Q2 EPS Forecast for Rockwell Automation Boosted by Analyst

Rockwell Automation, Inc. (NYSE:ROK) – Equities research analysts at Zacks Research upped their Q2 2026 earnings estimates for Rockwell Automation in a report issued on Thursday, February 19th. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $2.83 for the quarter, up from their previous estimate of $2.77. Zacks Research currently has a “Hold” rating on the stock. 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 Q3 2026 earnings at $3.00 EPS, Q4 2026 earnings at $3.23 EPS, FY2026 earnings at $11.81 EPS, Q1 2027 earnings at $2.87 EPS, Q2 2027 earnings at $3.16 EPS, Q3 2027 earnings at $3.39 EPS, Q4 2027 earnings at $3.93 EPS and FY2027 earnings at $13.36 EPS.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.46 by $0.29. The firm had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The business’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS.

ROK has been the topic of several other reports. Weiss Ratings reissued a “hold (c)” rating on shares of Rockwell Automation in a research note on Monday, December 29th. The Goldman Sachs Group raised Rockwell Automation from a “sell” rating to a “neutral” rating and upped their price objective for the stock from $329.00 to $448.00 in a report on Tuesday, December 16th. Morgan Stanley reiterated an “overweight” rating and issued a $460.00 price objective on shares of Rockwell Automation in a research report on Sunday, February 8th. Oppenheimer downgraded Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Finally, JPMorgan Chase & Co. upped their price target on Rockwell Automation from $400.00 to $404.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, Rockwell Automation presently has a consensus rating of “Moderate Buy” and an average target price of $417.22.

Rockwell Automation Trading Up 0.8%

ROK opened at $398.63 on Friday. Rockwell Automation has a 1-year low of $215.00 and a 1-year high of $438.72. The stock has a market capitalization of $44.79 billion, a PE ratio of 45.61, a PEG ratio of 2.83 and a beta of 1.52. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. The firm has a 50-day moving average price of $406.80 and a two-hundred day moving average price of $375.73.

Institutional Investors Weigh In On Rockwell Automation

Several hedge funds have recently bought and sold shares of ROK. Brighton Jones LLC bought a new stake in shares of Rockwell Automation in the 4th quarter valued at $281,000. AQR Capital Management LLC grew its stake in Rockwell Automation by 75.9% in the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after acquiring an additional 3,513 shares during the period. Empowered Funds LLC grew its stake in Rockwell Automation by 142.7% in the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after acquiring an additional 4,295 shares during the period. Acadian Asset Management LLC increased its holdings in shares of Rockwell Automation by 233.6% in the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock worth $484,000 after acquiring an additional 1,315 shares in the last quarter. Finally, Chicago Partners Investment Group LLC acquired a new stake in shares of Rockwell Automation during the second quarter worth about $264,000. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, CEO Blake D. Moret sold 5,564 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total transaction of $2,236,839.28. Following the transaction, the chief executive officer owned 94,585 shares in the company, valued at approximately $38,025,061.70. This trade represents a 5.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Scott Genereux sold 1,387 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.03, for a total value of $557,615.61. Following the completion of the sale, the vice president directly owned 4,514 shares of the company’s stock, valued at approximately $1,814,763.42. This trade represents a 23.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 25,531 shares of company stock valued at $10,259,637. Corporate insiders own 0.76% of the company’s stock.

Rockwell Automation Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Monday, February 23rd will be issued a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Monday, February 23rd. Rockwell Automation’s dividend payout ratio is currently 63.16%.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Zacks Research raised Rockwell’s FY2027 EPS view to $13.36 (from $12.71) and nudged FY2026 to $11.81, signaling stronger longer‑term earnings expectations that can support valuation expansion and justify the stock’s premium multiple.
• Positive Sentiment: Zacks increased several quarterly estimates for 2026–2027 (notably Q2 2026 to $2.83 and multiple Q2–Q4 2027 quarterly estimates), reinforcing a view of improving cadence into FY2027 and reducing near‑term forecast dispersion.
• Positive Sentiment: Customer win / product validation — Rockwell announced DLG Group’s deployment of its Computerized Maintenance Management System, citing a targeted ~10% reduction in downtime; tangible customer deployments like this support recurring software/services revenue and cross‑sell potential. Rockwell Automation Announces DLG Group’s Computerized Maintenance Management System Deployment to Drive 10% Downtime Reduction
• Neutral Sentiment: Zacks retains a “Hold” rating on ROK — while estimates were moved around, the unchanged rating suggests analysts see upside balanced by valuation and execution risks in the near term.
• Neutral Sentiment: Investor commentary on valuation: a recent Yahoo Finance piece reviews whether ROK’s multi‑year gains leave less upside, useful for sentiment but not new company data. Is It Too Late To Consider Rockwell Automation (ROK) After Strong Multi‑Year Gains?
• Negative Sentiment: Zacks trimmed Q4 2026 EPS materially (from $3.46 to $3.23) — a meaningful near‑term downgrade that could pressure next quarter sentiment and short‑term investor expectations.
• Negative Sentiment: Smaller cuts to Q1 2027 and Q3 2026 estimates indicate mixed near‑term momentum — while FY outlook was lifted, quarter‑to‑quarter revisions are uneven and introduce some execution risk for upcoming reports.

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.