Rockwell Automation, Inc. (ROK) – What Are Investment Firms Saying About This Stock?

Rockwell Automation, Inc. (NYSE:ROK) has been assigned an average recommendation of “Hold” from the twenty-two brokerages that are covering the company, MarketBeat.com reports. Thirteen equities research analysts have rated the stock with a hold recommendation and nine have issued a buy recommendation on the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $471.33.

Several research firms have recently weighed in on ROK. The Goldman Sachs Group dropped their target price on shares of Rockwell Automation from $510.00 to $485.00 and set a “neutral” rating for the company in a research report on Wednesday, September 30th. Weiss Ratings raised shares of Rockwell Automation from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, October 26th. Sanford C. Bernstein lifted their price target on Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a research note on Friday, August 14th. Citigroup decreased their price target on Rockwell Automation from $536.00 to $504.00 and set a “buy” rating for the company in a research note on Friday. Finally, Robert W. Baird set a $514.00 price objective on Rockwell Automation in a report on Wednesday, August 5th.

Rockwell Automation Stock Down 1.5%

ROK stock opened at $375.50 on Friday. Rockwell Automation has a twelve month low of $347.53 and a twelve month high of $497.36. The company has a current ratio of 2.11, a quick ratio of 0.74 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $41.70 billion, a P/E ratio of 29.92, a PEG ratio of 1.78 and a beta of 1.51. The firm has a 50 day simple moving average of $429.38 and a 200-day simple moving average of $427.32.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings results on Thursday, November 5th. The industrial products company reported $3.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.69 by $0.19. Rockwell Automation had a net margin of 15.68% and a return on equity of 41.79%. The business had revenue of $2.33 billion during the quarter, compared to analyst estimates of $2.41 billion. During the same quarter in the previous year, the firm earned $3.34 earnings per share. The business’s revenue was up .7% compared to the same quarter last year. Rockwell Automation has set its FY 2027 guidance at 14.500-15.500 EPS. On average, equities research analysts predict that Rockwell Automation will post 15.00 earnings per share for the current fiscal year.

Rockwell Automation Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Monday, November 16th will be issued a dividend of $1.45 per share. The ex-dividend date of this dividend is Monday, November 16th. This represents a $5.80 dividend on an annualized basis and a yield of 1.5%. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.38. Rockwell Automation’s dividend payout ratio (DPR) is 51.73%.

Insider Transactions at Rockwell Automation

In related news, SVP Matheus De A. G. Viera Bulho sold 467 shares of the company’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $426.96, for a total transaction of $199,390.32. Following the sale, the senior vice president directly owned 1,267 shares of the company’s stock, valued at approximately $540,958.32. This represents a 26.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Isaac Woods sold 154 shares of the firm’s stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $432.62, for a total value of $66,623.48. Following the transaction, the vice president owned 1,858 shares in the company, valued at $803,807.96. This trade represents a 7.65% 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 have sold a total of 2,711 shares of company stock worth $1,164,880 in the last quarter. Insiders own 0.76% of the company’s stock.

Institutional Trading of Rockwell Automation

Institutional investors and hedge funds have recently modified their holdings of the business. Virtus Advisers LLC bought a new stake in shares of Rockwell Automation during the 2nd quarter valued at about $25,000. Fulcrum Asset Management LLP bought a new position in Rockwell Automation in the third quarter worth about $30,000. Cassaday & Co Wealth Management LLC acquired a new position in Rockwell Automation in the first quarter valued at approximately $31,000. Elevation Wealth Partners LLC boosted its stake in Rockwell Automation by 700.0% in the second quarter. Elevation Wealth Partners LLC now owns 88 shares of the industrial products company’s stock valued at $44,000 after acquiring an additional 77 shares during the period. Finally, Lodestone Wealth Management LLC acquired a new position in Rockwell Automation in the third quarter valued at approximately $40,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Key Rockwell Automation News

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

• Positive Sentiment: Quarterly adjusted EPS of $3.88 beat consensus estimates, while profit benefited from margin expansion and stronger performance in some segments. Reports also highlighted AI-related segment growth as a support for results. Rockwell Automation Q4 Earnings Beat Estimates on Margin Gains
• Neutral Sentiment: FY2027 EPS guidance of $14.50–$15.50 brackets the $14.92 consensus estimate. Revenue guidance of $9.4 billion–$9.7 billion also spans the $9.6 billion consensus, offering no clear upward surprise. Rockwell Automation Issues Fiscal 2027 Outlook
• Neutral Sentiment: Stephens lowered its price target from $550 to $500 but maintained an Overweight rating. The reduced target is a headwind, though the firm still sees substantial upside from the cited share price. Stephens stock recommendations
• Negative Sentiment: Revenue of $2.33 billion missed the $2.41 billion estimate and grew just 0.7% year over year. The sales miss and limited growth likely weighed on sentiment despite the EPS beat. Rockwell Automation misses sales expectations

About Rockwell Automation

Rockwell Automation, Inc is an industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. Its roots date to 1903, when it was founded as the Compression Rheostat Company.

The company provides hardware, software and services that help manufacturers automate and manage industrial operations. Its offerings include control systems, sensors, motor-control products, industrial software and services for optimizing production and maintaining equipment. Its Allen-Bradley and FactoryTalk brands are among its best-known product lines.

Rockwell Automation serves customers across a range of industries and operates in markets around the world.