Zacks Research Issues Pessimistic Forecast for ROK Earnings

Key Points

• Zacks Research has lowered its Q4 2026 earnings estimate for Rockwell Automation to $2.95 per share, down from $2.97, while maintaining a full-year earnings estimate of $9.35 per share.
• Despite the earnings forecast reduction, Rockwell Automation recently topped analyst estimates with a reported earnings of $2.45 per share for the prior quarter, alongside revenue of $2 billion.
• Rockwell Automation's average target price from analysts is $341.11, with one "sell" rating, five "hold" ratings, twelve "buy" ratings, and one "strong buy" rating.

Rockwell Automation, Inc. (NYSE:ROK - Free Report) - Analysts at Zacks Research reduced their Q4 2026 earnings estimates for shares of Rockwell Automation in a research report issued to clients and investors on Wednesday, July 23rd. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings of $2.95 per share for the quarter, down from their previous estimate of $2.97. The consensus estimate for Rockwell Automation's current full-year earnings is $9.35 per share. Zacks Research also issued estimates for Rockwell Automation's Q3 2027 earnings at $3.00 EPS.

Rockwell Automation (NYSE:ROK - Get Free Report) last posted its earnings results on Wednesday, May 7th. The industrial products company reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.36. The firm had revenue of $2 billion for the quarter, compared to analyst estimates of $1.97 billion. Rockwell Automation had a return on equity of 30.16% and a net margin of 11.38%. Rockwell Automation's revenue was down 5.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.50 EPS.

Several other equities analysts also recently commented on the stock. Oppenheimer boosted their price target on shares of Rockwell Automation from $304.00 to $371.00 and gave the stock an "outperform" rating in a research note on Thursday, July 17th. TD Cowen raised Rockwell Automation from a "sell" rating to a "hold" rating and set a $275.00 price objective for the company in a research report on Friday, May 9th. KeyCorp upped their target price on shares of Rockwell Automation from $360.00 to $370.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 15th. BNP Paribas raised shares of Rockwell Automation from a "hold" rating to a "strong-buy" rating in a report on Wednesday, April 9th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Rockwell Automation from $271.00 to $299.00 and gave the stock a "neutral" rating in a report on Friday, May 16th. One analyst has rated the stock with a sell rating, five have issued a hold rating, twelve have assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $341.11.

Rockwell Automation Trading Down 0.2%

NYSE ROK opened at $357.40 on Friday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.72 and a current ratio of 1.05. The firm has a market cap of $40.29 billion, a price-to-earnings ratio of 45.01, a PEG ratio of 3.65 and a beta of 1.38. The firm has a 50 day simple moving average of $328.75 and a 200-day simple moving average of $289.27. Rockwell Automation has a one year low of $215.00 and a one year high of $360.92.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Citizens National Bank Trust Department acquired a new position in Rockwell Automation during the first quarter worth approximately $26,000. Legend Financial Advisors Inc. purchased a new stake in shares of Rockwell Automation during the 2nd quarter valued at $39,000. Financial Gravity Asset Management Inc. purchased a new position in shares of Rockwell Automation in the 1st quarter worth $31,000. IMA Advisory Services Inc. acquired a new position in Rockwell Automation in the first quarter valued at $32,000. Finally, Parvin Asset Management LLC purchased a new stake in Rockwell Automation during the fourth quarter valued at about $36,000. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Rockwell Automation

In other news, SVP Matthew W. Fordenwalt sold 289 shares of the firm's stock in a transaction on Monday, June 9th. The shares were sold at an average price of $326.33, for a total value of $94,309.37. Following the completion of the sale, the senior vice president owned 3,196 shares in the company, valued at approximately $1,042,950.68. This trade represents a 8.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Tessa M. Myers sold 363 shares of the firm's stock in a transaction on Monday, June 9th. The shares were sold at an average price of $326.32, for a total value of $118,454.16. Following the completion of the sale, the senior vice president directly owned 4,063 shares of the company's stock, valued at approximately $1,325,838.16. This trade represents a 8.20% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 9,757 shares of company stock worth $3,138,220 over the last 90 days. Company insiders own 0.68% of the company's stock.

Rockwell Automation Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 10th. Investors of record on Monday, August 18th will be paid a dividend of $1.31 per share. The ex-dividend date of this dividend is Monday, August 18th. This represents a $5.24 dividend on an annualized basis and a yield of 1.47%. Rockwell Automation's dividend payout ratio is presently 65.99%.

Rockwell Automation Company Profile

Rockwell Automation, Inc provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services.

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