Rockwell Automation (NYSE:ROK) Price Target Raised to $350.00

Rockwell Automation (NYSE:ROK) had its price objective raised by TD Cowen from $330.00 to $350.00 in a report published on Friday morning,MarketScreener reports. TD Cowen currently has a hold rating on the industrial products company’s stock.

Several other equities research analysts have also commented on ROK. Jefferies Financial Group boosted their target price on shares of Rockwell Automation from $450.00 to $470.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Citigroup raised their price objective on shares of Rockwell Automation from $439.00 to $466.00 and gave the company a “buy” rating in a research note on Monday, December 8th. The Goldman Sachs Group raised shares of Rockwell Automation from a “sell” rating to a “neutral” rating and boosted their price objective for the stock from $329.00 to $448.00 in a report on Tuesday, December 16th. Barclays upped their target price on shares of Rockwell Automation from $435.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $460.00 price target on shares of Rockwell Automation in a research report on Sunday, February 8th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $418.33.

Rockwell Automation Stock Up 0.8%

Shares of NYSE ROK opened at $398.63 on Friday. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. The firm has a market cap of $44.79 billion, a price-to-earnings ratio of 45.61, a PEG ratio of 2.84 and a beta of 1.52. Rockwell Automation has a 52-week low of $215.00 and a 52-week high of $438.72. The business’s 50 day moving average is $406.80 and its two-hundred day moving average is $376.28.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share 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 business had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the prior year, the company earned $1.83 earnings per share. The company’s revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Research analysts predict that Rockwell Automation will post 9.35 EPS for the current year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders 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 dividend yield of 1.4%. The ex-dividend date is Monday, February 23rd. Rockwell Automation’s dividend payout ratio (DPR) is 63.16%.

Insider Activity at Rockwell Automation

In related news, SVP Matheus De A. G. Viera Bulho sold 476 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total value of $191,361.52. Following the completion of the sale, the senior vice president directly owned 2,401 shares in the company, valued at approximately $965,250.02. This represents a 16.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Matthew W. Fordenwalt sold 146 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.48, for a total value of $58,762.08. Following the sale, the senior vice president owned 4,437 shares in the company, valued at approximately $1,785,803.76. The trade was a 3.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 25,531 shares of company stock valued at $10,259,637 over the last three months. Insiders own 0.76% of the company’s stock.

Institutional Trading of Rockwell Automation

Institutional investors and hedge funds have recently modified their holdings of the business. Manchester Capital Management LLC increased its stake in shares of Rockwell Automation by 97.5% during the fourth quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after acquiring an additional 39 shares during the period. First Horizon Corp bought a new position in Rockwell Automation during the 4th quarter valued at $32,000. BOK Financial Private Wealth Inc. acquired a new position in shares of Rockwell Automation during the 4th quarter valued at $33,000. Fortitude Family Office LLC increased its position in shares of Rockwell Automation by 109.5% during the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 46 shares during the period. Finally, Thurston Springer Miller Herd & Titak Inc. raised its stake in shares of Rockwell Automation by 468.8% in the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock worth $32,000 after buying an additional 75 shares in the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.

Rockwell Automation News Roundup

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.

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.