Rockwell Automation (ROK) Stock Overview
Provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 3/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
ROK Community Fair Values
Create NarrativeSee what 61 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Capital Goods opportunity
CE
Fair Value from
CA$5.257.0% undervalued intrinsic discount
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Read full narrativeRockwell Automation, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$448.55 |
| 52 Week High | US$463.49 |
| 52 Week Low | US$285.95 |
| Beta | 1.56 |
| 1 Month Change | 21.44% |
| 3 Month Change | 8.08% |
| 1 Year Change | 54.01% |
| 3 Year Change | 65.83% |
| 5 Year Change | 68.81% |
| Change since IPO | 8,871.00% |
Recent News & Updates
Analysis Article • May 07
Rockwell Automation, Inc. Just Recorded A 15% EPS Beat: Here's What Analysts Are Forecasting Next
A week ago, Rockwell Automation, Inc. ( NYSE:ROK ) came out with a strong set of quarterly numbers that could...Seeking Alpha • May 07
Rockwell Automation: Global Market Teed Up For Industry 4.0
Summary Rockwell Automation delivered a strong Q2 '26 beat and raised guidance, driven by robust demand in process technology and industrial automation. ROK faces near-term margin pressure from inflation and tariffs, but pricing actions and high-value automation offerings should help offset cost headwinds. An overlooked catalyst may be the retooling of automotive manufacturing facilities in the US and Europe to advance military mobilization over the coming years. I reiterate my strong buy rating on ROK with a $553/share price target, supported by durable growth in semiconductors, data centers, and military manufacturing retrofits. Read the full article on Seeking AlphaRecent updates
Analysis Article • May 07
Rockwell Automation, Inc. Just Recorded A 15% EPS Beat: Here's What Analysts Are Forecasting Next
A week ago, Rockwell Automation, Inc. ( NYSE:ROK ) came out with a strong set of quarterly numbers that could...Seeking Alpha • May 07
Rockwell Automation: Global Market Teed Up For Industry 4.0
Summary Rockwell Automation delivered a strong Q2 '26 beat and raised guidance, driven by robust demand in process technology and industrial automation. ROK faces near-term margin pressure from inflation and tariffs, but pricing actions and high-value automation offerings should help offset cost headwinds. An overlooked catalyst may be the retooling of automotive manufacturing facilities in the US and Europe to advance military mobilization over the coming years. I reiterate my strong buy rating on ROK with a $553/share price target, supported by durable growth in semiconductors, data centers, and military manufacturing retrofits. Read the full article on Seeking Alpha
Narrative Update • May 03
ROK: Elevated P/E And Ongoing Buybacks Will Likely Cap Future Returns
Analysts have fine tuned their assumptions for Rockwell Automation, keeping the price target effectively unchanged at about $317.37, as small shifts in discount rate, revenue growth, profit margin, and future P/E expectations largely offset one another. What's in the News Rockwell Automation and Chocolate Shoppe Ice Cream Company highlighted how Plex Smart Manufacturing Platform is being used to support production, quality and inventory management, including reported 95% inventory accuracy, an 18% reduction in raw material inventory and time savings in inventory management work (Client Announcements).Narrative Update • Apr 19
ROK: Elevated P/E And Buybacks Will Likely Continue To Limit Upside
Analysts have made a very small upward adjustment to their Rockwell Automation fair value estimate to about $317.37. This reflects slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E.Narrative Update • Apr 05
ROK: Elevated P/E And Buybacks Will Likely Continue To Limit Upside
Analysts have trimmed their price target for Rockwell Automation to $317 from $325, reflecting updated assumptions around a $317.29 fair value estimate, a 9.26% discount rate, 5.49% revenue growth, a 15.20% profit margin, and a future P/E of 30.06x. What's in the News Opened a Bologna Customer Experience Center to give machine builders and end users in Europe, the Middle East and Africa hands-on access to control, motion, AI, digital twins and mechatronics solutions.
