Overview
Rotork plc is headquartered in Bath, United Kingdom, and operates prominently within the industrial machinery sector. Specializing in the design, manufacture, and support of actuation solutions, Rotork is an essential supplier for companies managing water, power, and gas infrastructures. Their product suite includes electric, hydraulic, and pneumatic actuators and control systems used to enhance flow control processes. A leader in its field, Rotork has undertaken key projects that ensure efficient energy usage and adherence to environmental standards globally. The company's broad reach and sophisticated technologies substantially contribute to optimizing operational performances and achieving regulatory compliance across multiple industries. This strategic positioning allows Rotork to maintain its prominence in facilitating essential industrial processes.
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Basic Stats
The share price of Rotork plc as of May 28, 2024 is $4.30 / share. The market cap (or net worth) of Rotork plc as of September 8, 2025 is $3,596.74 MM.
The Factor Analysis chart (below right) shows a view of Rotork plc from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 3,596.74 MM |
| EV | |
| Shares Out. | 836.45 MM |
| Earnings Date | |
| EPS (TTM) | 0.12 |
| Dividend Yield | |
| Ex-Dividend Date | 2025-08-14 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.10 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.13 |
| ROE | 0.16 |
| ROIC | 0.17 |
| CROIC | -0.11 |
| OCROIC | 0.23 |
| Implied Volatility | |
| Put/Call OI Ratio |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Rotork plc is $4.48. The forecasts range from a low of $3.57 to a high of $5.44. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Rotork plc. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2021-11-18 | Peel Hunt Limited | Reiteration | Reiterate | |
| 2021-11-18 | Berenberg Bank | Reiteration | Reiterate | |
| 2021-11-18 | Peel Hunt LLP | Buy | Reiterate | |
| 2021-11-08 | Morgan Stanley | Overweight | Reiterate | |
| 2021-08-18 | Shore Capital | Sell | Reiterate | |
| 2021-08-18 | Numis | Buy | Reiterate | |
| 2021-08-06 | Citigroup | Buy | Reiterate | |
| 2021-08-05 | Berenberg Bank | Buy | Reiterate | |
| 2021-08-04 | Barclays | Reiteration | Reiterate | |
| 2021-08-04 | JP Morgan Cazenove | Reiteration | Reiterate | |
| 2021-08-03 | Shore Capital | Reiteration | Reiterate | |
| 2021-05-17 | Berenberg Bank | Buy | Reiterate | |
| 2021-04-30 | Shore Capital | Sell | Reiterate | |
| 2021-03-11 | Citigroup | Buy | Reiterate | |
| 2021-03-11 | Berenberg Bank | Buy | Reiterate | |
| 2021-03-03 | Barclays | Overweight | Reiterate | |
| 2021-03-03 | RBC Capital Markets | Underperform | Reiterate | |
| 2021-03-02 | Shore Capital | Sell | Reiterate | |
| 2021-01-21 | Barclays | Overweight | Reiterate | |
| 2020-11-30 | Barclays | Equal-weight | Reiterate | |
| 2020-08-11 | Shore Capital | Sell | Reiterate | |
| 2020-08-10 | Morgan Stanley | Equal-weight | Reiterate | |
| 2020-08-06 | Citigroup | Buy | Reiterate | |
| 2020-02-11 | Shore Capital | Sell | Reiterate | |
| 2019-11-22 | Deutsche Bank | Hold | Reiterate | |
| 2019-10-10 | Bank of America | Buy | Reiterate | |
| 2019-08-14 | Berenberg Bank | Hold | Reiterate | |
| 2019-08-06 | UBS | Buy | Reiterate | |
| 2019-06-05 | Credit Suisse | Underperform | Reiterate | |
| 2019-05-15 | Berenberg Bank | Hold | Initiate | |
| 2019-03-06 | Numis | Add | Reiterate | |
