Emerson Electric (NYSE:EMR) Price Target Raised to $185.00 at KeyCorp

Emerson Electric (NYSE:EMR) had its target price hoisted by KeyCorp from $155.00 to $185.00 in a research report report published on Thursday,MarketScreener reports. They currently have an overweight rating on the industrial products company’s stock.

A number of other equities analysts have also recently issued reports on the company. Weiss Ratings restated a “buy (b-)” rating on shares of Emerson Electric in a report on Wednesday, January 21st. Barclays lifted their price target on Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. Oppenheimer reaffirmed a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. Citigroup lifted 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. Finally, Daiwa Capital Markets raised their price objective on shares of Emerson Electric from $153.00 to $177.00 and gave the stock an “outperform” rating in a research note on Thursday. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Emerson Electric presently has a consensus rating of “Hold” and an average price target of $163.50.

Emerson Electric Stock Performance

NYSE:EMR opened at $151.26 on Thursday. The company has a current ratio of 0.84, a quick ratio of 0.65 and a debt-to-equity ratio of 0.37. The company has a 50-day moving average of $141.22 and a 200-day moving average of $136.23. Emerson Electric has a twelve month low of $90.06 and a twelve month high of $160.13. The firm has a market cap of $85.01 billion, a price-to-earnings ratio of 36.98, a price-to-earnings-growth ratio of 2.52 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. The firm had revenue of $4.35 billion during the quarter, compared to analysts’ expectations of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The firm’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 earnings per share. 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. Analysts forecast that Emerson Electric will post 5.96 earnings per share for the current fiscal year.

Emerson Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.5%. The ex-dividend date is Friday, February 13th. Emerson Electric’s dividend payout ratio is currently 54.28%.

Emerson Electric announced that its board has initiated a share 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. Stock repurchase programs are often an indication that the company’s leadership believes its shares are undervalued.

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the business’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total transaction of $965,979.00. Following the transaction, the chief executive officer directly owned 196,292 shares in the company, valued at $26,106,836. The trade was a 3.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.23% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of EMR. Vanguard Group Inc. lifted its holdings in shares of Emerson Electric by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company’s stock valued at $7,287,546,000 after buying an additional 578,242 shares during the last quarter. State Street Corp lifted its stake in Emerson Electric by 3.0% in the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock valued at $3,606,979,000 after acquiring an additional 784,987 shares during the last quarter. JPMorgan Chase & Co. grew its position in Emerson Electric by 75.0% in the second 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. Geode Capital Management LLC increased its stake in shares of Emerson Electric by 0.7% during the 2nd quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock worth $1,610,958,000 after purchasing an additional 89,192 shares during the last quarter. Finally, Nordea Investment Management AB raised its holdings in shares of Emerson Electric by 19.5% during the 2nd quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock valued at $1,223,947,000 after purchasing an additional 1,499,000 shares in the last quarter. 74.30% of the stock is owned by institutional investors and hedge funds.

Emerson Electric News Summary

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

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.