PFA Pension Forsikringsaktieselskab Buys New Stake in Rockwell Automation, Inc. $ROK

Key Points

• PFA Pension Forsikringsaktieselskab established a new stake in Rockwell Automation, purchasing 93,989 shares in Q4 valued at about $37.0 million, representing roughly 0.08% ownership.
• Insider activity shows notable selling: two SVPs executed Rule 10b5-1 sales (1,250 and 1,200 shares) and insiders sold 51,375 shares worth $20.83 million over the past 90 days, though insiders still own about 0.76% of the stock.
• Rockwell beat quarterly earnings (EPS $2.75 vs. $2.46) with revenue up 11.9%, set FY2026 EPS guidance of 11.40–12.20, and declared a quarterly dividend of $1.38 (annualized yield ~1.4%).

PFA Pension Forsikringsaktieselskab purchased a new position in Rockwell Automation, Inc. (NYSE:ROK - Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 93,989 shares of the industrial products company's stock, valued at approximately $37,001,000. PFA Pension Forsikringsaktieselskab owned about 0.08% of Rockwell Automation at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Nations Financial Group Inc. IA ADV grew its position in Rockwell Automation by 2.0% in the 4th quarter. Nations Financial Group Inc. IA ADV now owns 1,446 shares of the industrial products company's stock worth $563,000 after purchasing an additional 28 shares during the last quarter. Robertson Stephens Wealth Management LLC grew its position in Rockwell Automation by 2.4% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 1,202 shares of the industrial products company's stock worth $468,000 after purchasing an additional 28 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC grew its position in Rockwell Automation by 7.1% in the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 440 shares of the industrial products company's stock worth $154,000 after purchasing an additional 29 shares during the last quarter. Equitable Trust Co. grew its position in Rockwell Automation by 1.1% in the 3rd quarter. Equitable Trust Co. now owns 2,598 shares of the industrial products company's stock worth $908,000 after purchasing an additional 29 shares during the last quarter. Finally, J. Safra Sarasin Holding AG grew its position in Rockwell Automation by 2.2% in the 3rd quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company's stock worth $484,000 after purchasing an additional 30 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Rockwell Automation

In other news, SVP Matheus De A. G. Viera Bulho sold 1,250 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $387.50, for a total transaction of $484,375.00. Following the completion of the sale, the senior vice president owned 1,734 shares in the company, valued at $671,925. The trade was a 41.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Matthew W. Fordenwalt sold 1,200 shares of Rockwell Automation stock in a transaction that occurred on Monday, April 13th. The stock was sold at an average price of $400.00, for a total transaction of $480,000.00. Following the sale, the senior vice president owned 4,437 shares of the company's stock, valued at approximately $1,774,800. This represents a 21.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 51,375 shares of company stock worth $20,828,717 over the last 90 days. Insiders own 0.76% of the company's stock.

Rockwell Automation Trading Up 0.2%

Shares of ROK stock opened at $408.35 on Monday. Rockwell Automation, Inc. has a 12-month low of $250.32 and a 12-month high of $438.72. The company has a market capitalization of $45.88 billion, a P/E ratio of 46.72, a P/E/G ratio of 2.91 and a beta of 1.56. The firm has a 50-day moving average price of $383.62 and a 200 day moving average price of $389.90. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68.

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, beating the consensus estimate of $2.46 by $0.29. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The firm had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same period last year, the firm posted $1.83 EPS. The firm's quarterly revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Research analysts forecast that Rockwell Automation, Inc. will post 12.14 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be given a dividend of $1.38 per share. The ex-dividend date is Monday, May 18th. This represents a $5.52 annualized dividend and a dividend yield of 1.4%. Rockwell Automation's payout ratio is currently 63.16%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on ROK shares. Wells Fargo & Company decreased their price target on shares of Rockwell Automation from $410.00 to $360.00 and set an "equal weight" rating on the stock in a research report on Wednesday, April 1st. Morgan Stanley restated an "overweight" rating and issued a $460.00 price target on shares of Rockwell Automation in a research report on Sunday, February 8th. KeyCorp reaffirmed an "overweight" rating and set a $470.00 price objective on shares of Rockwell Automation in a report on Friday, February 6th. Wall Street Zen downgraded shares of Rockwell Automation from a "buy" rating to a "hold" rating in a report on Saturday. Finally, The Goldman Sachs Group reduced their price objective on shares of Rockwell Automation from $458.00 to $448.00 and set a "neutral" rating for the company in a report on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Rockwell Automation presently has a consensus rating of "Moderate Buy" and an average target price of $406.67.

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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