Rockwell Automation, Inc. (ROK) Stock Price & Analysis
Rockwell Automation, Inc. (ROK) is trading at USD 427.79, up 0.92% today, as of October 23, 2026 at 16:24 UTC (US market open; quotes may be delayed), according to Nexqual market data.
ROK last closed at USD 423.87; today's session has ranged USD 415.71–428.5 on volume of 284,116 shares. Market capitalization is $47.60B, with a 52-week range of USD 347.53–497.36 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 16:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ROK.md
Key facts (ROK)
- Last four reported quarters (through Jun 30, 2026): revenue $8.97B, net income $1.20B (13.4% margin), free cash flow $1.50B (SEC filings).
- Valuation: P/E 39.6x (avg 33.9x at the last 3 fiscal year-ends).
- 2 of 80 tracked superinvestors hold ROK (13F, Q2 2026): 0 new, 0 added, 1 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 15 Form 4 filings, $6.5M; 2 not under a Rule 10b5-1 plan ($2.3M); 0 by opportunistic insiders, 11 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.54 on a 1–5 scale) (28 analysts), mean target USD 474.88 (range 282–550).
- Total return with dividends: 1Y +21.4% vs S&P 500 +14.7%; 5Y +45.6% vs S&P 500 +77.5%.
- Next earnings: 2026-11-05, EPS estimate USD 3.69, revenue estimate $2.41B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ROK)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $7.00B | $7.76B | $9.06B | $8.26B | $8.34B | $8.97B |
| Gross profit | $2.90B | $3.10B | $4.42B | $3.85B | $4.02B | — |
| Operating income | — | — | $1.93B | $1.59B | $1.70B | $2.04B |
| Net income | $1.36B | $932M | $1.39B | $953M | $869M | $1.20B |
| EPS (diluted) | $11.58 | $7.97 | $11.95 | $8.28 | $7.67 | — |
| Free cash flow | $1.14B | $682M | $1.21B | $639M | $1.36B | $1.50B |
| Gross margin | 41.4% | 40.0% | 48.8% | 46.6% | 48.1% | — |
| Operating margin | — | — | 21.3% | 19.3% | 20.4% | 22.7% |
| Net margin | 19.4% | 12.0% | 15.3% | 11.5% | 10.4% | 13.4% |
| Revenue growth | +10.5% | +10.9% | +16.7% | -8.8% | +0.9% | — |
| Cash + short-term investments | $663M | $503M | $1.07B | $471M | — | — |
| Total debt | $3.47B | $3.48B | $2.87B | $2.87B | $2.62B | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ROK)
P/E 39.6x · P/S 5.3x · P/FCF 31.6x · P/B 13.6x · FCF yield 3.16% · Earnings yield 2.52% · Dividend yield (paid, TTM) 1.28% · Buyback yield (TTM) 1.73%
P/E at fiscal year-ends: Sep 2025 45.5x, Sep 2024 32.3x, Sep 2023 23.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (ROK)
2 of 80 tracked investors hold ROK. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mairs & Power | Mairs & Power Funds | 1.17% | $128M | Reduced -9.1% |
| Thomas Gayner | Markel Group | 0.58% | $76.7M | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (ROK)
13 of 15 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-08 | Woods Isaac | Vice President and Treasurer | 154 | $67K | 6.2% | Yes | Routine (sold in Feb & Jun & Dec each year 2023–2025; this trade is outside those months) |
| 2026-08-31…2026-09-02 | Bulho Matheus De A G Viera | SVP Software and Control | 867 | $367K | 49.8% | Yes | Too little history (no open-market trades in 2023) |
| 2026-08-27 | Watson Patricia A | Director | 1,100 | $475K | 14.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-20 | Rothe Christian E | Sr. VP and CFO | 590 | $256K | 5.4% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-07-16 | Riesterer Terry L. | Vice President and Controller | 281 | $127K | 11.2% | Yes | Routine (sold in Dec each year 2023–2025; this trade is outside those months) |
| 2026-06-04 | Fordenwalt Matthew W. | SVP Lifecycle Services | 377 | $174K | 7.7% | Yes | Routine (sold in Dec each year 2023–2025; this trade is outside those months) |
| 2026-06-02 | Fordenwalt Matthew W. | SVP Lifecycle Services | 218 | $99K | 4.3% | Yes | Routine (sold in Dec each year 2023–2025; this trade is outside those months) |
| 2026-05-20 | Miller John M | VP and Chief IP Counsel | 1,054 | $449K | 14.7% | Yes | Routine (sold in May & Dec each year 2023–2025) |
| 2026-05-07 | Riesterer Terry L. | Vice President and Controller | 4,024 | $1.8M | 70.7% | No | Routine (sold in Dec each year 2023–2025; this trade is outside those months) |
| 2026-05-05 | Fordenwalt Matthew W. | SVP Lifecycle Services | 600 | $270K | 11.7% | Yes | Routine (sold in Dec each year 2023–2025; this trade is outside those months) |
| 2026-05-05 | Nardecchia Christopher | SVP, Chief Information Officer | 2,538 | $1.1M | 15.1% | Yes | Routine (sold in Jun & Dec each year 2023–2025; this trade is outside those months) |
| 2026-05-05 | Genereux Scott | Sr.VP, Chief Revenue Officer | 550 | $246K | 16.6% | Yes | Routine (sold in Feb & Dec each year 2023–2025; this trade is outside those months) |
