Research Analysts Set Expectations for ROK FY2026 Earnings

Rockwell Automation, Inc. (NYSE:ROK) – Zacks Research raised their FY2026 EPS estimates for shares of Rockwell Automation in a research report issued on Thursday, September 3rd. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $13.17 per share for the year, up from their previous estimate of $13.15. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Rockwell Automation’s current full-year earnings is $13.22 per share. Zacks Research also issued estimates for Rockwell Automation’s Q4 2026 earnings at $3.63 EPS, Q1 2027 earnings at $2.93 EPS, Q2 2027 earnings at $3.58 EPS, Q3 2027 earnings at $3.81 EPS, Q4 2027 earnings at $4.07 EPS, FY2027 earnings at $14.39 EPS, Q3 2028 earnings at $4.18 EPS and FY2028 earnings at $16.78 EPS.

Several other equities analysts have also issued reports on ROK. Evercore set a $485.00 price objective on Rockwell Automation in a report on Wednesday, August 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Rockwell Automation in a report on Thursday, June 18th. Citigroup decreased their target price on Rockwell Automation from $555.00 to $536.00 and set a “buy” rating for the company in a research report on Wednesday, August 5th. Morgan Stanley raised their price target on Rockwell Automation from $525.00 to $545.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, Robert W. Baird set a $514.00 price target on Rockwell Automation in a research report on Wednesday, August 5th. Nine investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, Rockwell Automation presently has an average rating of “Hold” and a consensus price target of $469.14.

Rockwell Automation Price Performance

Shares of ROK opened at $428.58 on Friday. Rockwell Automation has a 1-year low of $332.71 and a 1-year high of $497.36. The stock has a market cap of $47.59 billion, a PE ratio of 40.17, a price-to-earnings-growth ratio of 2.48 and a beta of 1.52. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. The firm has a fifty day moving average price of $454.75 and a 200 day moving average price of $428.14.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.38 by $0.11. The business had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The company’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS.

Institutional Investors Weigh In On Rockwell Automation

Several large investors have recently modified their holdings of the stock. Castle Rock Wealth Management LLC grew its position in Rockwell Automation by 2.2% in the 2nd quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock valued at $501,000 after buying an additional 22 shares during the last quarter. Richards Merrill & Peterson Inc. raised its position in Rockwell Automation by 1.9% during the 1st quarter. Richards Merrill & Peterson Inc. now owns 1,358 shares of the industrial products company’s stock worth $487,000 after buying an additional 25 shares during the last quarter. Cidel Asset Management Inc. raised its position in Rockwell Automation by 4.6% during the 1st quarter. Cidel Asset Management Inc. now owns 574 shares of the industrial products company’s stock worth $206,000 after buying an additional 25 shares during the last quarter. HBK Sorce Advisory LLC lifted its stake in shares of Rockwell Automation by 0.7% in the 4th quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock worth $1,544,000 after acquiring an additional 27 shares during the period. Finally, Johnson Investment Counsel Inc. lifted its stake in shares of Rockwell Automation by 1.9% in the 4th quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock worth $549,000 after acquiring an additional 27 shares during the period. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insider Activity

In other Rockwell Automation news, SVP Matheus De A. G. Viera Bulho sold 400 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $420.14, for a total transaction of $168,056.00. Following the completion of the sale, the senior vice president directly owned 867 shares of the company’s stock, valued at approximately $364,261.38. This trade represents a 31.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Christian E. Rothe sold 590 shares of Rockwell Automation stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $434.30, for a total value of $256,237.00. Following the completion of the transaction, the chief financial officer owned 10,429 shares in the company, valued at $4,529,314.70. This trade represents a 5.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 2,557 shares of company stock valued at $1,098,256. Insiders own 0.76% of the company’s stock.

Rockwell Automation announced that its Board of Directors has authorized a share buyback plan on Tuesday, June 9th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the industrial products company to reacquire up to 2% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its shares are undervalued.

Rockwell Automation Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be paid a $1.38 dividend. The ex-dividend date is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. Rockwell Automation’s payout ratio is currently 51.73%.

Rockwell Automation News Roundup

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

• Positive Sentiment: Zacks raised multiple EPS estimates. Forecasts increased for Q4 2026 to $3.63, FY2026 to $13.17, Q2 2027 to $3.58, Q3 2027 to $3.81, Q4 2027 to $4.07, FY2027 to $14.39, Q3 2028 to $4.18 and FY2028 to $16.78. The upgrades imply somewhat stronger longer-term earnings potential for Rockwell Automation (ROK), although the increases were relatively small. Rockwell Automation stock information
• Positive Sentiment: Morgan Stanley remains bullish. The firm reiterated its Buy rating on ROK, providing support for the stock’s investment case as a beneficiary of factory automation and industrial digitization. Morgan Stanley remains a Buy on Rockwell Automation
• Neutral Sentiment: Analyst consensus remains mixed. Zacks kept its Hold rating, while the broader analyst consensus is also Hold. The current-year consensus EPS estimate is $13.22, broadly consistent with Rockwell’s FY2026 guidance of $13.00 to $13.30.
• Negative Sentiment: An executive sold shares. SVP Matheus De Viera Bulho sold 400 shares for approximately $168,000 after previously selling 467 shares. Because both transactions were executed under a pre-arranged Rule 10b5-1 plan, the sales are a limited bearish signal, but they may still weigh modestly on sentiment. Rockwell Automation insider share sale

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.