Emerson Electric Co.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +65

Emerson Electric stock enters 2027 after strong orders and outlook

Dividend Earnings report AI-generated analysis

Emerson Electric reported a robust fiscal fourth quarter ending September 30, 2026, driven by strong underlying order growth of 14 percent and underlying sales growth of 7 percent. The company posted net sales of $5.201 billion, representing a 7 percent increase from the prior year,...

Bullish Signals

  • Q4 underlying order growth reached 14%.
  • Net sales rose to $5.201 billion.
  • Adjusted segment EBITA margins hit 29.1%.
  • Fiscal 2027 sales projected at 5% growth.
  • Plans $3.8B shareholder return in FY2027.

Bearish Signals

  • Investors question order momentum vs. normalized 2027 expectations.
  • Weak Europe/China conditions test revenue conversion from orders.
2
Bullish +75

RBC raises target for Emerson Electric stock from USD 179 to USD 188

Analyst upgrade Earnings report Financial outlook AI-generated analysis

RBC Capital Markets raised its price target for Emerson Electric (EMR) from USD 179 to USD 188 on October 14, 2026, maintaining an Outperform rating. This analyst upgrade aligns with a recently strengthened earnings outlook and reflects positive sentiment regarding the company's fiscal performance. Emerson...

Bullish Signals

  • RBC raised price target to $188 with Outperform rating.
3
Bullish +72

Emerson Electric stock trades at EUR 138.88 after earnings beat

Analyst upgrade Earnings report AI-generated analysis

Emerson Electric reported a strong fiscal third-quarter performance in Q3 2026, beating both earnings and revenue expectations. The company posted adjusted earnings per share of USD 1.71, surpassing the consensus estimate of USD 1.68 by three cents. Total revenue reached USD 4.87 billion against forecasts...

Bullish Signals

  • EPS beat consensus by USD 0.03 at USD 1.71.
  • Revenue grew to USD 4.87 billion vs forecast.
  • Operating margin expanded to 27.00 percent.
  • TD Cowen raised target to USD 170.00.
  • Wells Fargo initiated Overweight with USD 177.00 target.
4
Bullish +72

Emerson Electric stock reports 7 percent Q3 revenue growth

Earnings report Guidance raised AI-generated analysis

Emerson Electric reported robust third-quarter financial results ending June 30, 2026, with net sales reaching USD 4.873 billion, representing a 7 percent increase from the prior-year quarter. The industrial automation group delivered an adjusted earnings per share of USD 1.71, marking a significant 13 percent...

Bullish Signals

  • Q3 net sales rose 7% to USD 4.873 billion.
  • Adjusted EPS grew 13% year over year to USD 1.71.
  • Management raised fiscal 2026 adjusted EPS guidance to USD 6.55.
  • Free cash flow surged 36% to USD 1.323 billion in Q3.
5
Bullish +72

Northwestern Mutual Wealth Management Co. Raises Stock Holdings in Emerson Electric Co. $EMR - MarketBeat

AI-generated analysis

Northwestern Mutual Wealth Management Co. increased its stake in Emerson Electric Co. (NYSE: EMR) by 2.4% during the second quarter, acquiring an additional 10,759 shares to hold a total of 468,029 shares valued at approximately $67 million. This institutional accumulation adds to the broader ownership...

Bullish Signals

  • EPS beat estimates at $1.71 vs $1.68 consensus.
  • Revenue hit $4.87B, beating the $4.80B forecast.
  • Fiscal 2026 EPS guidance reaffirmed at $6.55.
  • JPMorgan upgraded to 'overweight' with $157 price target.

Bearish Signals

  • CEO sold 9,650 shares worth $1.56M.
  • Revenue growth flat 0% vs prior year.
6
Bullish +65

Emerson Electric Earnings Call Highlights Profitable Resilience

AI-generated analysis

Emerson Electric (EMR) delivered a cautiously upbeat Q2 earnings call driven by strong operational execution despite regional headwinds. Underlying orders grew 5% to $8.2 billion, with underlying sales rising 5% excluding Middle East and software renewal impacts, supported by a 1.07 book-to-bill ratio and robust...

