Update shared on 13 Nov 2025
Fair value Increased 7.95%Analysts have raised their price target for Rockwell Automation from $355.84 to $384.12, citing a modest improvement in projected profit margins, although expected revenue growth rates have been revised slightly downward.
What's in the News
- Rockwell Automation reported $224 million in goodwill and intangible asset impairments for the fourth quarter ended September 30, 2025. (Company disclosure)
- The company issued earnings guidance for fiscal year 2026, expecting reported sales growth of 3% to 7% and diluted EPS of $10.40 to $11.40. (Corporate guidance)
- Production of autonomous mobile robots (AMRs) under the OTTO brand began at Rockwell's Milwaukee headquarters. This expansion increases capacity to serve U.S. customers and supports the company's focus on smart manufacturing and automation. (Product-Related Announcement)
- Rockwell announced continued collaboration with Energy Observer, integrating advanced automation and energy management solutions on the new Energy Observer 3 vessel for sustainable maritime innovation. (Client Announcement)
- The Board of Directors declared a quarterly dividend of $1.38 per share, payable December 10, 2025, to shareholders of record as of November 17, 2025. (Dividend Announcement)
Valuation Changes
- The consensus analyst price target has risen from $355.84 to $384.12, reflecting increased valuation expectations.
- The discount rate has increased slightly, moving from 9.25% to 9.37%.
- Revenue growth projections have edged down, declining from 6.41% to 6.14%.
- Net profit margin estimates have improved, rising from 15.37% to 15.77%.
- The future P/E ratio forecast has increased from 34.50x to 36.10x, indicating higher anticipated earnings multiples.
Disclaimer
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