Rockwell Automation (NYSE:ROK – Free Report) had its price objective cut by Wells Fargo & Company from $410.00 to $360.00 in a report issued on Wednesday,Benzinga reports. They currently have an equal weight rating on the industrial products company’s stock.
ROK has been the subject of several other research reports. Zacks Research cut Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Jefferies Financial Group reiterated a “hold” rating and issued a $380.00 target price (down from $490.00) on shares of Rockwell Automation in a research note on Tuesday. Citigroup boosted their target price on shares of Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a research report on Monday, December 8th. Rothschild & Co Redburn increased their price target on shares of Rockwell Automation from $335.00 to $365.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 21st. Finally, Oppenheimer downgraded shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 20th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, Rockwell Automation currently has an average rating of “Moderate Buy” and a consensus price target of $406.67.
Get Our Latest Stock Report on ROK
Rockwell Automation Price Performance
Rockwell Automation (NYSE:ROK – Get Free Report) last issued its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping the consensus estimate 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 analyst estimates of $2.08 billion. During the same period in the prior year, the firm posted $1.83 EPS. The business’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. As a group, sell-side analysts predict that Rockwell Automation will post 9.35 earnings per share for the current fiscal year.
Rockwell Automation Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd were given a dividend of $1.38 per share. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $5.52 dividend on an annualized basis and a yield of 1.5%. Rockwell Automation’s dividend payout ratio is presently 63.16%.
Insider Activity at Rockwell Automation
In other Rockwell Automation news, VP Isaac Woods sold 1,271 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total transaction of $515,631.99. Following the transaction, the vice president owned 1,687 shares in the company, valued at $684,399.03. This trade represents a 42.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Scott Genereux sold 17,407 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total transaction of $7,043,046.27. Following the completion of the sale, the vice president owned 3,314 shares of the company’s stock, valued at $1,340,877.54. The trade was a 84.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 49,228 shares of company stock valued at $19,992,391. 0.76% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently bought and sold shares of the company. MV Capital Management Inc. bought a new stake in Rockwell Automation during the fourth quarter valued at about $28,000. Manchester Capital Management LLC grew 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 valued at $31,000 after buying an additional 39 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. grew its holdings in 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 valued at $32,000 after buying an additional 75 shares during the last quarter. First Horizon Corp bought a new position in Rockwell Automation in the 4th quarter worth approximately $32,000. Finally, Rexford Capital Inc. bought a new position in Rockwell Automation in the 2nd quarter worth approximately $33,000. Institutional investors and hedge funds own 75.75% of the company’s stock.
Trending Headlines about Rockwell Automation
Here are the key news stories impacting Rockwell Automation this week:
- Positive Sentiment: Barclays trimmed its price target to $400 but kept an “overweight” rating, signaling continued conviction in ROK’s longer‑term growth even after pulling back near‑term expectations. Barclays adjusts price target
- Positive Sentiment: Robert W. Baird lowered its target to $410, which still implies meaningful upside versus current levels — a vote that ROK’s fundamentals remain attractive to some buy‑side analysts. Baird lowers price target
- Neutral Sentiment: Rockwell launched a new season of its ROKStudios video series on the automation→autonomy journey — positive for branding and customer engagement but unlikely to move near‑term earnings. ROKStudios video series
- Neutral Sentiment: Recent coverage taking a fresh look at ROK’s valuation after a rebound—useful context for investors assessing whether current multiples (still elevated) are justified by growth and software momentum. Valuation analysis
- Negative Sentiment: Jefferies downgraded ROK from Buy to Hold and slashed its target (reports show reductions to $380 and commentary citing limited re‑rating potential), a headline that pressured sentiment and highlights concerns about valuation vs. growth. Jefferies downgrade
- Negative Sentiment: Wells Fargo cut its price target to $360 and moved to an “equal weight” stance — a direct downgrade in expected near‑term upside that may add selling pressure. Wells Fargo price target cut
- Negative Sentiment: Critical retail/strategy pieces (e.g., “3 Reasons ROK is Risky”) are amplifying worries about valuation and competition, which can sway momentum traders and retail flows. Critical article
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.
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