Bullish Signals

  • Emerson raised full-year EPS guidance to $6.45-$6.55.
  • Underlying orders rose 5% in the second quarter.
  • Test & Measurement segment grew 12% year over year.
  • Power vertical advanced 23% highlighting electrification demand.
  • Software ACV grew 9% to $1.64 billion.
  • Backlog expanded 9% to $8.2 billion with book-to-bill of 1.07.
  • Adjusted EBITDA margins reached 27%-27.6% exceeding expectations.
  • Company repurchased $542 million stock in first half.
  • U.S. sales rose 9% amidst global disruptions.
  • Growth verticals including power climbed 22% for tailwinds.

Bearish Signals

  • Middle East conflict cut underlying sales growth by one point and lost $50M revenue.
  • Logistics disruptions pushed freight costs higher while field service activity stayed below 50%.
  • Weak China industry drove Q2 sales down approximately 9% with full-year outlook in mid-single digits.
  • Software renewal issues trimmed quarterly sales growth by two percentage points.
  • Renewal dynamics hit Software & Systems margins by roughly 300 basis points and reduced EPS by $0.09.
  • Europe declined roughly 4% due to uneven macro conditions across the footprint.
  • H1 free cash flow was less smooth due to Aspen transaction interest, tax timing, and working capital buildup.
7
Bullish +72

Emerson Electric (EMR) Outperforms Broader Market: What You Need to Know

Earnings report AI-generated analysis

Emerson Electric (EMR) shares closed at $166.27, posting a 2.83% gain that significantly outpaced the S&P 500's 0.6% rise and led the Industrial Products sector despite broader market losses. The stock has also risen 1.45% over the past month, demonstrating resilience against a 5.74% decline...

Bullish Signals

  • Shares gained +2.83%, outperforming S&P 500's 0.6% rise.
8
Bullish +72

Could Emerson Electric (EMR) Stock Win as Investors Look Beyond BP p.l.c. (BP)’s Energy Cash Flow?

Earnings report Financial outlook New contract AI-generated analysis

Emerson Electric Co. (NYSE: EMR) reported strong Q3 fiscal 2026 results, driven by a strategic pivot toward industrial automation and digital software. Net sales increased 7% year-over-year to $4.87 billion, while adjusted segment EBITA margins expanded to 28.5%. The company raised its full-year EPS guidance...

Bullish Signals

  • Net sales grew 7% YoY to $4.87 billion.
  • Adjusted segment EBITA margin expanded to 28.5%.
  • Free cash flow surged 36% to $1.32 billion.
  • Management raised full-year EPS guidance to ~$4.89.

Bearish Signals

  • Global capex slowdown risks weakening automation demand.
  • Acquisition integration costs may pressure margins.
  • Margin sustainability faces macroeconomic industrial shifts.
9
Bullish +55

Compared to Estimates, Emerson Electric (EMR) Q4 Earnings: A Look at Key Metrics

Earnings report AI-generated analysis

Emerson Electric (EMR) reported fourth-quarter revenue of $5.2 billion for the period ended September 2026, marking a 7.1% year-over-year increase. The company's earnings per share reached $1.86, surpassing the prior year's figure of $1.62 and beating analyst consensus estimates by approximately 0.54%. This performance indicates...

Bullish Signals

  • Q4 revenue hit $5.2B, beating estimates and growing 7.1%.
  • EPS of $1.86 exceeded expectations, showing strong profitability.
  • Intelligent Devices sales surged 42% to $1.73 billion.
  • Software & Systems revenue grew 16.9% to $1.25 billion.
  • Shares rose +3.1%, outperforming the S&P 500 composite.

Bearish Signals

  • Intelligent Devices sales fell 14.3% to $2.92 billion.
  • Intelligent Devices EBITA of $827M missed estimates.
10
Bullish +65

Mizuho raises target for Emerson Electric stock from USD 173 to USD 180

Analyst upgrade AI-generated analysis

Mizuho Securities raised its price target for Emerson Electric (EMR) from USD 173 to USD 180 on October 15, 2026, while maintaining an Outperform rating. The analyst cited updated models for the electrical equipment and multi-industry groups, emphasizing the company's ability to convert recent order...

