Rockwell Automation (NYSE:ROK) Price Target Raised to $515.00 at BNP Paribas Exane

Rockwell Automation (NYSE:ROK) had its price objective hoisted by BNP Paribas Exane from $495.00 to $515.00 in a research note released on Wednesday morning,MarketScreener reports.

Several other brokerages have also recently issued reports on ROK. Citigroup raised their target price on shares of Rockwell Automation from $466.00 to $500.00 and gave the stock a “buy” rating in a report on Wednesday. JPMorgan Chase & Co. upped their price target on shares of Rockwell Automation from $400.00 to $404.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Mizuho increased their price target on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. The Goldman Sachs Group boosted their price objective on Rockwell Automation from $448.00 to $487.00 in a report on Wednesday. Finally, Oppenheimer downgraded Rockwell Automation from an “outperform” rating to a “market perform” rating in a research note on Tuesday, January 20th. One 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 stock. Based on data from MarketBeat, Rockwell Automation presently has a consensus rating of “Moderate Buy” and an average target price of $436.00.

Rockwell Automation Trading Up 5.7%

Rockwell Automation stock opened at $460.89 on Wednesday. The stock has a 50-day moving average price of $385.85 and a 200 day moving average price of $391.29. The company has a market capitalization of $51.79 billion, a price-to-earnings ratio of 47.91, a price-to-earnings-growth ratio of 2.98 and a beta of 1.56. Rockwell Automation has a 52 week low of $277.66 and a 52 week high of $463.49. The company has a quick ratio of 0.80, a current ratio of 1.87 and a debt-to-equity ratio of 0.72.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, topping the consensus estimate of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The company had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. During the same quarter in the prior year, the company earned $2.45 EPS. Rockwell Automation’s quarterly revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Sell-side analysts anticipate that Rockwell Automation will post 12.69 EPS for the current year.

Rockwell Automation Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be given a $1.38 dividend. The ex-dividend date is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. Rockwell Automation’s dividend payout ratio is 63.16%.

Insider Buying and Selling at Rockwell Automation

In related news, VP Scott Genereux sold 550 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $447.73, for a total value of $246,251.50. Following the completion of the transaction, the vice president owned 2,764 shares of the company’s stock, valued at approximately $1,237,525.72. This represents a 16.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Matheus De A. G. Viera Bulho sold 1,250 shares of the stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $387.50, for a total value of $484,375.00. Following the transaction, the senior vice president owned 1,734 shares in the company, valued at $671,925. This represents a 41.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 55,063 shares of company stock worth $22,477,756. 0.76% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Vanguard Group Inc. grew its stake in Rockwell Automation by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock valued at $5,527,249,000 after acquiring an additional 114,469 shares during the period. State Street Corp lifted its holdings in Rockwell Automation by 4.2% during the fourth quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock valued at $1,943,844,000 after purchasing an additional 202,705 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Rockwell Automation by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock valued at $1,133,397,000 after purchasing an additional 17,855 shares in the last quarter. Morgan Stanley grew its position in shares of Rockwell Automation by 10.4% in the fourth quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock valued at $1,136,801,000 after purchasing an additional 276,021 shares during the period. Finally, Goldman Sachs Group Inc. increased its stake in shares of Rockwell Automation by 1.2% during the fourth quarter. Goldman Sachs Group Inc. now owns 2,104,985 shares of the industrial products company’s stock worth $818,986,000 after purchasing an additional 24,719 shares in the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.

More Rockwell Automation News

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

• Positive Sentiment: Q2 beat and raised full-year guidance — Rockwell reported $3.30 EPS vs. ~$2.88 consensus and revenue of $2.24B (organic growth, margin gains). Management raised FY26 EPS guidance to $12.50–13.10 and revenue guidance above Street estimates, driving the rally. Why Rockwell Automation Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts revise forecasts upward — Multiple analysts raised earnings and price targets after the upbeat quarter, citing stronger AI/data-center and factory automation demand, which supports higher valuation assumptions. Analysts Raise Forecasts
• Positive Sentiment: Notable price-target increases from bullish shops — Several firms pushed targets materially higher (BNP Paribas Exane to $515, Goldman Sachs to $487, Evercore to $480), signaling institutional confidence in upside from the guidance beat. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Insider sales disclosed but executed under 10b5-1 plans — Several executives (VP Scott Genereux; SVPs Christopher Nardecchia and Matthew Fordenwalt) sold shares on May 5th in pre-arranged plans. Planned sales reduce negative signal vs. ad-hoc selling but warrant monitoring. Genereux Insider Trade Nardecchia Insider Trade Fordenwalt Insider Trade
• Neutral Sentiment: Mixed broker actions — Some shops raised targets materially while others kept neutral/equal-weight ratings or more modest hikes (e.g., Wells Fargo, JPMorgan, Rothschild), producing a mixed short-term backdrop even as consensus estimates moved up. JPMorgan PT Adjust
• Negative Sentiment: New cyber and third?party data-privacy risk disclosure — Rockwell flagged heightened cyber and third?party risks tied to its global IT and cloud reliance; while common for industrial software players, this adds operational/legal risk that investors should watch. Cyber Risk Disclosure

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.