| 2026-04-13 | Fordenwalt Matthew W. | SVP Lifecycle Services | 1,200 | $480K | 21% | Yes | Routine (sold in Dec each year 2023–2025; this trade is outside those months) |
| 2026-04-10 | Perducat Cyril | SVP, Chief Technology Officer | 198 | $78K | 3.1% | Yes | Routine (sold in Dec each year 2023–2025; this trade is outside those months) |
| 2026-04-08 | Bulho Matheus De A G Viera | SVP Software and Control | 1,250 | $484K | 41.8% | Yes | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ROK)
Consensus Hold (mean 2.54 on a 1–5 scale), 28 analysts; mean target USD 474.88 (low 282, high 550).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Mizuho | Target lowered | Neutral | $445 → $430 |
| 2026-09-25 | Wells Fargo | Initiated | Equal-Weight | $426 |
| 2026-09-02 | Morgan Stanley | Target raised | Overweight | $525 → $545 |
| 2026-08-21 | DA Davidson | Target lowered | Neutral | $500 → $490 |
| 2026-08-14 | Bernstein | Target raised | Market Perform | $501 → $514 |
| 2026-08-05 | Citigroup | Target lowered | Buy | $555 → $536 |
| 2026-08-05 | Evercore ISI Group | Target raised | In-Line | $480 → $485 |
| 2026-07-13 | Citigroup | Target raised | Buy | $500 → $555 |
Total return (dividends reinvested) (ROK)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +21.4% | +45.6% |
| S&P 500 (SPY) | +14.7% | +77.5% |
| Per year | +21.4% | +7.8% |
| Volatility (annualized) | 31.0% | 30.3% |
| Max drawdown | -18.7% (Feb 2026→Mar 2026) | -45.0% (Dec 2021→Jun 2022) |
ROK revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Intelligent Devices | $1.08B | 46.7% | +11.6% |
| Software & Control | $751.0M | 32.5% | +19.4% |
| Lifecycle Services | $482.0M | 20.8% | -11.9% |
| Total revenue | $2.31B | 100% | — |
ROK revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Products and solutions | $2.07B | 89.4% | +9.0% |
| Services | $245.0M | 10.6% | -0.8% |
| Total revenue | $2.31B | 100% | — |
ROK revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $1.48B | 64.1% | +9.5% |
| UNITED STATES | $1.38B | 59.5% | +15.7% |
| Europe, Middle East, and Africa | $404.0M | 17.5% | +3.1% |
| Asia Pacific | $288.0M | 12.5% | +8.3% |
| Latin America | $139.0M | 6.0% | +5.3% |
| Total revenue | $2.31B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ROK suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | Siemens | “Major competitors include Siemens AG, ABB Ltd, Schneider Electric SA, Emerson Electric Co., Mitsubishi Electric Corp., Honeywell International Inc., and Dassault Systemes.” |
Quoted from the company's 10-K filed Nov 12, 2025.
ROK analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $3.69 | $3.58 | +3.0% | $2.41B | 23 |
| Next quarter (ends Dec 2026) | $3.13 | $3.08 | +1.7% | $2.21B | 11 |
| Current fiscal year (ends Sep 2026) | $13.24 | $13.03 | +1.6% | $9.06B | 28 |
| Next fiscal year (ends Sep 2027) | $14.91 | $14.63 | +1.9% | $9.58B | 28 |
ROK options: expected move
Options price a move of about ±10.0% (±$42.55) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 8 reports the stock moved ±8.4% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 44.5% | ±10.0% |
| Dec 18, 2026 | 56 | 36.7% | ±11.5% |
| Jan 15, 2027 | 84 | 33.7% | ±12.9% |
| Feb 19, 2027 | 119 | 34.7% | ±15.8% |
| Apr 16, 2027 | 175 | 32.8% | ±18.0% |
| May 21, 2027 | 210 | 33.7% | ±20.2% |
| Aug 20, 2027 | 301 | 32.7% | ±23.4% |
| Nov 19, 2027 | 392 | 32.7% | ±26.6% |
30-day implied volatility 43.4% vs 22.8% realized over the last 30 trading days. Put/call ratio (volume) 0.65. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 16:24 UTC)
| Price | USD 427.79 |
|---|---|
| Change | ▲ 0.92% (up) |
| Previous Close | USD 423.87 |
| Open | USD 418.71 |
| Day Range | USD 415.71 – 428.5 |
| 52-Week Range | USD 347.53 – 497.36 |
| Volume | 284,116 shares |
| Market Cap | $47.60B |
| Exchange | NYQ |
Technical Analysis (ROK)
Nexqual's technical model rates ROK "STRONG SELL" based on 0 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 16:24 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 47.25 (neutral) |
| vs SMA50 | Below (USD 430.74) |
| MACD | -1.62 (negative) |
Analyst Ratings (ROK)
Wall Street analysts rate ROK "Hold" based on 28 analysts, with a mean price target of USD 474.88 (range USD 282–550), per Nexqual as of October 23, 2026 at 16:24 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 28 |
| Mean Target | USD 474.88 |
| High Target | USD 550 |
| Low Target | USD 282 |
| Buy / Hold / Sell | 12 / 15 / 1 |
Earnings (ROK)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 3.69 |
| Revenue Estimate | $2.41B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.49 vs est 3.38 ▲ beat |
| 2026-03-31 | USD 3.3 vs est 2.88 ▲ beat |
| 2025-12-31 | USD 2.75 vs est 2.48 ▲ beat |
| 2025-09-30 | USD 3.34 vs est 2.94 ▲ beat |
Source: Nexqual, October 23, 2026 at 16:24 UTC.
