Wealthfront Advisers LLC Purchases Shares of 9,769 Rockwell Automation, Inc. $ROK

Wealthfront Advisers LLC acquired a new position in Rockwell Automation, Inc. (NYSE:ROK) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 9,769 shares of the industrial products company’s stock, valued at approximately $4,836,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Castle Rock Wealth Management LLC grew its holdings in Rockwell Automation by 2.2% in the second quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock worth $501,000 after purchasing an additional 22 shares during the last quarter. Richards Merrill & Peterson Inc. boosted its position in shares of Rockwell Automation by 1.9% in the 1st quarter. Richards Merrill & Peterson Inc. now owns 1,358 shares of the industrial products company’s stock worth $487,000 after purchasing an additional 25 shares in the last quarter. Cidel Asset Management Inc. grew its stake in Rockwell Automation by 4.6% during the 1st quarter. Cidel Asset Management Inc. now owns 574 shares of the industrial products company’s stock worth $206,000 after buying an additional 25 shares during the last quarter. HBK Sorce Advisory LLC grew its stake in Rockwell Automation by 0.7% during the 4th quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock worth $1,544,000 after buying an additional 27 shares during the last quarter. Finally, Johnson Investment Counsel Inc. increased its position in Rockwell Automation by 1.9% during the 4th quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock valued at $549,000 after buying an additional 27 shares in the last quarter. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insider Transactions at Rockwell Automation

In other news, SVP Matthew W. Fordenwalt sold 377 shares of Rockwell Automation stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the sale, the senior vice president owned 4,437 shares in the company, valued at $2,043,282.87. This trade represents a 7.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is currently owned by insiders.

Key Rockwell Automation News

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

• Positive Sentiment: Zacks raises 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. The firm also raised estimates for several individual quarters, including Q4 2026, Q2–Q4 2027 and Q1–Q3 2028. These revisions suggest improving expectations for Rockwell Automation’s industrial automation demand and earnings growth. Zacks Research estimates for Rockwell Automation
• Neutral Sentiment: Thailand customer and industry event: Rockwell Automation brought manufacturing leaders together at ROKLive Bangkok 2026 to discuss smart manufacturing, automation and digital transformation. The event reinforces the company’s regional customer engagement and growth strategy, but it does not include a new contract, financial target or other immediate earnings catalyst. Rockwell Automation ROKLive Bangkok 2026
• Negative Sentiment: Near-term estimate trimmed and rating remains cautious: Zacks lowered its Q1 2027 EPS forecast slightly to $2.97 from $2.99 and maintained a “Hold” rating. With Rockwell Automation trading at a relatively elevated earnings multiple, investors may require stronger revisions or a rating upgrade before pushing the shares higher. Rockwell Automation analyst estimates and rating

Rockwell Automation Trading Down 0.3%

Rockwell Automation stock opened at $431.97 on Friday. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. Rockwell Automation, Inc. has a 12 month low of $332.71 and a 12 month high of $497.36. The stock’s 50 day simple moving average is $462.41 and its two-hundred day simple moving average is $426.92. The firm has a market cap of $47.97 billion, a PE ratio of 40.48, a P/E/G ratio of 2.53 and a beta of 1.54.

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

Rockwell Automation announced that its board has initiated a stock buyback program on Tuesday, June 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the industrial products company to repurchase up to 2% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s management believes its stock is undervalued.

Rockwell Automation Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 dividend on an annualized basis and a yield of 1.3%. Rockwell Automation’s dividend payout ratio is currently 51.73%.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. The Goldman Sachs Group raised their price target on Rockwell Automation from $448.00 to $487.00 in a report on Wednesday, May 6th. Evercore set a $485.00 price objective on shares of Rockwell Automation in a report on Wednesday, August 5th. HSBC increased their price objective on shares of Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. Robert W. Baird set a $514.00 target price on shares of Rockwell Automation in a research note on Wednesday, August 5th. Finally, Sanford C. Bernstein boosted their target price on shares of Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a research report on Friday, August 14th. Nine analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $468.67.

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.