EMR · NYSE · Industrial - Machinery

Emerson Electric (EMR)

Connects industrial sensors and valves with control software, optimization tools, and automated testing.

$154.55
vs last close+2.83 (+1.87%)
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Emerson Electric Co.EMR
Industrials

Supplies valves, sensors, control systems, industrial software, test platforms, and professional tools for process, hybrid, and discrete industries. Revenue spans the Americas, Europe, Asia, the Middle East, and Africa, while demand follows industrial investment and technology refresh cycles.

Supplies industrial automation across five segments: Control Systems & Software, Test & Measurement, Sensors, Final Control, and Safety & Productivity. DeltaV and Ovation manage plant processes; AspenTech software models and optimizes assets; NI platforms automate product testing. Rosemount and Micro Motion instruments measure process conditions, while Fisher, ASCO, and Bettis valves and actuators regulate flow. RIDGID and Greenlee tools serve mechanical and electrical trades.

Links field devices, controls, software, and test platforms for process, hybrid, and discrete industries, including energy, chemicals, power, life sciences, food, automotive, and semiconductors. The Americas provide roughly half of sales, with the balance across Asia, the Middle East, Africa, and Europe. Demand follows industrial investment and technology refresh cycles; most manufacturing sites sit outside the United States, and production uses globally sourced metals and electronic components.

Company facts

CEOSurendralal Lanca Karsanbhai
ListedJun 1, 1972
ExchangeNYSE
HeadquartersSaint Louis, MO
CountryUnited States
Employees71,000
CIK0000032604
ISINUS2910111044

Market cap$84.92B
EPS (ttm)$4.57
P/E (ttm)33.18
ROE12.7%
P/B4.17
P/S4.56
Dividend yieldDiv yield1.46%
Beta1.56vs XLI 1.31

Price target$170.00+12.1%Average of 42 analysts
ConsensusBuy23 of 42 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 28, 2026Morgan StanleyReiterate
Rating: Target: $125
Rating: UnderweightTarget: $135
Aug 24, 2026DA DavidsonReiterate
Rating: Target: $145
Rating: NeutralTarget: $155
Aug 14, 2026BernsteinReiterate
Rating: Target: $169
Rating: OutperformTarget: $186
Aug 7, 2026BMO CapitalReiterate
Rating: Target: $150
Rating: Market PerformTarget: $175
Aug 5, 2026Robert W. BairdTarget
Target: $168
Target: $171

Next report
Nov 4, 26
in 43 days
EPS estimate
$1.84
Revenue estimate
$5.10B
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.38$1.48$1.52$1.62$1.46$1.54$1.71Pending
Estimate$1.28$1.41$1.51$1.62$1.42$1.53$1.68$1.84
Surprise+7.8%+5.0%+0.7%0.0%+2.8%+0.7%+1.8%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$4.18B$4.43B$4.55B$4.86B$4.35B$4.56B$4.87BPending
Estimate$4.22B$4.39B$4.60B$4.90B$4.35B$4.59B$4.80B$5.10B
Surprise−1.0%+1.0%−1.0%−0.9%0.0%−0.7%+1.4%
Estimate$1.84
ReportedDue Nov 4, 2026
Estimate$5.10B
ReportedDue Nov 4, 2026
View details

Debt to equity67.70%
Current ratio89.60%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$4.62B$4.18B$4.43B$4.55B$4.86B$4.35B$4.56B$4.87B
Net income$996.0M$585.0M$485.0M$586.0M$636.0M$605.0M$618.0M$718.0M
Net margin21.6%14.0%10.9%12.9%13.1%13.9%13.5%14.7%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$790.0M$782.0M$859.0M$908.0M$982.0M$864.0M$901.0M$1.00B
YoY growth+2.2%+114.2%+20.1%+14.1%+24.3%+10.5%+4.9%+10.2%

Balance sheet, Jun 30, 2026Cash & short-term investments $2.18B · Total debt $13.80B · Total assets $42.21B · Shareholders' equity $20.38B

Revenue
$4.87B
Operating income
$1.00B
Net income
$718.0M
View details

Dividend yield
1.46%
Next ex-date
Nov 14, 26
estimated · in 53 days
Annual dividend
$2.22
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.5275$0.5275$0.5275$0.5275$0.555$0.555$0.555$0.555
Annual yield1.66%1.71%1.75%1.60%1.68%1.46%1.65%1.36%
Ex-dateNov 15Feb 14May 16Aug 15Nov 14Feb 13May 15Aug 14
Payment dateDec 10Mar 10Jun 10Sep 10Dec 10Mar 10Jun 10Sep 10
View details

Institutions82.35%462.79M shares
2,357 holders · as of Jun 30, 2026
Insiders0.29%1.62M shares
22 holders · as of Aug 25, 2026
Other17.36%97.59M shares
remainder

562.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.70%43.27Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.51%36.59Mas of Jun 30, 2026
State Street CorpInstitution
4.92%27.68Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
3.27%18.37Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
2.37%13.31Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 11, 2026Surendralal Lanca Karsanbhaidirector, officer: President & CEO−9,650$161.91
Aug 6, 2026Michael H. Trainofficer: SVP & Chief Sustain Officer−7,329$158.99
Jun 1, 2026Ram R. Krishnanofficer: Executive Vice Pres & COO−11,500$141.22
Mar 10, 2026Surendralal Lanca Karsanbhaidirector, officer: President & CEO−5,700$142.32
Feb 10, 2026Matthew S. Levatichdirector−1,476$162.16
View details

  • Honeywell Technologies

    Broadest overlap in DCS, simulation, instruments, and safety systems

  • Rockwell Automation

    Pure-play US rival in discrete/hybrid automation, DCS, and industrial software

  • Keysight Technologies

    Leading T&M rival contesting NI/LabVIEW in automated test and instruments

  • Ralliant

    Tektronix and Fluke parent contesting NI/EMR in precision test and measurement

Compare

CompanyPriceChange
Emerson Electric$154.55+1.87%$84.92B33.221.94.6+7.0%
Honeywell Technologies$211.15+2.26%$65.44B8.022.91.8−49.9%
Rockwell Automation$425.88+0.23%$47.28B39.929.45.3+7.9%
Keysight Technologies$346.54+1.32%$58.45B47.126.08.9+36.5%
Ralliant$69.46+0.80%$7.62B22.43.5+12.8%
Median39.924.54.4+10.4%