Rockwell Automation (NYSE:ROK) Price Target Raised to $480.00 at Evercore

Rockwell Automation (NYSE:ROK) had its target price boosted by Evercore from $440.00 to $480.00 in a research note published on Wednesday morning,MarketScreener reports.

Other analysts also recently issued reports about the stock. 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. Barclays upped their target price on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a report on Wednesday. Argus raised Rockwell Automation to a “strong-buy” rating in a report on Friday, January 16th. Jefferies Financial Group restated a “hold” rating and issued a $380.00 price objective (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday, March 31st. Finally, Rothschild & Co Redburn upped their price objective on Rockwell Automation from $335.00 to $365.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 21st. One analyst has 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.com, the company has an average rating of “Moderate Buy” and a consensus target price of $436.00.

Rockwell Automation Trading Up 5.7%

Rockwell Automation stock opened at $460.89 on Wednesday. Rockwell Automation has a 12-month low of $277.66 and a 12-month high of $463.49. The firm has a market capitalization of $51.79 billion, a price-to-earnings ratio of 47.91, a P/E/G ratio of 2.98 and a beta of 1.56. The firm has a 50 day moving average of $385.85 and a 200 day moving average of $391.29. The company has a current ratio of 1.87, a quick ratio of 0.80 and a debt-to-equity ratio of 0.72.

Rockwell Automation (NYSE:ROK) last released its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The company had revenue of $2.24 billion for the quarter, compared to analysts’ expectations of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The firm’s revenue was up 11.9% compared to the same quarter last year. During the same quarter last year, the business earned $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. As a group, research analysts predict that Rockwell Automation will post 12.69 earnings per share for the current year.

Rockwell Automation Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be issued a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s payout ratio is currently 63.16%.

Insider Buying and Selling at Rockwell Automation

In other news, VP Isaac Woods sold 1,271 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total transaction of $515,631.99. Following the completion of 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, SVP Rebecca W. House sold 12,100 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total value of $4,891,667.00. Following the completion of the sale, the senior vice president owned 12,200 shares in the company, valued at $4,932,094. This represents a 49.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 55,063 shares of company stock worth $22,477,756. Insiders own 0.76% of the company’s stock.

Hedge Funds Weigh In On Rockwell Automation

A number of institutional investors and hedge funds have recently made changes to their positions in ROK. Vanguard Group Inc. lifted its holdings in shares of Rockwell Automation by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock valued at $5,527,249,000 after acquiring an additional 114,469 shares during the last quarter. State Street Corp raised its position in Rockwell Automation by 4.2% during the fourth quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock valued at $1,943,844,000 after purchasing an additional 202,705 shares during the period. Geode Capital Management LLC lifted its stake in shares of Rockwell Automation by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock valued at $1,133,397,000 after purchasing an additional 17,855 shares during the last quarter. Morgan Stanley boosted its holdings in shares of Rockwell Automation by 10.4% in the 4th quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock worth $1,136,801,000 after purchasing an additional 276,021 shares during the period. Finally, Goldman Sachs Group Inc. increased its position in shares of Rockwell Automation by 1.2% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,104,985 shares of the industrial products company’s stock valued at $818,986,000 after purchasing an additional 24,719 shares during the last quarter. 75.75% of the stock is owned by hedge funds and other institutional investors.

Rockwell Automation News Summary

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

• Positive Sentiment: Q2 beat and raised full-year guidance — Rockwell reported $3.30 EPS vs. ~$2.88 consensus and revenue of $2.24B (organic growth, margin gains). Management raised FY26 EPS guidance to $12.50–13.10 and revenue guidance above Street estimates, driving the rally. Why Rockwell Automation Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts revise forecasts upward — Multiple analysts raised earnings and price targets after the upbeat quarter, citing stronger AI/data-center and factory automation demand, which supports higher valuation assumptions. Analysts Raise Forecasts
• Positive Sentiment: Notable price-target increases from bullish shops — Several firms pushed targets materially higher (BNP Paribas Exane to $515, Goldman Sachs to $487, Evercore to $480), signaling institutional confidence in upside from the guidance beat. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Insider sales disclosed but executed under 10b5-1 plans — Several executives (VP Scott Genereux; SVPs Christopher Nardecchia and Matthew Fordenwalt) sold shares on May 5th in pre-arranged plans. Planned sales reduce negative signal vs. ad-hoc selling but warrant monitoring. Genereux Insider Trade Nardecchia Insider Trade Fordenwalt Insider Trade
• Neutral Sentiment: Mixed broker actions — Some shops raised targets materially while others kept neutral/equal-weight ratings or more modest hikes (e.g., Wells Fargo, JPMorgan, Rothschild), producing a mixed short-term backdrop even as consensus estimates moved up. JPMorgan PT Adjust
• Negative Sentiment: New cyber and third‑party data-privacy risk disclosure — Rockwell flagged heightened cyber and third‑party risks tied to its global IT and cloud reliance; while common for industrial software players, this adds operational/legal risk that investors should watch. Cyber Risk Disclosure

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.