Rockwell Automation, Inc. $ROK Shares Purchased by Ameritas Advisory Services LLC

Key Points

• Ameritas Advisory Services increased its Rockwell Automation stake by 125.4% in the second quarter, bringing its holdings to 5,746 shares valued at $2.85 million. Institutional investors collectively own 75.75% of the company.
• Rockwell Automation reported quarterly earnings of $3.49 per share, exceeding estimates of $3.38, while revenue rose 7.9% year over year to $2.31 billion. The company maintained fiscal 2026 EPS guidance of $13.00–$13.30.
• The stock opened at $429.77, below its $469.14 analyst consensus target, while Wall Street’s overall rating remained “Hold.” Rockwell also authorized a $1 billion share-repurchase program, covering up to 2% of outstanding shares.

Ameritas Advisory Services LLC boosted its position in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 125.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,746 shares of the industrial products company's stock after purchasing an additional 3,197 shares during the period. Ameritas Advisory Services LLC's holdings in Rockwell Automation were worth $2,845,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. BlackRock Inc. purchased a new stake in Rockwell Automation in the second quarter valued at $6,129,376,000. Norges Bank acquired a new stake in shares of Rockwell Automation during the fourth quarter valued at about $615,596,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of Rockwell Automation by 5,925.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company's stock valued at $352,572,000 after acquiring an additional 891,153 shares during the period. Legal & General Group Plc acquired a new position in shares of Rockwell Automation in the 2nd quarter worth approximately $394,905,000. Finally, Bank of New York Mellon Corp acquired a new position in shares of Rockwell Automation in the 2nd quarter worth approximately $300,589,000. Hedge funds and other institutional investors own 75.75% of the company's stock.

Rockwell Automation Trading Down 0.9%

NYSE ROK opened at $429.77 on Wednesday. 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, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36. The stock has a market capitalization of $47.73 billion, a PE ratio of 40.28, a price-to-earnings-growth ratio of 2.53 and a beta of 1.52. The firm has a 50 day moving average of $451.67 and a two-hundred day moving average of $428.98.

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

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

Insider Activity at Rockwell Automation

In other news, CFO Christian E. Rothe sold 590 shares of the business's stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $434.30, for a total transaction of $256,237.00. Following the completion of the sale, the chief financial officer owned 10,429 shares in the company, valued at approximately $4,529,314.70. The trade was a 5.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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 467 shares of the company's stock in a transaction on Monday, August 31st. The shares were sold at an average price of $426.96, for a total transaction of $199,390.32. Following the completion of the transaction, the senior vice president owned 1,267 shares of the company's stock, valued at approximately $540,958.32. The trade was a 26.93% decrease in their position. 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 2,557 shares of company stock valued at $1,098,256 over the last quarter. 0.76% of the stock is owned by insiders.

Wall Street Analyst Weigh In

ROK has been the subject of a number of research analyst reports. Citigroup lowered their target price on Rockwell Automation from $555.00 to $536.00 and set a "buy" rating for the company in a report on Wednesday, August 5th. Zacks Research downgraded shares of Rockwell Automation from a "strong-buy" rating to a "hold" rating in a research note on Thursday, July 30th. DA Davidson reduced their target price on shares of Rockwell Automation from $500.00 to $490.00 and set a "neutral" rating on the stock in a report on Friday, August 21st. Morgan Stanley raised their price target on shares of Rockwell Automation from $525.00 to $545.00 and gave the company an "overweight" rating in a research report on Wednesday, September 2nd. Finally, Robert W. Baird set a $514.00 price target on shares of Rockwell Automation in a research note on Wednesday, August 5th. Nine research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $469.14.

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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