EMR monthly performance report
Monthly EMR research: returns, drawdown, relative strength, seasonality, and key stats.
EMR monthly report
—
Key takeaways
- Emerson Electric (EMR) closed August 2026 at $162.47, up 8.44% for the month and +15.58% over the trailing 12 months.
- Year-to-date, EMR is +22.42%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +16.07% versus its 200-day moving average ($139.97), a bullish technical signal.
- Over the past three years, EMR has underperformed the S&P 500 by −2.25%, with a relative strength index reading of 97.8.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Emerson Electric ended August 2026 at $162.47, posting a monthly return of +8.44%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +5.40%.
The current quarter stands at +9.63% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +16.07% versus the 200-day moving average ($139.97).
Year-to-date, EMR is +22.42% against SPY +12.89%, a gap of +9.53%. The stock is currently −1.62% below its 52-week high, with maximum 3-year drawdown at −29.91%.
| Period | EMR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.29% | −0.20% | +2.48% |
| 1 Week | +7.02% | +3.90% | +3.12% |
| 1 Month | +8.44% | +3.05% | +5.40% |
| 3 Months | +15.69% | +7.11% | +8.57% |
| 6 Months |