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 13.000-13.300 for the period, compared to the consensus estimate of 13.030. The company issued revenue guidance of $9.0 billion-$9.1 billion, compared to the consensus revenue estimate of $9.0 billion.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on ROK shares. Weiss Ratings restated a “buy (b-)” rating on shares of Rockwell Automation in a report on Thursday, June 18th. JPMorgan Chase & Co. upped their price objective on Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Argus raised their target price on shares of Rockwell Automation from $465.00 to $530.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. The Goldman Sachs Group increased their price target on shares of Rockwell Automation from $448.00 to $487.00 in a research note on Wednesday, May 6th. Finally, Rothschild & Co Redburn lifted their target price on Rockwell Automation from $365.00 to $378.00 in a research note on Wednesday, May 6th. Nine investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $468.71.

Rockwell Automation Price Performance

Shares of NYSE:ROK traded up $11.65 during midday trading on Wednesday, hitting $456.88. The stock had a trading volume of 246,585 shares, compared to its average volume of 885,532. The company has a quick ratio of 0.76, a current ratio of 1.09 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $50.84 billion, a P/E ratio of 47.49, a price-to-earnings-growth ratio of 2.84 and a beta of 1.54. The company’s 50-day moving average price is $465.55 and its 200-day moving average price is $424.93. Rockwell Automation has a fifty-two week low of $305.44 and a fifty-two week high of $497.36.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The firm had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.24 billion. During the same quarter last year, the business posted $2.82 EPS. The company’s revenue was up 7.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, equities research analysts predict that Rockwell Automation will post 13.06 EPS for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be issued a dividend of $1.38 per share. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. Rockwell Automation’s payout ratio is 57.38%.

Rockwell Automation announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the industrial products company to repurchase up to 2% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Insiders Place Their Bets

In other news, VP Terry L. Riesterer sold 4,024 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $451.97, for a total transaction of $1,818,727.28. Following the completion of the transaction, the vice president directly owned 134 shares in the company, valued at approximately $60,563.98. This represents a 96.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the transaction, the senior vice president directly owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 5,673 shares of company stock valued at $2,540,847. 0.76% of the stock is currently owned by insiders.

More Rockwell Automation News

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

• Positive Sentiment: Fiscal Q3 adjusted earnings reached $3.49 per share, exceeding the $3.38 consensus estimate, while revenue rose 7.9% year over year to $2.31 billion, above expectations of $2.24 billion. Adjusted EPS increased from $2.82 in the year-ago quarter. ROK Q3 Earnings Beat Estimates on Margin Gains, FY26 View Hiked
• Positive Sentiment: Management raised its fiscal 2026 outlook, calling for reported and organic sales growth of approximately 7.5% to 9.5% and adjusted EPS of $13.00 to $13.30. The update reflects margin gains and remains broadly consistent with or slightly ahead of analyst expectations. Rockwell Automation Q3 Earnings and Revenues Top Estimates
• Neutral Sentiment: The earnings call highlighted solid operating momentum, but investors appear to have expected a more substantial increase to the full-year forecast following Rockwell Automation’s strong share-price performance and elevated valuation.
• Negative Sentiment: Lifecycle Services was a key concern: reported revenue fell 12% and organic revenue declined 2%, while the segment’s book-to-bill ratio was 0.97. A reading below 1.0 can indicate that incoming orders are not expanding backlog, raising questions about demand durability in part of the business. Rockwell Automation Falls as Investors Look Past a Strong Quarter to Mixed Underlying Signals
• Negative Sentiment: Recent reported insider-trading data showed selling by several senior executives and no open-market purchases over the past six months. Although such transactions may reflect compensation or diversification, the pattern can add to investor caution when combined with concerns about segment demand.

Institutional Investors Weigh In On Rockwell Automation

A number of institutional investors have recently modified their holdings of the company. Brighton Jones LLC acquired a new stake in shares of Rockwell Automation during the 4th quarter worth approximately $281,000. PCG Asset Management LLC bought a new stake in Rockwell Automation in the fourth quarter valued at $209,000. Canopy Partners LLC bought a new position in shares of Rockwell Automation during the 4th quarter worth about $208,000. American Trust bought a new position in Rockwell Automation in the fourth quarter worth approximately $205,000. Finally, Beacon Financial Advisory LLC bought a new position in shares of Rockwell Automation in the 4th quarter worth $202,000. 75.75% of the stock is owned by institutional investors.

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.