Puzo Michael J Takes $12.63 Million Position in Rockwell Automation, Inc. $ROK

Key Points

• Puzo Michael J acquired a new $12.63 million stake in Rockwell Automation, purchasing 25,511 shares in the second quarter. Institutional investors collectively own 75.75% of the company.
• Rockwell Automation beat quarterly expectations with $3.49 in EPS and $2.31 billion in revenue, while revenue grew 7.9% year over year. The company guided to fiscal 2026 EPS of $13.00–$13.30.
• The company announced a quarterly dividend of $1.38 per share, yielding about 1.3%, and authorized a $1 billion buyback program. Despite these shareholder returns, analysts maintain a consensus “Hold” rating with an average price target of $468.67.

Puzo Michael J bought a new stake in Rockwell Automation, Inc. (NYSE:ROK - Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 25,511 shares of the industrial products company's stock, valued at approximately $12,630,000. Rockwell Automation accounts for 3.3% of Puzo Michael J's investment portfolio, making the stock its 12th largest holding.

Several other large investors also recently bought and sold shares of ROK. BlackRock Inc. purchased a new position in shares of Rockwell Automation in the 2nd quarter valued at about $6,129,376,000. Norges Bank purchased a new stake in shares of Rockwell Automation during the fourth quarter worth approximately $615,596,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of Rockwell Automation by 5,925.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company's stock worth $352,572,000 after buying an additional 891,153 shares during the period. Bank of New York Mellon Corp acquired a new stake in Rockwell Automation in the second quarter valued at approximately $300,589,000. Finally, Deutsche Bank AG acquired a new stake in Rockwell Automation in the second quarter valued at approximately $210,342,000. Hedge funds and other institutional investors own 75.75% of the company's stock.

Rockwell Automation Stock Down 0.1%

Rockwell Automation stock opened at $433.18 on Thursday. Rockwell Automation, Inc. has a fifty-two week low of $332.71 and a fifty-two week high of $497.36. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. The company has a market capitalization of $48.10 billion, a P/E ratio of 40.60, a PEG ratio of 2.53 and a beta of 1.54. The stock has a 50-day simple moving average of $462.93 and a 200-day simple moving average of $426.85.

Rockwell Automation (NYSE:ROK - Get Free Report) last released its quarterly earnings results 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 firm had revenue of $2.31 billion for 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%.The firm's quarterly revenue was up 7.9% compared to the same quarter last year. During the same quarter last year, the business posted $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities research analysts expect that Rockwell Automation, Inc. will post 13.22 earnings per share for the current year.

Rockwell Automation Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be given a dividend of $1.38 per share. The ex-dividend date is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. Rockwell Automation's dividend payout ratio (DPR) is 51.73%.

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

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. KeyCorp boosted their price target on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an "overweight" rating in a report on Wednesday, May 6th. Mizuho set a $445.00 price objective on shares of Rockwell Automation in a report on Wednesday, May 6th. Rothschild & Co Redburn lifted their price objective on shares of Rockwell Automation from $365.00 to $378.00 in a research report on Wednesday, May 6th. JPMorgan Chase & Co. lifted their price objective on shares of Rockwell Automation from $404.00 to $417.00 and gave the stock a "neutral" rating in a research report on Wednesday, May 6th. Finally, Citigroup lowered their target price on shares of Rockwell Automation from $555.00 to $536.00 and set a "buy" rating for the company in a research note on Wednesday, August 5th. Nine research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus target price of $468.67.

Insider Activity

In other news, SVP Matthew W. Fordenwalt sold 377 shares of Rockwell Automation stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the transaction, the senior vice president directly owned 4,437 shares of the company's stock, valued at $2,043,282.87. The trade was a 7.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.76% of the company's stock.

More Rockwell Automation News

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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