Zacks Research Has Strong Forecast for ROK FY2026 Earnings

Rockwell Automation, Inc. (NYSE:ROK) – Equities researchers at Zacks Research lifted their FY2026 earnings per share (EPS) estimates for shares of Rockwell Automation in a report released on Tuesday, August 18th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $13.15 for the year, up from their previous estimate of $12.86. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Rockwell Automation’s current full-year earnings is $13.22 per share. Zacks Research also issued estimates for Rockwell Automation’s Q4 2026 earnings at $3.61 EPS, Q1 2027 earnings at $2.97 EPS, Q2 2027 earnings at $3.54 EPS, Q3 2027 earnings at $3.74 EPS, Q4 2027 earnings at $3.98 EPS, FY2027 earnings at $14.22 EPS, Q1 2028 earnings at $3.76 EPS, Q2 2028 earnings at $4.12 EPS, Q3 2028 earnings at $4.15 EPS and FY2028 earnings at $16.69 EPS.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, topping analysts’ consensus estimates of $3.38 by $0.11. The firm had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The company’s quarterly revenue was up 7.9% on a year-over-year basis. During the same quarter last year, the business earned $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS.

ROK has been the subject of several other reports. BNP Paribas Exane lifted their price target on Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday, May 6th. HSBC increased their price objective on Rockwell Automation from $445.00 to $490.00 in a report on Wednesday, May 6th. DA Davidson assumed coverage on Rockwell Automation in a report on Tuesday, June 16th. They set a “neutral” rating and a $500.00 target price for the company. Morgan Stanley reaffirmed an “overweight” rating and set a $525.00 target price on shares of Rockwell Automation in a report on Wednesday, May 6th. Finally, Rothschild & Co Redburn upped their price target on Rockwell Automation from $365.00 to $378.00 in a research report on Wednesday, May 6th. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, Rockwell Automation has an average rating of “Hold” and a consensus target price of $468.67.

Rockwell Automation Trading Down 2.5%

NYSE:ROK opened at $433.41 on Wednesday. The company has a market cap of $48.13 billion, a P/E ratio of 40.62, a P/E/G ratio of 2.62 and a beta of 1.54. The stock’s fifty day moving average price is $463.07 and its two-hundred day moving average price is $426.80. Rockwell Automation has a 1 year low of $332.71 and a 1 year high of $497.36. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74.

Institutional Trading of Rockwell Automation

Several institutional investors and hedge funds have recently made changes to their positions in ROK. Virtus Advisers LLC purchased a new stake in Rockwell Automation during the second quarter valued at about $25,000. MV Capital Management Inc. purchased a new position in shares of Rockwell Automation during the 4th quarter valued at about $28,000. Manchester Capital Management LLC raised its holdings in shares of Rockwell Automation by 97.5% during the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after buying an additional 39 shares in the last quarter. Cassaday & Co Wealth Management LLC bought a new stake in Rockwell Automation in the 1st quarter worth approximately $31,000. Finally, First Horizon Corp bought a new stake in Rockwell Automation in the 4th quarter worth approximately $32,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the transaction, the senior vice president owned 4,437 shares of the company’s stock, valued at $2,043,282.87. The trade was a 7.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is currently owned by insiders.

Rockwell Automation declared that its Board of Directors has approved a share repurchase plan on Tuesday, June 9th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the industrial products company to purchase up to 2% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Rockwell Automation Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio (DPR) is currently 51.73%.

More Rockwell Automation News

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

• Positive Sentiment: Zacks Research raised most of its Rockwell Automation earnings forecasts. The firm increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. It also lifted estimates for several quarterly periods, including Q4 2026, Q2 and Q3 2027, and Q1 through Q3 2028. The revisions suggest improving expectations for the industrial automation company’s longer-term earnings growth.
• Positive Sentiment: Long-term investment optimism provided additional support. Jim Cramer called Rockwell Automation “one ugly chart” but described it as a “great long-term situation,” while a separate analysis reiterated a “Strong Buy” view and cited durable margin expansion and reshoring momentum as reasons for a $564 price target. Jim Cramer article Rockwell Automation Strong Buy analysis
• Neutral Sentiment: Zacks maintained a “Hold” rating. Although the earnings outlook improved overall, the firm cut its Q1 2027 EPS estimate slightly to $2.97 from $2.99. Its FY2026 forecast of $13.15 also remains just below the broader consensus estimate of $13.22, tempering the bullish effect of the revisions.
• Neutral Sentiment: The broader analyst consensus is still “Hold.” This reinforces that investors may view the estimate increases as incremental rather than a major change in Rockwell Automation’s earnings outlook. Rockwell Automation consensus recommendation

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.