Rockwell Automation, Inc. $ROK Shares Acquired by Sequoia Financial Advisors LLC

Key Points

• Sequoia Financial Advisors increased its Rockwell Automation stake by 559.8% in the second quarter, bringing its holdings to 91,971 shares valued at approximately $45.5 million. Institutional investors collectively own 75.75% of the company.
• Rockwell reported quarterly EPS of $3.49, beating estimates of $3.38, while revenue rose 7.9% year over year to $2.31 billion. The company issued fiscal 2026 EPS guidance of $13.00–$13.30 and authorized a $1 billion share-repurchase program.
• Rockwell shares opened at $426.73, below the analyst consensus price target of $469.14; analysts’ overall rating is Hold, with nine Buy and twelve Hold ratings.

Sequoia Financial Advisors LLC increased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 559.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 91,971 shares of the industrial products company's stock after acquiring an additional 78,032 shares during the period. Sequoia Financial Advisors LLC owned approximately 0.08% of Rockwell Automation worth $45,533,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Virtus Advisers LLC acquired a new position in shares of Rockwell Automation during the 2nd quarter worth $25,000. MV Capital Management Inc. purchased a new position in shares of Rockwell Automation in the 4th quarter valued at about $28,000. Manchester Capital Management LLC lifted its stake in shares of Rockwell Automation by 97.5% in the fourth quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company's stock valued at $31,000 after purchasing an additional 39 shares during the period. Cassaday & Co Wealth Management LLC purchased a new stake in Rockwell Automation during the first quarter worth about $31,000. Finally, BOK Financial Private Wealth Inc. purchased a new stake in Rockwell Automation during the fourth quarter worth about $33,000. Institutional investors and hedge funds own 75.75% of the company's stock.

Rockwell Automation Trading Down 0.6%

Shares of ROK opened at $426.73 on Thursday. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. Rockwell Automation, Inc. has a 1-year low of $332.71 and a 1-year high of $497.36. The stock has a market cap of $47.39 billion, a price-to-earnings ratio of 39.99, a price-to-earnings-growth ratio of 2.50 and a beta of 1.52. The firm has a 50 day simple moving average of $450.53 and a 200-day simple moving average of $429.20.

Rockwell Automation (NYSE:ROK - Get Free Report) last posted its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.38 by $0.11. The firm had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.24 billion. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.Rockwell Automation's revenue was up 7.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities analysts forecast that Rockwell Automation, Inc. will post 13.23 EPS for the current fiscal year.

Rockwell Automation declared that its board has authorized a share repurchase plan on Tuesday, June 9th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the industrial products company to reacquire up to 2% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company's board of directors believes its stock is undervalued.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on ROK shares. Robert W. Baird set a $514.00 price target on shares of Rockwell Automation in a research report on Wednesday, August 5th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Rockwell Automation in a research report on Thursday, June 18th. DA Davidson lowered their target price on Rockwell Automation from $500.00 to $490.00 and set a "neutral" rating on the stock in a report on Friday, August 21st. TD Cowen raised their price target on Rockwell Automation from $350.00 to $400.00 and gave the company a "hold" rating in a research report on Wednesday, May 13th. Finally, Morgan Stanley lifted their price target on Rockwell Automation from $525.00 to $545.00 and gave the stock an "overweight" rating in a research note on Wednesday, September 2nd. Nine analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company's stock. Based on data from MarketBeat, Rockwell Automation presently has an average rating of "Hold" and an average target price of $469.14.

Insider Buying and Selling

In related news, VP Isaac Woods sold 154 shares of the business's stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $432.62, for a total value of $66,623.48. Following the completion of the transaction, the vice president owned 1,858 shares of the company's stock, valued at approximately $803,807.96. The trade was a 7.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Matheus De A. G. Viera Bulho sold 400 shares of the company's stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $420.14, for a total transaction of $168,056.00. Following the completion of the transaction, the senior vice president owned 867 shares in the company, valued at approximately $364,261.38. This trade represents a 31.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 2,711 shares of company stock valued at $1,164,880 over the last three months. Insiders own 0.76% of the company's stock.

About Rockwell Automation

Rockwell Automation, Inc NYSE: ROK is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and other industrial organizations improve productivity, safety, quality and operational efficiency by connecting control systems, equipment, software and data across production environments.

Its portfolio includes programmable logic controllers, industrial computers, sensors, motor control and drives, motion-control systems, safety equipment, human-machine interfaces and industrial networking technologies.

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