Robert W. Baird Cuts Rockwell Automation (NYSE:ROK) Price Target to $410.00

Rockwell Automation (NYSE:ROK) had its price target trimmed by Robert W. Baird from $435.00 to $410.00 in a report published on Monday,Benzinga reports. The firm currently has an outperform rating on the industrial products company’s stock.

A number of other brokerages have also recently weighed in on ROK. Oppenheimer cut shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research note on Tuesday, January 20th. Barclays lifted their target price on shares of Rockwell Automation from $435.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Zacks Research lowered shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Wells Fargo & Company upped their price target on shares of Rockwell Automation from $380.00 to $410.00 and gave the company an “equal weight” rating in a report on Wednesday, January 7th. Finally, JPMorgan Chase & Co. raised their price target on Rockwell Automation from $400.00 to $404.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $406.67.

Rockwell Automation Stock Performance

Shares of NYSE ROK opened at $369.25 on Monday. The business’s 50-day simple moving average is $389.62 and its 200-day simple moving average is $381.92. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. Rockwell Automation has a 52 week low of $215.00 and a 52 week high of $438.72. The firm has a market cap of $41.49 billion, a price-to-earnings ratio of 42.25, a P/E/G ratio of 2.56 and a beta of 1.54.

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 the consensus estimate of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The firm had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same period in the previous year, the company earned $1.83 EPS. The company’s revenue for the quarter was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, equities research analysts expect that Rockwell Automation will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd were given a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.5%. The ex-dividend date was Monday, February 23rd. Rockwell Automation’s dividend payout ratio (DPR) is currently 63.16%.

Insider Activity at Rockwell Automation

In other news, SVP Rebecca W. House sold 12,100 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the completion of the transaction, the senior vice president owned 12,200 shares of the company’s stock, valued at approximately $4,932,094. This represents a 49.79% 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 Tessa M. Myers sold 1,985 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total transaction of $812,599.45. Following the completion of the sale, the senior vice president owned 4,036 shares of the company’s stock, valued at approximately $1,652,217.32. The trade was a 32.97% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 49,228 shares of company stock worth $19,992,391. Insiders own 0.76% of the company’s stock.

Institutional Trading of Rockwell Automation

Hedge funds have recently modified their holdings of the company. Norges Bank bought a new position in Rockwell Automation in the fourth quarter worth $615,596,000. Northwestern Mutual Wealth Management Co. increased its holdings in Rockwell Automation by 5,925.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company’s stock valued at $352,572,000 after buying an additional 891,153 shares during the period. Holocene Advisors LP increased its holdings in Rockwell Automation by 128.9% in the 2nd quarter. Holocene Advisors LP now owns 866,992 shares of the industrial products company’s stock valued at $287,989,000 after buying an additional 488,262 shares during the period. JPMorgan Chase & Co. raised its stake in shares of Rockwell Automation by 122.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company’s stock valued at $286,522,000 after buying an additional 451,038 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. acquired a new position in shares of Rockwell Automation in the 4th quarter valued at $156,017,000. Institutional investors own 75.75% of the company’s stock.

More Rockwell Automation News

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

• Positive Sentiment: Barclays trimmed its price target to $400 but kept an “overweight” rating, signaling continued conviction in ROK’s longer‑term growth even after pulling back near‑term expectations. Barclays adjusts price target
• Positive Sentiment: Robert W. Baird lowered its target to $410, which still implies meaningful upside versus current levels — a vote that ROK’s fundamentals remain attractive to some buy‑side analysts. Baird lowers price target
• Neutral Sentiment: Rockwell launched a new season of its ROKStudios video series on the automation→autonomy journey — positive for branding and customer engagement but unlikely to move near‑term earnings. ROKStudios video series
• Neutral Sentiment: Recent coverage taking a fresh look at ROK’s valuation after a rebound—useful context for investors assessing whether current multiples (still elevated) are justified by growth and software momentum. Valuation analysis
• Negative Sentiment: Jefferies downgraded ROK from Buy to Hold and slashed its target (reports show reductions to $380 and commentary citing limited re‑rating potential), a headline that pressured sentiment and highlights concerns about valuation vs. growth. Jefferies downgrade
• Negative Sentiment: Wells Fargo cut its price target to $360 and moved to an “equal weight” stance — a direct downgrade in expected near‑term upside that may add selling pressure. Wells Fargo price target cut
• Negative Sentiment: Critical retail/strategy pieces (e.g., “3 Reasons ROK is Risky”) are amplifying worries about valuation and competition, which can sway momentum traders and retail flows. Critical article

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.