D.A. Davidson & CO. Has $11.83 Million Holdings in Rockwell Automation, Inc. $ROK

Key Points

• D.A. Davidson & Co. increased its stake in Rockwell Automation by 25.5% in Q4 and now holds 30,409 shares valued at about $11.83 million, while institutional investors own roughly 75.75% of the company.
• Company insiders have been net sellers recently — including SVP Rebecca House's sale of 12,100 shares — with a total of 51,375 shares sold (~$20.83 million) over the past three months; insiders now hold 0.76% of the stock.
• Rockwell beat Q4 estimates (EPS $2.75 vs. $2.46; revenue $2.11B) and set FY2026 guidance of 11.40–12.20 EPS$406.67.

D.A. Davidson & CO. boosted its stake in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 25.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,409 shares of the industrial products company's stock after purchasing an additional 6,185 shares during the quarter. D.A. Davidson & CO.'s holdings in Rockwell Automation were worth $11,832,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Kestra Private Wealth Services LLC raised its stake in Rockwell Automation by 41.8% in the fourth quarter. Kestra Private Wealth Services LLC now owns 6,525 shares of the industrial products company's stock valued at $2,539,000 after purchasing an additional 1,924 shares in the last quarter. Inscription Capital LLC acquired a new position in Rockwell Automation during the fourth quarter valued at approximately $281,000. Carmel Capital Partners LLC raised its position in Rockwell Automation by 53.2% during the fourth quarter. Carmel Capital Partners LLC now owns 6,327 shares of the industrial products company's stock valued at $2,462,000 after purchasing an additional 2,197 shares in the last quarter. Abacus FCF Advisors LLC raised its position in Rockwell Automation by 2.4% during the fourth quarter. Abacus FCF Advisors LLC now owns 23,374 shares of the industrial products company's stock valued at $9,094,000 after purchasing an additional 540 shares in the last quarter. Finally, Advisors Capital Management LLC raised its position in Rockwell Automation by 5.3% during the fourth quarter. Advisors Capital Management LLC now owns 2,171 shares of the industrial products company's stock valued at $845,000 after purchasing an additional 109 shares in the last quarter. Institutional investors and hedge funds own 75.75% of the company's stock.

Analysts Set New Price Targets

Several brokerages have commented on ROK. Oppenheimer downgraded shares of Rockwell Automation from an "outperform" rating to a "market perform" rating in a research report on Tuesday, January 20th. Stephens boosted their price objective on shares of Rockwell Automation from $425.00 to $475.00 and gave the company an "overweight" rating in a research report on Friday, January 23rd. Morgan Stanley restated an "overweight" rating and set a $460.00 price objective on shares of Rockwell Automation in a research report on Sunday, February 8th. TD Cowen boosted their target price on Rockwell Automation from $330.00 to $350.00 and gave the stock a "hold" rating in a research note on Friday, February 20th. Finally, Wells Fargo & Company lowered their target price on Rockwell Automation from $410.00 to $360.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 1st. One 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 company has a consensus rating of "Moderate Buy" and an average target price of $406.67.

Insider Buying and Selling

In other Rockwell Automation news, SVP Rebecca W. House sold 12,100 shares of the business's stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the sale, the senior vice president directly owned 12,200 shares of the company's stock, valued at $4,932,094. The trade was a 49.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Isaac Woods sold 1,271 shares of the business's stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total transaction of $515,631.99. Following the sale, the vice president directly owned 1,687 shares in the company, valued at $684,399.03. The trade was a 42.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 51,375 shares of company stock valued at $20,828,717 over the last three months. Insiders own 0.76% of the company's stock.

Rockwell Automation Stock Up 1.4%

Shares of NYSE:ROK opened at $406.77 on Tuesday. The company has a fifty day moving average of $382.99 and a 200-day moving average of $388.53. The company has a market capitalization of $45.70 billion, a PE ratio of 46.54, a price-to-earnings-growth ratio of 2.86 and a beta of 1.54. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. Rockwell Automation, Inc. has a 52-week low of $240.13 and a 52-week high of $438.72.

Rockwell Automation (NYSE:ROK - Get Free Report) last announced 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. The company 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 company'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 business earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, equities analysts predict that Rockwell Automation, Inc. will post 12.14 EPS 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. 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 1.4%. Rockwell Automation's dividend payout ratio is currently 63.16%.

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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