Q2 EPS Estimate for Rockwell Automation Raised by Analyst

Rockwell Automation, Inc. (NYSE:ROK) – Zacks Research lifted their Q2 2026 earnings estimates for shares of Rockwell Automation in a research note issued on Wednesday, April 22nd. Zacks Research analyst Team now anticipates that the industrial products company will post earnings of $2.84 per share for the quarter, up from their prior forecast of $2.83. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Rockwell Automation’s current full-year earnings is $12.14 per share. Zacks Research also issued estimates for Rockwell Automation’s Q3 2026 earnings at $3.01 EPS, Q4 2026 earnings at $3.24 EPS, FY2026 earnings at $11.83 EPS, Q1 2027 earnings at $2.88 EPS, Q2 2027 earnings at $3.17 EPS, Q3 2027 earnings at $3.40 EPS, Q4 2027 earnings at $3.94 EPS, FY2027 earnings at $13.39 EPS, Q1 2028 earnings at $3.47 EPS and FY2028 earnings at $15.42 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, topping analysts’ consensus estimates of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The company had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same quarter last year, the business posted $1.83 earnings per share. The firm’s revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS.

A number of other equities research analysts also recently weighed in on ROK. Morgan Stanley reaffirmed an “overweight” rating and issued a $460.00 target price on shares of Rockwell Automation in a research note on Sunday, February 8th. TD Cowen increased their price target on shares of Rockwell Automation from $330.00 to $350.00 and gave the stock a “hold” rating in a report on Friday, February 20th. Stephens raised their price objective on shares of Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a research report on Friday, January 23rd. Argus raised shares of Rockwell Automation to a “strong-buy” rating in a report on Friday, January 16th. Finally, KeyCorp reissued an “overweight” rating and issued a $470.00 target price on shares of Rockwell Automation in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, Rockwell Automation presently has an average rating of “Moderate Buy” and a consensus price target of $406.67.

Rockwell Automation Stock Performance

Shares of ROK opened at $408.92 on Thursday. Rockwell Automation has a 12-month low of $239.57 and a 12-month high of $438.72. 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 company has a market cap of $45.95 billion, a PE ratio of 46.79, a price-to-earnings-growth ratio of 2.90 and a beta of 1.54. The stock has a 50-day moving average price of $382.60 and a 200-day moving average price of $387.13.

Rockwell Automation Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, May 18th. Rockwell Automation’s payout ratio is 63.16%.

Insider Buying and Selling

In related news, SVP Matthew W. Fordenwalt sold 1,200 shares of the stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $400.00, for a total transaction of $480,000.00. Following the completion of the sale, the senior vice president directly owned 4,437 shares in the company, valued at $1,774,800. This represents a 21.29% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Cyril Perducat sold 198 shares of the firm’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $395.00, for a total transaction of $78,210.00. Following the completion of the transaction, the senior vice president owned 6,241 shares in the company, valued at $2,465,195. This represents a 3.08% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 51,375 shares of company stock worth $20,828,717 in the last 90 days. 0.76% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Rockwell Automation

Several hedge funds and other institutional investors have recently modified their holdings of the company. MV Capital Management Inc. purchased a new position in Rockwell Automation during the 4th quarter valued at about $28,000. Manchester Capital Management LLC lifted its holdings in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock worth $31,000 after buying an additional 39 shares during the period. First Horizon Corp bought a new stake in shares of Rockwell Automation in the 4th quarter worth approximately $32,000. BOK Financial Private Wealth Inc. bought a new stake in shares of Rockwell Automation in the 4th quarter worth approximately $33,000. Finally, TD Capital Management LLC purchased a new position in shares of Rockwell Automation during the fourth quarter valued at approximately $33,000. 75.75% of the stock is owned by institutional investors.

Key Rockwell Automation News

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

• Positive Sentiment: Zacks Research raised earnings estimates across several quarters and fiscal years (small, incremental bumps). Notable moves include FY2026 to $11.83 (from $11.81), FY2027 to $13.39 (from $13.36) and FY2028 to $15.42 (from $15.39); several quarterly estimates (e.g., Q2 2026 to $2.84, Q3 2026 to $3.01, Q4 2026 to $3.24, Q1 2027 to $2.88, Q2–Q4 2027 and Q1 2028 nudged higher). Zacks remains at a “Hold” rating, so upgrades are supportive but incremental.
• Positive Sentiment: Rockwell will demonstrate cloud‑connected factory design and industrial operations with Amazon Web Services at Hannover Messe 2026, highlighting its push into cloud-enabled industrial software and partner-led differentiation. Rockwell Automation to Demonstrate Cloud-Connected Factory Design and Industrial Operations with AWS at Hannover Messe 2026

Rockwell Automation Company Profile

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.