Why it’s on the map
Every relocated production line needs Rockwell controls. FQ3 sales +10% organic, EPS +22%, FY guide raised to 7.5–9.5% organic on semiconductor/data-center/warehouse automation.
Government money & contracts
DoD/DOE via integrators.
Customers & commercial
US manufacturers.
Catalysts
FQ4 (Nov).
Risk
Auto capex pause; multiple.
Tariff durability
Cleanest tariff-linked industrial.
Dividend · #26 of 47 payers by yield
1.26% yield
$5.52 a share a year · quarterly · pays Mar · Jun · Sept · Dec
Per payment$1.38a share, 4× a year
Next payoutexpected Decnot yet declared
Last ex-dateAug 17, 2026own it before the ex-date to collect
Last paidSept 10, 2026$1.38 a share
Payout ratio51%of earnings · comfortable
Raised16 yrsconsecutive years of increases
Shares at the Oct 30 close of $436.202.29
Each payment$3.16
Per year · 4 payments$12.65
Recent payments
| Ex-date | Paid | Per share | |
|---|---|---|---|
| Aug 17, 2026 | Sept 10, 2026 | $1.38 | |
| May 18, 2026 | Jun 10, 2026 | $1.38 | |
| Feb 23, 2026 | Mar 10, 2026 | $1.38 | |
| Nov 17, 2025 | Dec 10, 2025 | $1.38 |
Yield = $1.38 × 4 ÷ the Oct 30 close of $436.20. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source