| 2019-03-06 | Citigroup | Buy | Reiterate | |
| 2018-09-05 | Jefferies | Hold | Reiterate | |
| 2018-08-23 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2018-08-08 | Deutsche Bank | Hold | Reiterate | |
| 2018-08-08 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2018-08-08 | Morgan Stanley | Equal-weight | Reiterate | |
| 2018-08-03 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2024-04-30 | Shore Capital | Hold | Reiterate | |
| 2024-04-10 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2024-03-06 | Berenberg Bank | Buy | Reiterate | |
| 2024-03-05 | Shore Capital | Hold | Reiterate | |
| 2023-08-08 | Shore Capital | Hold | Reiterate | |
| 2023-06-15 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2023-03-01 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2023-02-28 | Peel Hunt Limited | Add | Reiterate | |
| 2023-02-28 | Jefferies | Hold | Reiterate | |
| 2022-12-08 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2022-11-23 | Shore Capital | Sell | Reiterate | |
| 2022-09-26 | Barclays | Overweight | Reiterate | |
| 2022-08-02 | Shore Capital | Sell | Reiterate | |
| 2022-07-20 | Barclays | Overweight | Reiterate | |
| 2022-05-11 | Morgan Stanley | Overweight | Reiterate | |
| 2022-05-03 | Barclays | Overweight | Reiterate | |
| 2022-04-29 | Shore Capital | Sell | Reiterate | |
| 2022-03-31 | Berenberg Bank | Buy | Reiterate | |
| 2022-03-23 | Berenberg Bank | Buy | Reiterate | |
| 2022-03-15 | Barclays | Overweight | Reiterate | |
| 2022-03-01 | Shore Capital | Sell | Reiterate | |
| 2022-02-09 | JP Morgan Cazenove | Reiteration | Reiterate | |
| 2022-02-08 | Morgan Stanley | Reiteration | Reiterate | |
| 2022-01-31 | RBC Capital Markets | Reiteration | Reiterate | |
| 2022-01-18 | Berenberg Bank | Reiteration | Reiterate | |
| 2022-01-10 | Shore Capital | Reiteration | Reiterate | |
| 2021-11-22 | Barclays | Reiteration | Reiterate | |
| 2021-11-19 | JP Morgan Cazenove | Reiteration | Reiterate | |
| 2015-10-12 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2015-10-08 | Investec | Sell | Reiterate | |
| 2015-10-06 | Credit Suisse | Neutral | Reiterate | |
| 2015-09-21 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2015-09-21 | Credit Suisse | Neutral | Reiterate | |
| 2015-09-18 | Societe Generale | Hold | Reiterate | |
| 2015-09-17 | Investec | Sell | Reiterate | |
| 2015-09-09 | Nomura | Neutral | Reiterate | |
| 2015-08-05 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2015-08-04 | Numis | Add | Reiterate | |
| 2015-07-21 | Investec | Hold | Reiterate | |
| 2015-05-18 | Barclays | Neutral | Reiterate | |
| 2015-05-01 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2015-04-27 | RBC Capital Markets | Neutral | Reiterate | |
| 2016-05-23 | HSBC | Hold | Reiterate | |
| 2016-05-03 | HSBC | Hold | Reiterate | |
| 2016-05-03 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2016-04-20 | Jefferies | Underperform | Reiterate | |
| 2016-04-15 | Numis | Hold | Reiterate | |
| 2016-03-14 | HSBC | Hold | Reiterate | |
| 2016-03-10 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2016-03-02 | Credit Suisse | Neutral | Reiterate | |
| 2016-03-02 | Exane BNP Paribas | Underperform | Reiterate | |
| 2016-03-02 | Jefferies | Underperform | Reiterate | |
| 2016-03-02 | RBC Capital Markets | Underperform | Reiterate | |
| 2016-03-02 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2016-02-26 | UBS | Neutral | Reiterate | |
| 2016-02-11 | Investec | Sell | Reiterate | |
| 2016-01-26 | Exane BNP Paribas | Underperform | Reiterate | |
