Zacks Research Issues Optimistic Forecast for ROK Earnings

Rockwell Automation, Inc. (NYSE:ROK) – Investment analysts at Zacks Research raised their Q3 2026 earnings estimates for Rockwell Automation in a research report issued to clients and investors on Tuesday, May 19th. Zacks Research analyst Team now expects that the industrial products company will earn $3.29 per share for the quarter, up from their prior estimate of $3.01. The consensus estimate for Rockwell Automation’s current full-year earnings is $13.01 per share. Zacks Research also issued estimates for Rockwell Automation’s Q4 2026 earnings at $3.60 EPS, Q1 2027 earnings at $3.03 EPS, Q2 2027 earnings at $3.39 EPS, Q3 2027 earnings at $3.67 EPS, FY2027 earnings at $14.00 EPS, Q1 2028 earnings at $3.65 EPS, Q2 2028 earnings at $3.79 EPS and FY2028 earnings at $16.12 EPS.

A number of other analysts have also recently weighed in on the stock. KeyCorp increased their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. Barclays upped their price target on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Wells Fargo & Company upped their price target on shares of Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. BNP Paribas Exane upped their price target on shares of Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday, May 6th. Finally, HSBC increased their target price on shares of Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $449.16.

Rockwell Automation Stock Down 3.1%

Shares of NYSE:ROK opened at $422.79 on Wednesday. The stock has a market capitalization of $47.04 billion, a price-to-earnings ratio of 43.95, a price-to-earnings-growth ratio of 2.79 and a beta of 1.56. Rockwell Automation has a 1-year low of $298.70 and a 1-year high of $463.48. The company’s fifty day moving average is $395.15 and its two-hundred day moving average is $397.09. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.76 and a current ratio of 1.09.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share 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 period in the prior year, the company earned $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS.

Rockwell Automation Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s dividend payout ratio is currently 57.38%.

Insider Transactions at Rockwell Automation

In other news, SVP Rebecca W. House sold 12,100 shares of the firm’s stock in a transaction dated 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 approximately $4,932,094. This trade represents a 49.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, SVP Christopher Nardecchia sold 14,465 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the transaction, the senior vice president owned 14,232 shares of the company’s stock, valued at approximately $5,835,262.32. This trade represents a 50.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 59,087 shares of company stock worth $24,296,483 over the last ninety days. Insiders own 0.76% of the company’s stock.

Hedge Funds Weigh In On Rockwell Automation

Several large investors have recently made changes to their positions in ROK. MV Capital Management Inc. bought a new position in shares of Rockwell Automation during the 4th quarter valued at about $28,000. Manchester Capital Management LLC boosted its position in shares of Rockwell Automation by 97.5% during the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 39 shares in the last quarter. Cassaday & Co Wealth Management LLC bought a new position in shares of Rockwell Automation during the 1st quarter valued at about $31,000. First Horizon Corp bought a new position in shares of Rockwell Automation during the 4th quarter valued at about $32,000. Finally, BOK Financial Private Wealth Inc. bought a new position in shares of Rockwell Automation during the 4th quarter valued at about $33,000. Institutional investors own 75.75% of the company’s stock.

More Rockwell Automation News

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

• Positive Sentiment: Zacks Research lifted earnings forecasts across multiple future periods for Rockwell Automation, including FY2027 EPS to $14.00 from $13.39 and FY2028 EPS to $16.12 from $15.42, signaling confidence in the company’s longer-term profit growth. Rockwell Automation earnings estimate updates
• Positive Sentiment: The analyst also raised near-term estimates for Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, Q1 2028, and Q2 2028, reinforcing expectations that Rockwell Automation’s earnings trajectory is improving. Rockwell Automation earnings estimate updates
• Positive Sentiment: Rockwell Automation’s new “State of Smart Manufacturing” report showed 90% of manufacturers now say digital transformation is essential, supporting the company’s core automation and industrial software story. State of Smart Manufacturing report
• Neutral Sentiment: Rockwell Automation remains a premium-valued industrial stock, so while higher estimates are supportive, investors may still watch whether the company can keep delivering earnings growth fast enough to justify the valuation.

About Rockwell Automation

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.