Rockwell Automation (NYSE:ROK – Free Report) had its target price increased by The Goldman Sachs Group from $448.00 to $487.00 in a report published on Wednesday morning,MarketScreener reports.
A number of other equities analysts have also weighed in on the company. Wells Fargo & Company lowered their price objective on Rockwell Automation from $410.00 to $360.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 1st. Rothschild & Co Redburn boosted their price objective on Rockwell Automation from $335.00 to $365.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 21st. Morgan Stanley reissued an “overweight” rating and set a $525.00 price objective on shares of Rockwell Automation in a research note on Wednesday. Wall Street Zen lowered Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Barclays boosted their price objective on Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $438.70.
Rockwell Automation Stock Performance
Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The company had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The firm’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, research analysts anticipate that Rockwell Automation will post 13.02 earnings per share for the current year.
Rockwell Automation Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be issued a dividend of $1.38 per share. The ex-dividend date is Monday, May 18th. This represents a $5.52 annualized dividend and a yield of 1.2%. Rockwell Automation’s dividend payout ratio is 57.38%.
Insider Activity at Rockwell Automation
In other news, SVP Christopher Nardecchia sold 2,538 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $446.43, for a total transaction of $1,133,039.34. Following the completion of the transaction, the senior vice president directly owned 14,232 shares of the company’s stock, valued at approximately $6,353,591.76. This represents a 15.13% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Scott Genereux sold 550 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $447.73, for a total value of $246,251.50. Following the transaction, the vice president directly owned 2,764 shares of the company’s stock, valued at approximately $1,237,525.72. This represents a 16.60% 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. Insiders have sold 59,087 shares of company stock worth $24,296,483 over the last quarter. 0.76% of the stock is currently owned by insiders.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently made changes to their positions in ROK. Oslo Pensjonsforsikring AS acquired a new stake in shares of Rockwell Automation in the 1st quarter valued at about $61,000. DJE Kapital AG acquired a new stake in shares of Rockwell Automation in the 1st quarter valued at about $26,054,000. Andra AP fonden boosted its position in shares of Rockwell Automation by 13.8% in the 1st quarter. Andra AP fonden now owns 56,723 shares of the industrial products company’s stock valued at $20,357,000 after purchasing an additional 6,863 shares during the period. Cassaday & Co Wealth Management LLC acquired a new stake in shares of Rockwell Automation in the 1st quarter valued at about $31,000. Finally, Alpha Zero LLC acquired a new stake in shares of Rockwell Automation in the 1st quarter valued at about $203,000. 75.75% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting Rockwell Automation
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
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.
Further Reading
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