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
Vol413.00K
As of25 Sep 2026

The Verdict

Hold

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/E40.65x
Forward P/E29.19x
EV / EBITDA24.55x
P / S (ttm)5.37x
Profit margin13.4%
Return on equity30.6%
Revenue growth+7.9%
Earnings growth+40.4%
Debt / equity103.35

Layer Breakdown

LayerRawContribution
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.

United States · www.rockwellautomation.com

Risk Metrics

Beta vs SPX1.24
Corr SPX0.61
Annual vol32.6%
Annual ret+30.6%
Sharpe0.94
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
Analysts25
Strong Buy4
Buy10
Hold13
Sell1
Strong Sell0

Recent rating actions

2026-05-06Wells Fargo→ Equal-Weight
2026-05-06Keybanc→ Overweight
2026-05-06JP Morgan→ Neutral
2026-05-06Citigroup→ Buy
2026-05-06Barclays→ Overweight
2026-04-01Wells Fargo→ Equal-Weight

Material Events

DateEvent8-K
2026-08-04Earnings Release, Exhibitsread
2026-05-05Earnings Release, Exhibitsread
2026-04-17Officer / Director Change, Exhibitsread
2026-02-17Officer / Director Change, Exhibitsread
2026-02-13Shareholder Voteread
2026-02-05Earnings Release, Exhibitsread
2025-11-21Material Agreement, Termination of Agreement…read
2025-11-06Earnings Release, Exhibitsread
2025-10-03Officer / Director Change, Exhibitsread
2025-08-06Earnings Release, Exhibitsread
2025-06-04Other Material Eventread
2025-05-19Material Agreement, Material Obligation…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-16Riesterer Terry L.Vice President and ControSell281$127.36K
2026-07-16Riesterer Terry L.Vice President and ControOption exercise849—
2026-06-04Fordenwalt Matthew W.SVP Lifecycle ServicesSell377$173.61K
2026-06-02Fordenwalt Matthew W.SVP Lifecycle ServicesSell218$99.48K
2026-06-01Fordenwalt Matthew W.SVP Lifecycle ServicesOption exercise595—
2026-05-20MILLER JOHN MVP and Chief IP CounselSell700$298.21K
2026-05-20MILLER JOHN MVP and Chief IP CounselOption exercise700$95.48K
2026-05-20MILLER JOHN MVP and Chief IP CounselSell354$150.81K
2026-05-08Riesterer Terry L.Vice President and ControOption exercise500$98.22K
2026-05-08Riesterer Terry L.Vice President and ControOption exercise400$98.71K

Flow & Concentration

Insider 180d net-$4.32M
Insider buys / sells0 / 13
Insider biasSellers
13F holders8
Top-5 share99.5%
HHI4,833 (concentrated)

Top Holders

HolderValueShares
State Street Corp$2.64B5.32M
Capital Research / Capital World$1.08B2.18M
Fidelity / FMR LLC$179.00M361.55K
Citadel Advisors$133.07M268.79K
AQR Capital Management$61.54M126.39K
Millennium Management$11.04M22.30K
Bridgewater Associates$9.26M18.70K
T. Rowe Price Group$614.53K1.24M

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

AmountAgencyDescription
$64.66KDepartment of DefenseHUSKY A300 AMP - 80AH BATTERY CONFIG.
$60.00KDepartment of Defense8509789689!ARENA 5 USER #1943007109 RT#
$52.50KDepartment of DefenseARENA PROFESSIONAL & RUNTIME EDITION ANNUAL LEASES
$52.50KDepartment of DefenseARENA PROFESSIONAL AND RUNTIME EDITION ANNUAL LEASE
$52.50KDepartment of DefenseARENA PROFESSIONAL EDITION ANNUAL LEASE
$46.89KDepartment of CommercePERFORM ANNUAL GROOM AND PROPULSION AND BOW THRUSTER DRIVE CABINET SYSTEM TESTIN
$44.05KDepartment of CommerceMOTOR DRIVE MAINTENANCE FOR NOAA SHIP PISCES. ACTION APPROVED BY DOC SECRETARY
$41.00KDepartment of DefenseIGF::OT::IGF!8504262394!ARENA SOFTWARE M

SEC Filings

DateFormDoc
2026-08-048-Kview
2026-08-0410-Qview
2026-07-174view
2026-07-014view
2026-06-1711-Kview
2026-06-1711-Kview
2026-06-044view
2026-06-034view
2026-05-214view
2026-05-084view
2026-05-064view
2026-05-064view
2026-05-064view
2026-05-058-Kview
2026-05-0510-Qview

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
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

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$433.97$438.50$431.23$434.15413.00K
Sep 24$428.91$434.45$426.00$432.93402.90K
Sep 23$424.59$435.69$423.66$432.89603.00K
Sep 22$427.00$428.85$422.64$427.19641.40K
Sep 21$419.31$425.21$413.79$424.89755.30K

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