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Emerson Electric Co.NYSE:EMR Stock Report

Market Cap US$82.9b
Share Price
US$141.09
US$164.51
14.2% undervalued intrinsic discount
1Y25.5%
7D0.5%
Portfolio Value
View

Emerson Electric Co.

NYSE:EMR Stock Report

Market Cap: US$82.9b

EMR Community Fair Values

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Emerson Electric Co. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Emerson Electric
Historical stock prices
Current Share PriceUS$141.09
52 Week HighUS$165.15
52 Week LowUS$109.53
Beta1.25
1 Month Change4.79%
3 Month Change-10.35%
1 Year Change25.55%
3 Year Change72.10%
5 Year Change48.97%
Change since IPO6,863.83%

Recent News & Updates

Narrative Update May 06

EMR: AI Disruption Risk Will Likely Cap Future Share Upside

Narrative Update The analyst price target for Emerson Electric has been revised higher by about $1 to reflect updated assumptions on discount rate, more conservative revenue growth, a higher profit margin outlook, and a slightly lower future P/E multiple, consistent with the mixed but generally constructive tone in recent research where several firms raised targets while others turned more cautious in the near term. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some firms lifting price targets while others are more cautious on execution and valuation risk.
Seeking Alpha May 06

Emerson Electric: Not An AI Infrastructure Company

Summary Emerson Electric Co. is a mature industrial company with slow growth, limited exposure to AI-driven data center capex, and a premium valuation. EMR's recent quarter showed 3% revenue and 4% earnings growth, reflecting dependence on broad macro drivers rather than high-growth sectors. Despite solid margins and over $3bn FCF, EMR's serial M&A and portfolio strategy have not enhanced growth or returns. I rate EMR stock a Sell due to its high valuation (20x P/E, 2.4x PEG) relative to modest 8–10% EPS growth and strategic limitations. Read the full article on Seeking Alpha
Narrative Update Apr 22

EMR: AI Disruption Risk Will Shape Future Automation And Software Execution Outcomes

Analyst price targets for Emerson Electric have been adjusted modestly, with mixed recent research that includes several target cuts from Wells Fargo and Barclays alongside multiple target increases and rating changes. The updated target is $205.00 as analysts balance AI related competitive risks with company specific drivers.

Recent updates

Narrative Update May 06

EMR: AI Disruption Risk Will Likely Cap Future Share Upside

Narrative Update The analyst price target for Emerson Electric has been revised higher by about $1 to reflect updated assumptions on discount rate, more conservative revenue growth, a higher profit margin outlook, and a slightly lower future P/E multiple, consistent with the mixed but generally constructive tone in recent research where several firms raised targets while others turned more cautious in the near term. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some firms lifting price targets while others are more cautious on execution and valuation risk.
Seeking Alpha May 06

Emerson Electric: Not An AI Infrastructure Company

Summary Emerson Electric Co. is a mature industrial company with slow growth, limited exposure to AI-driven data center capex, and a premium valuation. EMR's recent quarter showed 3% revenue and 4% earnings growth, reflecting dependence on broad macro drivers rather than high-growth sectors. Despite solid margins and over $3bn FCF, EMR's serial M&A and portfolio strategy have not enhanced growth or returns. I rate EMR stock a Sell due to its high valuation (20x P/E, 2.4x PEG) relative to modest 8–10% EPS growth and strategic limitations. Read the full article on Seeking Alpha
Narrative Update Apr 22

EMR: AI Disruption Risk Will Shape Future Automation And Software Execution Outcomes

Analyst price targets for Emerson Electric have been adjusted modestly, with mixed recent research that includes several target cuts from Wells Fargo and Barclays alongside multiple target increases and rating changes. The updated target is $205.00 as analysts balance AI related competitive risks with company specific drivers.
Narrative Update Apr 08

EMR: AI Disruption Risk Will Shape Future High Margin Automation Upside

Emerson Electric's analyst fair value estimate has been adjusted slightly higher from $204 to $205, as analysts balance modestly different assumptions for revenue growth, margins, and future P/E, alongside a wide range of recent price target changes and mixed views on AI related risks to its high margin hardware and software exposure. Analyst Commentary Street research on Emerson Electric over the past few months reflects a wide range of opinions, with some firms trimming price targets or flagging shorter term concerns and others lifting targets or adjusting ratings as they update their models.
Narrative Update Mar 25

EMR: AI Automation Demand And High Margins Will Drive Future Upside

Emerson Electric's analyst price targets have generally moved higher, with several firms lifting their views by $4 to $30 to reflect updated expectations around AI driven demand and software exposure, while also flagging emerging competitive risks in high margin hardware and automation software. Analyst Commentary Bullish analysts are focusing on Emerson Electric's mix of high margin automation hardware and software, with several research notes pointing to AI related demand as an important theme in recent price target updates.
Narrative Update Mar 10

