Rockwell Automation (NYSE:ROK) Stock Price Expected to Rise, Mizuho Analyst Says

Rockwell Automation (NYSE:ROK) had its price objective raised by investment analysts at Mizuho from $380.00 to $400.00 in a report issued on Friday,Benzinga reports. The firm presently has a “neutral” rating on the industrial products company’s stock. Mizuho’s target price points to a potential downside of 1.41% from the company’s previous close.

Other equities analysts have also issued reports about the stock. Wells Fargo & Company upped their price target on shares of Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Rothschild & Co Redburn upped their price objective on Rockwell Automation from $335.00 to $365.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 21st. Barclays lifted their target price on Rockwell Automation from $435.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. Evercore ISI initiated coverage on Rockwell Automation in a research note on Monday, December 15th. They issued an “in-line” rating and a $440.00 price target for the company. Finally, TD Cowen increased their price objective on shares of Rockwell Automation from $275.00 to $330.00 and gave the company a “hold” rating in a report on Tuesday, December 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Rockwell Automation currently has a consensus rating of “Moderate Buy” and a consensus price target of $409.56.

Rockwell Automation Price Performance

Shares of NYSE:ROK opened at $405.74 on Friday. The firm’s 50 day moving average price is $407.20 and its 200-day moving average price is $372.22. The company has a quick ratio of 0.77, a current ratio of 1.14 and a debt-to-equity ratio of 0.70. The stock has a market capitalization of $45.55 billion, a PE ratio of 52.97, a price-to-earnings-growth ratio of 3.01 and a beta of 1.52. Rockwell Automation has a twelve month low of $215.00 and a twelve month high of $438.72.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. The company had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a return on equity of 32.69% and a net margin of 10.42%.Rockwell Automation’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period last year, the firm earned $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Equities research analysts expect that Rockwell Automation will post 9.35 EPS for the current year.

Insider Activity at Rockwell Automation

In related news, SVP Cyril Perducat sold 804 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.05, for a total value of $323,248.20. Following the transaction, the senior vice president owned 5,858 shares of the company’s stock, valued at $2,355,208.90. This trade represents a 12.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Matthew W. Fordenwalt sold 146 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.48, for a total transaction of $58,762.08. Following the completion of the transaction, the senior vice president 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 25,531 shares of company stock worth $10,259,637 in the last ninety days. Corporate insiders own 0.76% of the company’s stock.

Institutional Investors Weigh In On Rockwell Automation

Several hedge funds have recently made changes to their positions in ROK. Brighton Jones LLC bought a new stake in shares of Rockwell Automation in the fourth quarter valued at about $281,000. AQR Capital Management LLC lifted its holdings in Rockwell Automation by 75.9% during the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock worth $2,059,000 after buying an additional 3,513 shares during the period. Empowered Funds LLC boosted its position in Rockwell Automation by 142.7% during the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after acquiring an additional 4,295 shares in the last quarter. Acadian Asset Management LLC increased its holdings in shares of Rockwell Automation by 233.6% in the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after acquiring an additional 1,315 shares during the period. Finally, Wealthcare Advisory Partners LLC bought a new position in shares of Rockwell Automation in the 2nd quarter worth $379,000. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Key Rockwell Automation News

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

• Positive Sentiment: Q1 results beat estimates — Rockwell reported $2.75 EPS vs. consensus ~$2.46 and revenue of ~$2.10B (organic sales up ~10–12%), showing healthy demand across products and software. Article Title
• Positive Sentiment: Margin leverage and profitability improvement — Management cited volume leverage, pricing and mix that materially widened margins (pre‑tax and segment operating margins), driving strong EPS leverage versus revenue. This supports higher long‑run earnings power. Article Title
• Positive Sentiment: Recurring revenue and product mix trends remain constructive — annual recurring revenue grew and Intelligent Devices/Software & Control showed notable growth, supporting more visible revenue streams. Article Title
• Neutral Sentiment: FY 2026 guidance set to $11.40–12.20 EPS and revenue ~ $8.8B — the range still implies year‑over‑year improvement but the midpoint is slightly below some analysts’ consensus, leaving room for debate on near‑term upside. Article Title
• Negative Sentiment: Free cash flow weakness and one‑off items weighed on sentiment — reports indicate a cash‑flow slide tied partly to higher compensation timing/one‑time items; investors punished the stock despite the beat because cash conversion was weaker than expected. Article Title
• Negative Sentiment: Market reaction: shares fell after the print — the combination of cautious/full‑year guide positioning and FCF concerns drove the intra‑day pullback even though fundamentals (sales, margins) are improving. Article Title

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.