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

Emerson Electric (NYSE:EMR) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.850-1.850 for the period, compared to the consensus 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.

Emerson Electric Trading Down 3.2%

NYSE EMR traded down $5.25 during mid-day trading on Thursday, reaching $157.22. 1,566,157 shares of the stock were exchanged, compared to its average volume of 3,122,125. The stock has a market cap of $88.06 billion, a P/E ratio of 34.38, a P/E/G ratio of 2.40 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 one year low of $122.64 and a one year high of $165.15. The stock has a 50 day simple moving average of $143.55 and a 200-day simple moving average of $142.47.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share for the quarter, topping analysts’ consensus estimates of $1.68 by $0.03. Emerson Electric had a return on equity of 17.60% and a net margin of 13.83%.The firm had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.80 billion. During the same period last year, the business posted $1.52 EPS. The business’s revenue was up .0% compared to the same quarter last year. 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, analysts anticipate that Emerson Electric will post 6.49 EPS for the current year.

Emerson Electric Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a $0.555 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.22 annualized dividend and a yield of 1.4%. Emerson Electric’s payout ratio is 51.27%.

Analysts Set New Price Targets

Several analysts have recently commented on EMR shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Emerson Electric in a research report on Friday, July 31st. Daiwa Securities Group decreased their price target on shares of Emerson Electric from $177.00 to $156.00 and set an “outperform” rating for the company in a research note on Friday, May 15th. Royal Bank Of Canada upped their price objective on shares of Emerson Electric from $169.00 to $179.00 and gave the company an “outperform” rating in a report on Wednesday. DA Davidson started coverage on Emerson Electric in a research note on Tuesday, June 16th. They issued a “neutral” rating and a $145.00 target price for the company. Finally, Barclays upped their price target on Emerson Electric from $140.00 to $144.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 6th. Thirteen investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $163.18.

Emerson Electric News Roundup

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

• Positive Sentiment: Quarterly earnings and guidance exceeded expectations. Emerson reported fiscal Q3 EPS of $1.71 versus the $1.68 consensus, while revenue of $4.87 billion also topped estimates. Management raised fiscal 2026 EPS guidance to $6.55, above the prior consensus of $6.50, and forecast fourth-quarter EPS of $1.85 versus expectations of $1.82. Emerson Reports Third Quarter 2026 Results; Raises 2026 Outlook
• Positive Sentiment: Automation and software demand provided momentum. Underlying sales grew 6% in Q3, led by 23% growth in Test & Measurement and Ovation. Adjusted segment EBITDA margin expanded 140 basis points to 28.5%, while stronger cash flow and software systems performance supported the higher outlook. Emerson Q3 Earnings Beat on Software & Systems Strength, Outlook Raised
• Positive Sentiment: Emerson expanded its industrial AI strategy. The company acquired Glue Inc., whose Glue Studio software uses AI for test generation and planning. The deal should strengthen Emerson’s test-and-measurement software capabilities, although financial terms were not disclosed. Emerson Acquires Glue Inc. to Accelerate AI-Driven Test & Measurement Innovation
• Positive Sentiment: Analyst sentiment improved. Citigroup raised its price target to $182 with a buy rating, while RBC increased its target to $179 and maintained an outperform rating. Emerson also declared a quarterly dividend of $0.555 per share. RBC Emerson Price Target Update
• Negative Sentiment: Valuation may be limiting near-term upside. With Emerson trading at a high-teens-to-mid-30s earnings multiple based on the supplied metrics and near its 52-week peak, investors may be demanding faster growth. Reported revenue was essentially flat year over year, which could encourage some consolidation even after the earnings beat.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Cadence Bank raised its holdings in shares of Emerson Electric by 1.8% in the third quarter. Cadence Bank now owns 4,834 shares of the industrial products company’s stock valued at $634,000 after buying an additional 85 shares during the last quarter. FineMark National Bank & Trust grew its holdings in shares of Emerson Electric by 0.3% during the fourth quarter. FineMark National Bank & Trust now owns 32,000 shares of the industrial products company’s stock worth $4,247,000 after buying an additional 86 shares during the last quarter. Riggs Asset Managment Co. Inc. increased its position in Emerson Electric by 14.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 740 shares of the industrial products company’s stock valued at $99,000 after acquiring an additional 91 shares during the period. Silvant Capital Management LLC raised its stake in Emerson Electric by 0.6% during the 4th quarter. Silvant Capital Management LLC now owns 16,645 shares of the industrial products company’s stock valued at $2,209,000 after acquiring an additional 93 shares during the last quarter. Finally, Gamco Investors INC. ET AL lifted its position in Emerson Electric by 1.9% during the 2nd quarter. Gamco Investors INC. ET AL now owns 4,921 shares of the industrial products company’s stock worth $656,000 after acquiring an additional 94 shares during the period. Hedge funds and other institutional investors own 74.30% of the company’s stock.

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.