Trillium Asset Management LLC Invests $22.85 Million in Rockwell Automation, Inc. $ROK

Trillium Asset Management LLC bought a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 46,147 shares of the industrial products company’s stock, valued at approximately $22,848,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in shares of Rockwell Automation by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock valued at $5,527,249,000 after purchasing an additional 114,469 shares during the last quarter. BlackRock Inc. purchased a new stake in shares of Rockwell Automation during the 2nd quarter valued at $6,129,376,000. State Street Corp increased its holdings in shares of Rockwell Automation by 4.2% during the 4th quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock worth $1,943,844,000 after buying an additional 202,705 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Rockwell Automation by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock worth $1,133,397,000 after buying an additional 17,855 shares during the last quarter. Finally, Morgan Stanley raised its position in shares of Rockwell Automation by 10.4% in the 4th quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock worth $1,136,801,000 after buying an additional 276,021 shares during the period. Institutional investors and hedge funds own 75.75% of the company’s stock.

Insider Buying and Selling at Rockwell Automation

In other news, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the completion of the sale, the senior vice president directly 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by corporate insiders.

Rockwell Automation News Summary

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%

NYSE ROK opened at $431.97 on Friday. The company’s fifty day simple moving average is $462.41 and its 200-day simple moving average is $426.92. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. The stock has a market cap of $47.97 billion, a P/E ratio of 40.48, a PEG ratio of 2.53 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings results 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. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The business had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. During the same period last year, the business earned $2.82 EPS. The business’s revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities research analysts predict that Rockwell Automation, Inc. will post 13.22 EPS for the current fiscal year.

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

Rockwell Automation Dividend Announcement

The company 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. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio is presently 51.73%.

Analyst Ratings Changes

ROK has been the topic of a number of research analyst reports. Barclays lifted their target price on Rockwell Automation from $400.00 to $480.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. DA Davidson began coverage on Rockwell Automation in a research note on Tuesday, June 16th. They issued a “neutral” rating and a $500.00 price objective on the stock. Wall Street Zen cut Rockwell Automation from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. KeyCorp increased their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Finally, JPMorgan Chase & Co. raised their price target on shares of Rockwell Automation from $404.00 to $417.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, Rockwell Automation presently has an average rating of “Hold” and a consensus target price of $468.67.

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.