Cantor Fitzgerald Investment Advisors L.P. Makes New $2.18 Million Investment in Rockwell Automation, Inc. $ROK

Key Points

• Cantor Fitzgerald Investment Advisors acquired 5,000 Rockwell Automation shares worth approximately $2.18 million during the third quarter. Institutional investors and hedge funds collectively own 75.75% of the company.
• Analyst sentiment remains cautious, with nine Buy ratings and thirteen Hold ratings producing an overall Hold consensus and an average price target of $468.
• Rockwell Automation exceeded quarterly expectations, reporting $3.49 in adjusted EPS on $2.31 billion in revenue, while revenue rose 7.9% year over year. The company guided for fiscal 2026 EPS of $13.00–$13.30.

Cantor Fitzgerald Investment Advisors L.P. bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 5,000 shares of the industrial products company's stock, valued at approximately $2,177,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ROK. Virtus Advisers LLC acquired a new stake in Rockwell Automation during the 2nd quarter worth about $25,000. Cassaday & Co Wealth Management LLC acquired a new position in shares of Rockwell Automation in the 1st quarter valued at about $31,000. Lodestone Wealth Management LLC purchased a new stake in shares of Rockwell Automation in the third quarter worth about $40,000. Polaris Financial Partners acquired a new stake in Rockwell Automation during the third quarter worth about $42,000. Finally, Ascentis Independent Advisors purchased a new position in Rockwell Automation during the first quarter valued at approximately $43,000. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on ROK. Deutsche Bank Aktiengesellschaft boosted their price target on Rockwell Automation from $469.00 to $500.00 and gave the company a "hold" rating in a report on Wednesday, September 30th. DA Davidson dropped their price objective on shares of Rockwell Automation from $500.00 to $490.00 and set a "neutral" rating on the stock in a research note on Friday, August 21st. Wells Fargo & Company started coverage on shares of Rockwell Automation in a report on Thursday, September 24th. They set an "equal weight" rating and a $426.00 target price for the company. Evercore set a $485.00 target price on shares of Rockwell Automation in a report on Wednesday, August 5th. Finally, Sanford C. Bernstein boosted their target price on shares of Rockwell Automation from $501.00 to $514.00 and gave the company a "market perform" rating in a research note on Friday, August 14th. Nine analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Hold" and an average price target of $468.00.

Rockwell Automation Stock Performance

Shares of ROK stock opened at $439.28 on Thursday. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. Rockwell Automation, Inc. has a 12-month low of $347.53 and a 12-month high of $497.36. The business's 50 day moving average is $431.41 and its two-hundred day moving average is $441.23. The company has a market capitalization of $48.78 billion, a P/E ratio of 33.21, a P/E/G ratio of 2.03 and a beta of 1.51.

Rockwell Automation (NYSE:ROK - Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, beating analysts' consensus estimates of $3.38 by $0.11. The business had revenue of $2.31 billion during the quarter, compared to analysts' expectations of $2.24 billion. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%. The business's revenue was up 7.9% compared to the same quarter last year. During the same period in the previous year, the business earned $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Analysts expect that Rockwell Automation, Inc. will post 13.26 EPS for the current fiscal year.

Insider Activity at Rockwell Automation

In related news, Director Patricia Watson sold 1,100 shares of Rockwell Automation stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $431.43, for a total value of $474,573.00. Following the sale, the director owned 6,385 shares of the company's stock, valued at approximately $2,754,680.55. This trade represents a 14.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Christian Rothe sold 590 shares of the business's stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $434.30, for a total transaction of $256,237.00. Following the completion of the sale, the chief financial officer directly owned 10,429 shares of the company's stock, valued at approximately $4,529,314.70. The trade was a 5.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 2,711 shares of company stock worth $1,164,880 over the last 90 days. 0.76% of the stock is owned by insiders.

Rockwell Automation Profile

Rockwell Automation, Inc NYSE: ROK is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and industrial organizations improve productivity, safety, quality and operational efficiency through connected hardware, software and services.

Its product portfolio includes industrial control systems, programmable logic controllers, motor control and sensing equipment, industrial computers, safety products, networking technologies and power-control solutions.

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.