EMR: AI Exposure And High Margins Will Support Future Upside

Emerson Electric's updated analyst price target holds steady at $204. Analysts are balancing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E with a mix of recent target raises and downgrades that reflect both AI driven opportunity and competitive risk in high margin industrial hardware and software.
Narrative Update Feb 24

EMR: Higher Long Term Margins And P/E Framework Will Support Upside

We are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.
Narrative Update Feb 09

EMR: Fair Outlook Weighs AI Demand Resilience Against Aspen Execution Overhang

The analyst price target for Emerson Electric has been raised by about US$9. Analysts cited adjustments in their models that include slightly higher projected revenue growth, modestly stronger profit margins, and a small change in the discount rate, while keeping future P/E assumptions broadly similar.
Narrative Update Jan 26

EMR: Fair Outlook Balances AI Demand Support And Aspen Execution Risks

Our analyst price target for Emerson Electric has been nudged higher to about US$156 from roughly US$154, reflecting updated Street views that balance slightly softer revenue growth assumptions with modestly stronger profitability and a similar long term P/E framework. This is supported by recent price target revisions from multiple firms and ongoing debate about near term upside.
Narrative Update Jan 10

EMR: Fair Outlook Balances AI Demand Opportunities And Execution Risks

Analysts have lifted their fair value estimate for Emerson Electric by about US$2.87 to roughly US$153.71. This change reflects updated expectations for slightly higher margins and valuation multiples, along with recent price target moves that have trended toward US$145 to US$150, even as some research highlights valuation limits and execution timing.
Narrative Update Dec 26

EMR: Long-Term Margin Expansion Will Support Bullish Upside From Current Levels

Analysts modestly reduced their price target on Emerson Electric to $150 from $151. The change reflects updated models that incorporate slightly lower long term revenue growth assumptions, a higher discount rate, and a modestly higher future earnings multiple.
Narrative Update Dec 12

EMR: Future Margins And Order Visibility Will Likely Restrain Share Upside

Analysts have modestly reduced their price target on Emerson Electric to approximately $120.65 from about $109.01, citing updated post earnings modeling that reflects slightly higher expected growth, a richer future valuation multiple, and a modestly lower profit margin outlook. Analyst Commentary JPMorgan recently trimmed its price target on Emerson Electric to $150 from $151 while maintaining a Neutral rating, signaling a more tempered outlook following the fiscal Q4 report.
Analysis Article Nov 08

Emerson Electric (NYSE:EMR) Has Announced That It Will Be Increasing Its Dividend To $0.555

Emerson Electric Co. ( NYSE:EMR ) has announced that it will be increasing its dividend from last year's comparable...
Analysis Article Oct 01

Why Emerson Electric Co. (NYSE:EMR) Could Be Worth Watching

Let's talk about the popular Emerson Electric Co. ( NYSE:EMR ). The company's shares saw significant share price...
Narrative Update Sep 04

Digital Automation And AI Adoption Will Fuel Global Modernization

Despite stable process markets, solid demand, and improved margin outlook following Emerson's portfolio shift, consensus analyst price targets remain unchanged at $149.69, reflecting more realistic market expectations and increased conviction in the company's long-term growth. Analyst Commentary Market expectations for Emerson's process and industrial capex outlook have become more realistic, supported by stable process markets expected into 2026.
Analysis Article Aug 11

Emerson Electric (NYSE:EMR) Has Affirmed Its Dividend Of $0.5275

The board of Emerson Electric Co. ( NYSE:EMR ) has announced that it will pay a dividend on the 10th of September, with...
Analysis Article Aug 05

We Think Emerson Electric (NYSE:EMR) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jun 26

Shareholders Should Be Pleased With Emerson Electric Co.'s (NYSE:EMR) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Analysis Article Jun 12

Is It Time To Consider Buying Emerson Electric Co. (NYSE:EMR)?

Emerson Electric Co. ( NYSE:EMR ) saw a significant share price rise of 34% in the past couple of months on the NYSE...
Seeking Alpha Apr 23

Emerson Electric: Buy The Dip On This Dividend Aristocrat

Summary Emerson Electric's price dip in recent months creates an attractive entry point. It trades below its historical average PE and has strong fundamentals and growth prospects. EMR's leadership in automation solutions, high margins, and strategic acquisitions position it well to benefit from rising global power demand and energy transition trends. Record gross and EBITDA margins, solid EPS growth, and a healthy balance sheet underscore EMR's high-quality status in industrial automation and energy solutions. With a safe dividend yield of 2.1%, strong profitability, and multiple growth levers, EMR offers potential for double-digit total returns at its current valuation. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

Emerson Electric: Investors Should Be Patient

Summary Emerson Electric Co. is a diversified technology and engineering company with two major segments: Intelligent Devices and Software & Control. The company employs around 73,000 people globally and has a market cap exceeding $70 billion. Over the past decade, Emerson Electric has returned approximately 175%, or about 10.7% annually. Despite a long history of dividend growth, it has been weak in recent years. Read the full article on Seeking Alpha
Seeking Alpha Nov 06

