Somerville Kurt F Purchases Shares of 25,565 Rockwell Automation, Inc. $ROK

Somerville Kurt F bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 25,565 shares of the industrial products company’s stock, valued at approximately $12,657,000. Rockwell Automation comprises approximately 3.0% of Somerville Kurt F’s holdings, making the stock its 11th biggest holding.

Other hedge funds and other institutional investors have also modified their holdings of the company. MV Capital Management Inc. bought a new stake in shares of Rockwell Automation during the fourth quarter worth approximately $28,000. Manchester Capital Management LLC increased its stake in shares of Rockwell Automation by 97.5% during the fourth 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 during the fourth quarter worth approximately $32,000. BOK Financial Private Wealth Inc. acquired a new stake in Rockwell Automation during the 4th quarter worth approximately $33,000. Finally, TD Capital Management LLC bought a new stake in Rockwell Automation in the 4th quarter valued at $33,000. Institutional investors own 75.75% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on ROK shares. DA Davidson started coverage on shares of Rockwell Automation in a research note on Tuesday, June 16th. They issued a “neutral” rating and a $500.00 price target on the stock. Wall Street Zen cut shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Zacks Research downgraded shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Barclays increased their target price on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Finally, Citigroup lowered their target price on shares of Rockwell Automation from $555.00 to $536.00 and set a “buy” rating on the stock in a report on Wednesday, August 5th. Nine research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $468.67.

Rockwell Automation Price Performance

Rockwell Automation stock opened at $433.18 on Thursday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36. The stock has a market capitalization of $48.10 billion, a P/E ratio of 40.60, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54. The stock has a fifty day moving average of $462.93 and a 200-day moving average of $426.85.

Rockwell Automation (NYSE:ROK) last released its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. The firm had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The business’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, sell-side analysts expect that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be given a dividend of $1.38 per share. The ex-dividend date is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s dividend payout ratio (DPR) is currently 51.73%.

Rockwell Automation declared that its Board of Directors has initiated a stock buyback program on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to repurchase up to 2% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the transaction, the senior vice president directly owned 4,437 shares in the company, valued at approximately $2,043,282.87. This represents a 7.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by insiders.

More Rockwell Automation News

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

• Positive Sentiment: Zacks raised most earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

Rockwell Automation Company Profile

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.