TD Cowen Boosts Rockwell Automation (NYSE:ROK) Price Target to $350.00

Rockwell Automation (NYSE:ROK) had its price target upped by analysts at TD Cowen from $330.00 to $350.00 in a research note issued on Friday,MarketScreener reports. The brokerage presently has a “hold” rating on the industrial products company’s stock. TD Cowen’s target price would indicate a potential downside of 12.20% from the company’s previous close.

ROK has been the subject of several other research reports. Weiss Ratings upgraded shares of Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday. Oppenheimer downgraded shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Evercore started coverage on Rockwell Automation in a research note on Monday, December 15th. They issued an “in-line” rating and a $440.00 price target for the company. Mizuho raised their price objective on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Finally, Robert W. Baird set a $430.00 price objective on Rockwell Automation in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Rockwell Automation currently has a consensus rating of “Moderate Buy” and an average target price of $418.33.

Rockwell Automation Stock Performance

Shares of NYSE ROK opened at $398.63 on Friday. 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 firm has a market cap of $44.79 billion, a price-to-earnings ratio of 45.61, a P/E/G ratio of 2.85 and a beta of 1.52. The stock’s fifty day moving average price is $406.80 and its two-hundred day moving average price is $375.94. Rockwell Automation has a one year low of $215.00 and a one year high of $438.72.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. The company had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The company’s revenue was up 11.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, equities analysts forecast that Rockwell Automation will post 9.35 EPS for the current year.

Insider Activity

In other news, SVP Tessa M. Myers sold 1,020 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.07, for a total value of $410,111.40. Following the completion of the transaction, the senior vice president owned 6,021 shares of the company’s stock, valued at approximately $2,420,863.47. This represents a 14.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Matheus De A. G. Viera Bulho sold 2,370 shares of Rockwell Automation stock in a transaction that occurred on Friday, December 5th. The shares were 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 in the company, valued at $792,375.80. This trade represents a 54.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 25,531 shares of company stock valued at $10,259,637. Corporate insiders own 0.76% of the company’s stock.

Institutional Investors Weigh In On Rockwell Automation

Hedge funds have recently modified their holdings of the company. Brighton Jones LLC acquired a new stake in shares of Rockwell Automation during the fourth quarter valued at about $281,000. AQR Capital Management LLC raised its holdings in Rockwell Automation by 75.9% in 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 buying an additional 3,513 shares during the last quarter. Empowered Funds LLC raised its holdings in Rockwell Automation by 142.7% in the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after buying an additional 4,295 shares during the last quarter. Acadian Asset Management LLC boosted its position 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 worth $484,000 after buying an additional 1,315 shares during the period. Finally, Brookstone Capital Management grew its holdings in Rockwell Automation by 6.7% during the 2nd quarter. Brookstone Capital Management now owns 1,101 shares of the industrial products company’s stock worth $366,000 after acquiring an additional 69 shares during the last quarter. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation News Summary

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

• Positive Sentiment: Zacks Research raised Rockwell’s FY2027 EPS view to $13.36 (from $12.71) and nudged FY2026 to $11.81, signaling stronger longer‑term earnings expectations that can support valuation expansion and justify the stock’s premium multiple.
• Positive Sentiment: Zacks increased several quarterly estimates for 2026–2027 (notably Q2 2026 to $2.83 and multiple Q2–Q4 2027 quarterly estimates), reinforcing a view of improving cadence into FY2027 and reducing near‑term forecast dispersion.
• Positive Sentiment: Customer win / product validation — Rockwell announced DLG Group’s deployment of its Computerized Maintenance Management System, citing a targeted ~10% reduction in downtime; tangible customer deployments like this support recurring software/services revenue and cross‑sell potential. Rockwell Automation Announces DLG Group’s Computerized Maintenance Management System Deployment to Drive 10% Downtime Reduction
• Neutral Sentiment: Zacks retains a “Hold” rating on ROK — while estimates were moved around, the unchanged rating suggests analysts see upside balanced by valuation and execution risks in the near term.
• Neutral Sentiment: Investor commentary on valuation: a recent Yahoo Finance piece reviews whether ROK’s multi‑year gains leave less upside, useful for sentiment but not new company data. Is It Too Late To Consider Rockwell Automation (ROK) After Strong Multi‑Year Gains?
• Negative Sentiment: Zacks trimmed Q4 2026 EPS materially (from $3.46 to $3.23) — a meaningful near‑term downgrade that could pressure next quarter sentiment and short‑term investor expectations.
• Negative Sentiment: Smaller cuts to Q1 2027 and Q3 2026 estimates indicate mixed near‑term momentum — while FY outlook was lifted, quarter‑to‑quarter revisions are uneven and introduce some execution risk for upcoming reports.

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.