Emerson Q4: Acquiring All Shares Of Aspen Technology - Strong Buy

Summary I reiterate a “Strong Buy” rating on Emerson Electric Co. with a one-year target price of $150 per share, driven by its strategic acquisition of Aspen Technology, Inc. The full acquisition of Aspen Technology is expected to be value-accretive, enhancing Emerson’s market position by integrating hardware with leading industrial software solutions. Emerson’s Q4 results showed 4% organic revenue growth and a strategic focus on expanding its industrial software business, anticipating double-digit ACV growth. A key risk includes potential demand challenges in China, but overall, I favor Emerson’s move to consolidate Aspen Technology, strengthening its leadership in the industrial software market. Read the full article on Seeking Alpha
Seeking Alpha Sep 26

Emerson Electric: Growing Margins At A Reasonable Valuation

Summary Emerson Electric is down over 10% from its 52-week-high, presenting a potential buying opportunity for long-term investors. Emerson stands to gain over the medium term from improving EBIT margins and organic growth opportunities. The stock looks slightly undervalued today, with reasonable valuation multiples. Read the full article on Seeking Alpha
Seeking Alpha Sep 03

Emerson Electric: Upgrading My Portfolio With This Undervalued Dividend King

Summary I prioritize adding stocks that enhance my portfolio's quality, and Emerson Electric meets this criterion due to its alignment with the re-industrialization trend. Emerson Electric is well-positioned to benefit from the 5th Industrial Revolution, focusing on automation, electrification, and advanced manufacturing, making it a compelling long-term investment. After a recent 13% sell-off, EMR's valuation is attractive, trading below its historical P/E ratios, with strong fundamental growth prospects. Emerson's dividend yield of nearly 2% and its status as a Dividend King with 67 years of consecutive dividend growth provide additional investment security. Read the full article on Seeking Alpha
Seeking Alpha Aug 26

Emerson Electric: Buy The Drop On This Dividend Aristocrat

Summary REITs have performed well recently due to indications of interest rate hikes, but inflation uncertainties may lead investors to diversify into less interest rate-sensitive assets. Emerson Electric is a global leader in automation equipment and services, focusing on high-growth areas like sustainability and energy transition, with strong profitability and growth opportunities. EMR has shown better downside protection compared to real estate over the past 3 years, and carries a strong project pipeline. Read the full article on Seeking Alpha
Seeking Alpha Aug 19

Emerson Q3: Weak Orders In MRO, Discrete Automation

Summary Emerson transitioned into a growth industrial technology company with a focus on software, control, sustainability, and energy transitions. Weak MRO and discrete automation markets led to only 3% organic revenue and order growth in recent results. Despite short-term challenges, Emerson is expected to achieve 6% organic revenue growth in FY24 with a one-year target price of $140 per share. Read the full article on Seeking Alpha
User avatar
New Narrative Aug 19

Decisive Shifts And Innovation Fuel Growth In Energy, Life Sciences, And Tech Sectors

Sharpened focus on core operations through strategic divestitures enhances operational efficiencies and capital for growth, positively impacting net margins and earnings.

Shareholder Returns

EMRUS ElectricalUS Market
7D0.5%7.1%3.2%
1Y25.5%117.7%31.0%

Return vs Industry: EMR underperformed the US Electrical industry which returned 117.7% over the past year.

Return vs Market: EMR underperformed the US Market which returned 31% over the past year.

Price Volatility

Is EMR's price volatile compared to industry and market?
EMR volatility
EMR Average Weekly Movement5.7%
Electrical Industry Average Movement11.4%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: EMR has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: EMR's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
189071,000Lal Karsanbhaiwww.emerson.com

Emerson Electric Co., a technology and software company, provides various solutions in the Americas, Asia, the Middle East, Africa, and Europe. It operates through Final Control, Measurement & Analytical, Discrete Automation, Safety & Productivity, Control Systems & Software, and Test & Measurement segments. The Final Control segment provides control valves, isolation valves, shutoff valves, pressure relief valves, pressure safety valves, actuators, and regulators for process and hybrid industries under Anderson Greenwood, Bettis, Crosby, Fisher, Keystone, KTM, and Vanessa brands.

Emerson Electric Co. Fundamentals Summary

How do Emerson Electric's earnings and revenue compare to its market cap?
EMR fundamental statistics
Market capUS$82.89b
Earnings (TTM)US$2.44b
Revenue (TTM)US$18.32b
32.4x
P/E Ratio
4.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EMR income statement (TTM)
RevenueUS$18.32b
Cost of RevenueUS$8.67b
Gross ProfitUS$9.65b
Other ExpensesUS$7.21b
EarningsUS$2.44b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)4.35
Gross Margin52.67%
Net Profit Margin13.31%
Debt/Equity Ratio65.7%

How did EMR perform over the long term?

See historical performance and comparison

Dividends

1.6%
Current Dividend Yield
50%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 17:31
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Emerson Electric Co. is covered by 48 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David HeasmanAccountability Research Corporation
John EadeArgus Research Company
Michael HalloranBaird