Rockwell Automation’s (ROK) Hold Rating Reiterated at Jefferies Financial Group

Jefferies Financial Group reaffirmed their hold rating on shares of Rockwell Automation (NYSE:ROK) in a research note published on Tuesday morning, Marketbeat Ratings reports. Jefferies Financial Group currently has a $380.00 target price on the industrial products company’s stock, down from their prior target price of $490.00.

ROK has been the subject of a number of other research reports. Mizuho lifted their target price on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Barclays upped their price target on shares of Rockwell Automation from $435.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. Weiss Ratings raised shares of Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, March 25th. Argus upgraded shares of Rockwell Automation to a “strong-buy” rating in a research note on Friday, January 16th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $460.00 price objective on shares of Rockwell Automation in a report on Sunday, February 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $406.67.

Rockwell Automation Price Performance

Rockwell Automation stock opened at $364.75 on Tuesday. Rockwell Automation has a 12 month low of $215.00 and a 12 month high of $438.72. The stock’s 50 day moving average is $388.40 and its 200-day moving average is $381.80. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. The company has a market capitalization of $40.98 billion, a price-to-earnings ratio of 41.73, a PEG ratio of 2.63 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last released its quarterly 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. The business had revenue of $2.11 billion during the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The firm’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period last year, the firm posted $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Equities research analysts expect that Rockwell Automation will post 9.35 EPS for the current year.

Rockwell Automation Announces Dividend

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

Insiders Place Their Bets

In other Rockwell Automation news, SVP Rebecca W. House sold 12,100 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total value of $4,891,667.00. Following the transaction, the senior vice president directly owned 12,200 shares of the company’s stock, valued at $4,932,094. This trade represents a 49.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Isaac Woods sold 1,271 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $405.69, for a total transaction of $515,631.99. Following the completion of the transaction, the vice president owned 1,687 shares of the company’s stock, valued at $684,399.03. The trade was a 42.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 48,428 shares of company stock valued at $19,678,791 over the last 90 days. 0.76% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. HBK Sorce Advisory LLC boosted its holdings in shares of Rockwell Automation by 0.7% in the 4th quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock valued at $1,544,000 after purchasing an additional 27 shares in the last quarter. Johnson Investment Counsel Inc. raised its holdings in shares of Rockwell Automation by 1.9% during the 4th quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock worth $549,000 after buying an additional 27 shares in the last quarter. Nations Financial Group Inc. IA ADV raised its holdings in shares of Rockwell Automation by 2.0% during the 4th quarter. Nations Financial Group Inc. IA ADV now owns 1,446 shares of the industrial products company’s stock worth $563,000 after buying an additional 28 shares in the last quarter. Robertson Stephens Wealth Management LLC lifted its position in shares of Rockwell Automation by 2.4% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 1,202 shares of the industrial products company’s stock worth $468,000 after buying an additional 28 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC boosted its stake in Rockwell Automation by 7.1% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 440 shares of the industrial products company’s stock valued at $154,000 after buying an additional 29 shares in the last quarter. 75.75% of the stock is owned by institutional investors.

Rockwell Automation News Summary

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

• Positive Sentiment: Barclays kept an “overweight” rating on ROK while trimming its price target to $400 (from $450). The maintained overweight suggests the firm still sees upside (~9.7% from the cited price level), which can support the stock despite the cut. Article Title
• Neutral Sentiment: Rockwell launched a new season of its ROKStudios video series exploring automation → autonomy, a branding/education initiative that helps long‑term customer engagement but is unlikely to move near‑term earnings materially. Article Title
• Neutral Sentiment: Analysis pieces reviewed Rockwell’s valuation after a recent rebound; these provide context for investors but don’t represent new fundamental changes. Use them to assess whether current multiples (high P/E, elevated beta) match your risk/return profile. Article Title
• Negative Sentiment: Jefferies moved to a “hold” (downgrade), signaling less conviction in near‑term upside and contributing to selling pressure from institutional accounts that follow Jefferies. Article Title
• Negative Sentiment: Wells Fargo cut its price target to $360 and set an “equal weight” rating — the new target sits below the cited trading level, a direct negative signal for investors focused on near‑term downside. Article Title
• Negative Sentiment: Robert W. Baird trimmed its price target to $410, and other media pieces flagged three reasons ROK could be risky (competition, valuation, macro sensitivity), which can amplify bearish sentiment among retail and value‑focused funds. Article Title Article Title

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.