| 2015-12-01 | HSBC | Hold | Reiterate | |
| 2015-11-20 | Nomura | Reduce | Reiterate | |
| 2015-11-19 | RBC Capital Markets | Underperform | Reiterate | |
| 2015-11-19 | Goldman Sachs | Neutral | Reiterate | |
| 2015-11-18 | UBS | Neutral | Reiterate | |
| 2015-11-16 | Exane BNP Paribas | Underperform | Reiterate | |
| 2015-11-16 | Citigroup | Neutral | Reiterate | |
| 2015-11-16 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2015-11-13 | Investec | Sell | Reiterate | |
| 2015-10-28 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2015-10-19 | Goldman Sachs | Neutral | Reiterate | |
| 2015-10-12 | RBC Capital Markets | Underperform | Reiterate | |
| 2013-09-17 | Bank of America | Neutral | Reiterate | |
| 2018-05-22 | Exane BNP Paribas | Outperform | Reiterate | |
| 2018-05-10 | Credit Suisse | Neutral | Reiterate | |
| 2018-04-23 | Numis | Add | Reiterate | |
| 2018-04-09 | Morgan Stanley | Overweight | Reiterate | |
| 2018-04-03 | Citigroup | Buy | Reiterate | |
| 2018-03-14 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2018-03-08 | Credit Suisse | Neutral | Reiterate | |
| 2017-10-13 | Deutsche Bank | Hold | Reiterate | |
| 2017-08-24 | Goldman Sachs | Buy | Reiterate | |
| 2017-08-09 | Numis Securities | Hold | Reiterate | |
| 2017-06-07 | Goldman Sachs | Buy | Reiterate | |
| 2017-05-18 | Citigroup | Neutral | Reiterate | |
| 2017-04-28 | Numis Securities | Hold | Reiterate | |
| 2017-04-06 | HSBC | Hold | Reiterate | |
| 2017-04-04 | Citigroup | Neutral | Reiterate | |
| 2017-02-28 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2017-02-28 | Goldman Sachs | Buy | Reiterate | |
| 2017-02-28 | Citigroup | Neutral | Reiterate | |
| 2017-02-16 | Goldman Sachs | Buy | Reiterate | |
| 2017-02-03 | Deutsche Bank | Hold | Reiterate | |
| 2017-01-26 | Credit Suisse | Neutral | Reiterate | |
| 2017-01-11 | Bank of America | Underperform | Reiterate | |
| 2017-01-06 | Goldman Sachs | Buy | Reiterate | |
| 2017-01-06 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2016-12-05 | HSBC | Buy | Reiterate | |
| 2016-11-07 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2016-08-22 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2016-08-12 | Numis | Hold | Reiterate | |
| 2016-08-03 | Societe Generale | Hold | Reiterate | |
| 2016-08-03 | Numis | Hold | Reiterate | |
| 2016-08-03 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2016-08-03 | Exane BNP Paribas | Neutral | Reiterate | |
| 2016-08-02 | UBS | Neutral | Reiterate | |
| 2016-07-13 | Exane BNP Paribas | Underperform | Reiterate | |
| 2016-06-30 | HSBC | Hold | Reiterate | |
| 2016-06-27 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2016-06-15 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2015-04-27 | Exane BNP Paribas | Neutral | Reiterate | |
| 2015-04-27 | Bank of America | Buy | Reiterate | |
| 2015-04-27 | Credit Suisse | Neutral | Reiterate | |
| 2015-04-24 | Investec | Hold | Reiterate | |
| 2015-03-18 | Morgan Stanley | Equal-weight | Reiterate | |
| 2015-03-12 | Nomura | Neutral | Reiterate | |
| 2015-03-12 | Jefferies | Hold | Reiterate | |
| 2015-03-04 | Credit Suisse | Neutral | Reiterate | |
| 2015-01-12 | Investec | Add | Reiterate | |
| 2014-12-17 | Credit Suisse | Neutral | Reiterate | |
| 2014-12-04 | Liberum Capital | Sell | Reiterate | |
| 2014-12-03 | Liberum Capital | Sell | Reiterate | |
| 2014-11-24 | Jefferies | Hold | Reiterate | |
| 2014-11-24 | Societe Generale | Hold | Reiterate | |
