JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Rockwell Automation (NYSE:ROK) Stock

Rockwell Automation (NYSE:ROK) had its price target boosted by analysts at JPMorgan Chase & Co. from $400.00 to $404.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the industrial products company’s stock. JPMorgan Chase & Co.‘s target price suggests a potential downside of 2.83% from the company’s current price.

A number of other equities research analysts have also weighed in on the company. Robert W. Baird lifted their target price on Rockwell Automation from $392.00 to $402.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Bank of America lifted their price objective on shares of Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Citigroup boosted their price objective on shares of Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a research note on Monday, December 8th. Wall Street Zen raised Rockwell Automation from a “hold” rating to a “buy” rating in a research report on Sunday, September 21st. Finally, Wells Fargo & Company lifted their price target on Rockwell Automation from $380.00 to $410.00 and gave the company an “equal weight” rating in a report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $406.69.

Rockwell Automation Trading Down 1.3%

Shares of ROK opened at $415.75 on Friday. The firm has a market capitalization of $46.68 billion, a price-to-earnings ratio of 54.28, a PEG ratio of 2.77 and a beta of 1.52. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.14 and a quick ratio of 0.77. Rockwell Automation has a 1-year low of $215.00 and a 1-year high of $425.90. The company has a 50-day moving average of $396.62 and a 200 day moving average of $365.13.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Thursday, November 6th. The industrial products company reported $3.34 EPS for the quarter, topping analysts’ consensus estimates of $2.94 by $0.40. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. The business had revenue of $4.63 billion for the quarter, compared to the consensus estimate of $2.19 billion. During the same period in the prior year, the firm earned $2.47 EPS. The company’s revenue for the quarter was up 13.8% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. On average, research analysts expect that Rockwell Automation will post 9.35 EPS for the current year.

Insider Activity at Rockwell Automation

In other news, CEO Blake D. Moret sold 61,700 shares of Rockwell Automation stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $391.56, for a total transaction of $24,159,252.00. Following the completion of the sale, the chief executive officer directly owned 83,873 shares in the company, valued at approximately $32,841,311.88. The trade was a 42.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Rebecca W. House sold 1,698 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.06, for a total value of $682,697.88. Following the completion of the transaction, the senior vice president directly owned 12,200 shares in the company, valued at approximately $4,905,132. The trade was a 12.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 88,053 shares of company stock worth $34,718,919 over the last ninety days. Corporate insiders own 0.76% of the company’s stock.

Hedge Funds Weigh In On Rockwell Automation

Institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in shares of Rockwell Automation by 1.5% in the second quarter. Vanguard Group Inc. now owns 14,058,406 shares of the industrial products company’s stock worth $4,669,781,000 after acquiring an additional 207,448 shares during the period. State Street Corp boosted its holdings in Rockwell Automation by 0.9% in the third quarter. State Street Corp now owns 4,793,425 shares of the industrial products company’s stock valued at $1,675,446,000 after purchasing an additional 42,809 shares during the last quarter. Geode Capital Management LLC grew its position in Rockwell Automation by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 2,874,428 shares of the industrial products company’s stock worth $950,744,000 after purchasing an additional 48,105 shares during the period. Northern Trust Corp raised its stake in shares of Rockwell Automation by 3.6% during the 3rd quarter. Northern Trust Corp now owns 1,423,449 shares of the industrial products company’s stock valued at $497,538,000 after buying an additional 49,477 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of Rockwell Automation by 12.0% in the 3rd quarter. Invesco Ltd. now owns 1,235,788 shares of the industrial products company’s stock valued at $431,945,000 after buying an additional 132,637 shares during the period. 75.75% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Rockwell Automation

Here are the key news stories impacting Rockwell Automation this week:

• Positive Sentiment: Morgan Stanley upgraded Rockwell to a buy (supporting upside expectations and investor confidence). Rockwell Automation (ROK) Receives a Buy from Morgan Stanley
• Positive Sentiment: Zacks highlights Rockwell’s strong history of earnings surprises and says the company has the attributes that make another beat likely — a positive for short‑term sentiment ahead of upcoming reports. Will Rockwell Automation (ROK) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Zacks also profiles ROK as a long‑term momentum stock, reinforcing investor interest from momentum/style investors. Why Rockwell Automation (ROK) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Zacks Research nudged several near‑term EPS estimates slightly higher (Q1 and Q4 adjustments), a modest fundamental positive that helps justify current multiple. MarketBeat / Zacks estimate notes
• Neutral Sentiment: Rockwell released its 2025 Sustainability Report — supportive for long‑term ESG positioning but unlikely to move near‑term trading materially. Rockwell Automation 2025 Sustainability Report Issued
• Neutral Sentiment: Coverage pieces (valuation checks and a Daktronics comparison) provide context for investors deciding between growth/momentum vs pure value plays; these are informative but not market‑moving. DAKT or ROK: Which Is the Better Value Stock Right Now?
• Negative Sentiment: JPMorgan raised its price target modestly to $404 but kept a neutral rating — the PT implies downside versus the current quote and signals caution from a major house. Benzinga note on JPMorgan price target
• Negative Sentiment: Zacks slightly trimmed FY2028 EPS estimates (tiny adjustment) — not a large fundamental change but contributes to mixed near‑term guidance/expectations. MarketBeat / Zacks estimate notes

About Rockwell Automation

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.