Rockwell Automation, Inc. $ROK Shares Sold by Rothschild Investment LLC

Rothschild Investment LLC trimmed its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 30.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 381 shares of the industrial products company’s stock after selling 166 shares during the quarter. Rothschild Investment LLC’s holdings in Rockwell Automation were worth $127,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ROK. Advisors Capital Management LLC boosted its stake in Rockwell Automation by 1.7% during the 2nd quarter. Advisors Capital Management LLC now owns 2,066 shares of the industrial products company’s stock worth $686,000 after purchasing an additional 34 shares during the last quarter. Howe & Rusling Inc. boosted its position in Rockwell Automation by 4.9% during the first quarter. Howe & Rusling Inc. now owns 794 shares of the industrial products company’s stock worth $205,000 after acquiring an additional 37 shares during the last quarter. IFP Advisors Inc grew its stake in Rockwell Automation by 2.7% during the 2nd quarter. IFP Advisors Inc now owns 1,427 shares of the industrial products company’s stock valued at $476,000 after acquiring an additional 37 shares in the last quarter. SBI Securities Co. Ltd. raised its holdings in Rockwell Automation by 48.7% in the 2nd quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock valued at $39,000 after acquiring an additional 38 shares during the last quarter. Finally, Bank of Jackson Hole Trust lifted its stake in Rockwell Automation by 34.2% in the 2nd quarter. Bank of Jackson Hole Trust now owns 161 shares of the industrial products company’s stock worth $53,000 after purchasing an additional 41 shares in the last quarter. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on ROK shares. Oppenheimer restated an “outperform” rating and issued a $391.00 price target on shares of Rockwell Automation in a research report on Friday, November 7th. Morgan Stanley upped their target price on Rockwell Automation from $385.00 to $435.00 and gave the company an “overweight” rating in a report on Monday, November 10th. KeyCorp raised their target price on Rockwell Automation from $370.00 to $380.00 and gave the stock an “overweight” rating in a research note on Thursday, August 7th. Wall Street Zen raised shares of Rockwell Automation from a “hold” rating to a “buy” rating in a research report on Sunday, September 21st. Finally, JPMorgan Chase & Co. upped their price objective on shares of Rockwell Automation from $357.00 to $400.00 and gave the company a “neutral” rating in a report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Rockwell Automation has a consensus rating of “Moderate Buy” and an average price target of $364.75.

Rockwell Automation Stock Performance

NYSE ROK opened at $372.34 on Thursday. The stock has a fifty day simple moving average of $355.99 and a 200-day simple moving average of $339.48. The company has a current ratio of 1.06, a quick ratio of 0.72 and a debt-to-equity ratio of 0.72. The stock has a market cap of $41.80 billion, a PE ratio of 43.70, a P/E/G ratio of 3.30 and a beta of 1.45. Rockwell Automation, Inc. has a twelve month low of $215.00 and a twelve month high of $398.20.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Thursday, November 6th. The industrial products company reported $3.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.94 by $0.40. The firm had revenue of $2.32 billion for the quarter, compared to analyst estimates of $2.19 billion. Rockwell Automation had a net margin of 12.03% and a return on equity of 30.14%. Rockwell Automation’s revenue was up 13.8% on a year-over-year basis. During the same period in the previous year, the firm earned $2.47 EPS. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. Equities analysts anticipate that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 10th. Investors of record on Monday, November 17th will be given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, November 17th. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. Rockwell Automation’s dividend payout ratio is 72.06%.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, Director James P. Keane sold 3,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 26th. The stock was sold at an average price of $356.06, for a total value of $1,068,180.00. Following the sale, the director owned 9,192 shares of the company’s stock, valued at $3,272,903.52. The trade was a 24.61% 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. Also, CEO Blake D. Moret sold 61,700 shares of the company’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $391.56, for a total value of $24,159,252.00. Following the transaction, the chief executive officer owned 83,873 shares in the company, valued at $32,841,311.88. This trade represents a 42.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 92,075 shares of company stock worth $34,820,361 in the last three months. Company insiders own 0.68% of the company’s stock.

Rockwell Automation Profile

Rockwell Automation, Inc provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services.