Rockwell Automation, Inc. $ROK Position Increased by Danske Bank A S

Key Points

• Danske Bank raised its stake in Rockwell Automation by 3.3% to 76,874 shares (about $29.9M), and institutional investors now own roughly 75.75% of the company with major holders like Vanguard and State Street also increasing positions.
• Rockwell beat Q results with $2.75 EPS vs. $2.46 expected and $2.11B revenue (up 11.9% y/y), and set FY2026 guidance of $11.40–$12.20 EPS versus analysts' consensus near $12.14.
• The board declared a quarterly dividend of $1.38 ($5.52 annual, ~1.4% yield; ex-dividend May 18), while insiders sold about 51,375 shares (~$20.8M) over the last 90 days, leaving insiders with 0.76% ownership.

Danske Bank A S raised its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 3.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 76,874 shares of the industrial products company's stock after buying an additional 2,452 shares during the period. Danske Bank A S owned about 0.07% of Rockwell Automation worth $29,909,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Rockwell Automation by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company's stock worth $5,527,249,000 after purchasing an additional 114,469 shares during the period. State Street Corp lifted its position in Rockwell Automation by 0.9% in the 3rd quarter. State Street Corp now owns 4,793,425 shares of the industrial products company's stock worth $1,675,446,000 after buying an additional 42,809 shares in the last quarter. Northern Trust Corp lifted its position in Rockwell Automation by 3.6% in the 3rd quarter. Northern Trust Corp now owns 1,423,449 shares of the industrial products company's stock worth $497,538,000 after buying an additional 49,477 shares in the last quarter. Invesco Ltd. lifted its position in Rockwell Automation by 12.0% in the 3rd quarter. Invesco Ltd. now owns 1,235,788 shares of the industrial products company's stock worth $431,945,000 after buying an additional 132,637 shares in the last quarter. Finally, Holocene Advisors LP lifted its position in Rockwell Automation by 14.1% in the 3rd quarter. Holocene Advisors LP now owns 989,429 shares of the industrial products company's stock worth $345,835,000 after buying an additional 122,437 shares in the last quarter. Institutional investors and hedge funds own 75.75% of the company's stock.

Rockwell Automation Price Performance

Shares of Rockwell Automation stock opened at $408.35 on Friday. The firm has a market cap of $45.88 billion, a P/E ratio of 46.72, a price-to-earnings-growth ratio of 2.91 and a beta of 1.56. Rockwell Automation, Inc. has a twelve month low of $250.32 and a twelve month high of $438.72. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The firm's 50-day simple moving average is $383.62 and its 200-day simple moving average is $389.58.

Rockwell Automation (NYSE:ROK - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, beating analysts' consensus estimates of $2.46 by $0.29. The firm had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The company's revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the previous year, the business earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, research analysts expect that Rockwell Automation, Inc. will post 12.14 EPS for the current fiscal year.

Rockwell Automation Announces Dividend

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

Analysts Set New Price Targets

A number of research analysts have recently weighed in on ROK shares. Barclays cut their price target on shares of Rockwell Automation from $450.00 to $400.00 and set an "overweight" rating on the stock in a report on Wednesday, April 1st. Mizuho lifted their target price on shares of Rockwell Automation from $380.00 to $400.00 and gave the stock a "neutral" rating in a report on Friday, February 6th. Zacks Research downgraded shares of Rockwell Automation from a "strong-buy" rating to a "hold" rating in a report on Monday, January 12th. Stephens boosted their price objective on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an "overweight" rating in a report on Friday, January 23rd. Finally, Morgan Stanley restated an "overweight" rating and set a $460.00 price objective on shares of Rockwell Automation in a report on Sunday, February 8th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, Rockwell Automation presently has an average rating of "Moderate Buy" and a consensus price target of $406.67.

Insider Transactions at Rockwell Automation

In other news, VP Scott Genereux sold 17,407 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $404.61, for a total transaction of $7,043,046.27. Following the transaction, the vice president directly owned 3,314 shares in the company, valued at approximately $1,340,877.54. This represents a 84.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Tessa M. Myers sold 1,985 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total transaction of $812,599.45. Following the transaction, the senior vice president owned 4,036 shares in the company, valued at $1,652,217.32. The trade was a 32.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 51,375 shares of company stock valued at $20,828,717. 0.76% of the stock is owned by company insiders.

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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