Inside the research
Rockwell Automation, Inc.
ROK Research profile · latest available data
Price overview
$434.15
▲ +1.22 (+0.3%)
| 52w hi | $493.56 |
|---|---|
| 52w lo | $329.34 |
| Vol | 413.00K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.29
| Short | -0.34 |
|---|---|
| Medium | -0.35 |
| Long | -0.11 |
computed 2026-09-27
Key fundamentals
Rockwell Automation, Inc.
Industrials · Specialty Industrial Machinery
| Market cap | $48.31B |
|---|---|
| Enterprise value | $51.35B |
| Trailing P/E | 40.65x |
| Forward P/E | 29.19x |
| EV / EBITDA | 24.55x |
| P / S (ttm) | 5.37x |
| Profit margin | 13.4% |
| Return on equity | 30.6% |
| Revenue growth | +7.9% |
| Earnings growth | +40.4% |
| Debt / equity | 103.35 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.24 | |
| Sector | -0.01 | |
| Technical | -0.29 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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. It also provides digital consulting, professional services, engineered-to-order solutions, recurring services, cybersecurity, safety, remote monitoring, customer technical support and repair, asset management and optimization consulting, and training, as well as spare parts. The company sells its products through independent distributors in relation to its direct sales force. It serves discrete end markets, including automotive, semiconductor, e-commerce, and warehouse automation; hybrid end markets, such as food and beverage, life sciences, and tire; and process end markets comprising energy, mining, and chemicals. The company was formerly known as Rockwell International Corporation and changed its name to Rockwell Automation, Inc. in February 2002. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.
Risk Metrics
| Beta vs SPX | 1.24 |
|---|---|
| Corr SPX | 0.61 |
| Annual vol | 32.6% |
| Annual ret | +30.6% |
| Sharpe | 0.94 |
| Max DD | -27.9% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $459.69 |
|---|---|
| High / Low | $525.00 / $282.00 |
| Median | $477.00 |
| Analysts | 25 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 10 | |
| Hold | 13 | |
| Sell | 1 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-06 | Wells Fargo | → Equal-Weight |
| 2026-05-06 | Keybanc | → Overweight |
| 2026-05-06 | JP Morgan | → Neutral |
| 2026-05-06 | Citigroup | → Buy |
| 2026-05-06 | Barclays | → Overweight |
| 2026-04-01 | Wells Fargo | → Equal-Weight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-04 | Earnings Release, Exhibits | read |
| 2026-05-05 | Earnings Release, Exhibits | read |
| 2026-04-17 | Officer / Director Change, Exhibits | read |
| 2026-02-17 | Officer / Director Change, Exhibits | read |
| 2026-02-13 | Shareholder Vote | read |
| 2026-02-05 | Earnings Release, Exhibits | read |
| 2025-11-21 | Material Agreement, Termination of Agreement… | read |
| 2025-11-06 | Earnings Release, Exhibits | read |
| 2025-10-03 | Officer / Director Change, Exhibits | read |
| 2025-08-06 | Earnings Release, Exhibits | read |
| 2025-06-04 | Other Material Event | read |
| 2025-05-19 | Material Agreement, Material Obligation… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-16 | Riesterer Terry L. | Vice President and Contro | Sell | 281 | $127.36K |
| 2026-07-16 | Riesterer Terry L. | Vice President and Contro | Option exercise | 849 | — |
| 2026-06-04 | Fordenwalt Matthew W. | SVP Lifecycle Services | Sell | 377 | $173.61K |
| 2026-06-02 | Fordenwalt Matthew W. | SVP Lifecycle Services | Sell | 218 | $99.48K |
| 2026-06-01 | Fordenwalt Matthew W. | SVP Lifecycle Services | Option exercise | 595 | — |
| 2026-05-20 | MILLER JOHN M | VP and Chief IP Counsel | Sell | 700 | $298.21K |
| 2026-05-20 | MILLER JOHN M | VP and Chief IP Counsel | Option exercise | 700 | $95.48K |
| 2026-05-20 | MILLER JOHN M | VP and Chief IP Counsel | Sell | 354 | $150.81K |
| 2026-05-08 | Riesterer Terry L. | Vice President and Contro | Option exercise | 500 | $98.22K |
| 2026-05-08 | Riesterer Terry L. | Vice President and Contro | Option exercise | 400 | $98.71K |
Flow & Concentration
| Insider 180d net | -$4.32M |
|---|---|
| Insider buys / sells | 0 / 13 |
| Insider bias | Sellers |
| 13F holders | 8 |
| Top-5 share | 99.5% |
| HHI | 4,833 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $2.64B | 5.32M |
| Capital Research / Capital World | $1.08B | 2.18M |
| Fidelity / FMR LLC | $179.00M | 361.55K |
| Citadel Advisors | $133.07M | 268.79K |
| AQR Capital Management | $61.54M | 126.39K |
| Millennium Management | $11.04M | 22.30K |
| Bridgewater Associates | $9.26M | 18.70K |
| T. Rowe Price Group | $614.53K | 1.24M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.64% |
|---|---|
| $ / share (TTM) | $2.76 |
| 5y CAGR | +5.2% |
Annual dividend per share
| 2021 | $4.33 |
|---|---|
| 2022 | $4.54 |
| 2023 | $4.79 |
| 2024 | $5.06 |
| 2025 | $5.31 |
| 2026 | $1.38 |
Federal Contracts
| Amount | Agency | Description |
|---|---|---|
| $64.66K | Department of Defense | HUSKY A300 AMP - 80AH BATTERY CONFIG. |
| $60.00K | Department of Defense | 8509789689!ARENA 5 USER #1943007109 RT# |
| $52.50K | Department of Defense | ARENA PROFESSIONAL & RUNTIME EDITION ANNUAL LEASES |
| $52.50K | Department of Defense | ARENA PROFESSIONAL AND RUNTIME EDITION ANNUAL LEASE |
| $52.50K | Department of Defense | ARENA PROFESSIONAL EDITION ANNUAL LEASE |
| $46.89K | Department of Commerce | PERFORM ANNUAL GROOM AND PROPULSION AND BOW THRUSTER DRIVE CABINET SYSTEM TESTIN |
| $44.05K | Department of Commerce | MOTOR DRIVE MAINTENANCE FOR NOAA SHIP PISCES. ACTION APPROVED BY DOC SECRETARY |
| $41.00K | Department of Defense | IGF::OT::IGF!8504262394!ARENA SOFTWARE M |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $8.34B | +4.2% | |
| Gross profit | $4.42B | +6.7% | |
| Net income | $869.00M | +2.6% | |
| Cash from ops | $864.00M | -2.9% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $433.97 | $438.50 | $431.23 | $434.15 | 413.00K |
| Sep 24 | $428.91 | $434.45 | $426.00 | $432.93 | 402.90K |
| Sep 23 | $424.59 | $435.69 | $423.66 | $432.89 | 603.00K |
| Sep 22 | $427.00 | $428.85 | $422.64 | $427.19 | 641.40K |
| Sep 21 | $419.31 | $425.21 | $413.79 | $424.89 | 755.30K |
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