Rockwell Automation (NYSE:ROK) Price Target Raised to $350.00 at TD Cowen

Rockwell Automation (NYSE:ROK) had its target price lifted by investment analysts at TD Cowen from $330.00 to $350.00 in a report released on Friday,MarketScreener reports. The brokerage currently has a “hold” rating on the industrial products company’s stock. TD Cowen’s price target would suggest a potential downside of 12.20% from the stock’s current price.

A number of other analysts have also recently commented on the stock. Jefferies Financial Group upped their price objective on shares of Rockwell Automation from $450.00 to $470.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. The Goldman Sachs Group upgraded Rockwell Automation from a “sell” rating to a “neutral” rating and increased their price target for the stock from $329.00 to $448.00 in a report on Tuesday, December 16th. Evercore assumed coverage on Rockwell Automation in a research report on Monday, December 15th. They set an “in-line” rating and a $440.00 price target on the stock. KeyCorp reiterated an “overweight” rating and issued a $470.00 price objective on shares of Rockwell Automation in a research report on Friday, February 6th. Finally, Rothschild & Co Redburn raised their target price on shares of Rockwell Automation from $335.00 to $365.00 and gave the stock a “neutral” rating in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $418.33.

Rockwell Automation Stock Performance

Shares of NYSE:ROK opened at $398.63 on Friday. The firm’s 50 day simple moving average is $406.80 and its 200 day simple moving average is $375.94. Rockwell Automation has a fifty-two week low of $215.00 and a fifty-two week high of $438.72. The company has a market capitalization of $44.79 billion, a price-to-earnings ratio of 45.61, a P/E/G ratio of 2.85 and a beta of 1.52. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.46 by $0.29. The firm had revenue of $2.11 billion during the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. 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 company earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, sell-side analysts forecast that Rockwell Automation will post 9.35 earnings per share for the current year.

Insider Activity at Rockwell Automation

In other Rockwell Automation news, CEO Blake D. Moret sold 5,564 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.02, for a total transaction of $2,236,839.28. Following the sale, the chief executive officer directly owned 94,585 shares of the company’s stock, valued at $38,025,061.70. The trade was a 5.56% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP Scott Genereux sold 1,387 shares of the stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.03, for a total transaction of $557,615.61. Following the transaction, the vice president owned 4,514 shares of the company’s stock, valued at approximately $1,814,763.42. This represents a 23.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 25,531 shares of company stock worth $10,259,637. 0.76% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised 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 increased its holdings in shares of Rockwell Automation by 4.2% in 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 during the last quarter. Geode Capital Management LLC increased its holdings in shares of Rockwell Automation by 0.6% in 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 during the last quarter. Morgan Stanley raised 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. lifted its stake in shares of Rockwell Automation by 1.2% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,104,985 shares of the industrial products company’s stock worth $818,986,000 after buying an additional 24,719 shares during the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Zacks Research raised Rockwell’s FY2027 EPS view to $13.36 (from $12.71) and nudged FY2026 to $11.81, signaling stronger longer‑term earnings expectations that can support valuation expansion and justify the stock’s premium multiple.
• Positive Sentiment: Zacks increased several quarterly estimates for 2026–2027 (notably Q2 2026 to $2.83 and multiple Q2–Q4 2027 quarterly estimates), reinforcing a view of improving cadence into FY2027 and reducing near‑term forecast dispersion.
• Positive Sentiment: Customer win / product validation — Rockwell announced DLG Group’s deployment of its Computerized Maintenance Management System, citing a targeted ~10% reduction in downtime; tangible customer deployments like this support recurring software/services revenue and cross‑sell potential. Rockwell Automation Announces DLG Group’s Computerized Maintenance Management System Deployment to Drive 10% Downtime Reduction
• Neutral Sentiment: Zacks retains a “Hold” rating on ROK — while estimates were moved around, the unchanged rating suggests analysts see upside balanced by valuation and execution risks in the near term.
• Neutral Sentiment: Investor commentary on valuation: a recent Yahoo Finance piece reviews whether ROK’s multi‑year gains leave less upside, useful for sentiment but not new company data. Is It Too Late To Consider Rockwell Automation (ROK) After Strong Multi‑Year Gains?
• Negative Sentiment: Zacks trimmed Q4 2026 EPS materially (from $3.46 to $3.23) — a meaningful near‑term downgrade that could pressure next quarter sentiment and short‑term investor expectations.
• Negative Sentiment: Smaller cuts to Q1 2027 and Q3 2026 estimates indicate mixed near‑term momentum — while FY outlook was lifted, quarter‑to‑quarter revisions are uneven and introduce some execution risk for upcoming reports.

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.