Zacks Research Has Positive Outlook for ROK Q3 Earnings

Rockwell Automation, Inc. (NYSE:ROK) – Equities researchers at Zacks Research increased their Q3 2025 earnings per share estimates for shares of Rockwell Automation in a research report issued on Wednesday, May 21st. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings per share of $2.64 for the quarter, up from their prior estimate of $2.56. 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 Q4 2025 earnings at $2.84 EPS, FY2025 earnings at $9.76 EPS, Q1 2026 earnings at $2.19 EPS, Q2 2026 earnings at $2.64 EPS, Q3 2026 earnings at $2.94 EPS, Q4 2026 earnings at $2.96 EPS, FY2026 earnings at $10.73 EPS, Q1 2027 earnings at $2.71 EPS, Q2 2027 earnings at $2.93 EPS and FY2027 earnings at $11.87 EPS.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Wednesday, May 7th. The industrial products company reported $2.45 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.36. Rockwell Automation had a return on equity of 30.17% and a net margin of 11.38%. The business had revenue of $2 billion during the quarter, compared to analyst estimates of $1.97 billion. During the same period in the prior year, the company posted $2.50 earnings per share. Rockwell Automation’s revenue was down 5.9% on a year-over-year basis.

ROK has been the subject of several other research reports. TD Cowen raised shares of Rockwell Automation from a “sell” rating to a “hold” rating and set a $275.00 price target for the company in a research report on Friday, May 9th. BNP Paribas raised shares of Rockwell Automation from a “hold” rating to a “strong-buy” rating in a report on Wednesday, April 9th. Loop Capital boosted their price target on shares of Rockwell Automation from $280.00 to $290.00 and gave the company a “hold” rating in a research report on Thursday, May 15th. Barclays raised their price objective on shares of Rockwell Automation from $260.00 to $283.00 and gave the stock an “equal weight” rating in a report on Thursday, May 8th. Finally, JPMorgan Chase & Co. boosted their target price on Rockwell Automation from $271.00 to $299.00 and gave the stock a “neutral” rating in a report on Friday, May 16th. One research analyst has rated the stock with a sell rating, eight have given a hold rating, nine have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $310.37.

Rockwell Automation Trading Up 1.5%

Shares of ROK stock opened at $306.20 on Friday. The firm has a fifty day moving average of $259.06 and a 200-day moving average of $276.10. The stock has a market cap of $34.51 billion, a price-to-earnings ratio of 38.13, a P/E/G ratio of 3.53 and a beta of 1.32. Rockwell Automation has a 52-week low of $215.00 and a 52-week high of $310.78. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.72 and a current ratio of 1.08.

Rockwell Automation Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 10th. Shareholders of record on Monday, May 19th will be given a $1.31 dividend. The ex-dividend date of this dividend is Monday, May 19th. This represents a $5.24 dividend on an annualized basis and a yield of 1.71%. Rockwell Automation’s payout ratio is 65.99%.

Insider Activity

In related news, SVP Matheus De A. G. Viera Bulho sold 939 shares of the stock in a transaction that occurred on Monday, May 12th. The shares were sold at an average price of $304.24, for a total value of $285,681.36. Following the transaction, the senior vice president now directly owns 983 shares in the company, valued at $299,067.92. This represents a 48.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Isaac Woods sold 876 shares of the firm’s stock in a transaction that occurred on Friday, February 28th. The shares were sold at an average price of $284.03, for a total transaction of $248,810.28. Following the completion of the transaction, the vice president now directly owns 1,057 shares in the company, valued at approximately $300,219.71. The trade was a 45.32% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 6,839 shares of company stock valued at $2,014,256. Company insiders own 0.68% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in ROK. Meiji Yasuda Asset Management Co Ltd. lifted its stake in Rockwell Automation by 0.9% in the fourth quarter. Meiji Yasuda Asset Management Co Ltd. now owns 3,775 shares of the industrial products company’s stock valued at $1,079,000 after buying an additional 33 shares during the period. Whittier Trust Co. increased its stake in shares of Rockwell Automation by 1.9% in the 4th quarter. Whittier Trust Co. now owns 1,896 shares of the industrial products company’s stock valued at $542,000 after acquiring an additional 35 shares during the last quarter. Bank Pictet & Cie Europe AG raised its position in shares of Rockwell Automation by 0.9% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 4,195 shares of the industrial products company’s stock valued at $1,199,000 after acquiring an additional 38 shares during the period. Lake Street Advisors Group LLC boosted its stake in Rockwell Automation by 3.0% during the 4th quarter. Lake Street Advisors Group LLC now owns 1,351 shares of the industrial products company’s stock worth $386,000 after acquiring an additional 39 shares during the last quarter. Finally, Fortitude Advisory Group L.L.C. boosted its stake in Rockwell Automation by 3.8% during the 4th quarter. Fortitude Advisory Group L.L.C. now owns 1,082 shares of the industrial products company’s stock worth $309,000 after acquiring an additional 40 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors.

About Rockwell Automation

Rockwell Automation, Inc provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services.