| 2014-11-19 | Credit Suisse | Neutral | Reiterate | |
| 2014-11-17 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2014-11-14 | Liberum Capital | Sell | Reiterate | |
| 2014-11-14 | Numis Securities | Add | Reiterate | |
| 2014-10-20 | Numis Securities | Add | Reiterate | |
| 2014-10-16 | Exane BNP Paribas | Underperform | Reiterate | |
| 2014-10-13 | Investec | Add | Reiterate | |
| 2014-08-15 | Liberum Capital | Sell | Reiterate | |
| 2014-08-08 | Credit Suisse | Neutral | Reiterate | |
| 2014-08-06 | UBS | Neutral | Reiterate | |
| 2014-08-05 | Espirito Santo Securities | Neutral | Reiterate | |
| 2014-08-05 | Numis Securities | Add | Reiterate | |
| 2014-08-05 | Investec | Buy | Reiterate | |
| 2014-08-04 | Liberum Capital | Sell | Reiterate | |
| 2014-07-22 | Investec | Buy | Reiterate | |
| 2014-07-02 | Liberum Capital | Sell | Reiterate | |
| 2014-06-16 | Credit Suisse | Neutral | Reiterate | |
| 2014-05-14 | Berenberg Bank | Buy | Reiterate | |
| 2014-05-12 | Barclays | Overweight | Reiterate | |
| 2014-04-25 | Espirito Santo Securities | Neutral | Reiterate | |
| 2014-04-25 | Numis Securities | Add | Reiterate | |
| 2014-04-25 | Investec | Buy | Reiterate | |
| 2014-04-11 | Berenberg Bank | Buy | Reiterate | |
| 2014-04-09 | HSBC | Neutral | Reiterate | |
| 2014-04-03 | RBC Capital Markets | Neutral | Initiate | |
| 2014-03-20 | Liberum Capital | Sell | Reiterate | |
| 2014-03-18 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2014-03-14 | Societe Generale | Hold | Initiate | |
| 2014-03-12 | Espirito Santo Securities | Neutral | Reiterate | |
| 2014-03-04 | Numis Securities | Add | Reiterate | |
| 2014-03-04 | Espirito Santo Securities | Neutral | Reiterate | |
| 2014-02-28 | Barclays | Overweight | Reiterate | |
| 2014-02-21 | UBS | Neutral | Reiterate | |
| 2014-02-07 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2013-12-12 | Credit Suisse | Outperform | Reiterate | |
| 2013-12-10 | Barclays | Overweight | Reiterate | |
| 2013-12-02 | Goldman Sachs | Neutral | Reiterate | |
| 2013-12-02 | Credit Suisse | Outperform | Reiterate | |
| 2013-12-02 | Jefferies | Buy | Reiterate | |
| 2013-11-18 | Credit Suisse | Outperform | Reiterate | |
| 2013-11-18 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2013-11-15 | Numis Securities | Add | Reiterate | |
| 2013-11-15 | Jefferies | Buy | Reiterate | |
| 2013-10-14 | Credit Suisse | Outperform | Reiterate | |
| 2013-10-08 | Espirito Santo Securities | Buy | Reiterate | |
| 2013-08-29 | HSBC | Underweight | Reiterate | |
| 2013-08-12 | Morgan Stanley | Equal-weight | Reiterate | |
| 2013-08-09 | Liberum Capital | Sell | Reiterate | |
| 2013-08-07 | Citigroup | Neutral | Reiterate | |
| 2013-08-07 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2013-08-06 | Numis Securities | Add | Reiterate | |
| 2013-08-06 | Jefferies | Hold | Reiterate | |
| 2013-07-10 | Morgan Stanley | Equal-weight | Reiterate | |
| 2013-07-10 | Goldman Sachs | Neutral | Reiterate | |
| 2013-07-02 | Espirito Santo Securities | Buy | Initiate | |
| 2013-07-01 | Investec | Sell | Reiterate | |
| 2013-06-18 | Credit Suisse | Outperform | Reiterate | |
| 2025-01-23 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2025-05-02 | Shore Capital | Hold | Reiterate | |
| 2024-08-09 | Berenberg Bank | Buy | Reiterate | |
| 2024-08-06 | Shore Capital | Hold | Reiterate | |
| 2025-08-05 | Shore Capital | Hold | Reiterate | |
| 2025-08-05 | Jefferies | Buy | Reiterate | |
| 2025-08-05 | Berenberg Bank | Buy | Reiterate |
