Brokerages Set Rockwell Automation, Inc. (NYSE:ROK) Target Price at $468.67

Shares of Rockwell Automation, Inc. (NYSE:ROK) have received a consensus rating of “Hold” from the twenty-one analysts that are covering the stock, Marketbeat Ratings reports. Twelve research analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $468.6667.

ROK has been the subject of several research reports. Rothschild & Co Redburn lifted their price objective on Rockwell Automation from $365.00 to $378.00 in a research report on Wednesday, May 6th. Evercore set a $485.00 target price on Rockwell Automation in a report on Wednesday, August 5th. Barclays raised their price target on 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 boosted their price target on Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Rockwell Automation in a research report on Thursday, June 18th.

Insider Activity

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the sale, the senior vice president directly owned 4,437 shares of the company’s stock, valued at $2,043,282.87. This trade represents a 7.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Rockwell Automation

Institutional investors and hedge funds have recently modified their holdings of the company. Flputnam Investment Management Co. acquired a new position in Rockwell Automation during the 2nd quarter worth approximately $1,001,000. Mandatum Life Insurance Co Ltd boosted its holdings in Rockwell Automation by 26.9% in the 1st quarter. Mandatum Life Insurance Co Ltd now owns 22,200 shares of the industrial products company’s stock worth $7,967,000 after acquiring an additional 4,700 shares during the period. Brighton Jones LLC acquired a new stake in Rockwell Automation in the fourth quarter valued at approximately $281,000. Handelsbanken Fonder AB grew its position in Rockwell Automation by 24.6% in the fourth quarter. Handelsbanken Fonder AB now owns 169,457 shares of the industrial products company’s stock valued at $65,931,000 after acquiring an additional 33,413 shares in the last quarter. Finally, Crossmark Global Holdings Inc. raised its stake in shares of Rockwell Automation by 197.9% during the fourth quarter. Crossmark Global Holdings Inc. now owns 13,905 shares of the industrial products company’s stock valued at $5,410,000 after purchasing an additional 9,238 shares during the period. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Rockwell Automation News Roundup

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

• Positive Sentiment: Zacks raises most earnings forecasts: Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. The firm also raised estimates for several individual quarters, including Q4 2026, Q2–Q4 2027 and Q1–Q3 2028. These revisions suggest improving expectations for Rockwell Automation’s industrial automation demand and earnings growth. Zacks Research estimates for Rockwell Automation
• Neutral Sentiment: Thailand customer and industry event: Rockwell Automation brought manufacturing leaders together at ROKLive Bangkok 2026 to discuss smart manufacturing, automation and digital transformation. The event reinforces the company’s regional customer engagement and growth strategy, but it does not include a new contract, financial target or other immediate earnings catalyst. Rockwell Automation ROKLive Bangkok 2026
• Negative Sentiment: Near-term estimate trimmed and rating remains cautious: Zacks lowered its Q1 2027 EPS forecast slightly to $2.97 from $2.99 and maintained a “Hold” rating. With Rockwell Automation trading at a relatively elevated earnings multiple, investors may require stronger revisions or a rating upgrade before pushing the shares higher. Rockwell Automation analyst estimates and rating

Rockwell Automation Price Performance

Shares of NYSE ROK opened at $431.97 on Tuesday. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. The company’s 50-day moving average price is $462.41 and its 200 day moving average price is $426.92. Rockwell Automation has a 52 week low of $332.71 and a 52 week high of $497.36. The stock has a market cap of $47.97 billion, a price-to-earnings ratio of 40.48, a PEG ratio of 2.53 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.38 by $0.11. The company had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The firm’s quarterly revenue was up 7.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, research analysts forecast that Rockwell Automation will post 13.22 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s payout ratio is presently 51.73%.

Rockwell Automation declared that its board has initiated a share buyback plan on Tuesday, June 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the industrial products company to purchase up to 2% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

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.