Zacks Research Issues Optimistic Forecast for ROK Earnings

Rockwell Automation, Inc. (NYSE:ROK) – Zacks Research lifted their FY2026 EPS estimates for shares of Rockwell Automation in a report issued on Tuesday, May 19th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $12.94 per share for the year, up from their prior estimate of $11.83. 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 2027 earnings at $3.91 EPS.

Several other equities research analysts have also commented on ROK. Evercore boosted their price objective on shares of Rockwell Automation from $440.00 to $480.00 in a research note on Wednesday, May 6th. 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. The Goldman Sachs Group boosted their price objective on shares of Rockwell Automation from $448.00 to $487.00 in a research note on Wednesday, May 6th. Mizuho set a $445.00 price objective on shares of Rockwell Automation in a research note on Wednesday, May 6th. Finally, Morgan Stanley reissued an “overweight” rating and set a $525.00 price objective on shares of Rockwell Automation in a research note on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $449.16.

Rockwell Automation Trading Up 3.2%

NYSE:ROK opened at $435.89 on Thursday. Rockwell Automation has a one year low of $298.70 and a one year high of $463.48. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76. The company’s 50-day simple moving average is $396.36 and its 200 day simple moving average is $397.59. The firm has a market capitalization of $48.50 billion, a P/E ratio of 45.31, a PEG ratio of 2.70 and a beta of 1.56.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The firm had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. During the same quarter in the previous year, the firm posted $2.45 EPS. The company’s revenue for the quarter was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS.

Rockwell Automation Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend is Monday, May 18th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s payout ratio is 57.38%.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Christopher Nardecchia sold 14,465 shares of Rockwell Automation stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $410.01, for a total value of $5,930,794.65. Following the completion of the transaction, the senior vice president directly owned 14,232 shares of the company’s stock, valued at approximately $5,835,262.32. The trade was a 50.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Tessa M. Myers sold 1,985 shares of Rockwell Automation stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total transaction of $812,599.45. Following the completion of the transaction, the senior vice president directly owned 4,036 shares of the company’s stock, valued at $1,652,217.32. This trade represents a 32.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 59,087 shares of company stock valued at $24,296,483. 0.76% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. MV Capital Management Inc. purchased a new position in Rockwell Automation in the fourth quarter worth about $28,000. 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 buying an additional 39 shares during the last quarter. First Horizon Corp purchased a new position in Rockwell Automation in the fourth quarter worth about $32,000. BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation in the fourth quarter worth about $33,000. Finally, TD Capital Management LLC purchased a new position in shares of Rockwell Automation during the fourth quarter valued at approximately $33,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Rockwell Automation

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

• Positive Sentiment: Rockwell’s latest investor presentation at the Wolfe Research Global Transportation & Industrials Conference likely kept attention on the company’s strategy and outlook, reinforcing the bull case for industrial automation. Rockwell Automation, Inc. (ROK) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript
• Positive Sentiment: Zacks Research raised earnings estimates across multiple future periods, including FY2027 and FY2028, signaling expectations for stronger profit growth ahead. Higher EPS forecasts often support a stock’s valuation.
• Positive Sentiment: Rockwell’s new global manufacturing study found that 90% of manufacturers now say digital transformation is essential, a constructive trend for Rockwell’s automation, software, and digital solutions business. 90% of Manufacturers Say Digital Transformation Is Now Essential, According to New Global Study
• Positive Sentiment: The company reported strong recent quarterly results, with earnings and revenue beating expectations and management guiding FY2026 EPS above many investors’ assumptions, which continues to underpin sentiment.
• Neutral Sentiment: A Zacks-style momentum writeup highlighted Rockwell as a long-term momentum stock, but this is more of a sentiment/ratings piece than a new operational catalyst. Why Rockwell Automation (ROK) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Several market commentary items and conference transcripts add to the news flow, but they do not appear to change Rockwell’s near-term fundamentals by themselves.
• Negative Sentiment: One MarketWatch item noted the stock underperformed peers earlier in the week, suggesting some short-term trading pressure before the newer positive updates. Rockwell Automation Inc. stock underperforms Monday when compared to competitors

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.