Rockwell Automation (NYSE:ROK) Price Target Raised to $440.00

Rockwell Automation (NYSE:ROK) had its price objective boosted by equities researchers at Wells Fargo & Company from $360.00 to $440.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has an “equal weight” rating on the industrial products company’s stock. Wells Fargo & Company‘s price target points to a potential downside of 3.17% from the company’s previous close.

Several other research firms have also recently weighed in on ROK. JPMorgan Chase & Co. lifted their price objective on Rockwell Automation from $404.00 to $417.00 in a research report on Wednesday. Morgan Stanley reaffirmed an “overweight” rating and set a $525.00 price objective on shares of Rockwell Automation in a research report on Wednesday. Jefferies Financial Group reaffirmed a “hold” rating and set a $380.00 price objective (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday, March 31st. Robert W. Baird cut their price objective on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a research report on Monday, March 30th. Finally, The Goldman Sachs Group lifted their price objective on Rockwell Automation from $448.00 to $487.00 in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, Rockwell Automation has a consensus rating of “Moderate Buy” and a consensus price target of $434.21.

Rockwell Automation Trading Up 4.2%

NYSE:ROK traded up $18.47 during mid-day trading on Wednesday, reaching $454.40. 197,288 shares of the company’s stock traded hands, compared to its average volume of 925,656. Rockwell Automation has a 12-month low of $277.66 and a 12-month high of $463.49. The firm has a market capitalization of $51.06 billion, a price-to-earnings ratio of 51.68, a PEG ratio of 2.86 and a beta of 1.56. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. The company has a 50 day moving average price of $384.37 and a 200-day moving average price of $390.50.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The company had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. During the same quarter in the previous year, the business earned $2.45 EPS. Rockwell Automation’s revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, sell-side analysts predict that Rockwell Automation will post 12.14 earnings per share for the current year.

Insider Transactions at Rockwell Automation

In other news, SVP Matheus De A. G. Viera Bulho sold 1,250 shares of the business’s stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $387.50, for a total value of $484,375.00. Following the sale, the senior vice president directly owned 1,734 shares of the company’s stock, valued at $671,925. The trade was a 41.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available 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 that occurred on Friday, April 10th. The stock was 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 directly owned 6,241 shares in the company, valued at approximately $2,465,195. This 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. Over the last 90 days, insiders sold 51,375 shares of company stock worth $20,828,717. Company insiders own 0.76% of the company’s stock.

Institutional Trading of Rockwell Automation

A number of hedge funds have recently made changes to their positions in ROK. MV Capital Management Inc. purchased a new position in Rockwell Automation in the 4th quarter worth approximately $28,000. Manchester Capital Management LLC raised its holdings 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 worth $31,000 after acquiring an additional 39 shares during the last quarter. First Horizon Corp purchased a new position in Rockwell Automation in the 4th quarter worth approximately $32,000. BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation in the 4th quarter worth approximately $33,000. Finally, TD Capital Management LLC purchased a new position in Rockwell Automation in the 4th quarter worth approximately $33,000. 75.75% of the stock is owned by institutional investors.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Q2 beats and raised guidance — Rockwell reported $3.30 EPS vs. estimates and $2.24B revenue, and raised FY‑2026 EPS guidance to $12.50–13.10 (above consensus) and revenue guidance to $9.3–9.7B, supporting the rally. ROK Beats Q2 Earnings Estimates on Higher Volume, Hikes FY26 View
• Positive Sentiment: Management cites broadening demand — Management pointed to stronger AI-related factory automation and general industrial demand when boosting the outlook, a demand tailwind investors framed as sustainable revenue growth. Automation play breaks out on Q2 earnings; hikes outlook on improved AI, factory demand
• Positive Sentiment: Market reaction & record highs — Coverage and headlines (Dow & market context) emphasized the beat + guide lift, with shares jumping into record territory as investors re‑rate growth and margin outlook. Rockwell Automation (ROK) Soars to Record Peak Following Strong Q2 Results
• Neutral Sentiment: Primary disclosures & materials available — Company press release, slide deck and full earnings call/transcript give details behind the beat; useful for modeling upcoming quarters but not new catalytic information. Press Release / Slide Deck
• Negative Sentiment: New cyber & third‑party data privacy risk disclosure — Rockwell flagged increased cyber and third‑party data privacy risks tied to its global IT and cloud reliance; this raises operational/insurance and remediation cost risks that investors should monitor. Rockwell Automation Faces Heightened Cyber and Third-Party Data Privacy Risks from Global IT and Cloud Reliance

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.