Narrative Update • Mar 22
ROK: Factory Digitalization Momentum Will Support A More Optimistic Outlook
Analysts are maintaining their $495.00 price target for Rockwell Automation, citing relatively stable assumptions for revenue growth, profit margins, and future P/E, which offset minor adjustments to the discount rate. What's in the News Laboratorios Farmacéuticos Rovi implemented Rockwell Automation's FactoryTalk PharmaSuite MES with Adasoft, fully digitalizing batch execution and integrating with ERP and LIMS.Narrative Update • Mar 07
ROK: Factory Digitization And Profitability Focus Will Support A More Optimistic Outlook
Analysts have nudged their fair value estimate for Rockwell Automation up from $490 to $495, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Together, these changes modestly shift their view of the stock’s risk and earnings profile.Narrative Update • Feb 21
ROK: Elevated P/E And Buybacks Will Likely Fail To Support Upside
Analysts have adjusted their price target on Rockwell Automation to $324.93 from $317.16, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future price-to-earnings (P/E) assumptions. What's in the News Rockwell Automation is working with DLG Group, a northern Europe agricultural feed and agri-products producer, to use its Fiix CMMS software to digitize maintenance workflows, with DLG reporting early improvements in meantime between failure and targeting a 10% reduction in downtime within a year (Client Announcements).Narrative Update • Feb 07
ROK: Rich P/E And Expansion Plans Will Likely Fail To Support Upside
Analysts have lifted their fair value estimate for Rockwell Automation from about US$295.25 to roughly US$317.16, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Updated fiscal 2026 guidance, with a sales outlook of US$8.8b and a narrowed diluted EPS range of US$10.75 to US$11.55, compared with the prior range of US$10.40 to US$11.40 (Corporate Guidance) Completed a long-running share repurchase program, buying 409,500 shares for US$154.15m in the latest tranche and a total of 35,356,215 shares for US$6,227.01m since the buyback was announced in 2014 (Buyback Tranche Update) Deepened collaboration with Lucid to supply FactoryTalk MES software and training for the automaker's first vehicle manufacturing site in Saudi Arabia, supporting production for future midsize vehicles and local workforce development (Client Announcement) Selected by THG Nutrition, part of THG PLC, to roll out the Plex MES platform across global manufacturing sites to unify processes, improve real-time visibility, and support a growth-by-acquisition model (Client Announcement) Announced plans for a greenfield manufacturing campus in Southeastern Wisconsin, with more than 1 million square feet of space and advanced automation, as part of a previously disclosed US$2b investment program in plants, digital infrastructure, and talent over five years (Business Expansion) Valuation Changes Fair Value Estimate increased from about US$295.25 to roughly US$317.16, representing a modest uplift in the intrinsic value assessment.Narrative Update • Jan 24
ROK: Future OT Cybersecurity Suite Will Support A More Optimistic Outlook
Narrative Update on Rockwell Automation Analysts have lifted their fair value estimate for Rockwell Automation from about US$410 to roughly US$490, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E. Together, these factors point to a higher long term valuation framework.
Narrative Update • Jan 10
ROK: Manufacturing Expansion And Cybersecurity Initiatives Will Support A Steady Medium Term Outlook
Analysts have lifted their fair value estimate for Rockwell Automation by about US$7 to roughly US$407 per share, citing updated assumptions for discount rate, profit margins, and future P/E that slightly adjust their long term outlook. What's in the News Plans for a new greenfield manufacturing site in Southeastern Wisconsin, with more than 1 million square feet of space, as part of a previously announced US$2b investment in plants, digital infrastructure, and talent, positioned to become Rockwell Automation's largest manufacturing campus globally (Business Expansions).Narrative Update • Dec 26
ROK: Expansion Plans And Cybersecurity Investments Will Shape Balanced Outlook Through 2026
Analysts have modestly raised their price target for Rockwell Automation to approximately 400 dollars from about 389 dollars, citing slightly lower discount rate assumptions, a marginally higher future price-to-earnings multiple, and largely unchanged expectations for long-term revenue growth and profit margins. What's in the News Announced a strategic collaboration with alfanar to create a dedicated manufacturing zone in Riyadh focused on assembling advanced automation panels for key Saudi infrastructure projects, initially targeting the Saudi Water Authority (Client Announcements) Unveiled plans for a new greenfield manufacturing campus in Southeastern Wisconsin, potentially its largest global site, as part of a broader 2 billion dollar investment in plants, digital infrastructure, and talent (Business Expansions) Launched the SecureOT solution suite to provide end to end industrial cybersecurity for aging and complex OT environments, including a dedicated OT Security Operations Center and alignment with global frameworks such as NIST CSF and IEC 62443 (Product Related Announcements) Issued fiscal 2026 guidance, projecting reported sales growth of 3% to 7% and diluted EPS between 10.40 and 11.40 dollars (Corporate Guidance New/Confirmed) Recorded a 224 million dollar goodwill and intangible asset impairment in the fourth quarter ended September 30, 2025 (Impairments/Write Offs) Valuation Changes Fair Value Estimate has risen slightly to about 400 dollars from roughly 389 dollars, reflecting modestly more constructive valuation assumptions.Narrative Update • Dec 12
ROK: Future Expansion Plans Will Likely Fail To Justify Current Optimism
Analysts have raised their price target on Rockwell Automation from approximately 269 dollars to about 295 dollars, citing expectations for slightly faster revenue growth, modestly higher profit margins, and a marginally richer future earnings multiple, despite a higher assumed discount rate. What's in the News Announced a strategic collaboration with alfanar to create a dedicated automation panel manufacturing zone in Riyadh, supporting Saudi Arabia's Vision 2030 and initially serving major infrastructure projects like the Saudi Water Authority (Client Announcements) Unveiled plans for a new greenfield manufacturing campus in Southeastern Wisconsin, potentially its largest global site, as part of a broader 2 billion dollars investment in plants, digital infrastructure and talent over five years (Business Expansions) Launched the SecureOT solution suite, a comprehensive industrial cybersecurity platform combining technology, professional services and managed security to protect complex operational technology environments and align with leading global frameworks (Product-Related Announcements) Initiated local assembly of OTTO autonomous mobile robots at its Milwaukee headquarters, expanding capacity to meet U.S. demand and advancing smart, resilient manufacturing with material handling automation (Product-Related Announcements) Issued fiscal 2026 guidance calling for 3 percent to 7 percent reported sales growth and diluted EPS of 10.40 dollars to 11.40 dollars, signaling continued expectations for profitable expansion despite macro uncertainty (Corporate Guidance: New/Confirmed) Valuation Changes The fair value estimate has risen slightly, moving from approximately 269 dollars to about 295 dollars per share.Narrative Update • Nov 28
ROK: Expansion Initiatives And Share Buybacks Will Guide Measured Upside Through 2026
Analysts have raised their price target for Rockwell Automation by $4.96 to $389.08. This reflects improved growth and profitability expectations for the company.Analysis Article • Nov 13
Investors Can Find Comfort In Rockwell Automation's (NYSE:ROK) Earnings Quality
Rockwell Automation, Inc.'s ( NYSE:ROK ) recent soft profit numbers didn't appear to worry shareholders, as the stock...Narrative Update • Nov 13
ROK: Profit Margins And Automation Expansion Will Shape 2026 Outlook
Analysts have raised their price target for Rockwell Automation from $355.84 to $384.12, citing a modest improvement in projected profit margins, although expected revenue growth rates have been revised slightly downward. What's in the News Rockwell Automation reported $224 million in goodwill and intangible asset impairments for the fourth quarter ended September 30, 2025.Analysis Article • Nov 06
Rockwell Automation (NYSE:ROK) Is Increasing Its Dividend To $1.38
The board of Rockwell Automation, Inc. ( NYSE:ROK ) has announced that the dividend on 10th of December will be...Narrative Update • Oct 30
ROK: New Technology Launches And Guidance Will Shape 2025 Outlook
Analysts have modestly increased their price target for Rockwell Automation from $355.16 to $355.84, citing recent refinements in projected financial metrics and a continuing positive outlook for the sector. What's in the News Rockwell Automation launched FactoryTalk Design Workbench, a free design software for micro control systems.Narrative Update • Oct 15
Industrial Automation And Digital Transformation Will Unlock Market Opportunities
Analysts have revised their fair value estimate for Rockwell Automation upward from $350.50 to $355.16. This change is due to modest improvements in revenue growth expectations and updated market assumptions.Narrative Update • Sep 04
Industrial Automation And Digital Transformation Will Unlock Market Opportunities
As both the discount rate (8.90%) and net profit margin (15.41%) for Rockwell Automation remained unchanged, the consensus analyst price target was maintained at $350.50. What's in the News Rockwell Automation completed a buyback tranche, repurchasing 473,929 shares for $122.9 million, totaling 34.75 million shares repurchased under the program.Analysis Article • Aug 01
Rockwell Automation, Inc. (NYSE:ROK) Shares Could Be 33% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for Rockwell Automation is US$265 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Jul 08
Be Wary Of Rockwell Automation (NYSE:ROK) And Its Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Analysis Article • May 27
Here's Why Rockwell Automation (NYSE:ROK) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Shareholder Returns
| ROK | US Electrical | US Market | |
|---|---|---|---|
| 7D | 9.7% | -0.5% | 2.1% |
| 1Y | 54.0% | 102.5% | 30.6% |
Return vs Industry: ROK underperformed the US Electrical industry which returned 117.7% over the past year.
Return vs Market: ROK exceeded the US Market which returned 31% over the past year.
Price Volatility
| ROK volatility | |
|---|---|
| ROK Average Weekly Movement | 5.4% |
| Electrical Industry Average Movement | 11.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: ROK has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ROK's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1903 | 26,000 | Blake Moret | www.rockwellautomation.com |
Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company offers drives, motion, advanced material handling, safety, sensing, industrial components, hardware, software, and configured-to-order products; and control and visualization software and hardware, digital twin, simulation and information software, network and security infrastructure, and custom-engineered systems.
Rockwell Automation, Inc. Fundamentals Summary
| ROK fundamental statistics | |
|---|---|
| Market cap | US$51.11b |
| Earnings (TTM) | US$1.09b |
| Revenue (TTM) | US$8.80b |
46.0x
P/E Ratio5.7x
P/S RatioIs ROK overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ROK income statement (TTM) | |
|---|---|
| Revenue | US$8.80b |
| Cost of Revenue | US$4.50b |
| Gross Profit | US$4.31b |
| Other Expenses | US$3.22b |
| Earnings | US$1.09b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 9.76 |
| Gross Margin | 48.92% |
| Net Profit Margin | 12.34% |
| Debt/Equity Ratio | 103.2% |
How did ROK perform over the long term?
See historical performance and comparisonDividends
1.2%
Current Dividend Yield56%
Payout RatioDoes ROK pay a reliable dividends?
See ROK dividend history and benchmarks| Rockwell Automation dividend dates | |
|---|---|
| Ex Dividend Date | May 18 2026 |
| Dividend Pay Date | Jun 10 2026 |
| Days until Ex dividend | 8 days |
| Days until Dividend pay date | 31 days |
Does ROK pay a reliable dividends?
See ROK dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 12:50 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Rockwell Automation, Inc. is covered by 44 analysts. 26 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |