26,097 Shares in Rockwell Automation, Inc. $ROK Acquired by Ceredex Value Advisors LLC

Key Points

• Ceredex Value Advisors acquired 26,097 Rockwell Automation shares worth approximately $12.9 million, while institutional investors collectively own 75.75% of the company.
• Rockwell reported quarterly EPS of $3.49, beating estimates, with revenue rising 7.9% year over year to $2.31 billion. The company maintained FY2026 EPS guidance of $13.00–$13.30.
• The company declared a quarterly dividend of $1.38 per share and authorized a $1 billion share-repurchase program; despite several analyst price-target increases, the stock carries a consensus “Hold” rating with an average target of $468.67.

Ceredex Value Advisors LLC purchased a new position in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 26,097 shares of the industrial products company's stock, valued at approximately $12,920,000.

A number of other hedge funds also recently made changes to their positions in ROK. BlackRock Inc. acquired a new stake in shares of Rockwell Automation during the 2nd quarter worth $6,129,376,000. Norges Bank acquired a new position in Rockwell Automation in the fourth quarter valued at $615,596,000. Northwestern Mutual Wealth Management Co. grew its position in Rockwell Automation by 5,925.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company's stock valued at $352,572,000 after acquiring an additional 891,153 shares during the period. Bank of New York Mellon Corp purchased a new stake in Rockwell Automation during the second quarter valued at about $300,589,000. Finally, Deutsche Bank AG acquired a new stake in Rockwell Automation during the second quarter worth about $210,342,000. Institutional investors and hedge funds own 75.75% of the company's stock.

Rockwell Automation Trading Down 0.3%

Shares of ROK opened at $431.97 on Friday. Rockwell Automation, Inc. has a 12 month low of $332.71 and a 12 month high of $497.36. The stock's 50-day moving average is $462.41 and its two-hundred day moving average is $426.92. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. The stock 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 - Get Free Report) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, beating the consensus estimate of $3.38 by $0.11. The business had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.24 billion. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The company's revenue was up 7.9% on a year-over-year basis. During the same period last year, the business posted $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities analysts forecast that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be paid 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 dividend yield of 1.3%. Rockwell Automation's dividend payout ratio (DPR) is currently 51.73%.

Rockwell Automation declared that its Board of Directors has approved a share repurchase 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 buy up to 2% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company's board of directors believes its stock is undervalued.

More 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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on ROK shares. KeyCorp raised their price objective on Rockwell Automation from $470.00 to $510.00 and gave the stock an "overweight" rating in a report on Wednesday, May 6th. DA Davidson began coverage on shares of Rockwell Automation in a research report on Tuesday, June 16th. They set a "neutral" rating and a $500.00 target price for the company. Zacks Research lowered shares of Rockwell Automation from a "strong-buy" rating to a "hold" rating in a report on Thursday, July 30th. Argus lifted their price target on shares of Rockwell Automation from $465.00 to $530.00 and gave the company a "buy" rating in a research report on Wednesday, June 24th. Finally, The Goldman Sachs Group boosted their price objective on shares of Rockwell Automation from $448.00 to $487.00 in a research note on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, Rockwell Automation currently has a consensus rating of "Hold" and an average target price of $468.67.

Insider Activity

In other news, SVP Matthew W. Fordenwalt sold 377 shares of the business's stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the transaction, the senior vice president directly owned 4,437 shares of the company's stock, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, 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.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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