Rockwell Automation (NYSE:ROK) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan raised its price target on Rockwell to $417 (from $404) — though that target still implies about a 7% downside; the analyst consensus remains a Moderate Buy with an average target near $427.63 as several firms (KeyCorp, Evercore) lifted targets higher.
• Rockwell beat Q2 estimates with $3.30 EPS (vs. $2.88) and $2.24B revenue (vs. $2.16B), and raised FY‑2026 guidance to $12.50–$13.10, driving the stock into record territory.
• Insiders have been selling recently (about 51,375 shares over 90 days) and the company warned of increased cyber and third‑party data privacy risks that could raise operational and remediation costs.

Rockwell Automation (NYSE:ROK - Get Free Report) had its target price hoisted by investment analysts at JPMorgan Chase & Co. from $404.00 to $417.00 in a report released on Wednesday,MarketScreener reports. JPMorgan Chase & Co.'s price target suggests a potential downside of 7.03% from the stock's previous close.

A number of other equities research analysts also recently weighed in on ROK. KeyCorp raised their price target on Rockwell Automation from $470.00 to $510.00 and gave the stock an "overweight" rating in a research note on Wednesday. Mizuho increased their target price on shares of Rockwell Automation from $380.00 to $400.00 and gave the stock a "neutral" rating in a research report on Friday, February 6th. Weiss Ratings upgraded Rockwell Automation from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, March 25th. Evercore raised their price objective on Rockwell Automation from $440.00 to $480.00 in a research note on Wednesday. Finally, Wall Street Zen cut Rockwell Automation from a "buy" rating to a "hold" rating in a research note on Saturday. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $427.63.

Rockwell Automation Price Performance

ROK stock opened at $448.54 on Wednesday. Rockwell Automation has a one year low of $277.66 and a one year high of $455.97. 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 firm has a market capitalization of $50.40 billion, a PE ratio of 51.46, a P/E/G ratio of 2.86 and a beta of 1.56. The firm has a 50-day moving average of $384.37 and a two-hundred day moving average of $390.50.

Rockwell Automation (NYSE:ROK - Get Free Report) last released its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating the consensus estimate of $2.88 by $0.42. The company had revenue of $2.24 billion for the quarter, compared to analysts' expectations of $2.16 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The business's revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.45 EPS. 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 year.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Christopher Nardecchia sold 14,465 shares of the business's stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $410.01, for a total value of $5,930,794.65. Following the completion of the sale, the senior vice president owned 14,232 shares of the company's stock, valued at $5,835,262.32. The trade was a 50.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Matthew W. Fordenwalt sold 1,200 shares of the company's stock in a transaction on Monday, April 13th. The stock was sold at an average price of $400.00, for a total value of $480,000.00. Following the sale, the senior vice president owned 4,437 shares of the company's stock, valued at approximately $1,774,800. This represents a 21.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 51,375 shares of company stock worth $20,828,717. 0.76% of the stock is currently owned by insiders.

Institutional Trading of Rockwell Automation

Institutional investors have recently added to or reduced their stakes in the stock. Richards Merrill & Peterson Inc. raised its holdings 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 purchasing an additional 25 shares during the last quarter. Cidel Asset Management Inc. boosted its stake in shares of Rockwell Automation by 4.6% in the 1st quarter. Cidel Asset Management Inc. now owns 574 shares of the industrial products company's stock valued at $206,000 after purchasing an additional 25 shares during the last quarter. HBK Sorce Advisory LLC increased its position in shares of Rockwell Automation by 0.7% during the fourth quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company's stock worth $1,544,000 after buying an additional 27 shares during the period. Johnson Investment Counsel Inc. raised its stake in Rockwell Automation by 1.9% during the fourth quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company's stock worth $549,000 after buying an additional 27 shares during the last quarter. Finally, Nations Financial Group Inc. IA ADV lifted its holdings in Rockwell Automation by 2.0% in the fourth quarter. Nations Financial Group Inc. IA ADV now owns 1,446 shares of the industrial products company's stock valued at $563,000 after buying an additional 28 shares during the period. 75.75% of the stock is currently owned by institutional investors.

Key Stories 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.