Rockwell Automation (NYSE:ROK) Price Target Raised to $417.00

Rockwell Automation (NYSE:ROK) had its price target lifted by investment analysts at JPMorgan Chase & Co. from $404.00 to $417.00 in a report issued on Wednesday,MarketScreener reports. JPMorgan Chase & Co.‘s target price would indicate a potential downside of 7.03% from the company’s current price.

ROK has been the subject of a number of other reports. Oppenheimer cut Rockwell Automation from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 20th. Robert W. Baird cut their price objective on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a research note on Monday, March 30th. Mizuho lifted 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. KeyCorp upped their price target on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $380.00 price objective (down from $490.00) on shares of Rockwell Automation in a report on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, Rockwell Automation presently has a consensus rating of “Moderate Buy” and a consensus target price of $427.63.

Rockwell Automation Trading Up 2.9%

Shares of ROK stock opened at $448.54 on Wednesday. The company has a market cap of $50.40 billion, a P/E ratio of 51.46, a PEG ratio of 2.86 and a beta of 1.56. Rockwell Automation has a fifty-two week low of $277.66 and a fifty-two week high of $455.97. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The stock has a 50 day simple moving average of $384.37 and a two-hundred day simple moving average of $390.50.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.88 by $0.42. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The business had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. During the same period in the prior year, the firm earned $2.45 earnings per share. Rockwell Automation’s 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. Research analysts forecast that Rockwell Automation will post 12.14 earnings per share for the current year.

Insider Activity

In related news, SVP Christopher Nardecchia sold 14,465 shares of Rockwell Automation stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $410.01, for a total value of $5,930,794.65. Following the completion of the transaction, the senior vice president owned 14,232 shares in the company, valued at approximately $5,835,262.32. This trade represents a 50.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Matthew W. Fordenwalt sold 1,200 shares of Rockwell Automation stock in a transaction that occurred 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 completion of the transaction, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $1,774,800. This trade represents a 21.29% decrease in their position. 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. Company insiders own 0.76% of the company’s stock.

Institutional Trading of Rockwell Automation

Several institutional investors have recently added to or reduced their stakes in the company. MV Capital Management Inc. purchased a new position in Rockwell Automation in the 4th quarter worth about $28,000. Manchester Capital Management LLC grew its position in Rockwell Automation by 97.5% during the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock worth $31,000 after purchasing an additional 39 shares during the last quarter. First Horizon Corp purchased a new stake in Rockwell Automation during the 4th quarter worth approximately $32,000. BOK Financial Private Wealth Inc. purchased a new stake in shares of Rockwell Automation during the fourth quarter valued at $33,000. Finally, TD Capital Management LLC acquired a new position in shares of Rockwell Automation in the 4th quarter valued at $33,000. Institutional investors own 75.75% of the company’s stock.

Rockwell Automation News Roundup

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.