Zacks Research Issues Optimistic Outlook for ROK Earnings

Rockwell Automation, Inc. (NYSE:ROK) – Research analysts at Zacks Research raised their Q2 2026 earnings estimates for shares of Rockwell Automation in a research report issued on Wednesday, April 22nd. Zacks Research analyst Team now anticipates that the industrial products company will post earnings of $2.84 per share for the quarter, up from their previous forecast of $2.83. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Rockwell Automation’s current full-year earnings is $12.14 per share. Zacks Research also issued estimates for Rockwell Automation’s Q3 2026 earnings at $3.01 EPS, Q4 2026 earnings at $3.24 EPS, FY2026 earnings at $11.83 EPS, Q1 2027 earnings at $2.88 EPS, Q2 2027 earnings at $3.17 EPS, Q3 2027 earnings at $3.40 EPS, Q4 2027 earnings at $3.94 EPS, FY2027 earnings at $13.39 EPS, Q1 2028 earnings at $3.47 EPS and FY2028 earnings at $15.42 EPS.

Several other analysts also recently issued reports on the stock. Barclays cut their target price on shares of Rockwell Automation from $450.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 1st. Morgan Stanley restated an “overweight” rating and set a $460.00 price target on shares of Rockwell Automation in a report on Sunday, February 8th. Mizuho boosted their price target on shares of Rockwell Automation from $380.00 to $400.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Jefferies Financial Group restated a “hold” rating and set a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a report on Tuesday, March 31st. Finally, The Goldman Sachs Group lowered their price target on shares of Rockwell Automation from $458.00 to $448.00 and set a “neutral” rating on the stock in a report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $406.67.

Rockwell Automation Price Performance

Shares of NYSE:ROK opened at $407.59 on Thursday. The company’s fifty day moving average is $382.05 and its two-hundred day moving average is $386.98. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. Rockwell Automation has a 12-month low of $239.14 and a 12-month high of $438.72. The company has a market cap of $45.80 billion, a P/E ratio of 46.63, a price-to-earnings-growth ratio of 2.93 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) 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 34.92%. The company had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the previous year, the business earned $1.83 EPS. The company’s 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.

Rockwell Automation Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be issued a $1.38 dividend. The ex-dividend date is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. Rockwell Automation’s dividend payout ratio is currently 63.16%.

Insider Transactions at Rockwell Automation

In related news, SVP Tessa M. Myers sold 1,985 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total value of $812,599.45. Following the completion of the sale, the senior vice president directly owned 4,036 shares in the company, valued at approximately $1,652,217.32. This represents a 32.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, SVP Matthew W. Fordenwalt sold 1,200 shares of the company’s stock in a transaction on Monday, April 13th. The stock was sold at an average price of $400.00, for a total transaction of $480,000.00. Following the completion of the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at $1,774,800. This represents a 21.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 51,375 shares of company stock valued at $20,828,717 in the last three months. 0.76% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Rockwell Automation

A number of large investors have recently bought and sold shares of the business. Richards Merrill & Peterson Inc. boosted its holdings in Rockwell Automation by 1.9% in the first quarter. Richards Merrill & Peterson Inc. now owns 1,358 shares of the industrial products company’s stock worth $487,000 after purchasing an additional 25 shares in the last quarter. Cidel Asset Management Inc. boosted its holdings in Rockwell Automation by 4.6% in the first quarter. Cidel Asset Management Inc. now owns 574 shares of the industrial products company’s stock worth $206,000 after purchasing an additional 25 shares in the last quarter. HBK Sorce Advisory LLC boosted its holdings in Rockwell Automation by 0.7% in the fourth quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock worth $1,544,000 after purchasing an additional 27 shares in the last quarter. Johnson Investment Counsel Inc. boosted its holdings in Rockwell Automation by 1.9% in the fourth quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock worth $549,000 after purchasing an additional 27 shares in the last quarter. Finally, Nations Financial Group Inc. IA ADV boosted its holdings in Rockwell Automation by 2.0% in the fourth quarter. Nations Financial Group Inc. IA ADV now owns 1,446 shares of the industrial products company’s stock worth $563,000 after purchasing an additional 28 shares in the last quarter. 75.75% of the stock is currently owned by institutional investors.

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.