, Emerson Electric has an average rating of “Hold” and a consensus target price of $163.50.

Emerson Electric Trading Up 4.3%

Shares of NYSE:EMR opened at $157.47 on Thursday. The business has a 50-day moving average price of $141.69 and a 200-day moving average price of $136.34. The stock has a market cap of $88.50 billion, a price-to-earnings ratio of 38.50, a PEG ratio of 2.40 and a beta of 1.26. Emerson Electric has a 52-week low of $90.06 and a 52-week high of $160.13. The company has a quick ratio of 0.65, a current ratio of 0.84 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. The company had revenue of $4.35 billion during the quarter, compared to analyst estimates of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. Emerson Electric’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the firm posted $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. Equities analysts predict that Emerson Electric will post 5.96 EPS for the current year.

Emerson Electric announced that its Board of Directors has approved a stock repurchase program on Wednesday, November 5th that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the industrial products company to buy shares of its stock through open market purchases. Shares repurchase programs are often an indication that the company’s board believes its shares are undervalued.

Insider Transactions at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction dated 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 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.23% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Emerson Electric

Several large investors have recently bought and sold shares of EMR. EverSource Wealth Advisors LLC increased its position in shares of Emerson Electric by 10.2% during the fourth quarter. EverSource Wealth Advisors LLC now owns 4,640 shares of the industrial products company’s stock worth $616,000 after purchasing an additional 428 shares in the last quarter. Americana Partners LLC boosted its stake in Emerson Electric by 42.8% during the 4th quarter. Americana Partners LLC now owns 8,376 shares of the industrial products company’s stock worth $1,112,000 after purchasing an additional 2,512 shares during the last quarter. Advisory Alpha LLC grew its holdings in shares of Emerson Electric by 10.5% during the fourth quarter. Advisory Alpha LLC now owns 5,136 shares of the industrial products company’s stock worth $682,000 after buying an additional 489 shares in the last quarter. Insight Inv LLC raised its position in shares of Emerson Electric by 0.7% in the fourth quarter. Insight Inv LLC now owns 17,457 shares of the industrial products company’s stock valued at $2,317,000 after buying an additional 120 shares during the last quarter. Finally, Ignite Planners LLC lifted its stake in shares of Emerson Electric by 14.5% in the fourth quarter. Ignite Planners LLC now owns 1,997 shares of the industrial products company’s stock worth $293,000 after buying an additional 253 shares in the last quarter. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Emerson Electric

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)

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.