Rockwell Automation (NYSE:ROK) Price Target Raised to $515.00 at BNP Paribas Exane

Rockwell Automation (NYSE:ROK) had its price objective increased by BNP Paribas Exane from $495.00 to $515.00 in a report issued on Wednesday,MarketScreener reports. BNP Paribas Exane’s price objective suggests a potential upside of 14.82% from the company’s previous close.

ROK has been the subject of a number of other reports. Jefferies Financial Group reissued a “hold” rating and set a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a research note on Tuesday, March 31st. Stephens raised their target price on shares of Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Evercore increased their price objective on shares of Rockwell Automation from $440.00 to $480.00 in a research report on Wednesday. Barclays restated an “overweight” rating and issued a $480.00 target price on shares of Rockwell Automation in a report on Wednesday. Finally, Citigroup reiterated a “buy” rating on shares of Rockwell Automation in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $427.63.

Rockwell Automation Price Performance

NYSE ROK opened at $448.54 on Wednesday. The stock has a market capitalization of $50.40 billion, a price-to-earnings ratio of 51.46, a PEG ratio of 2.86 and a beta of 1.56. Rockwell Automation has a 1-year low of $277.66 and a 1-year high of $455.97. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. The business’s fifty day moving average price is $384.37 and its 200-day moving average price is $390.50.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. The company had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.16 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.Rockwell Automation’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities analysts predict that Rockwell Automation will post 12.14 earnings per share for the current year.

Insider Activity

In related news, SVP Rebecca W. House sold 12,100 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was 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 in the company, valued at $4,932,094. The trade was a 49.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 transaction, the senior vice president directly owned 4,036 shares in the company, valued at $1,652,217.32. This trade represents a 32.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 51,375 shares of company stock valued at $20,828,717. 0.76% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. MV Capital Management Inc. purchased a new position in Rockwell Automation in the 4th quarter worth about $28,000. Manchester Capital Management LLC grew its stake in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock worth $31,000 after acquiring an additional 39 shares in the last quarter. First Horizon Corp purchased a new position in shares of Rockwell Automation during the fourth quarter worth approximately $32,000. BOK Financial Private Wealth Inc. bought a new stake in shares of Rockwell Automation during the fourth quarter valued at approximately $33,000. Finally, TD Capital Management LLC bought a new stake in shares of Rockwell Automation during the fourth quarter valued at approximately $33,000. 75.75% of the stock is currently owned by institutional investors.

Rockwell Automation News Summary

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

• Positive Sentiment: Q2 beats and raised guidance — Rockwell reported $3.30 EPS vs. estimates and $2.24B revenue, and raised FY?2026 EPS guidance to $12.50–13.10 (above consensus) and revenue guidance to $9.3–9.7B, supporting the rally. ROK Beats Q2 Earnings Estimates on Higher Volume, Hikes FY26 View
• Positive Sentiment: Management cites broadening demand — Management pointed to stronger AI-related factory automation and general industrial demand when boosting the outlook, a demand tailwind investors framed as sustainable revenue growth. Automation play breaks out on Q2 earnings; hikes outlook on improved AI, factory demand
• Positive Sentiment: Market reaction & record highs — Coverage and headlines (Dow & market context) emphasized the beat + guide lift, with shares jumping into record territory as investors re?rate growth and margin outlook. Rockwell Automation (ROK) Soars to Record Peak Following Strong Q2 Results
• Neutral Sentiment: Primary disclosures & materials available — Company press release, slide deck and full earnings call/transcript give details behind the beat; useful for modeling upcoming quarters but not new catalytic information. Press Release / Slide Deck
• Negative Sentiment: New cyber & third?party data privacy risk disclosure — Rockwell flagged increased cyber and third?party data privacy risks tied to its global IT and cloud reliance; this raises operational/insurance and remediation cost risks that investors should monitor. Rockwell Automation Faces Heightened Cyber and Third-Party Data Privacy Risks from Global IT and Cloud Reliance

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.