Research Analysts Offer Predictions for ROK FY2027 Earnings

Rockwell Automation, Inc. (NYSE:ROK) – Zacks Research increased their FY2027 earnings estimates for shares of Rockwell Automation in a report released on Wednesday, January 14th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $12.71 per share for the year, up from their previous estimate of $12.69. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Rockwell Automation’s current full-year earnings is $9.35 per share. Zacks Research also issued estimates for Rockwell Automation’s Q4 2027 earnings at $3.61 EPS, Q1 2028 earnings at $3.50 EPS and FY2028 earnings at $15.36 EPS.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, November 6th. The industrial products company reported $3.34 EPS for the quarter, beating the consensus estimate of $2.94 by $0.40. The company had revenue of $4.63 billion for the quarter, compared to the consensus estimate of $2.19 billion. Rockwell Automation had a return on equity of 32.69% and a net margin of 10.42%.The firm’s revenue for the quarter was up 13.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS.

Other equities research analysts have also recently issued research reports about the stock. Evercore ISI initiated coverage on shares of Rockwell Automation in a research report on Monday, December 15th. They issued an “in-line” rating and a $440.00 target price for the company. Morgan Stanley lifted their price objective on shares of Rockwell Automation from $435.00 to $440.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. Robert W. Baird increased their target price on shares of Rockwell Automation from $392.00 to $402.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Citigroup raised their target price on shares of Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a report on Monday, December 8th. Finally, Bank of America boosted their price target on Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, Rockwell Automation presently has a consensus rating of “Moderate Buy” and a consensus target price of $406.69.

Rockwell Automation Stock Down 1.3%

ROK stock opened at $415.75 on Friday. Rockwell Automation has a fifty-two week low of $215.00 and a fifty-two week high of $425.90. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.14 and a quick ratio of 0.77. The stock has a market capitalization of $46.68 billion, a price-to-earnings ratio of 54.28, a PEG ratio of 2.77 and a beta of 1.52. The business’s fifty day moving average price is $396.62 and its two-hundred day moving average price is $365.13.

Rockwell Automation Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 17th were paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Monday, November 17th. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. Rockwell Automation’s dividend payout ratio is 72.06%.

Insider Activity at Rockwell Automation

In other Rockwell Automation news, SVP Matheus De A. G. Viera Bulho sold 476 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.02, for a total transaction of $191,361.52. Following the sale, the senior vice president owned 2,401 shares of the company’s stock, valued at approximately $965,250.02. The trade was a 16.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Isaac Woods sold 229 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $401.92, for a total value of $92,039.68. Following the completion of the transaction, the vice president owned 2,058 shares of the company’s stock, valued at $827,151.36. The trade was a 10.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 88,053 shares of company stock worth $34,718,919 in the last ninety days. Insiders own 0.76% of the company’s stock.

Hedge Funds Weigh In On Rockwell Automation

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Perigon Wealth Management LLC boosted its stake in shares of Rockwell Automation by 4.7% during the fourth quarter. Perigon Wealth Management LLC now owns 3,013 shares of the industrial products company’s stock valued at $1,172,000 after purchasing an additional 136 shares in the last quarter. Aberdeen Group plc lifted its holdings in shares of Rockwell Automation by 2.7% during the fourth quarter. Aberdeen Group plc now owns 116,312 shares of the industrial products company’s stock worth $45,254,000 after purchasing an additional 3,061 shares during the period. Walker Asset Management LLC acquired a new position in shares of Rockwell Automation during the fourth quarter worth $206,000. Trust Co. of Vermont grew its stake in shares of Rockwell Automation by 67.3% in the fourth quarter. Trust Co. of Vermont now owns 3,007 shares of the industrial products company’s stock worth $1,170,000 after purchasing an additional 1,210 shares during the last quarter. Finally, DiNuzzo Private Wealth Inc. increased its holdings in Rockwell Automation by 44.1% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 474 shares of the industrial products company’s stock valued at $184,000 after purchasing an additional 145 shares during the period. Institutional investors and hedge funds 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: Morgan Stanley upgraded Rockwell to a buy (supporting upside expectations and investor confidence). Rockwell Automation (ROK) Receives a Buy from Morgan Stanley
• Positive Sentiment: Zacks highlights Rockwell’s strong history of earnings surprises and says the company has the attributes that make another beat likely — a positive for short‑term sentiment ahead of upcoming reports. Will Rockwell Automation (ROK) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Zacks also profiles ROK as a long‑term momentum stock, reinforcing investor interest from momentum/style investors. Why Rockwell Automation (ROK) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Zacks Research nudged several near‑term EPS estimates slightly higher (Q1 and Q4 adjustments), a modest fundamental positive that helps justify current multiple. MarketBeat / Zacks estimate notes
• Neutral Sentiment: Rockwell released its 2025 Sustainability Report — supportive for long‑term ESG positioning but unlikely to move near‑term trading materially. Rockwell Automation 2025 Sustainability Report Issued
• Neutral Sentiment: Coverage pieces (valuation checks and a Daktronics comparison) provide context for investors deciding between growth/momentum vs pure value plays; these are informative but not market‑moving. DAKT or ROK: Which Is the Better Value Stock Right Now?
• Negative Sentiment: JPMorgan raised its price target modestly to $404 but kept a neutral rating — the PT implies downside versus the current quote and signals caution from a major house. Benzinga note on JPMorgan price target
• Negative Sentiment: Zacks slightly trimmed FY2028 EPS estimates (tiny adjustment) — not a large fundamental change but contributes to mixed near‑term guidance/expectations. MarketBeat / Zacks estimate notes

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.