Q1 EPS Estimate for Rockwell Automation Increased by Analyst

Rockwell Automation, Inc. (NYSE:ROK) – Equities researchers at Zacks Research lifted their Q1 2026 earnings per share estimates for shares of Rockwell Automation in a research report issued to clients and investors on Thursday, November 20th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings of $2.40 per share for the quarter, up from their prior estimate of $2.16. The consensus estimate for Rockwell Automation’s current full-year earnings is $9.35 per share. Zacks Research also issued estimates for Rockwell Automation’s Q2 2026 earnings at $2.77 EPS, Q3 2026 earnings at $3.01 EPS, FY2026 earnings at $11.64 EPS, Q1 2027 earnings at $2.89 EPS, Q2 2027 earnings at $3.04 EPS, Q3 2027 earnings at $3.15 EPS, Q4 2027 earnings at $3.59 EPS, FY2027 earnings at $12.67 EPS and FY2028 earnings at $15.38 EPS.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share for the quarter, beating analysts’ consensus estimates of $2.94 by $0.40. The company had revenue of $2.32 billion for the quarter, compared to analyst estimates of $2.19 billion. Rockwell Automation had a return on equity of 30.14% and a net margin of 12.03%.The company’s revenue for the quarter was up 13.8% on a year-over-year basis. During the same quarter last year, the company earned $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS.

Several other analysts have also issued reports on the stock. Oppenheimer reiterated an “outperform” rating and issued a $391.00 target price on shares of Rockwell Automation in a research note on Friday, November 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Rockwell Automation in a report on Wednesday. Barclays lifted their price target on Rockwell Automation from $370.00 to $417.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Robert W. Baird upped their price objective on Rockwell Automation from $392.00 to $402.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Citigroup reiterated a “buy” rating on shares of Rockwell Automation in a research note on Thursday, October 9th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Rockwell Automation currently has an average rating of “Moderate Buy” and an average target price of $371.44.

Rockwell Automation Price Performance

Shares of NYSE:ROK opened at $378.77 on Friday. The company has a current ratio of 1.06, a quick ratio of 0.72 and a debt-to-equity ratio of 0.72. The stock has a market cap of $42.53 billion, a PE ratio of 44.46, a price-to-earnings-growth ratio of 3.30 and a beta of 1.45. The stock’s fifty day simple moving average is $357.03 and its two-hundred day simple moving average is $341.16. Rockwell Automation has a 1-year low of $215.00 and a 1-year high of $398.20.

Rockwell Automation Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, December 10th. Investors of record on Monday, November 17th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Monday, November 17th. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. This represents a $5.52 dividend on an annualized basis and a yield of 1.5%. Rockwell Automation’s payout ratio is currently 72.06%.

Insider Buying and Selling

In other news, CEO Blake D. Moret sold 61,700 shares of the firm’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $391.56, for a total value of $24,159,252.00. Following the completion of the transaction, the chief executive officer owned 83,873 shares in the company, valued at $32,841,311.88. This trade represents a 42.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Isaac Woods sold 365 shares of the company’s stock in a transaction on Friday, August 29th. The stock was sold at an average price of $348.44, for a total value of $127,180.60. Following the completion of the sale, the vice president directly owned 1,691 shares in the company, valued at approximately $589,212.04. The trade was a 17.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 92,075 shares of company stock valued at $34,820,361 over the last quarter. 0.68% of the stock is currently owned by insiders.

Institutional Trading of Rockwell Automation

Hedge funds and other institutional investors have recently modified their holdings of the business. IMA Advisory Services Inc. purchased a new position in Rockwell Automation during the 1st quarter valued at about $32,000. Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of Rockwell Automation by 468.8% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 75 shares in the last quarter. Rexford Capital Inc. purchased a new position in shares of Rockwell Automation during the second quarter valued at approximately $33,000. Ameriflex Group Inc. boosted its position in shares of Rockwell Automation by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 50 shares in the last quarter. Finally, Legend Financial Advisors Inc. bought a new stake in shares of Rockwell Automation in the 2nd quarter worth approximately $39,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

About Rockwell Automation

Rockwell Automation, Inc provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services.