ROK (Rockwell Automation) Shareholder Yield % : 3.08% (As of Mar. 2026) — Near Median


ROK Rockwell Automation Inc ROK
78 GF Score
Price $482.33
GF Value $312.87
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Rockwell Automation Shareholder Yield %?

Rockwell Automation ROK +1.16% 78 Shareholder Yield % is 3.08% as of Mar. 2026, which is 3% above its 10-year median of 2.98. GuruFocus rates ROK with a GF Score™ of 78/100 and a GF Value™ of $312.87 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 2,993 Industrial Products companies, Rockwell Automation ranks better than 73.81% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, Rockwell Automation's Shareholder Yield % was 3.08%.


Rockwell Automation  (NYSE:ROK) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


Rockwell Automation Shareholder Yield % Related Terms


Rockwell Automation Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for Rockwell Automation's Shareholder Yield % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Rockwell Automation Shareholder Yield % Chart

Rockwell Automation Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.25 -2.71 3.70 3.90 2.83

Rockwell Automation Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 2.84 2.29 2.83 2.98 4.08

ROK vs AME, IR, DOV: Shareholder Yield % Comparison

For the Specialty Industrial Machinery subindustry, Rockwell Automation's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Rockwell Automation Shareholder Yield % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Rockwell Automation's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where Rockwell Automation's Shareholder Yield % falls into.


ROK
78GF Score
Rockwell Automation Inc ROK
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Rockwell Automation Shareholder Yield % Calculation

Rockwell Automation's Shareholder Yield % for the quarter that ended in Mar. 2026 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=1.50 %+1.98 %+0.6 %
=4.08 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 3.08% mean?
Rockwell Automation (ROK) has a Shareholder Yield % of 3.08% as of Mar. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Rockwell Automation and its competitors. This is near median its historical median of 2.98. According to the industry distribution chart, Rockwell Automation ranks #784 out of 2993 companies in the Industrial Products industry, placing it in the top 26.2%.
Is Rockwell Automation's Shareholder Yield % too high?
Rockwell Automation's current Shareholder Yield % of 3.08% is near median its 10-year median of 2.98. The Industrial Products industry median Shareholder Yield % is 0.51. Rockwell Automation's value of 3.08% is 503.9% above this industry median. Based on the distribution chart, Rockwell Automation ranks #784 out of 2993 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Rockwell Automation has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Rockwell Automation's Shareholder Yield % compare to AME and IR?
According to the Industrial Products industry distribution chart, Rockwell Automation ranks #784 out of 2993 companies for Shareholder Yield %. This puts Rockwell Automation in the upper half of its industry. The industry median Shareholder Yield % is 0.51. Rockwell Automation's value of 3.08% is 503.9% above this benchmark. While the company's 10-year median is 2.98 vs. the industry median of 0.51, Rockwell Automation has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for an Industrial Products company?
The median Shareholder Yield % among Industrial Products companies is 0.51, based on 2,993 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Rockwell Automation's current Shareholder Yield % of 3.08% is 503.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Rockwell Automation and its competitors. For the Industrial Products industry, the median Shareholder Yield % is 0.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Rockwell Automation's current Shareholder Yield % is 3.08%, which is near median its own 10-year median of 2.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Rockwell Automation stock overvalued right now?
Based on GuruFocus' analysis, Rockwell Automation (ROK) is currently considered Significantly Overvalued. The stock's GF Value™ is $312.87, compared to a current price of $482.33 — trading 54.2% above its estimated fair value. The current Shareholder Yield % is 3.08%, which is near median its 10-year median of 2.98 and 503.9% above the Industrial Products industry median of 0.51. Rockwell Automation's overall GF Score™ is 78/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Rockwell Automation (ROK), the current Shareholder Yield % is 3.08% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Rockwell Automation (ROK) Overvalued in 2026?

Based on GuruFocus' analysis, Rockwell Automation stock appears to be overvalued. The current stock price of $482.33 is trading 54.2% above its estimated GF Value™ of $312.87. GuruFocus considers Rockwell Automation to be Significantly Overvalued.

Key valuation signals for ROK:

  • Shareholder Yield %: 3.08% (near median its 10-year median of 2.98)
  • GF Value™: $312.87 vs. price of $482.33 (54.2% above fair value)
  • GF Score™: 78/100 with 8 warning signs
  • Industry Position: 503.9% above the Industrial Products median (#784 of 2993)

No single metric tells the full story. See the ROK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Rockwell Automation Business Description

Address 1201 South Second Street, Milwaukee, WI, USA, 53204
With roots tracing back to the early 1900s, Rockwell Automation is the successor to Rockwell International, which spun off its avionics segment in 2001. It is a pure-play industrial automation company that operates through three segments. Its largest segment by revenue, intelligent devices, sells factory floor-level devices such as motors, drives, sensors, relays, and actuators. Its software and control segment sells visualization, simulation, and human-machine interface software and control products such as programmable controllers, computers, and operator terminals. Its smallest segment, lifecycle services, offers digital consulting, engineered-to-order services, and other outsourced services such as remote monitoring, cybersecurity, and asset and plant maintenance and optimization.
78GF Score

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Shareholder Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$482.33
Price
$312.87
GF Value