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

Rockwell Automation (NYSE:ROK) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 11.400-12.200 for the period, compared to the consensus earnings per share estimate of 12.060. The company issued revenue guidance of $8.8 billion-$8.8 billion, compared to the consensus revenue estimate of $8.9 billion.

Rockwell Automation Trading Up 1.9%

Shares of ROK stock opened at $414.40 on Friday. The company has a quick ratio of 0.77, a current ratio of 2.31 and a debt-to-equity ratio of 47.67. Rockwell Automation has a fifty-two week low of $215.00 and a fifty-two week high of $438.72. The firm’s 50 day moving average price is $407.64 and its two-hundred day moving average price is $372.66. The stock has a market cap of $46.52 billion, a price-to-earnings ratio of 47.41, a price-to-earnings-growth ratio of 2.89 and a beta of 1.52.

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, beating the consensus estimate of $2.46 by $0.29. Rockwell Automation had a net margin of 11.56% and a return on equity of 46.81%. The business had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the previous year, the business posted $1.83 EPS. The business’s quarterly revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, analysts anticipate that Rockwell Automation will post 9.35 EPS for the current year.

Wall Street Analyst Weigh In

ROK has been the subject of a number of analyst reports. Barclays upped their price target on Rockwell Automation from $435.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. The Goldman Sachs Group upgraded shares of Rockwell Automation from a “sell” rating to a “neutral” rating and upped their target price for the company from $329.00 to $448.00 in a research note on Tuesday, December 16th. JPMorgan Chase & Co. boosted 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. Stephens raised their target price on Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a research note on Friday, January 23rd. Finally, Wells Fargo & Company boosted their price target on Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $416.11.

Insider Activity at Rockwell Automation

In other news, SVP Matheus De A. G. Viera Bulho sold 2,370 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $403.45, for a total value of $956,176.50. Following the completion of the sale, the senior vice president directly owned 1,964 shares in the company, valued at approximately $792,375.80. The trade was a 54.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Rebecca W. House sold 1,698 shares of the firm’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $402.06, for a total value of $682,697.88. Following the transaction, the senior vice president owned 12,200 shares in the company, valued at $4,905,132. This trade represents a 12.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 25,531 shares of company stock worth $10,259,637 over the last quarter. 0.76% of the stock is owned by corporate insiders.

Key Rockwell Automation News

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

• Positive Sentiment: Q1 results beat expectations — EPS $2.75 vs. consensus (~$2.46) and revenue ~ $2.11B with organic sales up ~10–12%; management highlighted margin expansion and operating leverage. ROK Q1 Earnings Surpass Estimates
• Positive Sentiment: Business mix strength: Intelligent Devices and Software & Control showed notable growth; annual recurring revenue rose, supporting visibility and longer‑term margin expansion. Rockwell Q1 segment and ARR details
• Neutral Sentiment: FY‑2026 EPS guidance was set to a range (11.40–12.20), roughly in line with management’s prior view but near the Street midpoint — supportive for the long run but not aggressively above expectations. Rockwell Automation Lifts Guidance as Profit Jumps
• Neutral Sentiment: Mizuho raised its price target to $400 but kept a “neutral” rating, signaling mixed near‑term conviction despite the stronger quarter. Mizuho raises price target on ROK
• Negative Sentiment: Operating cash flow weakened due to timing/one‑off compensation payments, which some investors flagged as weighing on near‑term free cash flow and capital‑return growth. That contributed to an initial share pullback after the print. ROK cash flow slide weighs on shares
• Negative Sentiment: Market reaction was mixed — despite the beat many traders viewed the guidance tone and cash‑flow notes as reasons to trim positions, producing short‑term volatility. What’s Going On With Rockwell Automation Stock?

Institutional Trading of Rockwell Automation

Hedge funds have recently made changes to their positions in the stock. Brighton Jones LLC bought a new stake in shares of Rockwell Automation during the fourth quarter valued at approximately $281,000. Clark Capital Management Group Inc. increased its position in Rockwell Automation by 7.6% in the 3rd quarter. Clark Capital Management Group Inc. now owns 824 shares of the industrial products company’s stock valued at $288,000 after acquiring an additional 58 shares during the period. NorthRock Partners LLC bought a new stake in Rockwell Automation during the 3rd quarter valued at $364,000. Seven Mile Advisory boosted its position in Rockwell Automation by 22.6% during the 3rd quarter. Seven Mile Advisory now owns 994 shares of the industrial products company’s stock worth $347,000 after acquiring an additional 183 shares during the period. Finally, State of Wyoming acquired a new position in shares of Rockwell Automation during the second quarter valued at $384,000. Institutional investors own 75.75% of the company’s stock.

About Rockwell Automation

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.