Q3 EPS Forecast for Rockwell Automation Decreased by Analyst

Rockwell Automation, Inc. (NYSE:ROK) – Equities research analysts at Zacks Research reduced their Q3 2026 earnings per share estimates for shares of Rockwell Automation in a report issued on Tuesday, June 23rd. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $3.28 per share for the quarter, down from their previous estimate of $3.29. The consensus estimate for Rockwell Automation’s current full-year earnings is $13.00 per share. Zacks Research also issued estimates for Rockwell Automation’s Q4 2026 earnings at $3.53 EPS, FY2026 earnings at $12.86 EPS, Q1 2027 earnings at $2.99 EPS, Q2 2027 earnings at $3.37 EPS, Q3 2027 earnings at $3.63 EPS, FY2027 earnings at $13.86 EPS and Q1 2028 earnings at $3.61 EPS.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The business had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.Rockwell Automation’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the prior year, the business earned $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS.

A number of other equities research analysts have also commented on the stock. HSBC raised their price objective on shares of Rockwell Automation from $445.00 to $490.00 in a report on Wednesday, May 6th. Mizuho set a $445.00 target price on shares of Rockwell Automation in a research note on Wednesday, May 6th. The Goldman Sachs Group increased their target price on Rockwell Automation from $448.00 to $487.00 in a report on Wednesday, May 6th. Citigroup lifted their price target on Rockwell Automation from $466.00 to $500.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Finally, Jefferies Financial Group restated a “hold” rating and issued a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a report on Tuesday, March 31st. Ten research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, Rockwell Automation has a consensus rating of “Hold” and a consensus target price of $457.50.

Rockwell Automation Stock Up 0.9%

Rockwell Automation stock opened at $460.59 on Thursday. The stock has a market capitalization of $51.25 billion, a PE ratio of 47.88, a price-to-earnings-growth ratio of 2.92 and a beta of 1.57. Rockwell Automation has a twelve month low of $305.44 and a twelve month high of $479.59. The company has a quick ratio of 0.76, a current ratio of 1.09 and a debt-to-equity ratio of 0.72. The company has a 50 day moving average of $442.11 and a 200-day moving average of $411.14.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Oak Thistle LLC bought a new position in Rockwell Automation during the fourth quarter worth about $1,556,000. Nordea Investment Management AB raised its stake in Rockwell Automation by 20.7% in the fourth quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock valued at $291,073,000 after buying an additional 127,733 shares during the period. SG Americas Securities LLC raised its stake in Rockwell Automation by 911.0% in the fourth quarter. SG Americas Securities LLC now owns 91,808 shares of the industrial products company’s stock valued at $35,720,000 after buying an additional 82,727 shares during the period. Maridea Wealth Management LLC lifted its position in shares of Rockwell Automation by 580.0% in the fourth quarter. Maridea Wealth Management LLC now owns 5,522 shares of the industrial products company’s stock valued at $2,148,000 after buying an additional 4,710 shares during the last quarter. Finally, Brighton Jones LLC acquired a new stake in shares of Rockwell Automation in the fourth quarter valued at approximately $281,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Rockwell Automation

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 1,200 shares of the business’s stock in a transaction dated Monday, April 13th. The shares were sold at an average price of $400.00, for a total transaction of $480,000.00. Following the sale, the senior vice president directly owned 4,437 shares of the company’s stock, valued at $1,774,800. The trade was a 21.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Terry L. Riesterer sold 4,024 shares of the stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $451.97, for a total transaction of $1,818,727.28. Following the transaction, the vice president owned 134 shares of the company’s stock, valued at approximately $60,563.98. This represents a 96.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 12,308 shares of company stock valued at $5,339,812 in the last three months. 0.76% of the stock is currently owned by insiders.

Rockwell Automation Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be issued a dividend of $1.38 per share. The ex-dividend date is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.2%. Rockwell Automation’s dividend payout ratio is presently 57.38%.

Rockwell Automation declared that its Board of Directors has approved a stock buyback program on Tuesday, June 9th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the industrial products company to repurchase up to 2% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its stock is undervalued.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Argus lifted its price target on Rockwell Automation to $530 from $465 and maintained a Buy rating, reinforcing bullish expectations for the stock. MarketScreener article
• Positive Sentiment: Zacks Research raised its FY2028 and Q2 2028 earnings forecasts for Rockwell Automation, suggesting improving long-term earnings power. MarketBeat reference
• Positive Sentiment: Rockwell announced its Singapore manufacturing site was named a World Economic Forum Global Lighthouse, highlighting advanced automation, AI-driven transformation, and operational excellence. Business Wire article
• Positive Sentiment: Rockwell launched FactoryTalk Orchestration, with early deployments at Heaven Hill and Cranswick, which could support software and digital-automation growth. Yahoo Finance article
• Neutral Sentiment: DA Davidson initiated coverage with a Neutral rating and a $500 target, indicating solid fundamentals but not a strong near-term breakout call. Insider Monkey article
• Neutral Sentiment: Rockwell also received recognition for a partner award and broader industry mentions, which are supportive but less likely to move the stock on their own. GlobeNewswire article

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.