Rockwell Automation (NYSE:ROK) Price Target Raised to $404.00

Rockwell Automation (NYSE:ROK) had its price target hoisted by JPMorgan Chase & Co. from $400.00 to $404.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a neutral rating on the industrial products company’s stock.

A number of other equities analysts have also weighed in on the stock. Wall Street Zen upgraded shares of Rockwell Automation from a “hold” rating to a “buy” rating in a research report on Sunday, September 21st. Wells Fargo & Company raised their price target on Rockwell Automation from $380.00 to $410.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. Morgan Stanley increased their target price on shares of Rockwell Automation from $435.00 to $440.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Bank of America raised their target price on shares of Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Finally, TD Cowen lifted their price objective on Rockwell Automation from $275.00 to $330.00 and gave the stock a “hold” rating in a research report on Tuesday, December 2nd. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, Rockwell Automation presently has a consensus rating of “Moderate Buy” and a consensus price target of $406.69.

Rockwell Automation Stock Performance

Shares of ROK stock opened at $415.75 on Friday. Rockwell Automation has a one year low of $215.00 and a one year high of $425.90. The firm has a 50-day moving average of $396.62 and a 200-day moving average of $365.29. 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 company has a market cap of $46.68 billion, a P/E ratio of 54.28, a P/E/G ratio of 2.77 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last released its earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.94 by $0.40. The company had revenue of $4.63 billion during the quarter, compared to analyst estimates of $2.19 billion. Rockwell Automation had a return on equity of 32.69% and a net margin of 10.42%.Rockwell Automation’s quarterly revenue was up 13.8% on a year-over-year basis. During the same period in the prior year, the company posted $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. Equities research analysts forecast that Rockwell Automation will post 9.35 EPS for the current fiscal year.

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 given a $1.38 dividend. The ex-dividend date of this dividend was Monday, November 17th. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.31. Rockwell Automation’s payout ratio is presently 72.06%.

Insider Activity at Rockwell Automation

In related news, SVP Matthew W. Fordenwalt sold 146 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $402.48, for a total transaction of $58,762.08. Following the completion of the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at $1,785,803.76. This trade represents a 3.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Terry L. Riesterer sold 800 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $392.00, for a total transaction of $313,600.00. Following the completion of the transaction, the vice president owned 1,234 shares of the company’s stock, valued at approximately $483,728. The trade was a 39.33% 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. 0.76% of the stock is currently owned by company insiders.

Institutional Trading of Rockwell Automation

A number of institutional investors and hedge funds have recently modified their holdings of the business. Thurston Springer Miller Herd & Titak Inc. boosted its position in shares of Rockwell Automation by 468.8% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock valued at $32,000 after buying an additional 75 shares during the last quarter. Rexford Capital Inc. bought a new position in Rockwell Automation during the 2nd quarter valued at about $33,000. Fortitude Family Office LLC lifted its stake in Rockwell Automation by 109.5% during the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 46 shares during the period. Ameriflex Group Inc. boosted its holdings in shares of Rockwell Automation by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 50 shares during the last quarter. Finally, Legend Financial Advisors Inc. bought a new stake in shares of Rockwell Automation in the second quarter worth approximately $39,000. Institutional investors own 75.75% of the company’s stock.

Trending Headlines about Rockwell Automation

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

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.