Financials & Fundamentals (ROK)
| Total Revenue | $8.97B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.90% |
| Gross Margin | +49.09% |
| Operating Margin | +20.97% |
| Profit Margin | +13.39% |
| ROE | +30.63% |
| Debt / Equity | 1.03 |
| Current Ratio | 1.08 |
| Total Cash | $479.00M |
| Total Debt | $3.61B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.50B (16.8% of revenue) |
Source: Nexqual, October 23, 2026 at 16:24 UTC.
Financial Health Score (ROK)
Nexqual rates Rockwell Automation, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 16:24 UTC.
| Growth | Mixed — Revenue +0.9% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 49%, operating 21% (last 12 months) |
| Balance Sheet | Mixed — $479M cash vs $3.61B debt |
| Cash Flow | Strong — FCF $1.50B (last 4 quarters to Jun 2026, SEC), 17% margin |
| Efficiency | Strong — ROE 31%, ROA 10.0% |
Ownership (ROK)
| Insider Ownership | +0.16% |
|---|---|
| Institutional Ownership | +93.01% |
| Shares Outstanding | 111.27M |
| Float | 110.70M |
| Short % of Float | +3.77% |
Source: Nexqual, October 23, 2026 at 16:24 UTC.
Leadership (ROK)
Rockwell Automation, Inc. is led by Blake D. Moret, President, Chairman & CEO, per Nexqual as of October 23, 2026 at 16:24 UTC.
| President, Chairman & CEO | Blake D. Moret |
|---|---|
| Senior VP & CFO | Christian E. Rothe |
| Senior Vice President | Scott A. Genereux |
| Senior Vice President of Intelligent Devices | Matthew W. Fordenwalt |
| Senior VP & CTO | Cyril P. Perducat |
Major Backers & Investors (ROK)
Notable institutional backers of Rockwell Automation, Inc. include Morgan Stanley, JPMorgan, UBS Group AG, according to Nexqual as of October 23, 2026 at 16:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Morgan Stanley | 2.74% |
| JPMorgan | 2.63% |
| UBS Group AG | 1.97% |
| Goldman Sachs | 1.74% |
| Invesco | 1.64% |
| Fidelity | 1.3% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.89% |
| BlackRock | 11.15% |
| State Street | 4.79% |
| Geode Capital | 2.82% |
Source: Nexqual, October 23, 2026 at 16:24 UTC.
From Rockwell Automation, Inc.'s Latest SEC 10-K Filing (filed 2025-11-12)
Key Strengths & Strategy (as disclosed to the SEC)
- The Lifecycle Services segment includes digital consulting, professional services including engineered-to-order solutions, recurring services including cybersecurity, safety, remote monitoring, and asset management, and the Sensia joint venture.
Legal & Regulatory Risks (Item 1A, quoted)
- New governmental actions and regulations could adversely affect our business.
- Governmental actions and regulations, including those related to corporate income taxes, the environment, materials, products, certification and labeling, trade policies, privacy, cybersecurity, AI, or climate change, may be taken in the jurisdictions where we operate that may affect our business activities or may otherwise increase our costs to do business.
- The growing focus on environmental, social, and governance (ESG) factors by investors and other stakeholders and evolving compliance requirements by regulators may impact our business.
- Claims from taxing authorities could have an adverse effect on our income tax expense and financial condition.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| AME | AMETEK, Inc. | USD 239.99 | ▲ 0.49% |
| CMI | Cummins Inc. | USD 519.45 | ▼ 0.02% |
| OTIS | Otis Worldwide Corporation | USD 75.05 | ▼ 0.73% |
| IR | Ingersoll Rand Inc. | USD 73.65 | ▼ 0.62% |
| ITW | Illinois Tool Works Inc. | USD 275.67 | ▼ 1.28% |
| DOV | Dover Corporation | USD 196.51 | ▲ 0.52% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:24 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt