Barclays Issues Positive Forecast for Emerson Electric (NYSE:EMR) Stock Price

Key Points

• Barclays raised its Emerson Electric price target to $144 (from $140), implying about a 1.28% downside"Hold" with an average price target of $162.57 and a split of 12 Buy / 10 Hold / 1 Sell.
• Emerson beat Q2 EPS at $1.54 (by $0.01) but missed revenue at $4.56B, and reiterated FY‑2026 guidance of $6.45–$6.55 EPS and Q3 guidance of $1.65–$1.70, while declaring a $0.555 quarterly dividend.
• Company insiders sold 13,879 shares (~$2.12M) over the last 90 days, including transactions by a director and the CEO, and institutional investors own about 74.3% of the stock.

Emerson Electric (NYSE:EMR - Get Free Report) had its target price raised by Barclays from $140.00 to $144.00 in a research note issued on Wednesday,MarketScreener reports. Barclays's target price points to a potential downside of 1.28% from the company's current price.

Other equities analysts have also recently issued research reports about the company. Loop Capital boosted their price target on Emerson Electric from $155.00 to $180.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. HSBC increased their price target on Emerson Electric from $165.00 to $170.00 and gave the stock a "buy" rating in a report on Thursday, February 5th. Citigroup upped their target price on shares of Emerson Electric from $165.00 to $174.00 and gave the stock a "buy" rating in a research report on Wednesday, February 4th. Wolfe Research decreased their price target on Emerson Electric from $176.00 to $169.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 8th. Finally, Daiwa Securities Group raised their price objective on Emerson Electric from $153.00 to $177.00 and gave the company an "outperform" rating in a research note on Thursday, February 5th. Twelve research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Emerson Electric presently has an average rating of "Hold" and a consensus price target of $162.57.

Emerson Electric Price Performance

Shares of EMR opened at $145.87 on Wednesday. Emerson Electric has a 1-year low of $108.37 and a 1-year high of $165.15. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62. The stock has a market cap of $81.98 billion, a PE ratio of 35.44, a price-to-earnings-growth ratio of 2.16 and a beta of 1.26. The firm has a fifty day moving average price of $138.65 and a 200 day moving average price of $139.04.

Emerson Electric (NYSE:EMR - Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.53 by $0.01. The firm had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.59 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The firm's quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.48 EPS. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. As a group, sell-side analysts anticipate that Emerson Electric will post 6.5 EPS for the current year.

Insider Activity at Emerson Electric

In related news, Director Matthew S. Levatich sold 1,476 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total transaction of $239,348.16. Following the transaction, the director directly owned 24,349 shares in the company, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company's stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total transaction of $811,224.00. Following the transaction, the chief executive officer directly owned 281,393 shares of the company's stock, valued at approximately $40,047,851.76. This represents a 1.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 13,879 shares of company stock valued at $2,116,818. Company insiders own 0.23% of the company's stock.

Hedge Funds Weigh In On Emerson Electric

A number of hedge funds have recently made changes to their positions in EMR. Basso Capital Management L.P. purchased a new stake in Emerson Electric during the fourth quarter valued at about $25,000. IFC & Insurance Marketing Inc. purchased a new stake in shares of Emerson Electric during the 4th quarter worth about $27,000. Motiv8 Investments LLC purchased a new position in Emerson Electric in the fourth quarter valued at approximately $27,000. Ares Financial Consulting LLC acquired a new position in Emerson Electric during the fourth quarter valued at approximately $29,000. Finally, Darwin Wealth Management LLC acquired a new stake in shares of Emerson Electric in the second quarter worth $29,000. Institutional investors and hedge funds own 74.30% of the company's stock.

More Emerson Electric News

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

• Positive Sentiment: Q2 EPS beat and guidance roughly in line — Emerson reported $1.54 EPS (beat consensus by $0.01) and reaffirmed/updated FY‑2026 EPS guidance to $6.45–6.55 and Q3 EPS to $1.65–1.70, which largely meets investor expectations and limits downside from the print. Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
• Positive Sentiment: Dividend declared — Emerson declared a quarterly cash dividend of $0.555 per share (payable June 10; ex‑div May 15), supporting income investors and signaling cashflow confidence. Dividend and Q2 results (PR Newswire)
• Positive Sentiment: Board upgrade — Jennifer Newstead (Apple SVP & General Counsel) will join Emerson’s board effective Aug. 3, strengthening governance and adding a high‑profile technology/legal executive. Jennifer Newstead to Join Emerson's Board of Directors
• Neutral Sentiment: Earnings call transcripts and analyst notes published — The company’s earnings call transcript and multiple analyst writeups (transcripts on Yahoo/Seeking Alpha, summaries on MarketBeat/TipRanks/Zacks) are available for investors wanting management color on end‑market trends and margin drivers. EMR Q2 2026 Earnings Call Transcript (Yahoo)
• Negative Sentiment: Revenue missed estimates — Revenue came in at $4.56B vs. ~$4.59B expected, a modest top‑line miss that may prompt questions about demand in certain end markets and weighs on near‑term multiple expansion. Emerson Electric misses Q1 CY2026 sales expectations (MSN)
• Negative Sentiment: Cost pressure risk called out — Previews and analyst notes flagged that rising costs could pressure margins even as automation and software demand grows; investors will watch margin commentary in the call and upcoming quarters. Emerson gears up to post Q2 earnings (Zacks)

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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