Evercore Boosts Rockwell Automation (NYSE:ROK) Price Target to $480.00

Key Points

• Evercore raised its price target on Rockwell Automation to $480 (from $440), implying about a 7.0% upside, and several other firms (Morgan Stanley $525, KeyCorp $510, Goldman $487) have recently lifted targets while the consensus target sits near $427.63 with an average rating of "Moderate Buy".
• Rockwell beat Q2 estimates with $3.30 EPS (vs. $2.88) and $2.24B revenue, and management raised FY2026 guidance to $12.50–$13.10 EPS and $9.3–$9.7B in revenue, sparking a rally in the stock.
• Insiders sold about 51,375 shares (≈$20.8M) over the last three months, even as institutional investors own roughly 75.8% of the company.

Rockwell Automation (NYSE:ROK - Get Free Report) had its price target upped by equities research analysts at Evercore from $440.00 to $480.00 in a report issued on Wednesday,MarketScreener reports. Evercore's target price points to a potential upside of 7.01% from the stock's current price.

Several other analysts also recently commented on the company. Morgan Stanley reaffirmed an "overweight" rating and set a $525.00 price objective on shares of Rockwell Automation in a research note on Wednesday. KeyCorp increased their target price on Rockwell Automation from $470.00 to $510.00 and gave the stock an "overweight" rating in a research note on Wednesday. Zacks Research lowered shares of Rockwell Automation from a "strong-buy" rating to a "hold" rating in a research report on Monday, January 12th. Citigroup reissued a "buy" rating on shares of Rockwell Automation in a report on Wednesday. Finally, The Goldman Sachs Group lifted their price target on shares of Rockwell Automation from $448.00 to $487.00 in a research report on Wednesday. One research analyst has 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. Based on data from MarketBeat, Rockwell Automation currently has an average rating of "Moderate Buy" and a consensus target price of $427.63.

Rockwell Automation Trading Up 2.9%

NYSE ROK opened at $448.54 on Wednesday. The stock has a market capitalization of $50.40 billion, a P/E ratio of 51.46, a PEG ratio of 2.86 and a beta of 1.56. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. The firm's 50-day moving average is $384.37 and its two-hundred day moving average is $390.50. Rockwell Automation has a 12 month low of $277.66 and a 12 month high of $455.97.

Rockwell Automation (NYSE:ROK - Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating the consensus estimate of $2.88 by $0.42. The business had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The business's revenue for the quarter was up 11.9% compared to the same quarter last year. During the same quarter last year, the firm posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, sell-side analysts anticipate that Rockwell Automation will post 12.14 earnings per share for the current year.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Cyril Perducat sold 198 shares of the business's stock in a transaction on Friday, April 10th. The stock was sold at an average price of $395.00, for a total value of $78,210.00. Following the completion of the transaction, the senior vice president directly owned 6,241 shares in the company, valued at approximately $2,465,195. The trade was a 3.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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. Also, SVP Tessa M. Myers sold 1,985 shares of the firm's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total value of $812,599.45. Following the sale, the senior vice president owned 4,036 shares in the company, valued at $1,652,217.32. This trade represents a 32.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 51,375 shares of company stock valued at $20,828,717. Insiders own 0.76% of the company's stock.

Institutional Investors Weigh In On Rockwell Automation

A number of institutional investors have recently modified their holdings of ROK. Lansforsakringar Fondforvaltning AB publ lifted its holdings in Rockwell Automation by 7.1% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company's stock worth $21,613,000 after buying an additional 4,086 shares during the last quarter. Oak Thistle LLC acquired a new position in Rockwell Automation in the fourth quarter worth $1,556,000. Bessemer Group Inc. increased its stake in Rockwell Automation by 180.5% during the third quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company's stock valued at $2,042,000 after purchasing an additional 3,759 shares during the last quarter. Nordea Investment Management AB boosted its position in Rockwell Automation by 20.7% during the 4th quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company's stock valued at $291,073,000 after purchasing an additional 127,733 shares during the period. Finally, SG Americas Securities LLC increased its position 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 worth $35,720,000 after buying an additional 82,727 shares during the period. Institutional investors and hedge funds own 75.75% of the company's stock.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Q2 beats and raised guidance — Rockwell reported $3.30 EPS vs. estimates and $2.24B revenue, and raised FY‑2026 EPS guidance to $12.50–13.10 (above consensus) and revenue guidance to $9.3–9.7B, supporting the rally. ROK Beats Q2 Earnings Estimates on Higher Volume, Hikes FY26 View
• Positive Sentiment: Management cites broadening demand — Management pointed to stronger AI-related factory automation and general industrial demand when boosting the outlook, a demand tailwind investors framed as sustainable revenue growth. Automation play breaks out on Q2 earnings; hikes outlook on improved AI, factory demand
• Positive Sentiment: Market reaction & record highs — Coverage and headlines (Dow & market context) emphasized the beat + guide lift, with shares jumping into record territory as investors re‑rate growth and margin outlook. Rockwell Automation (ROK) Soars to Record Peak Following Strong Q2 Results
• Neutral Sentiment: Primary disclosures & materials available — Company press release, slide deck and full earnings call/transcript give details behind the beat; useful for modeling upcoming quarters but not new catalytic information. Press Release / Slide Deck
• Negative Sentiment: New cyber & third‑party data privacy risk disclosure — Rockwell flagged increased cyber and third‑party data privacy risks tied to its global IT and cloud reliance; this raises operational/insurance and remediation cost risks that investors should monitor. Rockwell Automation Faces Heightened Cyber and Third-Party Data Privacy Risks from Global IT and Cloud Reliance

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.

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