Rockwell Automation (NYSE:ROK) Price Target Raised to $440.00

Rockwell Automation (NYSE:ROK) had its target price increased by Wells Fargo & Company from $360.00 to $440.00 in a research report released on Wednesday morning,Benzinga reports. The brokerage currently has an equal weight rating on the industrial products company’s stock.

Several other analysts have also recently weighed in on ROK. The Goldman Sachs Group upped their price objective on shares of Rockwell Automation from $448.00 to $487.00 in a research note on Wednesday. Weiss Ratings raised shares of Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, March 25th. Morgan Stanley reaffirmed an “overweight” rating and set a $525.00 price objective on shares of Rockwell Automation in a research note on Wednesday. Oppenheimer lowered shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Finally, Evercore upped their target price on shares of Rockwell Automation from $440.00 to $480.00 in a research report on Wednesday. One research 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 company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $438.70.

Rockwell Automation Price Performance

Shares of Rockwell Automation stock opened at $453.17 on Wednesday. The company has a current ratio of 1.09, a quick ratio of 0.80 and a debt-to-equity ratio of 0.72. The stock has a market capitalization of $50.42 billion, a price-to-earnings ratio of 47.11, a P/E/G ratio of 2.87 and a beta of 1.56. Rockwell Automation has a 1-year low of $290.14 and a 1-year high of $463.48. The firm’s 50-day moving average price is $386.73 and its two-hundred day moving average price is $392.01.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, topping the consensus estimate of $2.88 by $0.42. The firm 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 company’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities analysts predict that Rockwell Automation will post 13.02 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.2%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s dividend payout ratio is currently 57.38%.

Insiders Place Their Bets

In related news, SVP Tessa M. Myers sold 1,985 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total value of $812,599.45. Following the transaction, the senior vice president directly owned 4,036 shares in the company, valued at $1,652,217.32. This represents a 32.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Rebecca W. House sold 12,100 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the completion of the transaction, 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. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 59,087 shares of company stock valued at $24,296,483 over the last three months. 0.76% of the stock is owned by insiders.

Hedge Funds Weigh In On Rockwell Automation

Large investors have recently bought and sold shares of the business. MV Capital Management Inc. acquired a new position in Rockwell Automation in the fourth quarter valued at approximately $28,000. Manchester Capital Management LLC lifted 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 valued at $31,000 after buying an additional 39 shares during the period. Cassaday & Co Wealth Management LLC acquired a new position in Rockwell Automation in the first quarter valued at approximately $31,000. First Horizon Corp acquired a new position in Rockwell Automation in the fourth quarter valued at approximately $32,000. Finally, BOK Financial Private Wealth Inc. acquired a new position in Rockwell Automation in the fourth quarter valued at approximately $33,000. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Rockwell’s earnings beat and raised FY2026 guidance continue to drive investor optimism about growth and margins. Why Rockwell Automation (ROK) Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts have been lifting price targets following the strong quarter, which supports the stock’s momentum. Analysts Raise Their Forecasts Following Upbeat Q2 Results
• Positive Sentiment: Market commentary is framing Rockwell as a beneficiary of AI, data-center, and automation spending, which can strengthen the longer-term growth story. Rockwell Automation: Benefiting From The AI Data Center Surge
• Neutral Sentiment: Several insiders sold shares under pre-arranged trading plans, which is worth watching but does not necessarily signal a fundamental change. Executive Insider Sale Filing
• Negative Sentiment: Rockwell disclosed cyber and third-party data-privacy risks tied to its global IT and cloud reliance, a longer-term risk that could weigh on valuation if concerns build. New Cyber / Data Privacy 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.