Rockwell Automation (NYSE:ROK) Given New $350.00 Price Target at TD Cowen

Rockwell Automation (NYSE:ROK) had its target price boosted by TD Cowen from $330.00 to $350.00 in a research report sent to investors on Friday morning,MarketScreener reports. The firm currently has a hold rating on the industrial products company’s stock.

A number of other equities research analysts also recently issued reports on the company. The Goldman Sachs Group upgraded Rockwell Automation from a “sell” rating to a “neutral” rating and upped their price objective for the company from $329.00 to $448.00 in a research report on Tuesday, December 16th. Barclays increased their price target on Rockwell Automation from $435.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Morgan Stanley reaffirmed an “overweight” rating and set a $460.00 price objective on shares of Rockwell Automation in a research note on Sunday, February 8th. Wells Fargo & Company boosted their price objective on shares of Rockwell Automation from $380.00 to $410.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. Finally, Oppenheimer lowered 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, ten have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $418.33.

Rockwell Automation Trading Up 0.8%

Shares of ROK opened at $398.63 on Friday. The stock has a market capitalization of $44.79 billion, a PE ratio of 45.61, a P/E/G ratio of 2.85 and a beta of 1.52. The company’s fifty day moving average is $406.80 and its 200 day moving average is $375.94. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. Rockwell Automation has a fifty-two week low of $215.00 and a fifty-two week high of $438.72.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. The business had revenue of $2.11 billion during the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The business’s revenue was up 11.9% on a year-over-year basis. During the same period last year, the company posted $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Sell-side analysts expect 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 will be paid on Tuesday, March 10th. Stockholders of record on Monday, February 23rd will be paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, February 23rd. Rockwell Automation’s payout ratio is currently 63.16%.

Insider Buying and Selling

In related news, CEO Blake D. Moret sold 5,564 shares of Rockwell Automation stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.02, for a total transaction of $2,236,839.28. Following the completion of the sale, the chief executive officer owned 94,585 shares in the company, valued at $38,025,061.70. This trade represents a 5.56% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Rebecca W. House sold 1,698 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.06, for a total transaction of $682,697.88. Following the completion of the transaction, the senior vice president owned 12,200 shares in the company, valued at $4,905,132. This represents a 12.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 25,531 shares of company stock worth $10,259,637 over the last ninety days. 0.76% of the stock is owned by insiders.

Institutional Investors Weigh In On Rockwell Automation

Institutional investors and hedge funds have recently bought and sold shares of the company. Manchester Capital Management LLC raised its holdings in Rockwell Automation by 97.5% in the fourth quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock worth $31,000 after purchasing an additional 39 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. raised its stake in shares of Rockwell Automation by 468.8% during the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 75 shares in the last quarter. First Horizon Corp purchased a new stake in Rockwell Automation during the fourth quarter valued at approximately $32,000. Rexford Capital Inc. acquired a new stake in Rockwell Automation in the second quarter valued at approximately $33,000. Finally, BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation in the fourth quarter worth $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 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.