2,784 Shares in Rockwell Automation, Inc. $ROK Purchased by V Square Quantitative Management LLC

Key Points

• V Square Quantitative Management opened a new position in Rockwell Automation in Q4, buying 2,784 shares worth about $1.083 million; institutional investors now own roughly 75.75% of the company, with Nordea adding 127,733 shares to hold 744,814 shares (~$291.1M).
• Rockwell beat Q4 estimates with EPS of $2.75 versus $2.46 and revenue of $2.11B (up 11.9% year-over-year), set FY2026 guidance of $11.40–$12.20 EPS, and retains a MarketBeat consensus rating of Moderate Buy with a $406.67 price target.
• Insiders sold a total of 49,977 shares worth about $20.27 million over the last quarter, leaving insider ownership at just 0.76%.

V Square Quantitative Management LLC acquired a new position in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,784 shares of the industrial products company's stock, valued at approximately $1,083,000.

A number of other institutional investors have also added to or reduced their stakes in the stock. Lansforsakringar Fondforvaltning AB publ raised its holdings in shares of Rockwell Automation by 7.1% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company's stock valued at $21,613,000 after acquiring an additional 4,086 shares in the last quarter. Oak Thistle LLC purchased a new stake in shares of Rockwell Automation in the 4th quarter valued at about $1,556,000. Bessemer Group Inc. raised its holdings in shares of Rockwell Automation by 180.5% in the 3rd quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company's stock valued at $2,042,000 after acquiring an additional 3,759 shares in the last quarter. Maridea Wealth Management LLC raised its holdings in shares of Rockwell Automation by 580.0% in the 4th quarter. Maridea Wealth Management LLC now owns 5,522 shares of the industrial products company's stock valued at $2,148,000 after acquiring an additional 4,710 shares in the last quarter. Finally, Nordea Investment Management AB raised its holdings in shares of Rockwell Automation by 20.7% in the 4th quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company's stock valued at $291,073,000 after acquiring an additional 127,733 shares in the last quarter. Hedge funds and other institutional investors own 75.75% of the company's stock.

Analyst Upgrades and Downgrades

ROK has been the topic of several recent analyst reports. KeyCorp reaffirmed an "overweight" rating and issued a $470.00 price target on shares of Rockwell Automation in a report on Friday, February 6th. Rothschild & Co Redburn raised their price target on Rockwell Automation from $335.00 to $365.00 and gave the company a "neutral" rating in a report on Wednesday, January 21st. Oppenheimer cut Rockwell Automation from an "outperform" rating to a "market perform" rating in a report on Tuesday, January 20th. JPMorgan Chase & Co. increased their price objective on Rockwell Automation from $400.00 to $404.00 and gave the company a "neutral" rating in a research report on Friday, January 16th. Finally, Weiss Ratings upgraded Rockwell Automation from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, March 25th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $406.67.

Rockwell Automation Price Performance

ROK opened at $395.55 on Friday. The stock's 50 day simple moving average is $384.15 and its 200 day simple moving average is $382.89. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. Rockwell Automation, Inc. has a 1 year low of $222.06 and a 1 year high of $438.72. The firm has a market cap of $44.44 billion, a price-to-earnings ratio of 45.26, a PEG ratio of 2.78 and a beta of 1.54.

Rockwell Automation (NYSE:ROK - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The business had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. During the same period last year, the company earned $1.83 EPS. Rockwell Automation's revenue for the quarter was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Monday, February 23rd were given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 1.4%. The ex-dividend date was Monday, February 23rd. Rockwell Automation's dividend payout ratio (DPR) is presently 63.16%.

Insider Buying and Selling at Rockwell Automation

In other news, VP Isaac Woods sold 1,271 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total value of $515,631.99. Following the sale, the vice president directly owned 1,687 shares in the company, valued at approximately $684,399.03. This trade represents a 42.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Rebecca W. House sold 12,100 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total value of $4,891,667.00. Following the completion of the sale, the senior vice president owned 12,200 shares in the company, valued at approximately $4,932,094. This represents a 49.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 49,977 shares of company stock worth $20,270,507 over the last quarter. Company insiders own 0.76% of the company's stock.

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.

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