Emerson Electric (NYSE:EMR) Updates Q4 2026 Earnings Guidance

Emerson Electric (NYSE:EMR) issued an update on its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 1.850-1.850 for the period, compared to the consensus earnings per share estimate of 1.820. The company issued revenue guidance of $5.1 billion-$5.1 billion, compared to the consensus revenue estimate of $5.1 billion. Emerson Electric also updated its FY 2026 guidance to 6.550-6.550 EPS.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on EMR. Wells Fargo & Company boosted their price target on shares of Emerson Electric from $135.00 to $155.00 and gave the company an “equal weight” rating in a report on Thursday, May 7th. JPMorgan Chase & Co. raised Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 target price for the company in a research report on Friday, July 17th. DA Davidson began coverage on Emerson Electric in a research note on Tuesday, June 16th. They set a “neutral” rating and a $145.00 target price on the stock. Barclays lifted their price objective on Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a research report on Wednesday, May 6th. Finally, Wolfe Research dropped their price objective on Emerson Electric from $176.00 to $169.00 and set an “outperform” rating on the stock in a report on Wednesday, April 8th. Thirteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $162.82.

Emerson Electric Stock Performance

NYSE:EMR traded up $5.40 during midday trading on Wednesday, reaching $164.24. The stock had a trading volume of 2,111,143 shares, compared to its average volume of 3,110,740. The stock has a market capitalization of $91.99 billion, a P/E ratio of 37.91, a PEG ratio of 2.34 and a beta of 1.24. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.87 and a quick ratio of 0.64. Emerson Electric has a 1-year low of $122.64 and a 1-year high of $165.15. The firm’s fifty day simple moving average is $143.10 and its 200-day simple moving average is $142.37.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share for the quarter, topping the consensus estimate of $1.68 by $0.03. The business had revenue of $4.87 billion during the quarter, compared to analysts’ expectations of $4.80 billion. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The firm’s revenue was up .0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.52 EPS. 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 forecast that Emerson Electric will post 6.49 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $0.555 per share. The ex-dividend date is Friday, August 14th. This represents a $2.22 annualized dividend and a dividend yield of 1.4%. Emerson Electric’s payout ratio is presently 51.27%.

Key Headlines Impacting Emerson Electric

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

• Positive Sentiment: Quarterly results exceeded expectations. Emerson reported fiscal Q3 adjusted earnings of $1.71 per share, above the $1.68 consensus estimate, while revenue of $4.87 billion surpassed expectations of $4.80 billion. Earnings increased from $1.52 per share in the year-ago quarter. Emerson Electric Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Automation demand remains strong. Underlying sales grew 6%, led by 23% growth in the Test and Measurement and Ovation businesses. Adjusted segment EBITDA margin expanded 140 basis points to 28.5%, supporting the company’s improved outlook. Emerson Q3 Earnings Call Highlights
• Positive Sentiment: Management raised fiscal 2026 guidance. Full-year EPS guidance was set at $6.55, above the $6.50 analyst consensus, and revenue guidance was raised to $18.9 billion versus expectations of $18.8 billion. Fourth-quarter EPS guidance of $1.85 also topped the $1.82 consensus estimate. Emerson Reports Third Quarter Results and Raises Outlook
• Positive Sentiment: RBC became more bullish. Royal Bank of Canada raised its EMR price target from $169 to $179 and maintained an “outperform” rating, implying further upside based on the reference price. RBC Raises Emerson Electric Price Target
• Neutral Sentiment: Emerson declared a quarterly dividend of $0.555 per share, payable September 10 to shareholders of record on August 14. The dividend provides ongoing income support, although the approximately 1.4% yield is unlikely to be the primary trading catalyst. Emerson Dividend Announcement
• Neutral Sentiment: Emerson appointed Rudy Sengupta as chief technology and AI officer, effective August 15, while current technology chief Peter Zornio plans to retire at year-end. The transition underscores the company’s focus on industrial AI but introduces a management change investors will monitor. Emerson Appoints Chief Technology and AI Officer

Institutional Investors Weigh In On Emerson Electric

Institutional investors have recently bought and sold shares of the business. Boston Partners increased its holdings in 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 boosted its holdings in Emerson Electric by 151.6% during the fourth quarter. Janus Henderson Group PLC now owns 1,128,042 shares of the industrial products company’s stock valued at $149,717,000 after purchasing an additional 679,706 shares in the last quarter. Raymond James Financial Inc. raised its holdings 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 worth $350,077,000 after buying an additional 340,423 shares in the last quarter. NewEdge Advisors LLC boosted its stake 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 buying an additional 314,607 shares in the last quarter. Finally, Schonfeld Strategic Advisors LLC increased its position in shares of Emerson Electric by 10,562.7% during the 4th quarter. Schonfeld Strategic Advisors LLC now owns 294,611 shares of the industrial products company’s stock worth $39,101,000 after purchasing an additional 291,848 shares in the last quarter. Institutional investors and hedge funds own 74.30% of the company’s stock.

Emerson Electric Company Profile

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.