Rockwell Automation (NYSE:ROK) Updates FY 2026 Earnings Guidance

Rockwell Automation (NYSE:ROK) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 12.500-13.100 for the period, compared to the consensus earnings per share estimate of 12.140. The company issued revenue guidance of $9.3 billion-$9.7 billion, compared to the consensus revenue estimate of $8.9 billion.

Rockwell Automation Stock Up 3.8%

Shares of ROK traded up $16.59 during midday trading on Wednesday, reaching $452.52. 365,122 shares of the company were exchanged, compared to its average volume of 927,901. The stock has a 50-day moving average price of $384.37 and a 200-day moving average price of $390.50. The company has a market cap of $50.84 billion, a price-to-earnings ratio of 51.87, a P/E/G ratio of 2.86 and a beta of 1.56. Rockwell Automation has a 1-year low of $277.66 and a 1-year high of $463.49. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS 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 analysts’ expectations of $2.16 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The firm’s quarterly revenue was up 11.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Research analysts expect that Rockwell Automation will post 12.14 earnings per share for the current 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 dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s payout ratio is currently 63.16%.

Analyst Upgrades and Downgrades

ROK has been the topic of a number of recent research reports. KeyCorp boosted their price objective on Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday. Weiss Ratings upgraded Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, March 25th. Robert W. Baird reduced their price objective on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a research note on Monday, March 30th. The Goldman Sachs Group boosted their price objective on Rockwell Automation from $448.00 to $487.00 in a research note on Wednesday. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $525.00 target price on shares of Rockwell Automation in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $434.21.

Insider Buying and Selling at Rockwell Automation

In other news, SVP Cyril Perducat sold 198 shares of Rockwell Automation 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 transaction, the senior vice president owned 6,241 shares in the company, valued at approximately $2,465,195. This trade represents a 3.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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. Also, SVP Matthew W. Fordenwalt sold 1,200 shares of Rockwell Automation stock in a transaction on Monday, April 13th. The stock was sold at an average price of $400.00, for a total transaction of $480,000.00. Following the completion of the transaction, the senior vice president directly owned 4,437 shares of the company’s stock, valued at approximately $1,774,800. This represents a 21.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 51,375 shares of company stock valued at $20,828,717. Company insiders own 0.76% of the company’s stock.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Q2 beat and stronger guidance: Rockwell topped EPS and revenue estimates and raised full‑year guidance, which is the primary catalyst for the rally and lifted investor sentiment. ROK Beats Q2 — Zacks
• Positive Sentiment: Bullish analyst target raises: Several banks raised price targets above the market price (e.g., BNP Paribas to $515, Goldman Sachs to $487, Evercore to $480), signaling conviction that upside remains given the stronger demand and outlook. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Mixed-but-cautious analyst notes: Other firms raised targets but left them below the current share price or kept conservative ratings (Wells Fargo to $440, JPMorgan to $417, Rothschild to $378), reflecting some analyst caution on valuation or sustainability of upside. Wells Fargo / Tickerreport JPMorgan PT Update Rothschild PT Update
• Neutral Sentiment: Positive media coverage on AI/factory demand: Multiple articles highlight stronger factory demand and AI-driven automation spending as tailwinds, reinforcing the narrative but not adding new data beyond the earnings print. MSN — AI & factory demand
• Negative Sentiment: Operational/IT risk disclosure: Rockwell disclosed heightened cyber and third‑party data privacy risks tied to its global IT and cloud dependence, a potential headwind for operational continuity and risk‑adjusted valuation. TipRanks — Cyber Risk

Institutional Trading of Rockwell Automation

Institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC bought a new position in shares of Rockwell Automation during the fourth quarter valued at approximately $281,000. AQR Capital Management LLC boosted its stake in Rockwell Automation by 75.9% during the 1st quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after purchasing an additional 3,513 shares in the last quarter. Empowered Funds LLC boosted its stake in Rockwell Automation by 142.7% during the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after purchasing an additional 4,295 shares in the last quarter. Acadian Asset Management LLC boosted its stake in Rockwell Automation by 233.6% during the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after purchasing an additional 1,315 shares in the last quarter. Finally, Jump Financial LLC bought a new position in Rockwell Automation during the 2nd quarter valued at $868,000. 75.75% of the stock is owned by institutional investors and hedge funds.

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.