Rockwell Automation (NYSE:ROK – Free Report) had its price target raised by HSBC from $445.00 to $490.00 in a report issued on Wednesday morning,MarketScreener reports.
A number of other analysts have also commented on ROK. KeyCorp boosted their price objective on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research report on Wednesday. Robert W. Baird decreased their target price on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a research note on Monday, March 30th. Stephens boosted their target price on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. Morgan Stanley reaffirmed an “overweight” rating and set a $525.00 price target on shares of Rockwell Automation in a research report on Wednesday. Finally, Weiss Ratings upgraded shares of Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, March 25th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, Rockwell Automation has an average rating of “Moderate Buy” and an average target price of $438.70.
View Our Latest Stock Report on ROK
Rockwell Automation Trading Up 1.0%
Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating the consensus estimate of $2.88 by $0.42. The company had revenue of $2.24 billion during 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 business’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same quarter 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. Sell-side analysts expect that Rockwell Automation will post 13.02 earnings per share for the current fiscal year.
Rockwell Automation Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be paid a dividend of $1.38 per share. The ex-dividend date is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. Rockwell Automation’s dividend payout ratio (DPR) is 57.38%.
Insider Buying and Selling at Rockwell Automation
In related news, VP Scott Genereux sold 550 shares of Rockwell Automation stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $447.73, for a total transaction of $246,251.50. Following the completion of the sale, the vice president directly owned 2,764 shares of the company’s stock, valued at approximately $1,237,525.72. This trade represents a 16.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Cyril Perducat sold 198 shares of the business’s stock in a transaction on Friday, April 10th. The shares were sold at an average price of $395.00, for a total value of $78,210.00. Following the completion of the sale, the senior vice president owned 6,241 shares of the company’s stock, valued at $2,465,195. This trade represents a 3.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 59,087 shares of company stock worth $24,296,483 in the last 90 days. Company insiders own 0.76% of the company’s stock.
Hedge Funds Weigh In On Rockwell Automation
Institutional investors and hedge funds have recently modified their holdings of the business. MV Capital Management Inc. acquired a new stake in Rockwell Automation in the 4th quarter worth about $28,000. Manchester Capital Management LLC grew 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 worth $31,000 after purchasing an additional 39 shares in the last quarter. Cassaday & Co Wealth Management LLC acquired a new position in shares of Rockwell Automation during the 1st quarter worth approximately $31,000. First Horizon Corp bought a new position in shares of Rockwell Automation during the fourth quarter worth approximately $32,000. Finally, BOK Financial Private Wealth Inc. acquired a new stake in shares of 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.
More Rockwell Automation News
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
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.
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