AEGON ASSET MANAGEMENT UK Plc Sells 4,289 Shares of Rockwell Automation, Inc. $ROK

Key Points

• AEGON Asset Management UK trimmed its Rockwell Automation stake by 2.4% in Q4, selling 4,289 shares to hold 173,787 shares valued at about $67.63 million (ROK is 0.8% of AEGON’s portfolio and its 28th largest holding).
• Strong quarterly results: Rockwell reported $2.75 EPS vs. $2.46 expected and $2.11B revenue, and set FY2026 guidance of $11.40–$12.20 EPS (analysts’ consensus ~ $12.14).
• Notable insider selling: Insiders disposed of 51,375 shares worth roughly $20.8 million last quarter (including large sales by two SVPs), while the company declared a $1.38 quarterly dividend (1.4% yield).

AEGON ASSET MANAGEMENT UK Plc decreased its position in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 173,787 shares of the industrial products company's stock after selling 4,289 shares during the quarter. Rockwell Automation comprises 0.8% of AEGON ASSET MANAGEMENT UK Plc's investment portfolio, making the stock its 28th largest holding. AEGON ASSET MANAGEMENT UK Plc owned 0.15% of Rockwell Automation worth $67,629,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its position 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 worth $5,527,249,000 after acquiring an additional 114,469 shares during the last quarter. First Interstate Bank acquired a new stake in shares of Rockwell Automation in the fourth quarter valued at about $214,000. Concurrent Investment Advisors LLC grew its position in shares of Rockwell Automation by 61.3% in the fourth quarter. Concurrent Investment Advisors LLC now owns 3,811 shares of the industrial products company's stock valued at $1,483,000 after purchasing an additional 1,448 shares during the last quarter. Calamos Wealth Management LLC grew its position in shares of Rockwell Automation by 168.4% in the fourth quarter. Calamos Wealth Management LLC now owns 2,636 shares of the industrial products company's stock valued at $1,026,000 after purchasing an additional 1,654 shares during the last quarter. Finally, Chicago Partners Investment Group LLC grew its position in shares of Rockwell Automation by 76.1% in the fourth quarter. Chicago Partners Investment Group LLC now owns 1,409 shares of the industrial products company's stock valued at $589,000 after purchasing an additional 609 shares during the last quarter. Institutional investors own 75.75% of the company's stock.

Rockwell Automation Stock Performance

Rockwell Automation stock opened at $401.56 on Friday. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. The stock has a fifty day moving average price of $382.74 and a two-hundred day moving average price of $387.80. Rockwell Automation, Inc. has a 52-week low of $240.13 and a 52-week high of $438.72. The firm has a market capitalization of $45.12 billion, a P/E ratio of 45.95, a P/E/G ratio of 2.92 and a beta of 1.54.

Rockwell Automation (NYSE:ROK - Get Free Report) last released its quarterly earnings data 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. The firm had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The business's revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the prior year, the company posted $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, analysts anticipate that Rockwell Automation, Inc. will post 12.14 EPS for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be given a dividend of $1.38 per share. The ex-dividend date is Monday, May 18th. This represents a $5.52 annualized dividend and a yield of 1.4%. Rockwell Automation's dividend payout ratio is 63.16%.

Insider Buying and Selling at Rockwell Automation

In related news, SVP Tessa M. Myers sold 1,985 shares of the firm's stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total value of $812,599.45. Following the transaction, the senior vice president owned 4,036 shares in the company, valued at $1,652,217.32. This trade represents a 32.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Rebecca W. House sold 12,100 shares of the firm's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total value of $4,891,667.00. Following the completion of the transaction, 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 51,375 shares of company stock worth $20,828,717 over the last quarter. Corporate insiders own 0.76% of the company's stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Mizuho upped their price target on Rockwell Automation from $380.00 to $400.00 and gave the stock a "neutral" rating in a report on Friday, February 6th. KeyCorp reiterated an "overweight" rating and set a $470.00 price target on shares of Rockwell Automation in a report on Friday, February 6th. Oppenheimer lowered Rockwell Automation from an "outperform" rating to a "market perform" rating in a report on Tuesday, January 20th. Jefferies Financial Group reiterated a "hold" rating and set a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a report on Tuesday, March 31st. Finally, Zacks Research lowered Rockwell Automation from a "strong-buy" rating to a "hold" rating in a report on Monday, January 12th. One investment 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's stock. According to data from MarketBeat, Rockwell Automation currently has a consensus rating of "Moderate Buy" and a consensus target price of $406.67.

Rockwell Automation News Roundup

Here are the key news stories impacting Rockwell Automation this week:

• Positive Sentiment: Zacks raised several quarterly and multi‑year EPS forecasts for ROK (small bumps across Q2–Q4 2026, FY2026–FY2028 and quarters in FY2027–FY2028), signaling a slightly stronger near‑term earnings trajectory. These revisions point to incremental improvement in analyst expectations. Zacks Research raises EPS estimates
• Neutral Sentiment: Despite the upward tweaks, Zacks kept a "Hold" rating on ROK and the consensus full‑year estimate (FY2026 ~ $12.14) remains effectively unchanged — limiting the market impact of the revisions. Zacks maintains Hold rating

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.

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.