Rockwell Automation (NYSE:ROK) Price Target Raised to $515.00

Rockwell Automation (NYSE:ROK) had its price objective hoisted by BNP Paribas Exane from $495.00 to $515.00 in a report issued on Wednesday,MarketScreener reports.

A number of other equities research analysts have also recently issued reports on the stock. Stephens upped their price objective on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. TD Cowen upped their price objective on shares of Rockwell Automation from $330.00 to $350.00 and gave the stock a “hold” rating in a report on Friday, February 20th. Robert W. Baird decreased their price objective on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a report on Monday, March 30th. Barclays upped their price objective on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, JPMorgan Chase & Co. upped 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. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $438.70.

Rockwell Automation Trading Up 1.0%

Rockwell Automation stock opened at $453.17 on Wednesday. The company’s fifty day simple moving average is $386.73 and its 200-day simple moving average is $392.01. The company has a quick ratio of 0.80, a current ratio of 1.09 and a debt-to-equity ratio of 0.72. Rockwell Automation has a 12 month low of $290.14 and a 12 month high of $463.48. The stock has a market cap of $50.42 billion, a P/E ratio of 47.11, a P/E/G ratio of 2.87 and a beta of 1.56.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The firm had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. Rockwell Automation’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same period in the prior year, the company posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. As a group, sell-side analysts forecast that Rockwell Automation will post 13.02 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be given a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, May 18th. Rockwell Automation’s dividend payout ratio (DPR) is currently 57.38%.

Insider Buying and Selling

In other news, VP Scott Genereux sold 550 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $447.73, for a total value of $246,251.50. Following the sale, the vice president directly owned 2,764 shares of the company’s stock, valued at approximately $1,237,525.72. This trade represents a 16.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Christopher Nardecchia sold 2,538 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $446.43, for a total value of $1,133,039.34. Following the completion of the sale, the senior vice president directly owned 14,232 shares in the company, valued at approximately $6,353,591.76. This represents a 15.13% 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. Insiders sold a total of 59,087 shares of company stock valued at $24,296,483 in the last quarter. Insiders own 0.76% of the company’s stock.

Institutional Investors Weigh In On Rockwell Automation

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Lansforsakringar Fondforvaltning AB publ lifted its stake in shares of Rockwell Automation by 7.1% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company’s stock valued at $21,613,000 after buying an additional 4,086 shares during the period. Oak Thistle LLC bought a new stake in shares of Rockwell Automation in the fourth quarter valued at about $1,556,000. Bessemer Group Inc. lifted its stake in shares of Rockwell Automation by 180.5% in the third quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company’s stock valued at $2,042,000 after buying an additional 3,759 shares during the period. Nordea Investment Management AB lifted its stake in shares of Rockwell Automation by 20.7% in the fourth quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock valued at $291,073,000 after buying an additional 127,733 shares during the period. Finally, SG Americas Securities LLC lifted its stake in shares of Rockwell Automation by 911.0% in the fourth quarter. SG Americas Securities LLC now owns 91,808 shares of the industrial products company’s stock valued at $35,720,000 after buying an additional 82,727 shares during the period. 75.75% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Rockwell’s earnings beat and raised FY2026 guidance continue to drive investor optimism about growth and margins. Why Rockwell Automation (ROK) Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts have been lifting price targets following the strong quarter, which supports the stock’s momentum. Analysts Raise Their Forecasts Following Upbeat Q2 Results
• Positive Sentiment: Market commentary is framing Rockwell as a beneficiary of AI, data-center, and automation spending, which can strengthen the longer-term growth story. Rockwell Automation: Benefiting From The AI Data Center Surge
• Neutral Sentiment: Several insiders sold shares under pre-arranged trading plans, which is worth watching but does not necessarily signal a fundamental change. Executive Insider Sale Filing
• Negative Sentiment: Rockwell disclosed cyber and third-party data-privacy risks tied to its global IT and cloud reliance, a longer-term risk that could weigh on valuation if concerns build. New Cyber / Data Privacy Risk Disclosure

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.