Is Wall Street Bullish or Bearish on Emerson Electric Stock?

Core Insights - Emerson Electric Co. is a global technology and engineering company with a market cap of $78.6 billion, providing solutions across various sectors including industrial, commercial, and residential markets [1] Stock Performance - The stock has underperformed the broader market in 2025, with a 12.6% increase, but has outperformed over the past year with a 28% rise compared to the S&P 500 Index's 16.3% YTD gains and 17.7% returns over the past year [2] - Compared to the Industrial Select Sector SPDR Fund (XLI), EMR has lagged behind its 17.7% gains in 2025 but outperformed XLI's 14.5% returns over the past year [3] Financial Results - Following the release of mixed Q3 results, Emerson's stock dropped 4.7%, primarily due to net sales of $4.6 billion missing expectations by 60 basis points, although this figure represented a nearly 4% year-over-year increase [4] - The company reported strong profitability and cash flows, with adjusted EPS increasing 6.3% year-over-year to $1.52, surpassing consensus estimates by 66 basis points, and generated free cash flows of $970 million during the quarter [4] Future Outlook - For the full fiscal 2025, analysts expect an adjusted EPS of $6, reflecting a 9.3% year-over-year increase, with a solid earnings surprise history as the company has exceeded bottom-line estimates in the past four quarters [5] - Among 24 analysts covering EMR, the consensus rating is a "Moderate Buy," consisting of 15 "Strong Buys," one "Moderate Buy," seven "Holds," and one "Moderate Sell" [5] - A month ago, the outlook was slightly more optimistic with 16 analysts recommending "Strong Buy" [6] Analyst Ratings - On October 15, JP Morgan analyst Stephen Tusa maintained a "Neutral" rating on EMR and raised the price target from $135 to $151 [7]