Rockwell Automation, Inc. $ROK Shares Sold by Orange Investment Advisors Inc.

Orange Investment Advisors Inc. lowered its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 15.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,783 shares of the industrial products company’s stock after selling 1,195 shares during the quarter. Orange Investment Advisors Inc.’s holdings in Rockwell Automation were worth $2,434,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Oak Thistle LLC acquired a new stake in Rockwell Automation in the 4th quarter worth about $1,556,000. Nordea Investment Management AB increased its stake in shares of Rockwell Automation by 20.7% during the 4th quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock valued at $291,073,000 after acquiring an additional 127,733 shares during the last quarter. SG Americas Securities LLC increased its stake in shares of Rockwell Automation by 911.0% during the 4th quarter. SG Americas Securities LLC now owns 91,808 shares of the industrial products company’s stock valued at $35,720,000 after acquiring an additional 82,727 shares during the last quarter. Maridea Wealth Management LLC lifted its holdings in shares of Rockwell Automation by 580.0% during the 4th quarter. Maridea Wealth Management LLC now owns 5,522 shares of the industrial products company’s stock worth $2,148,000 after acquiring an additional 4,710 shares during the period. Finally, Brighton Jones LLC purchased a new position in shares of Rockwell Automation during the 4th quarter worth about $281,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation Price Performance

ROK opened at $476.19 on Monday. The company has a quick ratio of 0.76, a current ratio of 1.09 and a debt-to-equity ratio of 0.72. Rockwell Automation, Inc. has a 52-week low of $305.44 and a 52-week high of $486.47. The company has a 50 day moving average of $445.15 and a two-hundred day moving average of $412.19. The company has a market cap of $52.99 billion, a P/E ratio of 49.50, a P/E/G ratio of 3.05 and a beta of 1.57.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.88 by $0.42. The company had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The business’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, analysts expect that Rockwell Automation, Inc. will post 13.02 earnings per share for the current year.

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

Rockwell Automation Dividend Announcement

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 $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.2%. Rockwell Automation’s dividend payout ratio (DPR) is 57.38%.

Insider Buying and Selling

In other news, SVP Christopher Nardecchia sold 2,538 shares of the stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $446.43, for a total value of $1,133,039.34. Following the completion of the sale, the senior vice president owned 14,232 shares in the company, valued at approximately $6,353,591.76. This trade represents a 15.13% 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Matheus De A. G. Viera Bulho sold 1,250 shares of the firm’s stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $387.50, for a total value of $484,375.00. Following the sale, the senior vice president owned 1,734 shares in the company, valued at approximately $671,925. The trade was a 41.89% 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 valued at $5,339,812 over the last ninety days. Insiders own 0.76% of the company’s stock.

Rockwell Automation News Roundup

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

• Positive Sentiment: Rockwell Automation was highlighted on CNBC’s “Final Trades,” where Stephanie Link chose ROK, which can boost investor sentiment by signaling institutional-style confidence. Qualcomm, Merck, Rockwell Automation And A Real Estate Stock On CNBC’s ‘Final Trades’
• Positive Sentiment: New articles noted that ROK hit a fresh 52-week high and was described as a strong momentum stock, reinforcing the view that traders are chasing the stock’s upward trend. Rockwell Automation, Inc. (ROK) Hits Fresh High: Is There Still Room to Run?
• Positive Sentiment: Rockwell Automation’s Singapore site was named a World Economic Forum Global Lighthouse, and the company also announced FactoryTalk Orchestration deployments, both of which support the narrative around innovation and operational leadership. Rockwell Automation Singapore Site Named a World Economic Forum Global Lighthouse
• Neutral Sentiment: Several research notes from Zacks trimmed earnings estimates for FY2026 and multiple 2027–2028 quarters, but the reductions were modest and forecasts still remain near or above consensus, so the impact looks more like a mild headwind than a major downgrade. MarketBeat Rockwell Automation coverage

Wall Street Analysts Forecast Growth

ROK has been the subject of a number of recent analyst reports. DA Davidson assumed coverage on shares of Rockwell Automation in a report on Tuesday, June 16th. They issued a “neutral” rating and a $500.00 target price for the company. Sanford C. Bernstein began coverage on shares of Rockwell Automation in a report on Tuesday, June 9th. They issued a “market perform” rating and a $501.00 price target on the stock. HSBC boosted their price objective on shares of Rockwell Automation from $445.00 to $490.00 in a research note on Wednesday, May 6th. The Goldman Sachs Group upped their price objective on Rockwell Automation from $448.00 to $487.00 in a report on Wednesday, May 6th. Finally, Evercore increased their target price on Rockwell Automation from $440.00 to $480.00 in a research report on Wednesday, May 6th. Ten 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 presently has a consensus rating of “Hold” and a consensus price target of $457.50.

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.