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

Emerson Electric (NYSE:EMR) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 6.550-6.550 for the period, compared to the consensus earnings per share estimate of 6.500. The company issued revenue guidance of $18.9 billion-$18.9 billion, compared to the consensus revenue estimate of $18.8 billion. Emerson Electric also updated its Q4 2026 guidance to 1.850-1.850 EPS.

Emerson Electric Price Performance

Shares of NYSE EMR traded up $4.03 during mid-day trading on Tuesday, reaching $158.88. The company’s stock had a trading volume of 5,253,397 shares, compared to its average volume of 3,118,270. The stock has a market capitalization of $88.99 billion, a P/E ratio of 36.69, a P/E/G ratio of 2.26 and a beta of 1.25. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.64 and a current ratio of 0.87. Emerson Electric has a 1-year low of $122.64 and a 1-year high of $165.15. The stock has a 50-day moving average of $142.74 and a two-hundred day moving average of $142.29.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, beating the consensus estimate of $1.68 by $0.03. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. On average, equities research analysts anticipate that Emerson Electric will post 6.49 EPS for the current fiscal year.

Analyst Ratings Changes

EMR has been the topic of several analyst reports. DA Davidson began coverage on Emerson Electric in a report on Tuesday, June 16th. They set a “neutral” rating and a $145.00 price target on the stock. Barclays raised their price objective on shares of Emerson Electric from $140.00 to $144.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. BMO Capital Markets lifted their target price on shares of Emerson Electric from $150.00 to $157.00 in a research note on Friday, May 8th. KeyCorp decreased their target price on shares of Emerson Electric from $185.00 to $170.00 and set an “overweight” rating on the stock in a report on Monday, July 13th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Emerson Electric in a research note on Friday. Thirteen investment 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, the stock currently has an average rating of “Moderate Buy” and an average price target of $162.36.

Key Stories Impacting Emerson Electric

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

• Positive Sentiment: Emerson reported third-quarter fiscal 2026 EPS of $1.71, exceeding the $1.68 analyst consensus. The company posted a 13.35% net margin and 17.18% return on equity, signaling solid profitability. Emerson Reports Third Quarter 2026 Results; Raises 2026 Outlook
• Positive Sentiment: The company raised its fiscal 2026 outlook to $6.55 EPS and $18.9 billion in revenue, ahead of consensus estimates of $6.50 and $18.8 billion, respectively. Fourth-quarter EPS guidance of $1.85 also topped the $1.82 consensus, while revenue guidance matched expectations.
• Positive Sentiment: Emerson declared a quarterly dividend of $0.555 per share, payable September 10 to shareholders of record on August 14, supporting the stock’s income appeal. Emerson Reports Third Quarter 2026 Results; Raises 2026 Outlook
• Positive Sentiment: Emerson is positioning its DeltaV automation platform for AI-scale data centers, with integrated controls for power, cooling and other critical infrastructure. Investors may view this as an opportunity to benefit from data-center capital spending and industrial AI adoption. Emerson’s Integrated Automation Portfolio Fast-Tracks AI-Scale Data Centers
• Neutral Sentiment: Rudy Sengupta will become chief technology and AI officer on August 15, succeeding Peter Zornio, who plans to retire at year-end. The appointment reinforces Emerson’s technology focus, although the leadership transition introduces some execution risk. Emerson Appoints Rudy Sengupta as Senior Vice President, Chief Technology and AI Officer

Hedge Funds Weigh In On Emerson Electric

Hedge funds have recently made changes to their positions in the stock. Schroder Investment Management Group raised its position in Emerson Electric by 3.6% in the fourth 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 period. Dimensional Fund Advisors LP raised its holdings 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 buying an additional 191,117 shares during the period. Charles Schwab Investment Management Inc. lifted its stake in Emerson Electric by 1.5% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 3,459,937 shares of the industrial products company’s stock worth $459,203,000 after acquiring an additional 50,080 shares in the last quarter. Boston Partners boosted its holdings in Emerson Electric by 34.0% during the 3rd quarter. Boston Partners now owns 2,860,894 shares of the industrial products company’s stock valued at $375,547,000 after acquiring an additional 726,477 shares during the period. Finally, Raymond James Financial Inc. increased its stake in Emerson Electric by 14.9% during the second quarter. Raymond James Financial Inc. now owns 2,625,639 shares of the industrial products company’s stock worth $350,077,000 after purchasing an additional 340,423 shares during the period. Hedge funds and other 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.