Rockwell Automation (ROK)
Builds Allen-Bradley controls, manufacturing software, and lifecycle services for industrial operations.
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Sells industrial control hardware, automation software, and lifecycle services through three connected segments, earning from equipment, software licenses and subscriptions, engineered projects, and recurring support. Allen-Bradley controls anchor the portfolio, North America provides most sales, and demand follows manufacturers' capital spending.
Builds the control, motion, sensing, safety, and material-handling systems that run factories and other industrial operations. Intelligent Devices covers drives, motion, sensing, safety, industrial components, and autonomous material handling; Software & Control combines Allen-Bradley controllers with FactoryTalk, Plex, Fiix, simulation, networking, and security software.
Lifecycle Services supplies consulting, engineered solutions, cybersecurity, remote monitoring, and asset-management services. Shared sales, supply-chain, and partner networks support integrated automation projects across discrete, hybrid, and process industries worldwide, with North America generating most sales.
Demand follows manufacturers' capital-spending cycles. Sales also depend heavily on independent distributors, while hardware availability relies on third-party suppliers and software-connected customer systems carry cybersecurity exposure.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 2, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $525 | Target: $545 |
| Aug 21, 2026 | DA Davidson | Reiterate | Rating: —Target: $500 | Target: $490 |
| Aug 14, 2026 | Bernstein | Reiterate | Rating: —Target: $501 | Target: $514 |
| Aug 5, 2026 | Evercore ISI | Target | Target: — | Target: $485 |
| Aug 5, 2026 | Robert W. Baird | Target | Target: $430 | Target: $514 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $479.0M · Total debt $3.61B · Total assets $11.09B · Shareholders' equity $3.49B
- Revenue
- $2.31B
- Operating income
- $654.0M
- Net income
- $408.0M
HistoryDividendAnnual yield
| Institutions | 90.61% | 100.62M shares | |
|---|---|---|---|
| 1,571 holders · as of Jun 30, 2026 | |||
| Insiders | 0.20% | 223.1K shares | |
| 24 holders · as of Sep 9, 2026 | |||
| Other | 9.19% | 10.21M shares | |
| remainder | |||
111.05M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.15% | 12.38M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.55% | 7.27M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.34% | 5.93M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.79% | 5.32M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.82% | 3.13M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Isaac Woods | officer: Vice President and Treasurer | −154 | $432.62 |
| Sep 2, 2026 | Matheus De A. G. Viera Bulho | officer: SVP Software and Control | −400 | $420.14 |
| Aug 31, 2026 | Matheus De A. G. Viera Bulho | officer: SVP Software and Control | −467 | $426.96 |
| Aug 27, 2026 | Patricia A. Watson | director | −1,100 | $431.43 |
| Aug 20, 2026 | Christian E. Rothe | officer: Sr. VP and CFO | −590 | $434.30 |
- Emerson Electric
Process-automation rival on DCS, MES, and lifecycle services.
- Honeywell Technologies
Process DCS and IIoT rival; automation business separation planned 2026.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rockwell Automation | $433.94 | +1.58% | $47.54B | 40.1 | 30.0 | 5.3 | +7.9% |
| Emerson Electric | $155.28 | +0.70% | $86.40B | 33.7 | 22.0 | 4.6 | +7.0% |
| Honeywell Technologies | $211.73 | −0.06% | $67.14B | 8.2 | 23.0 | 1.9 | −49.9% |
| Median | 21.0 | 22.5 | 3.2 | −21.4% |