Key Points
- Rockwell Automation VP John Miller sold 1,054 shares on May 20 at an average price of $426.02, totaling about $449,025. The sale reduced his direct holdings by 15.8% and was made under a pre-arranged 10b5-1 plan.
- The company recently beat quarterly expectations, posting EPS of $3.30 versus the $2.88 consensus and revenue of $2.24 billion, up 11.9% year over year. Rockwell also provided FY2026 EPS guidance of 12.50 to 13.10.
- Analysts remain generally constructive, with the stock carrying a consensus rating of “Moderate Buy” and an average target price of $449.16. Recent broker updates included higher price targets from Citigroup and KeyCorp, though one firm downgraded the shares to Hold.
Rockwell Automation, Inc. (NYSE:ROK - Get Free Report) VP John Miller sold 1,054 shares of the firm's stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $426.02, for a total transaction of $449,025.08. Following the transaction, the vice president directly owned 5,615 shares in the company, valued at $2,392,102.30. The trade was a 15.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Rockwell Automation Trading Up 1.0%
Shares of Rockwell Automation stock opened at $440.65 on Friday. Rockwell Automation, Inc. has a 1 year low of $298.70 and a 1 year high of $463.48. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.76 and a current ratio of 1.09. The company has a market capitalization of $49.03 billion, a P/E ratio of 45.81, a PEG ratio of 2.79 and a beta of 1.56. The company's fifty day moving average is $397.69 and its two-hundred day moving average is $398.09.
Rockwell Automation (NYSE:ROK - Get Free Report) last issued its quarterly earnings data 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 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 period last year, the firm posted $2.45 EPS. Rockwell Automation's revenue for the quarter was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Analysts forecast that Rockwell Automation, Inc. will post 13.01 earnings per share for the current year.
Rockwell Automation Dividend Announcement
The firm 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 dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Monday, May 18th. Rockwell Automation's dividend payout ratio (DPR) is presently 57.38%.
Key Stories Impacting Rockwell Automation
Here are the key news stories impacting Rockwell Automation this week:
- Positive Sentiment: Investors are focusing on Rockwell Automation’s expanding role in AI, cybersecurity, and smart manufacturing, which could strengthen its long-term growth narrative. How Investors Are Reacting To Rockwell Automation (ROK) Elevating AI And Cybersecurity In Smart Manufacturing
- Positive Sentiment: Recent articles argue Rockwell may be an attractive valuation play after share-price momentum and a planned US$2 billion investment, reinforcing optimism around future growth. Assessing Rockwell Automation (ROK) Valuation After Recent Share Price Momentum And Planned US$2b Investment
- Positive Sentiment: Some market commentary describes Rockwell Automation as a high-quality compounder and a top momentum stock, which can attract growth-oriented investors. Why Rockwell Automation (ROK) is a Top Momentum Stock for the Long-Term
- Neutral Sentiment: Wall Street outlook coverage remains mixed in tone, but recent estimate changes have been modest overall, with Zacks trimming one future-quarter EPS view while raising FY2026 earnings expectations. Rockwell Automation stock outlook: Is Wall Street bullish or bearish?
- Neutral Sentiment: An insider sale by VP John M. Miller was disclosed, but it was executed under a pre-arranged 10b5-1 plan, which makes it less likely to be interpreted as a bearish signal.
- Neutral Sentiment: Rockwell also cited a global study showing 90% of manufacturers view digital transformation as essential, supporting the company’s long-term market opportunity. Rockwell Automation, Inc.: 90% of Manufacturers Say Digital Transformation Is Now Essential, According to New Global Study
- Negative Sentiment: One analyst report lowered a future-quarter EPS estimate, which may slightly pressure sentiment around near-term earnings expectations.
Institutional Trading of Rockwell Automation
Several hedge funds and other institutional investors have recently made changes to their positions in ROK. MV Capital Management Inc. acquired a new stake in shares of Rockwell Automation in the fourth quarter valued at about $28,000. Manchester Capital Management LLC lifted its stake in shares of Rockwell Automation by 97.5% in the fourth quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company's stock valued at $31,000 after purchasing an additional 39 shares during the period. Cassaday & Co Wealth Management LLC acquired a new stake in shares of Rockwell Automation in the first quarter valued at about $31,000. First Horizon Corp acquired a new stake in shares of Rockwell Automation in the fourth quarter valued at about $32,000. Finally, BOK Financial Private Wealth Inc. acquired a new stake in shares of Rockwell Automation in the fourth quarter valued at about $33,000. Institutional investors and hedge funds own 75.75% of the company's stock.
Wall Street Analysts Forecast Growth
Several brokerages have recently weighed in on ROK. Wall Street Zen downgraded shares of Rockwell Automation from a "buy" rating to a "hold" rating in a report on Saturday, May 2nd. Morgan Stanley reaffirmed an "overweight" rating and issued a $525.00 target price on shares of Rockwell Automation in a report on Wednesday, May 6th. Citigroup lifted their target price on shares of Rockwell Automation from $466.00 to $500.00 and gave the company a "buy" rating in a report on Wednesday, May 6th. KeyCorp lifted their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an "overweight" rating in a report on Wednesday, May 6th. Finally, Weiss Ratings raised shares of Rockwell Automation from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, March 25th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have given a Hold rating to the company's stock. According to MarketBeat, Rockwell Automation has an average rating of "Moderate Buy" and a consensus target price of $449.16.
Read Our Latest Research Report on ROK
About Rockwell Automation
(
Get Free Report)
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.
Further Reading

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