CORDA Investment Management LLC. Acquires New Position in Rockwell Automation, Inc. $ROK

Key Points

• CORDA Investment Management opened a new position in Rockwell Automation of 3,040 shares (≈$1.18M), while several large institutions (JPMorgan, Balyasny, Arrowstreet, Schroder, Nordea) materially increased holdings — institutional ownership is about 75.75%.
• Strong Q2 results and raised guidance: Rockwell reported EPS $3.30 versus $2.88 expected and revenue $2.24B versus $2.16B, and lifted FY‑2026 EPS guidance to $12.50–$13.10, triggering analyst price‑target upgrades.
• Dividend and insider activity: The company declared a $1.38 quarterly dividend (annualized $5.52, ~1.2% yield), even as insiders sold roughly 55,063 shares (~$22.5M) over the past three months and the firm warned of heightened cyber/data‑privacy risks.

CORDA Investment Management LLC. bought a new position in 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 (SEC). The firm bought 3,040 shares of the industrial products company's stock, valued at approximately $1,183,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. JPMorgan Chase & Co. grew its holdings in shares of Rockwell Automation by 122.3% during the third quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company's stock valued at $286,522,000 after purchasing an additional 451,038 shares during the last quarter. Balyasny Asset Management L.P. boosted its position in Rockwell Automation by 1,666.2% during the 3rd quarter. Balyasny Asset Management L.P. now owns 321,722 shares of the industrial products company's stock valued at $112,451,000 after purchasing an additional 303,506 shares during the period. Arrowstreet Capital Limited Partnership boosted its position in Rockwell Automation by 126.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 321,964 shares of the industrial products company's stock valued at $112,536,000 after purchasing an additional 179,606 shares during the period. Schroder Investment Management Group grew its stake in Rockwell Automation by 167.2% during the 3rd quarter. Schroder Investment Management Group now owns 260,172 shares of the industrial products company's stock worth $89,637,000 after buying an additional 162,805 shares during the last quarter. Finally, Nordea Investment Management AB increased its position in Rockwell Automation by 34.3% in the third quarter. Nordea Investment Management AB now owns 617,081 shares of the industrial products company's stock worth $215,750,000 after buying an additional 157,601 shares during the period. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Rockwell Automation Stock Down 2.2%

ROK opened at $449.42 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.80 and a current ratio of 1.09. The company has a market capitalization of $50.01 billion, a PE ratio of 46.72, a P/E/G ratio of 3.12 and a beta of 1.56. The stock's fifty day moving average is $386.73 and its 200-day moving average is $392.01. Rockwell Automation, Inc. has a one year low of $285.95 and a one year high of $463.48.

Rockwell Automation (NYSE:ROK - Get Free Report) last announced its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating the consensus estimate of $2.88 by $0.42. The business had revenue of $2.24 billion during the quarter, compared to analysts' expectations of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The company's quarterly revenue was up 11.9% on a year-over-year basis. During the same quarter last year, the business posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities analysts predict that Rockwell Automation, Inc. will post 12.76 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Monday, May 18th. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. Rockwell Automation's payout ratio is currently 63.16%.

Analyst Ratings Changes

ROK has been the topic of a number of recent research reports. Morgan Stanley reiterated an "overweight" rating and issued a $525.00 target price on shares of Rockwell Automation in a research note on Wednesday. Citigroup increased their price objective on shares of Rockwell Automation from $466.00 to $500.00 and gave the stock a "buy" rating in a report on Wednesday. BNP Paribas Exane lifted their price objective on shares of Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday. Argus raised shares of Rockwell Automation to a "strong-buy" rating in a research note on Friday, January 16th. Finally, Rothschild & Co Redburn upped their target price on shares of Rockwell Automation from $365.00 to $378.00 in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $438.70.

More Rockwell Automation News

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

• Positive Sentiment: Beat-and-raise catalyst: Management reported Q2 EPS and revenue above consensus and raised FY‑2026 EPS guidance (12.50–13.10), a direct near‑term catalyst supporting the rally. Why Rockwell Automation (ROK) Is Up After Raising 2026 Guidance
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple firms (Goldman, BNP Paribas, Evercore, HSBC and others) lifted price targets and forecasts after the print, validating the guidance lift and supporting continued buying interest. Analysts Raise Their Forecasts Following Upbeat Q2 Results
• Positive Sentiment: Structural demand tailwinds: Coverage highlights Rockwell as a beneficiary of Industry 4.0 and AI/data‑center automation spending, supporting multi‑year revenue and margin upside. Rockwell Automation: Benefiting From The AI Data Center Surge
• Positive Sentiment: Dividend and institutional interest: Company declared a quarterly dividend (supports income investors) while several funds have added to positions recently — a vote of confidence from institutions. MarketBeat ROK Coverage
• Neutral Sentiment: Mixed analyst positioning: Some shops maintain neutral/equal‑weight stances or lower targets despite the beat, creating potential short‑term divergence in analyst‑led flows. JPMorgan Adjusts Price Target
• Neutral Sentiment: Insider sales under 10b5‑1: Several senior executives sold shares via pre‑arranged plans; common for planned liquidity but investors often watch cumulative insider activity for signals. Insider Selling: Rockwell Automation VP Sells Shares
• Negative Sentiment: New risk disclosure: Rockwell flagged heightened cyber and third‑party data‑privacy risks tied to its global IT/cloud reliance — a longer‑term operational and compliance risk investors should monitor. New Cyber / Data Privacy Risk Disclosure

Insider Buying and Selling

In related news, SVP Christopher Nardecchia sold 14,465 shares of the firm's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the completion of the sale, the senior vice president directly owned 14,232 shares in the company, valued at approximately $5,835,262.32. This trade represents a 50.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at 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 transaction 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 trade represents a 49.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 55,063 shares of company stock worth $22,477,756. 0.76% of the stock is owned by insiders.

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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