Emerson Electric (NYSE:EMR) Updates Q3 2026 Earnings Guidance

Emerson Electric (NYSE:EMR) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.650-1.700 for the period, compared to the consensus earnings per share estimate of 1.680. The company issued revenue guidance of $4.8B-, compared to the consensus revenue estimate of $4.8 billion. Emerson Electric also updated its FY 2026 guidance to 6.450-6.550 EPS.

Emerson Electric Trading Up 2.2%

NYSE EMR traded up $3.00 on Tuesday, reaching $138.46. The company had a trading volume of 4,138,793 shares, compared to its average volume of 2,695,124. The firm has a market cap of $77.81 billion, a price-to-earnings ratio of 33.85, a P/E/G ratio of 2.16 and a beta of 1.26. Emerson Electric has a fifty-two week low of $106.53 and a fifty-two week high of $165.15. The business has a 50 day moving average of $138.85 and a two-hundred day moving average of $138.98. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.54. The business had revenue of $4.56 billion during 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%.Emerson Electric’s quarterly revenue was up 2.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.48 earnings per share. 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. Analysts forecast that Emerson Electric will post 6.5 EPS for the current year.

Wall Street Analyst Weigh In

EMR has been the subject of a number of recent research reports. Jefferies Financial Group initiated coverage on Emerson Electric in a report on Tuesday, March 31st. They issued a “buy” rating and a $175.00 price objective for the company. KeyCorp increased their price target on Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Evercore increased their price target on Emerson Electric from $170.00 to $185.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Weiss Ratings downgraded Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, February 4th. Finally, TD Cowen downgraded Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target for the company. in a report on Friday, January 9th. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $162.38.

Insider Activity

In other news, Director Matthew S. Levatich sold 1,476 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the sale, the director directly owned 24,349 shares in the company, valued at $3,948,433.84. This trade represents a 5.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, VP Nicholas J. Piazza sold 6,703 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $159.07, for a total value of $1,066,246.21. Following the completion of the sale, the vice president owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. This represents a 17.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 13,879 shares of company stock worth $2,116,818 in the last three months. Company insiders own 0.23% of the company’s stock.

Trending Headlines about Emerson Electric

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

• Positive Sentiment: Quarterly EPS matched consensus at $1.54 and rose versus a year ago, signaling stable earnings execution and removing an earnings surprise risk for investors. Read More.
• Positive Sentiment: Emerson reaffirmed/updated FY‑2026 EPS guidance to $6.45–$6.55 and Q3 EPS guidance to $1.65–$1.70, roughly in line with consensus, which reduces downside surprise risk around the back half of the year. Read More.
• Positive Sentiment: Board strengthening: Jennifer Newstead (Apple SVP & General Counsel) was elected to the board, a governance/credibility positive that investors often view favorably. Read More.
• Positive Sentiment: Dividend declared: Emerson announced a quarterly cash dividend of $0.555 per share, supporting income-oriented investor demand. Read More.
• Neutral Sentiment: Company posted detailed press materials and a conference call/slide deck for Q2 results — useful for digging into segment performance and margin commentary but neutral until new information emerges. Read More.
• Negative Sentiment: Revenue narrowly missed estimates: Q2 revenue was $4.56B versus ~$4.59B expected, a slight top-line shortfall that could limit upside if it signals softer demand in parts of the portfolio. Read More.

Institutional Trading of Emerson Electric

Several large investors have recently made changes to their positions in EMR. Boston Partners grew 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 buying an additional 726,477 shares during the period. Janus Henderson Group PLC lifted its position in Emerson Electric by 151.6% in the 4th quarter. Janus Henderson Group PLC now owns 1,128,042 shares of the industrial products company’s stock valued at $149,717,000 after acquiring an additional 679,706 shares in the last quarter. Raymond James Financial Inc. lifted its position in 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 acquiring an additional 340,423 shares in the last quarter. NewEdge Advisors LLC lifted its position in Emerson Electric by 341.8% in the 4th quarter. NewEdge Advisors LLC now owns 406,652 shares of the industrial products company’s stock valued at $53,971,000 after acquiring an additional 314,607 shares in the last quarter. Finally, Schonfeld Strategic Advisors LLC lifted its position in Emerson Electric by 10,562.7% in the 4th quarter. Schonfeld Strategic Advisors LLC now owns 294,611 shares of the industrial products company’s stock valued at $39,101,000 after acquiring an additional 291,848 shares in the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

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.