Northcape Wealth Management LLC Invests $3.38 Million in Rockwell Automation, Inc. $ROK

Northcape Wealth Management LLC bought a new stake in Rockwell Automation, Inc. (NYSE:ROK - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,835 shares of the industrial products company's stock, valued at approximately $3,384,000.

A number of other hedge funds have also recently modified their holdings of the stock. MV Capital Management Inc. acquired a new position in Rockwell Automation in the fourth quarter valued at $28,000. Manchester Capital Management LLC increased its position in shares of Rockwell Automation by 97.5% during the fourth 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. Cassaday & Co Wealth Management LLC acquired a new stake in shares of Rockwell Automation during the first quarter worth about $31,000. First Horizon Corp purchased a new stake in shares of Rockwell Automation in the 4th quarter valued at about $32,000. Finally, BOK Financial Private Wealth Inc. purchased a new stake in shares of Rockwell Automation in the 4th quarter valued at about $33,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Rockwell Automation

In related 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 completion of the sale, the senior vice president directly owned 4,437 shares of the company's stock, valued at $2,043,282.87. This trade represents a 7.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on ROK. TD Cowen raised their price target on Rockwell Automation from $350.00 to $400.00 and gave the stock a "hold" rating in a research note on Wednesday, May 13th. JPMorgan Chase & Co. boosted their price objective on Rockwell Automation from $404.00 to $417.00 and gave the company a "neutral" rating in a research note on Wednesday, May 6th. The Goldman Sachs Group increased their price objective on Rockwell Automation from $448.00 to $487.00 in a report on Wednesday, May 6th. Mizuho set a $445.00 target price on shares of Rockwell Automation in a research report on Wednesday, May 6th. Finally, DA Davidson assumed coverage on shares of Rockwell Automation in a report on Tuesday, June 16th. They issued a "neutral" rating and a $500.00 target price on the stock. Nine 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 a consensus target price of $468.67.

Rockwell Automation Stock Performance

NYSE ROK opened at $433.18 on Thursday. The firm has a market cap of $48.10 billion, a P/E ratio of 40.60, a P/E/G ratio of 2.53 and a beta of 1.54. Rockwell Automation, Inc. has a 52-week low of $332.71 and a 52-week high of $497.36. The business's 50-day moving average price is $462.93 and its 200 day moving average price is $426.85. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74.

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

Rockwell Automation announced that its board has approved a stock buyback program on Tuesday, June 9th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the industrial products company to buy up to 2% of its stock through open market purchases. Stock repurchase programs are often 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. Stockholders of record on Monday, August 17th will be paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, August 17th. Rockwell Automation's dividend payout ratio is 51.73%.

Trending Headlines about 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

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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