Caprock Group LLC Boosts Position in Rockwell Automation, Inc. $ROK

Key Points

• Caprock Group LLC increased its stake in Rockwell Automation by 197.1% in Q4 to 5,912 shares, holdings now worth about $2.3 million.
• Rockwell beat expectations for the most recent quarter with $2.75 EPS vs. $2.46 consensus and revenue of $2.11 billion (up 11.9% YoY), and set FY2026 guidance of 11.40–12.20 EPS versus a Street estimate near $12.14; analysts are mixed but the consensus rating is a “Moderate Buy” with a $406.67 target.
• Company insiders have been net sellers — 51,375 shares valued at about $20.8 million were sold over the last three months, leaving insiders with roughly 0.76% ownership.

Caprock Group LLC raised its stake in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 197.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,912 shares of the industrial products company's stock after buying an additional 3,922 shares during the period. Caprock Group LLC's holdings in Rockwell Automation were worth $2,300,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the stock. First Horizon Corp bought a new position in Rockwell Automation in the fourth quarter worth approximately $32,000. Fortitude Family Office LLC raised its position in Rockwell Automation by 109.5% during the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company's stock valued at $34,000 after purchasing an additional 46 shares in the last quarter. Ameriflex Group Inc. lifted its holdings in shares of Rockwell Automation by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company's stock worth $35,000 after buying an additional 50 shares during the period. Sachetta LLC lifted its holdings in shares of Rockwell Automation by 900.0% in the 3rd quarter. Sachetta LLC now owns 120 shares of the industrial products company's stock worth $42,000 after buying an additional 108 shares during the period. Finally, Steigerwald Gordon & Koch Inc. bought a new position in shares of Rockwell Automation during the 3rd quarter worth $47,000. 75.75% of the stock is currently owned by institutional investors.

Insider Activity at Rockwell Automation

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 1,200 shares of the firm's stock in a transaction that occurred on Monday, April 13th. The shares were sold at an average price of $400.00, for a total value of $480,000.00. Following the completion of the sale, the senior vice president directly owned 4,437 shares in the company, valued at $1,774,800. This trade represents a 21.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Tessa M. Myers sold 1,985 shares of Rockwell Automation stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total transaction of $812,599.45. Following the completion of the transaction, the senior vice president directly owned 4,036 shares in the company, valued at $1,652,217.32. This represents a 32.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 51,375 shares of company stock valued at $20,828,717 over the last three months. Company insiders own 0.76% of the company's stock.

Trending Headlines about Rockwell Automation

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 Price Performance

Shares of ROK stock opened at $401.56 on Friday. The stock's 50-day moving average is $382.74 and its 200 day moving average is $387.50. Rockwell Automation, Inc. has a 1-year low of $240.13 and a 1-year high of $438.72. 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 company has a market cap of $45.12 billion, a P/E ratio of 45.95, a PEG ratio of 2.92 and a beta of 1.54.

Rockwell Automation (NYSE:ROK - Get Free Report) last announced its earnings results on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, topping analysts' consensus estimates of $2.46 by $0.29. The business had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The firm's revenue was up 11.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Research analysts predict that Rockwell Automation, Inc. will post 12.14 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 Wednesday, June 10th. Investors of record on Monday, May 18th will be paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, May 18th. Rockwell Automation's payout ratio is 63.16%.

Analyst Ratings Changes

Several research firms recently weighed in on ROK. Wells Fargo & Company decreased their price objective on Rockwell Automation from $410.00 to $360.00 and set an "equal weight" rating for the company in a report on Wednesday, April 1st. JPMorgan Chase & Co. raised their target price on shares of Rockwell Automation from $400.00 to $404.00 and gave the company a "neutral" rating in a research report on Friday, January 16th. Morgan Stanley restated an "overweight" rating and issued a $460.00 price target on shares of Rockwell Automation in a report on Sunday, February 8th. Stephens upped their price target on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an "overweight" rating in a research report on Friday, January 23rd. Finally, TD Cowen increased their price objective on shares of Rockwell Automation from $330.00 to $350.00 and gave the company a "hold" rating in a research note on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the company's stock. According to data from MarketBeat, Rockwell Automation currently has an average rating of "Moderate Buy" and a consensus target price of $406.67.

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.

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