Monetta Financial Services Inc. Purchases New Holdings in Rockwell Automation, Inc. $ROK

Key Points

• Monetta Financial Services acquired 2,800 Rockwell Automation shares in the second quarter, worth approximately $1.386 million. Institutional investors collectively own 75.75% of the company.
• Rockwell reported quarterly EPS of $3.49 and revenue of $2.31 billion, exceeding analyst estimates, while revenue rose 7.9% year over year. The company also authorized a $1 billion share buyback and declared a quarterly dividend of $1.38.
• Despite positive earnings revisions and some bullish analyst views, Rockwell carries a consensus “Hold” rating, with valuation concerns and a recent insider share sale among the potential headwinds.

Monetta Financial Services Inc. bought a new position in Rockwell Automation, Inc. (NYSE:ROK - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 2,800 shares of the industrial products company's stock, valued at approximately $1,386,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of ROK. MV Capital Management Inc. acquired a new stake in Rockwell Automation during the fourth quarter valued at approximately $28,000. Manchester Capital Management LLC lifted its position in shares of 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 buying an additional 39 shares during the period. Cassaday & Co Wealth Management LLC bought a new stake in Rockwell Automation in the first quarter valued at $31,000. First Horizon Corp bought a new stake in Rockwell Automation in the fourth quarter valued at $32,000. Finally, BOK Financial Private Wealth Inc. acquired a new position in Rockwell Automation during the fourth quarter worth $33,000. Institutional investors own 75.75% of the company's stock.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the transaction, the senior vice president owned 4,437 shares in the company, valued at $2,043,282.87. This trade represents a 7.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by company insiders.

Rockwell Automation Stock Down 0.1%

Shares of Rockwell Automation stock opened at $433.18 on Thursday. The company has a market capitalization of $48.10 billion, a P/E ratio of 40.60, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. The business has a 50-day moving average of $462.93 and a two-hundred day moving average of $426.85. Rockwell Automation, Inc. has a 1 year low of $332.71 and a 1 year high of $497.36.

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

Rockwell Automation declared that its board has initiated a stock buyback 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 reacquire up to 2% of its shares through open market purchases. Shares buyback plans are typically a sign that the company's board believes its shares are undervalued.

Rockwell Automation Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation's dividend payout ratio is currently 51.73%.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Morgan Stanley restated an "overweight" rating and issued a $525.00 price target on shares of Rockwell Automation in a research report on Wednesday, May 6th. TD Cowen lifted their target price on shares of Rockwell Automation from $350.00 to $400.00 and gave the company a "hold" rating in a research note on Wednesday, May 13th. Mizuho set a $445.00 target price on Rockwell Automation in a report on Wednesday, May 6th. JPMorgan Chase & Co. increased their price target on Rockwell Automation from $404.00 to $417.00 and gave the stock a "neutral" rating in a research report on Wednesday, May 6th. Finally, Weiss Ratings reiterated a "buy (b-)" rating on shares of Rockwell Automation in a research report on Thursday, June 18th. Nine analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus price target of $468.67.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Zacks raised most earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

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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