Strategic Advisors LLC Acquires Shares of 5,002 Rockwell Automation, Inc. $ROK

Strategic Advisors LLC bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 5,002 shares of the industrial products company’s stock, valued at approximately $1,748,000.

A number of other hedge funds also recently modified their holdings of the stock. Capital Investment Advisors LLC lifted its stake in shares of Rockwell Automation by 5.7% in the second quarter. Capital Investment Advisors LLC now owns 2,192 shares of the industrial products company’s stock valued at $728,000 after buying an additional 119 shares in the last quarter. Brighton Jones LLC bought a new stake in Rockwell Automation during the 4th quarter worth approximately $281,000. Ferguson Wellman Capital Management Inc. purchased a new stake in shares of Rockwell Automation in the third quarter worth approximately $777,000. Schroder Investment Management Group raised its stake in shares of Rockwell Automation by 796.0% in the second quarter. Schroder Investment Management Group now owns 97,367 shares of the industrial products company’s stock worth $32,342,000 after purchasing an additional 86,500 shares during the last quarter. Finally, Citizens Financial Group Inc. RI purchased a new position in shares of Rockwell Automation during the second quarter valued at approximately $234,000. Institutional investors own 75.75% of the company’s stock.

Insider Transactions at Rockwell Automation

In related news, VP Scott Genereux sold 1,387 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $402.03, for a total transaction of $557,615.61. Following the sale, the vice president owned 4,514 shares of the company’s stock, valued at approximately $1,814,763.42. This represents a 23.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Blake D. Moret sold 61,700 shares of the firm’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $391.56, for a total transaction of $24,159,252.00. Following the completion of the transaction, the chief executive officer directly owned 83,873 shares of the company’s stock, valued at approximately $32,841,311.88. The trade was a 42.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 87,231 shares of company stock valued at $34,418,889. 0.76% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on ROK shares. Citigroup upped their target price on shares of Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a research note on Monday, December 8th. The Goldman Sachs Group raised shares of Rockwell Automation from a “sell” rating to a “neutral” rating and upped their price objective for the stock from $329.00 to $448.00 in a research report on Tuesday, December 16th. Zacks Research cut shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Stephens upped their target price on Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Finally, Evercore ISI began coverage on Rockwell Automation in a research report on Monday, December 15th. They issued an “in-line” rating and a $440.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $410.12.

Rockwell Automation Stock Performance

NYSE:ROK opened at $414.85 on Thursday. Rockwell Automation, Inc. has a 1 year low of $215.00 and a 1 year high of $429.58. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.14 and a quick ratio of 0.77. The business has a fifty day simple moving average of $402.56 and a two-hundred day simple moving average of $369.30. The company has a market capitalization of $46.58 billion, a P/E ratio of 54.16, a P/E/G ratio of 2.94 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings data on Thursday, November 6th. The industrial products company reported $3.34 earnings per share for the quarter, topping the consensus estimate of $2.94 by $0.40. The company had revenue of $4.63 billion during the quarter, compared to analyst estimates of $2.19 billion. Rockwell Automation had a return on equity of 32.69% and a net margin of 10.42%.The firm’s revenue for the quarter was up 13.8% on a year-over-year basis. During the same quarter last year, the firm posted $2.47 EPS. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. On average, analysts expect that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation 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.