Rockwell Automation (ROK) Projected to Post Earnings on Thursday

Rockwell Automation (NYSE:ROK) will likely be issuing its Q1 2026 results before the market opens on Thursday, February 5th. Analysts expect Rockwell Automation to post earnings of $2.46 per share and revenue of $2.0841 billion for the quarter. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. Parties may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Thursday, February 5, 2026 at 8:30 AM ET.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share for the quarter, beating analysts’ consensus estimates of $2.94 by $0.40. The business had revenue of $4.63 billion for the quarter, compared to analysts’ expectations of $2.19 billion. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. The firm’s revenue for the quarter was up 13.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.47 earnings per share. On average, analysts expect Rockwell Automation to post $9 EPS for the current fiscal year and $11 EPS for the next fiscal year.

Rockwell Automation Stock Down 1.2%

NYSE ROK opened at $414.85 on Thursday. Rockwell Automation has a 1-year low of $215.00 and a 1-year high of $429.58. The company has a market capitalization of $46.58 billion, a price-to-earnings ratio of 54.16, a PEG ratio of 2.94 and a beta of 1.52. The stock’s 50 day moving average is $402.56 and its two-hundred day moving average is $369.30. The company has a current ratio of 1.14, a quick ratio of 0.77 and a debt-to-equity ratio of 0.70.

Analysts Set New Price Targets

Several brokerages have weighed in on ROK. Wells Fargo & Company upped their price objective on shares of Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. Bank of America increased their price target on Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Argus upgraded Rockwell Automation to a “strong-buy” rating in a research report on Friday, January 16th. The Goldman Sachs Group raised Rockwell Automation from a “sell” rating to a “neutral” rating and boosted their price objective for the stock from $329.00 to $448.00 in a research note on Tuesday, December 16th. Finally, Robert W. Baird raised their target price on Rockwell Automation from $392.00 to $402.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $410.12.

Insider Transactions at Rockwell Automation

In related news, SVP Matthew W. Fordenwalt sold 146 shares of the stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $402.48, for a total value of $58,762.08. Following the transaction, the senior vice president directly owned 4,437 shares in the company, valued at $1,785,803.76. This represents a 3.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 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 transaction of $323,248.20. Following the completion of the transaction, the senior vice president directly owned 5,858 shares in the company, valued at approximately $2,355,208.90. The trade was a 12.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 87,231 shares of company stock valued at $34,418,889. 0.76% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Rockwell Automation

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ROK. Balyasny Asset Management L.P. increased its position in shares of Rockwell Automation by 1,666.2% during the 3rd quarter. Balyasny Asset Management L.P. now owns 321,722 shares of the industrial products company’s stock worth $112,451,000 after purchasing an additional 303,506 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of Rockwell Automation by 126.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 321,964 shares of the industrial products company’s stock valued at $112,536,000 after buying an additional 179,606 shares in the last quarter. Worldquant Millennium Advisors LLC increased its holdings in Rockwell Automation by 81.3% during the second quarter. Worldquant Millennium Advisors LLC now owns 333,161 shares of the industrial products company’s stock worth $110,666,000 after buying an additional 149,379 shares during the last quarter. Nissay Asset Management Corp Japan raised its position in Rockwell Automation by 1,030.6% during the third quarter. Nissay Asset Management Corp Japan now owns 161,637 shares of the industrial products company’s stock worth $56,497,000 after acquiring an additional 147,340 shares in the last quarter. Finally, Man Group plc lifted its stake in Rockwell Automation by 80.7% in the third quarter. Man Group plc now owns 300,689 shares of the industrial products company’s stock valued at $105,100,000 after acquiring an additional 134,313 shares during the last quarter. Institutional investors own 75.75% of the company’s 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.