Global Retirement Partners LLC Buys Shares of 2,850 Rockwell Automation, Inc. $ROK

Key Points

• Global Retirement Partners initiated a Rockwell Automation position by purchasing 2,850 shares valued at approximately $1.41 million. Institutional investors collectively own 75.75% of the company.
• Rockwell Automation reported quarterly EPS of $3.49, exceeding estimates of $3.38, while revenue rose 7.9% year over year to $2.31 billion. The company maintained fiscal 2026 EPS guidance of $13.00–$13.30.
• The company authorized a $1 billion share repurchase plan and declared a quarterly dividend of $1.38 per share, equivalent to a $5.52 annualized dividend and a 1.2% yield. Analysts have a consensus “Hold” rating with an average price target of $468.67.

Global Retirement Partners LLC purchased a new position in Rockwell Automation, Inc. (NYSE:ROK - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,850 shares of the industrial products company's stock, valued at approximately $1,411,000.

Several other institutional investors and hedge funds have also bought and sold shares of ROK. MV Capital Management Inc. purchased a new stake in shares of Rockwell Automation during the fourth quarter worth $28,000. Manchester Capital Management LLC lifted its holdings in Rockwell Automation by 97.5% during the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company's stock worth $31,000 after purchasing an additional 39 shares in the last quarter. First Horizon Corp purchased a new stake in Rockwell Automation during the 4th quarter worth about $32,000. BOK Financial Private Wealth Inc. bought a new position in Rockwell Automation in the 4th quarter worth about $33,000. Finally, TD Capital Management LLC bought a new stake in shares of Rockwell Automation during the fourth quarter valued at about $33,000. 75.75% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the business's stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the transaction, the senior vice president directly owned 4,437 shares of the company's stock, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John M. Miller sold 1,054 shares of the firm's stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $426.02, for a total transaction of $449,025.08. Following the completion of the sale, the vice president directly owned 5,615 shares of the company's stock, valued at approximately $2,392,102.30. This represents a 15.80% decrease in their ownership of the stock. 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. Insiders sold 1,649 shares of company stock valued at $722,119 in the last ninety days. 0.76% of the stock is currently owned by insiders.

Rockwell Automation Trading Down 0.8%

NYSE:ROK opened at $445.69 on Tuesday. The firm has a market capitalization of $49.49 billion, a P/E ratio of 41.77, a P/E/G ratio of 2.62 and a beta of 1.54. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74. The company has a fifty day moving average of $463.60 and a 200 day moving average of $426.67. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36.

Rockwell Automation (NYSE:ROK - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.38 by $0.11. The firm had revenue of $2.31 billion for the quarter, compared to analysts' expectations of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The company's revenue for the quarter was up 7.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, research analysts predict that Rockwell Automation, Inc. will post 13.22 earnings per share for the current year.

Rockwell Automation declared that its Board of Directors has initiated a share repurchase plan on Tuesday, June 9th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the industrial products company to repurchase up to 2% of its shares through open market purchases. Shares buyback plans are generally an indication that the company's board of directors believes its stock is undervalued.

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a yield of 1.2%. Rockwell Automation's dividend payout ratio (DPR) is presently 51.73%.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Barclays upped their target price on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an "overweight" rating in a report on Wednesday, May 6th. Argus upped their target price on Rockwell Automation from $465.00 to $530.00 and gave the stock a "buy" rating in a research note on Wednesday, June 24th. Zacks Research cut shares of Rockwell Automation from a "strong-buy" rating to a "hold" rating in a research report on Thursday, July 30th. Citigroup lowered their price objective on shares of Rockwell Automation from $555.00 to $536.00 and set a "buy" rating on the stock in a research report on Wednesday, August 5th. Finally, Wells Fargo & Company increased their target price on Rockwell Automation from $360.00 to $440.00 and gave the company an "equal weight" rating in a research note on Wednesday, May 6th. Nine research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $468.67.

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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