JPMorgan Chase & Co. Issues Positive Forecast for Rockwell Automation (NYSE:ROK) Stock Price

Rockwell Automation (NYSE:ROK) had its price objective increased by JPMorgan Chase & Co. from $404.00 to $417.00 in a research note published on Wednesday morning, MarketBeat Ratings reports. JPMorgan Chase & Co. currently has a neutral rating on the industrial products company’s stock.

A number of other equities analysts also recently commented on ROK. The Goldman Sachs Group boosted their target price on shares of Rockwell Automation from $448.00 to $487.00 in a research note on Wednesday. Jefferies Financial Group restated a “hold” rating and issued a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a research note on Tuesday, March 31st. Argus raised Rockwell Automation to a “strong-buy” rating in a research report on Friday, January 16th. Robert W. Baird dropped their price objective on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a report on Monday, March 30th. Finally, Evercore raised their target price on Rockwell Automation from $440.00 to $480.00 in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $436.00.

Rockwell Automation Stock Up 5.7%

ROK stock opened at $460.89 on Wednesday. The company’s 50 day moving average price is $385.85 and its 200 day moving average price is $391.29. The firm has a market capitalization of $51.79 billion, a price-to-earnings ratio of 47.91, a PEG ratio of 2.98 and a beta of 1.56. Rockwell Automation has a fifty-two week low of $277.66 and a fifty-two week high of $463.49. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.80 and a current ratio of 1.87.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping the consensus estimate of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The company had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.16 billion. During the same quarter in the previous year, the business posted $2.45 EPS. The firm’s revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities research analysts anticipate that Rockwell Automation will post 12.69 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be paid a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.2%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s dividend payout ratio is currently 63.16%.

Insider Activity at Rockwell Automation

In other news, SVP Rebecca W. House sold 12,100 shares of Rockwell Automation stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the sale, the senior vice president owned 12,200 shares in the company, valued at approximately $4,932,094. The trade was a 49.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Scott Genereux sold 17,407 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $404.61, for a total value of $7,043,046.27. Following the completion of the sale, the vice president directly owned 3,314 shares of the company’s stock, valued at $1,340,877.54. The trade was a 84.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 55,063 shares of company stock valued at $22,477,756. Corporate insiders own 0.76% of the company’s stock.

Hedge Funds Weigh In On Rockwell Automation

A number of hedge funds have recently modified their holdings of ROK. MV Capital Management Inc. acquired a new position in shares of Rockwell Automation in the 4th quarter valued at $28,000. Manchester Capital Management LLC boosted its stake in 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 during the period. First Horizon Corp purchased a new position in Rockwell Automation during the 4th quarter worth $32,000. BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation during the 4th quarter worth $33,000. Finally, TD Capital Management LLC acquired a new position in Rockwell Automation in the fourth quarter valued at $33,000. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

More Rockwell Automation News

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

• Positive Sentiment: Q2 beat and raised full-year guidance — Rockwell reported $3.30 EPS vs. ~$2.88 consensus and revenue of $2.24B (organic growth, margin gains). Management raised FY26 EPS guidance to $12.50–13.10 and revenue guidance above Street estimates, driving the rally. Why Rockwell Automation Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts revise forecasts upward — Multiple analysts raised earnings and price targets after the upbeat quarter, citing stronger AI/data-center and factory automation demand, which supports higher valuation assumptions. Analysts Raise Forecasts
• Positive Sentiment: Notable price-target increases from bullish shops — Several firms pushed targets materially higher (BNP Paribas Exane to $515, Goldman Sachs to $487, Evercore to $480), signaling institutional confidence in upside from the guidance beat. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Insider sales disclosed but executed under 10b5-1 plans — Several executives (VP Scott Genereux; SVPs Christopher Nardecchia and Matthew Fordenwalt) sold shares on May 5th in pre-arranged plans. Planned sales reduce negative signal vs. ad-hoc selling but warrant monitoring. Genereux Insider Trade Nardecchia Insider Trade Fordenwalt Insider Trade
• Neutral Sentiment: Mixed broker actions — Some shops raised targets materially while others kept neutral/equal-weight ratings or more modest hikes (e.g., Wells Fargo, JPMorgan, Rothschild), producing a mixed short-term backdrop even as consensus estimates moved up. JPMorgan PT Adjust
• Negative Sentiment: New cyber and third‑party data-privacy risk disclosure — Rockwell flagged heightened cyber and third‑party risks tied to its global IT and cloud reliance; while common for industrial software players, this adds operational/legal risk that investors should watch. Cyber 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.