B. Metzler seel. Sohn & Co. AG purchased a new stake in Rockwell Automation, Inc. (NYSE:ROK - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 27,617 shares of the industrial products company's stock, valued at approximately $13,672,000.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in Rockwell Automation by 0.8% during 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 acquiring an additional 114,469 shares during the last quarter. BlackRock Inc. bought a new position in shares of Rockwell Automation during the second quarter worth about $6,129,376,000. State Street Corp lifted its position in shares of Rockwell Automation by 4.2% during the fourth quarter. State Street Corp now owns 4,996,130 shares of the industrial products company's stock worth $1,943,844,000 after purchasing an additional 202,705 shares during the last quarter. Geode Capital Management LLC grew its stake in Rockwell Automation by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company's stock worth $1,133,397,000 after purchasing an additional 17,855 shares in the last quarter. Finally, Morgan Stanley increased its holdings in Rockwell Automation by 10.4% in the fourth quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company's stock valued at $1,136,801,000 after buying an additional 276,021 shares during the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
Several research analysts have recently commented on the company. Barclays lifted their target price on Rockwell Automation from $400.00 to $480.00 and gave the stock an "overweight" rating in a research report on Wednesday, May 6th. DA Davidson assumed coverage on Rockwell Automation in a research report on Tuesday, June 16th. They set a "neutral" rating and a $500.00 price target on the stock. Sanford C. Bernstein raised their price objective on Rockwell Automation from $501.00 to $514.00 and gave the stock a "market perform" rating in a research note on Friday, August 14th. Zacks Research downgraded shares of Rockwell Automation from a "strong-buy" rating to a "hold" rating in a report on Thursday, July 30th. Finally, Mizuho set a $445.00 target price on shares of Rockwell Automation in a research note on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, Rockwell Automation has a consensus rating of "Hold" and an average target price of $468.67.
Get Our Latest Report on ROK
Rockwell Automation Trading Down 0.3%
NYSE:ROK opened at $431.97 on Friday. The stock has a market cap of $47.97 billion, a price-to-earnings ratio of 40.48, a PEG ratio of 2.53 and a beta of 1.54. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. Rockwell Automation, Inc. has a 1 year low of $332.71 and a 1 year high of $497.36. The business has a fifty day moving average of $462.41 and a 200-day moving average of $426.92.
Rockwell Automation (NYSE:ROK - Get Free Report) last released 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. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The firm had revenue of $2.31 billion for the quarter, compared to analysts' expectations of $2.24 billion. During the same quarter last year, the company earned $2.82 EPS. Rockwell Automation's quarterly 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 analysts predict that Rockwell Automation, Inc. will post 13.22 earnings per share for the current year.
Rockwell Automation Dividend Announcement
The firm 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 $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. Rockwell Automation's payout ratio is currently 51.73%.
Rockwell Automation announced that its board has authorized a stock repurchase program on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to repurchase up to 2% of its shares through open market purchases. Shares buyback programs are generally an indication that the company's leadership believes its stock is undervalued.
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
Insider Activity
In related news, SVP Matthew W. Fordenwalt sold 377 shares of the business's stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the sale, the senior vice president directly owned 4,437 shares in the company, valued at $2,043,282.87. The trade was a 7.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 Profile
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Free Report)
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.
Further Reading
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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