Emerson Electric Company (EMR) Stock Falls on Q1 2026 Earnings

Emerson Electric Company (EMR) reported results for the first quarter of fiscal 2026.

Total revenues: $4.35 billion (+4.1% year-over-year).

Gross profit: $2.31 billion (+3.4% YoY).

Operating profit: $1.07 billion (+5.7% YoY).

Net income attributable to common shareholders: $605 million (+3.4% YoY).

Diluted EPS: $1.07 (+4.9% YoY).

Cash from operating activities: $699 million (-10.0% YoY).

Capital spending: $97 million (+16.9% YoY).

Cash and cash equivalents: $1.75 billion (-38.3% YoY).

Total liabilities: $21.65 billion (+33.4% YoY).

Reported diluted EPS of $1.07 versus the consensus estimate of $1.43.

Revenue of $4.35 billion versus the estimate of $4.39 billion.

Shares were down 1.15% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Emerson Electric Company Insider Trading Activity

Emerson Electric Company insiders have traded $EMR stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $EMR stock by insiders over the last 6 months:

SURENDRALAL LANCA KARSANBHAI (President & CEO) sold 7,263 shares for an estimated $965,979

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Emerson Electric Company Hedge Fund Activity

We have seen 845 institutional investors add shares of Emerson Electric Company stock to their portfolio, and 972 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 8,823,166 shares (+70.4%) to their portfolio in Q3 2025, for an estimated $1,157,422,915
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,770,848 shares (+85.0%) to their portfolio in Q3 2025, for an estimated $494,659,840
STIFEL FINANCIAL CORP removed 3,259,854 shares (-76.7%) from their portfolio in Q3 2025, for an estimated $427,627,647
BANK OF AMERICA CORP /DE/ removed 2,465,183 shares (-12.9%) from their portfolio in Q3 2025, for an estimated $323,382,705
AMERIPRISE FINANCIAL INC added 2,075,425 shares (+185.7%) to their portfolio in Q3 2025, for an estimated $272,254,251
CAPITAL WORLD INVESTORS removed 1,532,420 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $201,022,855
1832 ASSET MANAGEMENT L.P. added 1,481,481 shares (+109.3%) to their portfolio in Q3 2025, for an estimated $194,340,677

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Emerson Electric Company Government Contracts

We have seen $9,596,914 of award payments to $EMR over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

PMA260 CASS FOT NI PARTS ORDER 0007: $4,356,600
PMA260 CASS FOT NI PARTS ORDER 0008: $1,524,810
ASPENTECH PROCESS SIMULATION SOFTWARE LICENSE RENEWAL (CARBON SIMULATION INITIATIVE CCSI PROJECT): $761,677
TO ACQUIRE OPEN SYSTEMS INTERNATIONAL (OSI) MONARCH SUPERVISORY AND CONTROL (SCADA) AND ENERGY MANAGEMENT S...: $610,645
PMA260 CASS FOT NI PARTS ORDER 0005: $303,464

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Emerson Electric Company Congressional Stock Trading

Members of Congress have traded $EMR stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $EMR stock by members of Congress over the last 6 months:

REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Emerson Electric Company Price Targets

Multiple analysts have issued price targets for $EMR recently. We have seen 7 analysts offer price targets for $EMR in the last 6 months, with a median target of $153.0.

Here are some recent targets:

Stephen Tusa from JP Morgan set a target price of $157.0 on 01/16/2026
Julian Mitchell from Barclays set a target price of $145.0 on 01/07/2026
Joseph O'Dea from Wells Fargo set a target price of $145.0 on 01/07/2026
Amit Mehrotra from UBS set a target price of $168.0 on 01/05/2026
Alexander Virgo from Evercore ISI Group set a target price of $170.0 on 12/15/2025
Saree Boroditsky from Jefferies set a target price of $145.0 on 12/10/2025
Deane Dray from RBC Capital set a target price of $153.0 on 11/06/2025