Q2 EPS Estimate for Rockwell Automation Boosted by Analyst

Rockwell Automation, Inc. (NYSE:ROK) – Analysts at Zacks Research upped their Q2 2026 earnings per share estimates for shares of Rockwell Automation in a note issued to investors on Tuesday, June 10th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings per share of $2.65 for the quarter, up from their prior estimate of $2.64. 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 Q1 2027 earnings at $2.72 EPS and FY2027 earnings at $11.89 EPS.

A number of other analysts also recently issued reports on ROK. Wells Fargo & Company increased their price target on shares of Rockwell Automation from $265.00 to $315.00 and gave the stock an “overweight” rating in a report on Thursday, May 8th. Oppenheimer raised their target price on Rockwell Automation from $258.00 to $304.00 and gave the company an “outperform” rating in a research report on Thursday, May 8th. Loop Capital upped their price target on Rockwell Automation from $280.00 to $290.00 and gave the stock a “hold” rating in a report on Thursday, May 15th. TD Cowen upgraded Rockwell Automation from a “sell” rating to a “hold” rating and set a $275.00 price target on the stock in a research report on Friday, May 9th. Finally, BNP Paribas upgraded Rockwell Automation from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 9th. One equities research analyst has rated the stock with a sell rating, seven have issued a hold rating, ten have assigned a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $316.21.

Rockwell Automation Price Performance

Shares of NYSE ROK opened at $324.79 on Thursday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.08 and a quick ratio of 0.72. The stock has a market capitalization of $36.61 billion, a price-to-earnings ratio of 40.45, a PEG ratio of 3.53 and a beta of 1.38. The firm’s 50 day simple moving average is $277.47 and its 200-day simple moving average is $279.73. Rockwell Automation has a 12 month low of $215.00 and a 12 month high of $328.90.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Wednesday, May 7th. The industrial products company reported $2.45 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 30.17% and a net margin of 11.38%. Rockwell Automation’s revenue for the quarter was down 5.9% compared to the same quarter last year. During the same period last year, the company earned $2.50 earnings per share.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Teacher Retirement System of Texas grew its holdings in shares of Rockwell Automation by 39.1% in the fourth quarter. Teacher Retirement System of Texas now owns 1,063 shares of the industrial products company’s stock valued at $304,000 after purchasing an additional 299 shares during the period. Brighton Jones LLC acquired a new position in Rockwell Automation in the 4th quarter valued at about $281,000. Schroder Investment Management Group grew its stake in shares of Rockwell Automation by 14.9% in the 4th quarter. Schroder Investment Management Group now owns 14,478 shares of the industrial products company’s stock valued at $4,135,000 after buying an additional 1,872 shares during the period. Savant Capital LLC grew its stake in shares of Rockwell Automation by 119.7% in the 4th quarter. Savant Capital LLC now owns 6,631 shares of the industrial products company’s stock valued at $1,895,000 after buying an additional 3,613 shares during the period. Finally, Sovran Advisors LLC acquired a new stake in shares of Rockwell Automation during the 4th quarter worth approximately $479,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 500 shares of the business’s stock in a transaction on Friday, May 9th. The stock was sold at an average price of $295.01, for a total transaction of $147,505.00. Following the transaction, the senior vice president now owns 2,838 shares of the company’s stock, valued at approximately $837,238.38. The trade was a 14.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Matheus De A. G. Viera Bulho sold 293 shares of the company’s stock in a transaction on Wednesday, April 2nd. The shares were sold at an average price of $257.68, for a total value of $75,500.24. Following the completion of the sale, the senior vice president now owns 1,922 shares of the company’s stock, valued at approximately $495,260.96. The trade was a 13.23% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 7,681 shares of company stock valued at $2,382,987 in the last 90 days. 0.68% of the stock is owned by insiders.

Rockwell Automation Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 10th. Shareholders of record on Monday, August 18th will be paid a dividend of $1.31 per share. The ex-dividend date is Monday, August 18th. This represents a $5.24 annualized dividend and a yield of 1.61%. Rockwell Automation’s dividend payout ratio (DPR) 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.