GHP Investment Advisors Inc. Purchases 1,431 Shares of Rockwell Automation, Inc. $ROK

GHP Investment Advisors Inc. lifted its position in Rockwell Automation, Inc. (NYSE:ROK) by 2.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 58,025 shares of the industrial products company’s stock after buying an additional 1,431 shares during the period. Rockwell Automation makes up about 0.9% of GHP Investment Advisors Inc.’s investment portfolio, making the stock its 27th biggest position. GHP Investment Advisors Inc. owned approximately 0.05% of Rockwell Automation worth $20,824,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. MV Capital Management Inc. purchased a new position in Rockwell Automation in the fourth quarter worth about $28,000. Manchester Capital Management LLC lifted its stake in shares of Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock worth $31,000 after purchasing an additional 39 shares during the period. First Horizon Corp bought a new position in shares of Rockwell Automation in the 4th quarter worth approximately $32,000. BOK Financial Private Wealth Inc. purchased a new position in shares of Rockwell Automation in the fourth quarter worth approximately $33,000. Finally, TD Capital Management LLC purchased a new position in shares of Rockwell Automation in the fourth quarter worth approximately $33,000. Institutional investors own 75.75% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on ROK. TD Cowen upped their target price on shares of Rockwell Automation from $350.00 to $400.00 and gave the company a “hold” rating in a report on Wednesday, May 13th. Robert W. Baird dropped their price target on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a research note on Monday, March 30th. BNP Paribas Exane boosted their price objective on shares of Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday, May 6th. HSBC upped their price target on Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Rockwell Automation in a research note on Thursday, June 18th. Ten equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat.com, Rockwell Automation has a consensus rating of “Hold” and an average price target of $457.50.

Rockwell Automation News Summary

Here are the key news stories impacting Rockwell Automation this week:

• Positive Sentiment: Argus raised its price target on Rockwell Automation to $530 from $465 and kept a Buy rating, implying meaningful upside from recent trading levels. Argus adjusts price target on Rockwell Automation to $530 from $465, maintains Buy rating
• Positive Sentiment: Rockwell Automation launched FactoryTalk Orchestration, and early adopters such as Heaven Hill and Cranswick are deploying the technology, supporting the company’s automation growth story. Rockwell Automation (ROK) Launches FactoryTalk Orchestration As Heaven Hill And Cranswick Deploy Its Tech
• Positive Sentiment: Rockwell Automation’s Singapore site was named a World Economic Forum Global Lighthouse, highlighting manufacturing excellence and strengthening its brand in industrial digital transformation. Rockwell Automation Singapore Site Named a World Economic Forum Global Lighthouse
• Neutral Sentiment: Zacks Research slightly lowered several near- and mid-term EPS estimates for Rockwell Automation, including FY2026 and multiple quarterly forecasts, but also nudged some later-period estimates higher. The revisions were modest overall and do not appear to materially change the long-term outlook. Rockwell Automation estimate revisions
• Neutral Sentiment: DA Davidson initiated coverage with a Neutral rating and a $500 price target, which supports the stock’s valuation but is less bullish than Argus’ Buy call. DA Davidson Initiates Rockwell Automation (ROK), Notes Strong Positioning in Industrial Automation

Rockwell Automation Trading Up 3.9%

Shares of Rockwell Automation stock opened at $478.23 on Friday. The company has a market capitalization of $53.21 billion, a P/E ratio of 49.71, a P/E/G ratio of 2.95 and a beta of 1.57. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.76 and a current ratio of 1.09. The company has a fifty day moving average of $443.57 and a 200 day moving average of $411.66. Rockwell Automation, Inc. has a fifty-two week low of $305.44 and a fifty-two week high of $486.47.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The business had revenue of $2.24 billion for the quarter, compared to analysts’ expectations of $2.16 billion. During the same period last year, the firm earned $2.45 earnings per share. The business’s quarterly revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, sell-side analysts anticipate that Rockwell Automation, Inc. will post 13 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be issued a $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a yield of 1.2%. Rockwell Automation’s payout ratio is currently 57.38%.

Rockwell Automation declared that its Board of Directors has authorized a share buyback plan on Tuesday, June 9th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the industrial products company to reacquire up to 2% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

In other news, VP Terry L. Riesterer sold 4,024 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $451.97, for a total value of $1,818,727.28. Following the transaction, the vice president owned 134 shares of the company’s stock, valued at approximately $60,563.98. The trade was a 96.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP John M. Miller sold 1,054 shares of the firm’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $426.02, for a total transaction of $449,025.08. Following the transaction, the vice president directly owned 5,615 shares of the company’s stock, valued at $2,392,102.30. The trade was a 15.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,308 shares of company stock worth $5,339,812 over the last ninety days. 0.76% of the stock is owned by company insiders.

About Rockwell Automation

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.