Rockwell Automation stock gets a Hold upgrade before November results

Published on 09/28/2026 at 11:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rockwell Automation stock carries a USD 468.48 consensus target after Wells Fargo moved to Hold on September 26, 2026. Fiscal Q3 revenue rose 7.9 percent to USD 2.31 billion.

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Rockwell Automation (ISIN US7739031091) was last at USD 434.15 on the NYSE on September 25, 2026, at 4:00 p.m. ET, up 0.28 percent. The immediate catalyst is a Wells Fargo upgrade to Hold, which puts analyst expectations beside a strong recent earnings comparison.

Wells Fargo sets a neutral tone

According to MarketBeat on September 26, 2026, Wells Fargo upgraded Rockwell Automation to Hold. The report also cited a consensus target of USD 468.48 from nine Buy ratings and 12 Hold ratings.

That target lies 7.91 percent above the USD 434.15 reference price. The comparison points to a measured analyst stance rather than a broad bullish reset, especially with the stock still 12.71 percent below its 52-week high of USD 497.36.

Fiscal Q3 delivered a clear beat

Rockwell Automation reported fiscal Q3 2026 revenue of USD 2.31 billion, up 7.9 percent year over year, while adjusted earnings per share reached USD 3.49 versus USD 3.38 consensus. MarketBeat reported the USD 0.11 EPS beat and the revenue comparison on September 26, 2026.

Management's fiscal 2026 adjusted EPS guidance stands at USD 13.00-13.30, while the analyst consensus cited by MarketBeat is USD 13.23 for fiscal 2026. The guidance range therefore brackets the consensus estimate rather than pointing to a major earnings reset.

November results are the next test

Zacks lists November 5, 2026, as Rockwell Automation's expected next earnings release and gives the upcoming quarter a consensus EPS estimate of USD 3.53. That date makes execution against the fiscal 2026 range the next concrete checkpoint for the stock.

Rockwell also announced executive leadership transitions on September 24, 2026, including the planned departure of Chief Revenue Officer Scott A. Genereux at the end of December. The company details the change on its Rockwell Automation investor-relations page.

Rockwell stock stays below its yearly high

Rockwell Automation stock was last at USD 434.15 on the NYSE on September 25, 2026, with a 52-week range of USD 332.71 to USD 497.36, a market capitalization of USD 48.3 billion and volume of 409,427 shares. The valuation snapshot leaves the latest price 30.50 percent above the yearly low and 12.71 percent below the yearly high.