EMR monthly performance report
Check EMR's monthly returns, drawdown, and seasonality trends — updated every month.
EMR monthly report
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Key takeaways
- Emerson Electric (EMR) closed September 2026 at $149.92, down 1.65% for the month and +13.65% over the trailing 12 months.
- Year-to-date, EMR is +12.96%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +4.61% versus its 200-day moving average ($143.31), a bullish technical signal.
- Over the past three years, EMR has underperformed the S&P 500 by −21.19%, with a relative strength index reading of 87.7.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Emerson Electric ended September 2026 at $149.92, posting a monthly return of −1.65%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −0.95%.
The current quarter stands at +4.73% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +4.61% versus the 200-day moving average ($143.31).
Year-to-date, EMR is +12.96% against SPY +11.70%, a gap of +1.26%. The stock is currently −9.82% below its 52-week high, with maximum 3-year drawdown at −29.91%.
| Period | EMR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.71% | −0.12% | +1.83% |
| 1 Week | −1.49% | −0.34% | −1.15% |
| 1 Month | −1.65% | −0.70% | −0.95% |
| 3 Months | +0.75% | +2.80% | −2.05% |
| 6 Months | +13.37% | +13.85% | −0.48% |
| YTD | +12.96% | +11.70% | +1.26% |
| 12 Months | +13.65% | +15.01% | −1.36% |
| 3 Years | +50.51% | +71.69% | −21.19% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +22.47% |
| #2 | Feb 2024 | +16.48% |
| #3 | May 2025 | +13.58% |
| #4 | Jun 2025 | +11.69% |
| #5 | Jan 2026 | +10.73% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −13.09% |
| #2 | Aug 2024 | −10.01% |
| #3 | Mar 2025 | −9.84% |
| #4 | Aug 2025 | −9.28% |
| #5 | Oct 2023 | −7.87% |
| Quarter | Return |
|---|---|
| Q2 2025 | +21.61% |
| Q3 2025 | −1.61% |
| Q4 2025 | +1.17% |
| Q1 2026 | −1.28% |
| Q2 2026 | +9.26% |
| Q3 2026 (QTD) | +4.73% |
| Year | Return |
|---|---|
| 2023 | +1.32% |
| 2024 | +27.33% |
| 2025 | +7.09% |
| 2026 | +12.96% |
| Metric | Value |
|---|---|
| 52-Week High | $166.24 (2026-08-12) |
| 52-Week Low | $122.64 (2026-03-30) |
| Current Price | $149.92 |
| 200-Day Moving Average | $143.31 |
| Price vs 200DMA | +4.61% |
| 3-Year Maximum Drawdown | −29.91% (2025-04-08) |
| Current Drawdown from 52W High | −9.82% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 87.7 |
| 3-Year Excess Return vs S&P 500 | −21.19% |
| RS Peak | 104.6 (Jul 2025) |
| RS Trough | 79.3 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EMR's return for this report period?
EMR returned −1.65% in the latest monthly window ending 2026-09-18.
Has EMR outperformed SPY year to date?
YTD EMR: +12.96% vs SPY: +11.70%.
What is EMR's 12-month return?
+13.65% over the trailing 12 months.
Is EMR above or below its 200-day moving average?
Price is +4.61% versus 200DMA ($143.31).
What is the maximum drawdown in the 3-year window?
−29.91% on 2025-04-08.