Rockwell Automation, Inc. $ROK Shares Sold by Amundi

Key Points

• Amundi reduced its Rockwell Automation stake by 8.8% in the second quarter, selling 87,578 shares and retaining 910,796 shares valued at approximately $450.9 million. Institutional investors collectively own 75.75% of the company.
• Rockwell Automation exceeded quarterly expectations, reporting $3.49 in adjusted EPS and $2.31 billion in revenue, with revenue up 7.9% year over year. The company issued fiscal 2026 EPS guidance of $13.00–$13.30.
• The company authorized a $1 billion share buyback, while analysts maintain a consensus “Hold” rating with an average price target of $469.14; recent insider transactions were sales totaling about $1.1 million.

Amundi lowered its stake in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 8.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 910,796 shares of the industrial products company's stock after selling 87,578 shares during the quarter. Amundi owned approximately 0.82% of Rockwell Automation worth $450,917,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Virtus Advisers LLC acquired a new stake in shares of Rockwell Automation during the second quarter worth about $25,000. MV Capital Management Inc. purchased a new position in Rockwell Automation in the 4th quarter valued at approximately $28,000. Manchester Capital Management LLC increased its holdings in Rockwell Automation by 97.5% during the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company's stock valued at $31,000 after acquiring an additional 39 shares in the last quarter. Cassaday & Co Wealth Management LLC purchased a new position in Rockwell Automation during the first quarter worth $31,000. Finally, BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation in the 4th quarter valued at about $33,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

Rockwell Automation Stock Performance

Shares of ROK stock opened at $434.18 on Tuesday. Rockwell Automation, Inc. has a 12 month low of $332.71 and a 12 month high of $497.36. The firm has a market capitalization of $48.22 billion, a P/E ratio of 40.69, a P/E/G ratio of 2.53 and a beta of 1.52. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. The company's fifty day moving average price is $452.99 and its two-hundred day moving average price is $428.74.

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

Rockwell Automation announced that its Board of Directors has initiated a stock buyback plan on Tuesday, June 9th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the industrial products company to buy up to 2% of its stock through open market purchases. Stock buyback plans are typically a sign that the company's leadership believes its stock is undervalued.

Insider Buying and Selling

In other news, CFO Christian E. Rothe sold 590 shares of the business's stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $434.30, for a total value of $256,237.00. Following the completion of the sale, the chief financial officer owned 10,429 shares of the company's stock, valued at approximately $4,529,314.70. The trade was a 5.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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, Director Patricia A. Watson sold 1,100 shares of the company's stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $431.43, for a total transaction of $474,573.00. Following the completion of the sale, the director owned 6,385 shares in the company, valued at approximately $2,754,680.55. This trade represents a 14.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 2,557 shares of company stock worth $1,098,256. Insiders own 0.76% of the company's stock.

Wall Street Analysts Forecast Growth

ROK has been the subject of several analyst reports. TD Cowen boosted their price target on Rockwell Automation from $350.00 to $400.00 and gave the company a "hold" rating in a report on Wednesday, May 13th. Citigroup cut their price objective on shares of Rockwell Automation from $555.00 to $536.00 and set a "buy" rating on the stock in a report on Wednesday, August 5th. Morgan Stanley lifted their price target on shares of Rockwell Automation from $525.00 to $545.00 and gave the company an "overweight" rating in a report on Wednesday, September 2nd. DA Davidson dropped their price target on Rockwell Automation from $500.00 to $490.00 and set a "neutral" rating for the company in a research note on Friday, August 21st. Finally, Evercore set a $485.00 price objective on Rockwell Automation in a research note on Wednesday, August 5th. Nine equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the stock currently has an average 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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