Equities Analysts Set Expectations for ROK Q2 Earnings

Rockwell Automation, Inc. (NYSE:ROK) – Equities research analysts at Zacks Research increased their Q2 2026 earnings per share (EPS) estimates for shares of Rockwell Automation in a research note issued on Thursday, February 19th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $2.83 for the quarter, up from their previous estimate of $2.77. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Rockwell Automation’s current full-year earnings is $9.35 per share. Zacks Research also issued estimates for Rockwell Automation’s Q3 2026 earnings at $3.00 EPS, Q4 2026 earnings at $3.23 EPS, FY2026 earnings at $11.81 EPS, Q1 2027 earnings at $2.87 EPS, Q2 2027 earnings at $3.16 EPS, Q3 2027 earnings at $3.39 EPS, Q4 2027 earnings at $3.93 EPS and FY2027 earnings at $13.36 EPS.

ROK has been the subject of a number of other research reports. Argus upgraded Rockwell Automation to a “strong-buy” rating in a research report on Friday, January 16th. TD Cowen lifted their price target on shares of Rockwell Automation from $275.00 to $330.00 and gave the company a “hold” rating in a report on Tuesday, December 2nd. Evercore began coverage on shares of Rockwell Automation in a research note on Monday, December 15th. They set an “in-line” rating and a $440.00 price objective for the company. JPMorgan Chase & Co. boosted their price objective on shares of Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Rockwell Automation in a research report on Monday, December 29th. Two analysts have 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. Based on data from MarketBeat, Rockwell Automation presently has a consensus rating of “Moderate Buy” and a consensus target price of $417.22.

Rockwell Automation Stock Performance

NYSE:ROK opened at $394.68 on Friday. The firm’s fifty day simple moving average is $406.93 and its 200-day simple moving average is $375.40. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. The stock has a market cap of $44.35 billion, a PE ratio of 45.16, a price-to-earnings-growth ratio of 2.84 and a beta of 1.52. Rockwell Automation has a fifty-two week low of $215.00 and a fifty-two week high of $438.72.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The business had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. During the same period in the previous year, the business posted $1.83 earnings per share. The business’s revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS.

Rockwell Automation Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Monday, February 23rd will be issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, February 23rd. Rockwell Automation’s dividend payout ratio (DPR) is currently 63.16%.

Insider Activity

In related news, SVP Matheus De A. G. Viera Bulho sold 2,370 shares of Rockwell Automation stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $403.45, for a total transaction of $956,176.50. Following the sale, the senior vice president directly owned 1,964 shares of the company’s stock, valued at $792,375.80. This trade represents a 54.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Rebecca W. House sold 1,698 shares of Rockwell Automation stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $402.06, for a total transaction of $682,697.88. Following the sale, the senior vice president owned 12,200 shares in the company, valued at $4,905,132. This represents a 12.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 25,531 shares of company stock valued at $10,259,637. 0.76% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Manchester Capital Management LLC raised its stake in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after acquiring an additional 39 shares during the period. First Horizon Corp bought a new stake in shares of Rockwell Automation during the 4th quarter worth approximately $32,000. BOK Financial Private Wealth Inc. acquired a new position in Rockwell Automation during the fourth quarter valued at approximately $33,000. Fortitude Family Office LLC boosted its stake in shares of Rockwell Automation by 109.5% in the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 46 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of Rockwell Automation by 468.8% during the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 75 shares in the last quarter. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Rockwell Automation News Roundup

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

• Positive Sentiment: Zacks Research raised several forward EPS forecasts and lifted FY2026 and FY2027 estimates (FY2026: 11.81 from 11.64; FY2027: 13.36 from 12.71). They also boosted multiple quarterly estimates (Q2/Q3/Q4 2027 and Q2 2026) while trimming a few quarter forecasts; Zacks still carries a “Hold” rating. Net effect: higher multi‑year earnings power in models, which tends to support the share price.
• Positive Sentiment: Customer win / case study — Rockwell announced DLG Group is deploying Rockwell’s Computerized Maintenance Management System to target ~10% downtime reduction. That’s a tangible commercial reference for the software/servicing side of the business and supports recurring revenue upside. Rockwell Automation Announces DLG Group’s Computerized Maintenance Management System Deployment to Drive 10% Downtime Reduction
• Neutral Sentiment: Investor presentation materials posted from Barclays’ Industrial Select Conference (slideshow + transcript). Useful for investors who want management’s strategy and execution commentary, but no new guidance or surprises were reported in the items provided. Conference Transcript Conference Slideshow
• Negative Sentiment: Valuation/positioning caution — a Yahoo Finance piece asks whether it’s “too late” to buy ROK after strong multi‑year gains. That kind of thematic article can pressure momentum traders and prompts some investors to lock in profits given ROK’s high P/E (~45) versus historical averages. Is It Too Late To Consider Rockwell Automation (ROK) After Strong Multi‑Year Gains?

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.