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

Emerson Electric (NYSE:EMR) updated its third quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.650-1.700 for the period, compared to the consensus EPS 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 Price Performance

Shares of EMR stock traded down $6.94 on Thursday, reaching $141.06. The company had a trading volume of 3,937,565 shares, compared to its average volume of 2,799,250. The stock has a market capitalization of $79.00 billion, a PE ratio of 32.58, a price-to-earnings-growth ratio of 2.36 and a beta of 1.26. The company has a quick ratio of 0.62, a current ratio of 0.87 and a debt-to-equity ratio of 0.37. The business’s 50-day moving average is $138.50 and its 200 day moving average is $139.26. Emerson Electric has a one year low of $109.53 and a one year high of $165.15.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.01. Emerson Electric had a net margin of 13.35% and a return on equity of 17.18%. The company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.59 billion. During the same period in the prior year, the business earned $1.48 earnings per share. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. 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. Equities research analysts forecast that Emerson Electric will post 6.5 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, May 15th. Emerson Electric’s dividend payout ratio is presently 51.27%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on EMR shares. HSBC raised their price objective on Emerson Electric from $165.00 to $170.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Rothschild & Co Redburn upped their price objective 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. Citigroup boosted their price objective on Emerson Electric from $165.00 to $174.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. Oppenheimer reiterated a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. Finally, Deutsche Bank Aktiengesellschaft lowered shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective on the stock. in a research report on Thursday, February 5th. Twelve equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $163.90.

Insider Buying and Selling at Emerson Electric

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total value of $811,224.00. Following the completion of the transaction, the chief executive officer owned 281,393 shares of the company’s stock, valued at $40,047,851.76. The trade was a 1.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Matthew S. Levatich sold 1,476 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of 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 position. The SEC filing for this sale provides additional information. Insiders sold a total of 13,879 shares of company stock worth $2,116,818 over the last three months. 0.23% of the stock is owned by insiders.

Key Emerson Electric News

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

• Positive Sentiment: RBC raised its price target to $169 and kept an “outperform” rating, signaling sizeable upside from current levels; this is the most bullish analyst move among recent updates. RBC raises PT
• Positive Sentiment: Analyst and industry commentary highlights long-term demand from the electrification megatrend, supporting multi-year organic growth potential for Emerson’s automation and electrification businesses. Electrification megatrend article
• Positive Sentiment: Company commentary and analyst notes point to backlog strength and new orders that could drive a stronger second half, partially offsetting near-term geographic disruption. Zacks backlog/orders piece
• Positive Sentiment: Board announced a quarterly dividend of $0.555 (ex-dividend May 15), which supports income-focused investors and signals cash-flow confidence.
• Neutral Sentiment: Barclays nudged its target to $144 and kept an “equal weight” view — a modest upgrade but not a conviction change. Barclays PT update
• Neutral Sentiment: Q2 results: EPS $1.54 narrowly beat consensus $1.53, while revenue of $4.56B missed the ~$4.59B estimate; management set FY2026 EPS guidance of $6.45–$6.55 and Q3 at $1.65–$1.70 — a mixed print that provides guidance clarity but little upside surprise. Yahoo valuation/earnings check
• Negative Sentiment: Zacks and other reports emphasize a sales miss tied to Middle East disruptions; regional headwinds trimmed revenue and are the primary near-term negative catalyst dragging sentiment. Zacks sales miss story
• Negative Sentiment: Media coverage and outlook pieces focus on the top-line miss and mixed execution, which can pressure sentiment until revenue trends normalize. MSN sales miss article
• Negative Sentiment: A Seeking Alpha piece argues Emerson isn’t positioned as an AI-infrastructure play, which may cool speculative re-rating expectations tied to AI themes. SA AI positioning article

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of EMR. Brighton Jones LLC grew its stake in shares of Emerson Electric by 74.1% in the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after buying an additional 4,850 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Emerson Electric during the second quarter valued at approximately $203,000. Golden State Wealth Management LLC lifted its holdings in shares of Emerson Electric by 29.4% during the fourth quarter. Golden State Wealth Management LLC now owns 488 shares of the industrial products company’s stock valued at $65,000 after purchasing an additional 111 shares in the last quarter. Ameriflex Group Inc. grew its stake in shares of Emerson Electric by 34.4% in the fourth quarter. Ameriflex Group Inc. now owns 438 shares of the industrial products company’s stock worth $58,000 after acquiring an additional 112 shares during the period. Finally, Prosperity Bancshares Inc purchased a new position in shares of Emerson Electric during the fourth quarter valued at approximately $57,000. 74.30% of the stock is currently owned by institutional investors.

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.