Rockwell Automation (NYSE:ROK) Price Target Raised to $440.00

Key Points

• Wells Fargo raised its price target on Rockwell Automation to $440 (from $360) but kept an "equal weight" rating, a target that implies about a 3.17% downside from the prior close.
• Rockwell beat Q2 estimates (EPS $3.30 vs. $2.88) and raised FY‑2026 guidance to $12.50–$13.10 EPS and $9.3–9.7B revenue, sending the stock up to about $454.40.
• Analysts' consensus is a "Moderate Buy" with an average target of about $434.21, while insiders have sold roughly 51,375 shares (~$20.8M) in the past 90 days.

Rockwell Automation (NYSE:ROK - Get Free Report) had its target price upped by analysts at Wells Fargo & Company from $360.00 to $440.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an "equal weight" rating on the industrial products company's stock. Wells Fargo & Company's target price suggests a potential downside of 3.17% from the company's previous close.

Other analysts also recently issued reports about the company. Argus raised Rockwell Automation to a "strong-buy" rating in a research report on Friday, January 16th. Citigroup reissued a "buy" rating on shares of Rockwell Automation in a report on Wednesday. TD Cowen increased their price objective on Rockwell Automation from $330.00 to $350.00 and gave the company a "hold" rating in a report on Friday, February 20th. Rothschild & Co Redburn increased their price objective on Rockwell Automation from $365.00 to $378.00 in a report on Wednesday. Finally, Evercore increased their price objective on Rockwell Automation from $440.00 to $480.00 in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $434.21.

Rockwell Automation Stock Performance

Shares of ROK traded up $18.47 on Wednesday, reaching $454.40. 197,288 shares of the company's stock traded hands, compared to its average volume of 925,656. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. The stock has a market cap of $51.06 billion, a PE ratio of 51.68, a PEG ratio of 2.86 and a beta of 1.56. The stock's 50 day simple moving average is $384.37 and its two-hundred day simple moving average is $390.50. Rockwell Automation has a 52-week low of $277.66 and a 52-week high of $463.49.

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

Insider Transactions at Rockwell Automation

In other news, VP Scott Genereux sold 17,407 shares of the firm's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total value of $7,043,046.27. Following the completion of the transaction, the vice president directly owned 3,314 shares of the company's stock, valued at $1,340,877.54. This trade represents a 84.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 completion of the transaction, the senior vice president directly owned 4,036 shares of the company's stock, valued at $1,652,217.32. The trade was a 32.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 51,375 shares of company stock valued at $20,828,717. 0.76% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Rockwell Automation

A number of large investors have recently made changes to their positions in ROK. Brighton Jones LLC bought a new stake in Rockwell Automation during the fourth quarter valued at $281,000. AQR Capital Management LLC raised its position 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 valued at $2,059,000 after purchasing an additional 3,513 shares in the last quarter. Empowered Funds LLC raised its position in Rockwell Automation by 142.7% during the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company's stock valued at $1,887,000 after purchasing an additional 4,295 shares in the last quarter. Acadian Asset Management LLC raised its position in Rockwell Automation by 233.6% during the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company's stock valued at $484,000 after purchasing an additional 1,315 shares in the last quarter. Finally, Jump Financial LLC purchased a new stake in Rockwell Automation during the second quarter valued at about $868,000. 75.75% of the stock is owned by institutional investors.

More Rockwell Automation News

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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