JPMorgan Adjusts Price Target on Emerson Electric to $184 From $169

Emerson (EMR) secured a contract with Technip Energies (TE) to supply automation tech for a SkyNRG SAF plant in the Netherlands. The plant, set to open in 2028, will produce 100,000 tonnes of SAF annually, aiding EU's aviation fuel regulations. Emerson's DeltaV ICSS and AMS Device Manager will be used. No financial details were disclosed.

Emerson Electric reported Q3 2026 revenue up 7% and adjusted EPS up 13%, raising full-year EPS guidance and planning $2.2b in shareholder returns. Management's confidence is based on strong organic sales and operational improvements. Analysts project $3.8b in profits by 2029, with a 13% upside to current stock price.

Emerson Electric (EMR) shares rose over 2% after Q3 2026 results showed 7% revenue growth and 13% adjusted EPS increase. The company improved profitability, raised 2026 EPS guidance, and plans to return $2.2B to shareholders. Analysts give a 'Moderate Buy' rating with a $171.69 average price target, implying 12.3% upside.

Equinor awarded Emerson Electric (EMR) a 13-year deal for measurement technologies and services, reinforcing their long-term partnership. The agreement supports Emerson's focus on automation and software growth, but investors should consider potential risks from legacy energy markets and global demand. Analysts expect $22.4B revenue and $4.2B earnings, though the deal's impact on these figures is uncertain.

Emerson Electric (EMR) reported Q3 2026 sales of $4.873B (+7% YoY) and adjusted EPS of $1.71 (+13%). It expects fiscal 2026 adjusted EPS of $6.55, operating cash flow of $4.1B, and free cash flow of $3.6B. The dividend yield is 1.41%, with a payout ratio of 34%. Free cash flow covers dividends 2.8x. The stock trades at 34.4x trailing P/E and 21.8x forward P/E.

Jefferies upgraded Emerson Electric (EMR) to Buy, raising its price target to $175 from $160. The upgrade is based on a compelling inflection thesis and strong growth prospects. Other articles mention Honeywell's stock decline due to disappointing future growth guidance and various analyst research calls on multiple companies.