The Goldman Sachs Group Issues Positive Forecast for Rockwell Automation (NYSE:ROK) Stock Price

Rockwell Automation (NYSE:ROK) had its price objective upped by The Goldman Sachs Group from $448.00 to $487.00 in a report issued on Wednesday,MarketScreener reports.

Other equities analysts have also recently issued reports about the company. Morgan Stanley reaffirmed an “overweight” rating and issued a $525.00 price target on shares of Rockwell Automation in a research note on Wednesday. Mizuho raised their target price on shares of Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Barclays lifted their target price on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research note on Wednesday. TD Cowen upped their price target on shares of Rockwell Automation from $330.00 to $350.00 and gave the company a “hold” rating in a report on Friday, February 20th. Finally, Robert W. Baird dropped their price target on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. One investment 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 data from MarketBeat, Rockwell Automation presently has an average rating of “Moderate Buy” and an average price target of $436.00.

Rockwell Automation Stock Performance

NYSE ROK opened at $460.89 on Wednesday. The company has a 50-day simple moving average of $385.85 and a two-hundred day simple moving average of $391.29. Rockwell Automation has a 12-month low of $277.66 and a 12-month high of $463.49. The firm has a market cap of $51.79 billion, a price-to-earnings ratio of 47.91, a PEG ratio of 2.98 and a beta of 1.56. The company has a quick ratio of 0.80, a current ratio of 1.87 and a debt-to-equity ratio of 0.72.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping the consensus estimate of $2.88 by $0.42. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The firm had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. During the same quarter in the previous year, the business earned $2.45 earnings per share. The company’s quarterly revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities analysts forecast that Rockwell Automation will post 12.69 EPS for the current year.

Rockwell Automation Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s dividend payout ratio (DPR) is currently 63.16%.

Insider Activity

In related news, SVP Christopher Nardecchia sold 14,465 shares of Rockwell Automation stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $410.01, for a total value of $5,930,794.65. Following the sale, the senior vice president owned 14,232 shares in the company, valued at $5,835,262.32. The trade was a 50.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Isaac Woods sold 1,271 shares of the business’s stock in a transaction 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 transaction, the vice president directly owned 1,687 shares in the company, valued at approximately $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. In the last ninety days, insiders sold 55,063 shares of company stock valued at $22,477,756. 0.76% of the stock is owned by insiders.

Institutional Investors Weigh In On Rockwell Automation

A number of large investors have recently modified their holdings of the stock. Richards Merrill & Peterson Inc. raised its stake 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 buying an additional 25 shares in the last quarter. Cidel Asset Management Inc. lifted 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 buying an additional 25 shares during the period. HBK Sorce Advisory LLC boosted its position in Rockwell Automation by 0.7% during 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 acquiring an additional 27 shares in the last quarter. Johnson Investment Counsel Inc. grew 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 acquiring an additional 27 shares during the period. Finally, Nations Financial Group Inc. IA ADV grew 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 acquiring an additional 28 shares during the period. Institutional investors own 75.75% of the company’s stock.

Key Rockwell Automation News

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

• Positive Sentiment: Q2 beat and raised full-year guidance — Rockwell reported $3.30 EPS vs. ~$2.88 consensus and revenue of $2.24B (organic growth, margin gains). Management raised FY26 EPS guidance to $12.50–13.10 and revenue guidance above Street estimates, driving the rally. Why Rockwell Automation Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts revise forecasts upward — Multiple analysts raised earnings and price targets after the upbeat quarter, citing stronger AI/data-center and factory automation demand, which supports higher valuation assumptions. Analysts Raise Forecasts
• Positive Sentiment: Notable price-target increases from bullish shops — Several firms pushed targets materially higher (BNP Paribas Exane to $515, Goldman Sachs to $487, Evercore to $480), signaling institutional confidence in upside from the guidance beat. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Insider sales disclosed but executed under 10b5-1 plans — Several executives (VP Scott Genereux; SVPs Christopher Nardecchia and Matthew Fordenwalt) sold shares on May 5th in pre-arranged plans. Planned sales reduce negative signal vs. ad-hoc selling but warrant monitoring. Genereux Insider Trade Nardecchia Insider Trade Fordenwalt Insider Trade
• Neutral Sentiment: Mixed broker actions — Some shops raised targets materially while others kept neutral/equal-weight ratings or more modest hikes (e.g., Wells Fargo, JPMorgan, Rothschild), producing a mixed short-term backdrop even as consensus estimates moved up. JPMorgan PT Adjust
• Negative Sentiment: New cyber and third?party data-privacy risk disclosure — Rockwell flagged heightened cyber and third?party risks tied to its global IT and cloud reliance; while common for industrial software players, this adds operational/legal risk that investors should watch. Cyber Risk Disclosure

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.