Emerson Electric (NYSE:EMR) Updates FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: Emerson set EPS of 6.450–6.550 (vs. consensus 6.490) and revenue guidance of $18.8 billion (vs. consensus $18.9B), and issued Q3 EPS guidance of 1.650–1.700.
• Emerson reported quarterly EPS of $1.54, matching estimates, with revenue of $4.56B slightly below expectations, and the stock jumped to $138.46 following the update; analysts' consensus rating is "Hold" with a $162.38 target.
• Company insiders sold about 13,879 shares (~$2.12M) in the past 90 days while institutional investors hold 74.3% of the stock, with several large funds increasing their positions.

Emerson Electric (NYSE:EMR - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 6.450-6.550 for the period, compared to the consensus earnings per share estimate of 6.490. The company issued revenue guidance of $18.8B-, compared to the consensus revenue estimate of $18.9 billion. Emerson Electric also updated its Q3 2026 guidance to 1.650-1.700 EPS.

Emerson Electric Stock Performance

Emerson Electric stock traded up $3.00 on Tuesday, hitting $138.46. The company's stock had a trading volume of 4,138,479 shares, compared to its average volume of 3,284,868. The firm has a market cap of $77.81 billion, a P/E ratio of 33.85, a price-to-earnings-growth ratio of 2.19 and a beta of 1.26. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. The company has a fifty day moving average price of $138.85 and a 200-day moving average price of $138.98. Emerson Electric has a one year low of $106.53 and a one year high of $165.15.

Emerson Electric (NYSE:EMR - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.54. The firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.59 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. 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. On average, equities analysts anticipate that Emerson Electric will post 6.5 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Royal Bank Of Canada lowered their target price on shares of Emerson Electric from $176.00 to $161.00 and set an "outperform" rating on the stock in a report on Wednesday, April 8th. Rothschild & Co Redburn upped their target price on shares of Emerson Electric from $154.00 to $165.00 and gave the stock a "buy" rating in a report on Monday, February 9th. Robert W. Baird upped their target price on shares of Emerson Electric from $143.00 to $164.00 and gave the stock a "neutral" rating in a report on Friday, January 16th. Stephens upped their target price on shares of Emerson Electric from $145.00 to $155.00 and gave the stock an "equal weight" rating in a report on Monday, February 9th. Finally, HSBC upped their target price on shares of Emerson Electric from $165.00 to $170.00 and gave the stock a "buy" rating in a report on Thursday, February 5th. Twelve investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $162.38.

Insiders Place Their Bets

In other Emerson Electric news, VP Nicholas J. Piazza sold 6,703 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the sale, the vice president owned 31,664 shares of the company's stock, valued at $5,036,792.48. This represents a 17.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total transaction of $811,224.00. Following the sale, the chief executive officer directly owned 281,393 shares in the company, valued at approximately $40,047,851.76. This represents a 1.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 13,879 shares of company stock valued at $2,116,818 in the last 90 days. 0.23% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Schroder Investment Management Group boosted its stake in shares of Emerson Electric by 3.6% in the 4th quarter. Schroder Investment Management Group now owns 7,461,727 shares of the industrial products company's stock valued at $990,320,000 after purchasing an additional 256,158 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Emerson Electric by 5.2% in the 4th quarter. Dimensional Fund Advisors LP now owns 3,857,999 shares of the industrial products company's stock valued at $512,104,000 after purchasing an additional 191,117 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its stake in shares of Emerson Electric by 1.5% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 3,459,937 shares of the industrial products company's stock valued at $459,203,000 after purchasing an additional 50,080 shares during the last quarter. Boston Partners boosted its stake in shares of Emerson Electric by 34.0% in the 3rd quarter. Boston Partners now owns 2,860,894 shares of the industrial products company's stock valued at $375,547,000 after purchasing an additional 726,477 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its stake in shares of Emerson Electric by 14.9% in the 2nd quarter. Raymond James Financial Inc. now owns 2,625,639 shares of the industrial products company's stock valued at $350,077,000 after purchasing an additional 340,423 shares during the last quarter. Institutional investors own 74.30% of the company's stock.

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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