Bullish Signals

  • Mizuho raised price target to USD 180, Outperform rating.
  • JPMorgan increased price target to USD 184, Overweight rating.
  • Q3 revenue grew 7% YoY to USD 4.873 billion.
  • Adjusted EPS reached USD 1.71 with USD 720M net earnings.
  • Analysts expect order momentum to drive sustained earnings growth.
11
Bullish +75

JPMorgan raises target for Emerson Electric stock to USD 184

Analyst upgrade AI-generated analysis

JPMorgan raised its price target for Emerson Electric (EMR) from USD 169.00 to USD 184.00 on October 9, 2026, maintaining an Overweight rating. The analyst upgrade reflects strong fiscal third-quarter performance, with revenue reaching USD 4.87 billion and GAAP earnings per share hitting USD 1.28....

Bullish Signals

  • JPMorgan raised price target to $184.00, up 8.88%.
  • Q3 revenue grew 7% YoY to $4.87 billion.
  • GAAP EPS reached $1.28 with net income rising.
  • Operating cash flow hit $1.42 billion in quarter.
  • Market cap stands at $90.6 billion as S&P 500 member.
12
Bullish +75

RBC starts coverage of Emerson Electric stock with USD 179.00 target

Analyst upgrade Financial outlook AI-generated analysis

RBC Capital Management initiated coverage of Emerson Electric with a Buy rating and a USD 179.00 price target, which sits above the current market reference. This analyst view follows the company's third-quarter fiscal 2026 results, where net sales reached USD 4.873 billion, representing a 7...

Bullish Signals

  • RBC initiated Buy with $179 target.
  • Q3 sales up 7% to $4.873B.
  • Adjusted EPS hit $1.71 vs $1.28 GAAP.
  • Raised full-year guidance to $6.55 EPS.
  • Stock trades near 52-week high.
13
Bullish +65

Emerson Electric stock holds near recent highs after earnings beat and steady dividend

AI-generated analysis

Emerson Electric reported quarterly earnings per share of USD 1.71 on revenue of USD 4.87 billion, beating analyst estimates for both profit and sales in the period released on August 4, 2026. The company's EPS exceeded consensus by approximately 1.8 percent, while revenue surpassed expectations...

Bullish Signals

  • EPS of $1.71 beat estimates by 1.8%.
  • Revenue of $4.87B exceeded estimates by $0.07B.
  • Net margin reached 13.83% with ROE of 17.58%.
  • Dividend of $0.555 per share maintained steadily.
14
Bullish +65

Emerson Electric stock gains as guidance and market cap underline growth story

AI-generated analysis

Emerson Electric (EMR) shares are trading in the mid-$150 range as of September 4, 2026, reflecting investor confidence in the industrial group's earnings power and growth trajectory. The company recently reported quarterly earnings per share of $1.71, surpassing analyst consensus estimates of $1.68 by $0.03....

Bullish Signals

  • EPS beat by $0.03 at $1.71 vs $1.68 consensus.
15
Bullish +55

BI Asset Management Fondsmaeglerselskab A S Boosts Position in Emerson ...

AI-generated analysis

BI Asset Management Fondsmaeglerselskab A S significantly increased its stake in Emerson Electric Co. (NYSE:EMR) by 69.1% during the first quarter, purchasing an additional 17,819 shares to hold a total of 43,592 shares valued at $5.71 million. This move aligns with other institutional investors who...

Bullish Signals

  • Major institutions increased holdings signaling long-term confidence.
  • Jefferies set $175 target; RBC raised target to $169.
  • EPS of $1.54 beat consensus of $1.53 expectations.
  • Debt-to-equity ratio stands at conservative 0.37 level.
  • FY 2026 guidance ranges from $6.45 to $6.55 EPS.

Bearish Signals

  • Daiwa cut price target from $177 to $156.
  • High P/E of 34.71 and PEG of 2.40.
16
Slightly Bullish +25

Emerson Q2 Earnings in Line, Sales Miss on Middle East Disruptions

AI-generated analysis

Emerson Electric Co. (EMR) reported its second-quarter fiscal 2026 earnings (ended March 31, 2026), with adjusted earnings per share of $1.54, a 4.1% year-over-year increase that matched Zacks Consensus Estimates. Despite resilient demand and pricing strength driving top-line revenue growth, total revenues of $4.56 billion...

