Rockwell Automation (NYSE:ROK) Price Target Raised to $400.00 at Mizuho

Rockwell Automation (NYSE:ROK) had its price target hoisted by Mizuho from $380.00 to $400.00 in a research report released on Friday, Marketbeat Ratings reports. Mizuho currently has a neutral rating on the industrial products company’s stock.

ROK has been the topic of several other research reports. Citigroup boosted their price target on Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a research report on Monday, December 8th. Rothschild & Co Redburn raised their target price on shares of Rockwell Automation from $335.00 to $365.00 and gave the company a “neutral” rating in a research note on Wednesday, January 21st. The Goldman Sachs Group raised shares of Rockwell Automation from a “sell” rating to a “neutral” rating and upped their price target for the stock from $329.00 to $448.00 in a research report on Tuesday, December 16th. Evercore began coverage on shares of Rockwell Automation in a research note on Monday, December 15th. They issued an “in-line” rating and a $440.00 price target for the company. Finally, Wells Fargo & Company boosted their price objective on shares of Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $416.11.

Rockwell Automation Stock Up 1.9%

Rockwell Automation stock opened at $414.40 on Friday. The company has a current ratio of 2.31, a quick ratio of 0.77 and a debt-to-equity ratio of 47.67. Rockwell Automation has a 1-year low of $215.00 and a 1-year high of $438.72. The company has a fifty day simple moving average of $407.64 and a 200 day simple moving average of $372.66. The company has a market cap of $46.52 billion, a P/E ratio of 47.41, a price-to-earnings-growth ratio of 2.89 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last posted 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 company had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 46.81%. The company’s quarterly revenue was up 11.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Research analysts anticipate that Rockwell Automation will post 9.35 earnings per share for the current fiscal year.

Insider Activity

In other news, SVP Rebecca W. House sold 1,698 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $402.06, for a total transaction of $682,697.88. Following the sale, the senior vice president directly owned 12,200 shares of the company’s stock, valued at approximately $4,905,132. This represents a 12.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Scott Genereux sold 1,387 shares of the stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.03, for a total transaction of $557,615.61. Following the sale, the vice president owned 4,514 shares in the company, valued at $1,814,763.42. The trade was a 23.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 25,531 shares of company stock worth $10,259,637. 0.76% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Rockwell Automation

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC acquired a new stake in Rockwell Automation in the fourth quarter valued at about $281,000. AQR Capital Management LLC lifted its holdings in shares of Rockwell Automation by 75.9% in the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock worth $2,059,000 after acquiring an additional 3,513 shares during the last quarter. Empowered Funds LLC grew its holdings in shares of Rockwell Automation by 142.7% during the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after purchasing an additional 4,295 shares during the last quarter. Acadian Asset Management LLC grew its holdings in shares of Rockwell Automation by 233.6% during the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after purchasing an additional 1,315 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC bought a new position in Rockwell Automation in the 2nd quarter valued at approximately $379,000. 75.75% of the stock is currently owned by institutional investors.

Rockwell Automation News Summary

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

• Positive Sentiment: Q1 results beat expectations — EPS $2.75 vs. consensus (~$2.46) and revenue ~ $2.11B with organic sales up ~10–12%; management highlighted margin expansion and operating leverage. ROK Q1 Earnings Surpass Estimates
• Positive Sentiment: Business mix strength: Intelligent Devices and Software & Control showed notable growth; annual recurring revenue rose, supporting visibility and longer‑term margin expansion. Rockwell Q1 segment and ARR details
• Neutral Sentiment: FY‑2026 EPS guidance was set to a range (11.40–12.20), roughly in line with management’s prior view but near the Street midpoint — supportive for the long run but not aggressively above expectations. Rockwell Automation Lifts Guidance as Profit Jumps
• Neutral Sentiment: Mizuho raised its price target to $400 but kept a “neutral” rating, signaling mixed near‑term conviction despite the stronger quarter. Mizuho raises price target on ROK
• Negative Sentiment: Operating cash flow weakened due to timing/one‑off compensation payments, which some investors flagged as weighing on near‑term free cash flow and capital‑return growth. That contributed to an initial share pullback after the print. ROK cash flow slide weighs on shares
• Negative Sentiment: Market reaction was mixed — despite the beat many traders viewed the guidance tone and cash‑flow notes as reasons to trim positions, producing short‑term volatility. What’s Going On With Rockwell Automation Stock?

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.