Rockwell Automation (NYSE:ROK) Price Target Raised to $400.00

Rockwell Automation (NYSE:ROK) had its price objective boosted by Mizuho from $380.00 to $400.00 in a research note issued to investors on Friday, MarketBeat reports. Mizuho currently has a neutral rating on the industrial products company’s stock.

Several other research firms have also recently weighed in on ROK. Rothschild & Co Redburn lifted their target price on Rockwell Automation from $335.00 to $365.00 and gave the company a “neutral” rating in a research note on Wednesday, January 21st. Argus upgraded shares of Rockwell Automation to a “strong-buy” rating in a report on Friday, January 16th. JPMorgan Chase & Co. upped their price objective on shares of Rockwell Automation from $400.00 to $404.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Zacks Research downgraded shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Finally, Bank of America boosted their price target on shares of Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Rockwell Automation currently has an average rating of “Moderate Buy” and an average target price of $417.22.

Rockwell Automation Trading Up 1.9%

Rockwell Automation stock opened at $414.40 on Friday. Rockwell Automation has a 52 week low of $215.00 and a 52 week high of $438.72. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The firm has a market capitalization of $46.53 billion, a price-to-earnings ratio of 47.41, a P/E/G ratio of 2.92 and a beta of 1.52. The company has a 50 day moving average price of $407.64 and a 200 day moving average price of $372.90.

Rockwell Automation (NYSE:ROK) last released its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The company had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the prior year, the company earned $1.83 earnings per share. The company’s revenue for the quarter was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Research analysts forecast that Rockwell Automation will post 9.35 EPS for the current year.

Insider Transactions at Rockwell Automation

In other news, VP Terry L. Riesterer sold 800 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $392.00, for a total transaction of $313,600.00. Following the transaction, the vice president owned 1,234 shares of the company’s stock, valued at approximately $483,728. This represents a 39.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Cyril Perducat sold 804 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $402.05, for a total value of $323,248.20. Following the completion of the transaction, the senior vice president directly owned 5,858 shares in the company, valued at $2,355,208.90. The trade was a 12.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 25,531 shares of company stock valued at $10,259,637 in the last three months. 0.76% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Rockwell Automation

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ROK. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of Rockwell Automation by 468.8% during the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock worth $32,000 after buying an additional 75 shares during the period. First Horizon Corp bought a new stake in Rockwell Automation during the fourth quarter valued at about $32,000. Rexford Capital Inc. acquired a new stake in shares of Rockwell Automation in the second quarter valued at about $33,000. BOK Financial Private Wealth Inc. bought a new position in shares of Rockwell Automation in the fourth quarter worth about $33,000. Finally, Fortitude Family Office LLC lifted its position in shares of Rockwell Automation by 109.5% during the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 46 shares during the last quarter. Institutional investors and hedge funds 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: Q1 results beat expectations — EPS $2.75 vs. consensus (~$2.46) and revenue ~ $2.11B with organic sales up ~10–12%; management highlighted margin expansion and operating leverage. ROK Q1 Earnings Surpass Estimates
• Positive Sentiment: Business mix strength: Intelligent Devices and Software & Control showed notable growth; annual recurring revenue rose, supporting visibility and longer‑term margin expansion. Rockwell Q1 segment and ARR details
• Neutral Sentiment: FY‑2026 EPS guidance was set to a range (11.40–12.20), roughly in line with management’s prior view but near the Street midpoint — supportive for the long run but not aggressively above expectations. Rockwell Automation Lifts Guidance as Profit Jumps
• Neutral Sentiment: Mizuho raised its price target to $400 but kept a “neutral” rating, signaling mixed near‑term conviction despite the stronger quarter. Mizuho raises price target on ROK
• Negative Sentiment: Operating cash flow weakened due to timing/one‑off compensation payments, which some investors flagged as weighing on near‑term free cash flow and capital‑return growth. That contributed to an initial share pullback after the print. ROK cash flow slide weighs on shares
• Negative Sentiment: Market reaction was mixed — despite the beat many traders viewed the guidance tone and cash‑flow notes as reasons to trim positions, producing short‑term volatility. What’s Going On With Rockwell Automation Stock?

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.