Bullish Signals

  • Adjusted earnings reached $1.54, a 4.1% YoY increase.
  • Underlying orders rose 5% as backlog hit $8.2 billion.
  • Pricing power added 3.5% to sales growth globally.
  • The Americas region delivered strong 5% underlying sales growth.
  • Software & Systems sales climbed 4% year over year.
  • Test & Measurement sales surged 16% within the group.
  • Safety & Productivity segment sales grew by 5% YoY.
  • Long-term debt decreased from $8.32 billion to $7.56 billion.
  • Cash and equivalents grew to $1.79 billion in H1.
  • Fiscal 2026 EPS expected between $6.45-$6.55 per share.

Bearish Signals

  • Revenue missed consensus mark by 1.1%.
  • Underlying sales growth was only 0.5%.
  • Sales declined 4% in Europe and 5% elsewhere.
  • Earnings margin contracted 40 basis points.
  • Management lowered fiscal 2026 growth outlook to 3%.
17
Slightly Bullish +25

Emerson Electric stock faces software renewal earnings test

Earnings report AI-generated analysis

Emerson Electric (EMR) is approaching its fourth-quarter and full-year fiscal 2026 earnings release scheduled for November 4, ahead of the U.S. market open. The industrial automation company faces a critical test regarding whether delayed software renewals can sustain its aggressive growth targets amidst regional headwinds....

Bullish Signals

  • Sales grew 7% YoY to $4.873B revenue.

Bearish Signals

  • Middle East conflict caused $25M Q3 revenue headwind.
  • Weak China/Europe demand risks Intelligent Devices segment.
  • Delayed LNG projects threaten backlog conversion to revenue.
  • Software renewal improvements may be temporary timing.
18
Bullish +65

Emerson Electric stock heads toward November 4 earnings report

Earnings report AI-generated analysis

Emerson Electric is preparing to release its September-quarter earnings report on November 4, a key event that analysts view as a test of the company's ability to sustain growth across its automation, control, and industrial technology businesses. The upcoming results will be closely watched by...

Bullish Signals

  • EPS expected to rise 14.2% YoY to $1.85.
  • Revenue forecasted at $5.12 billion, up 5.4%.
  • Beat estimates in two of last four quarters.
  • Analysts raised consensus estimate by 1.54%.
  • Assigned rank 2 for high earnings beat probability.
19
Slightly Bullish +25

Canoe Financial LP Buys 299,368 Shares of Emerson Electric Co. $EMR - MarketBeat

Activist investor Analyst upgrade Dividend AI-generated analysis

Canoe Financial LP significantly increased its stake in Emerson Electric Co. (NYSE: EMR) by 41.2% in the third quarter, purchasing an additional 299,368 shares to bring total holdings to approximately 1.03 million shares valued at $162.7 million. This move highlights growing institutional interest in the...

Bullish Signals

  • Canoe Financial LP increased stake by 41.2% to 1.03M shares valued at $162.7M.
  • EPS beat estimates at $1.71 vs $1.68 consensus with revenue of $4.87B.
  • Net margin reached 13.83% and ROE hit 17.58% showing strong profitability.
  • Bernstein upgraded to 'outperform' raising price target from $169 to $186.
  • Quarterly dividend of $0.555 provides 1.4% annualized yield to shareholders.

Bearish Signals

  • KeyCorp lowered price target from $185 to $170.
  • CEO sold 9,650 shares worth $1.56 million.
20
Bullish +65

RBC raises Emerson Electric target to USD 188 for Emerson Electric stock

Analyst upgrade AI-generated analysis

RBC Capital Management raised its price target for Emerson Electric to USD 188.00 from USD 179.00 on October 14, 2026, signaling continued analyst confidence in the industrial automation group's valuation. This adjustment maintains expectations above the company's latest reported operating picture, though it highlights that...

Bullish Signals

  • RBC raised price target to $188 from $179 on Oct 14, 2026.
  • Revenue beat estimates at $4.87B vs $4.80B consensus.
  • EPS of $1.71 surpassed the $1.68 MarketBeat consensus.
  • Fiscal 2026 guidance set at $6.55/share and Q4 at $1.85.

Bearish Signals

  • Valuation relies on AspenTech assumptions amid weak semiconductor demand.
  • Stock trades below 52-week high at $166.35 as of Oct 14, 2026.