Rockwell Automation, Inc. $ROK Shares Sold by Commonwealth Equity Services LLC

Key Points

• Commonwealth Equity Services reduced its Rockwell Automation stake by 3.7% in the third quarter, selling 2,993 shares; it still held 77,431 shares valued at about $33.7 million. Institutional investors collectively own 75.75% of the company.
• Rockwell reported quarterly EPS of $3.88, beating estimates, but revenue of $2.33 billion fell short of forecasts and rose just 0.7% year over year. Fiscal 2027 EPS guidance is $14.50–$15.50, broadly in line with analyst expectations.
• Analysts’ consensus rating is Hold, with an average price target of $471.33. Rockwell also raised its quarterly dividend from $1.38 to $1.45 per share, an annualized $5.80 and a 1.5% yield.

Commonwealth Equity Services LLC cut its position in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 3.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 77,431 shares of the industrial products company's stock after selling 2,993 shares during the quarter. Commonwealth Equity Services LLC owned approximately 0.07% of Rockwell Automation worth $33,708,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in ROK. BlackRock Inc. purchased a new stake in Rockwell Automation in the 2nd quarter valued at about $6,129,376,000. State Street Corp boosted its stake in shares of Rockwell Automation by 5.3% in the 2nd quarter. State Street Corp now owns 5,323,990 shares of the industrial products company's stock worth $2,635,801,000 after buying an additional 265,978 shares during the last quarter. Legal & General Group Plc purchased a new position in shares of Rockwell Automation in the 2nd quarter worth approximately $394,905,000. Amundi grew its holdings in shares of Rockwell Automation by 13.5% in the first quarter. Amundi now owns 998,374 shares of the industrial products company's stock valued at $358,296,000 after acquiring an additional 118,474 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its holdings in shares of Rockwell Automation by 6.4% in the third quarter. Robeco Institutional Asset Management B.V. now owns 738,277 shares of the industrial products company's stock valued at $321,394,000 after acquiring an additional 44,216 shares in the last quarter. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ROK has been the subject of a number of research analyst reports. Wells Fargo & Company started coverage on Rockwell Automation in a research report on Thursday, September 24th. They set an "equal weight" rating and a $426.00 price target for the company. Weiss Ratings raised Rockwell Automation from a "buy (b-)" rating to a "buy (b)" rating in a research report on Monday, October 26th. Zacks Research downgraded Rockwell Automation from a "strong-buy" rating to a "hold" rating in a research note on Thursday, July 30th. Deutsche Bank Aktiengesellschaft raised their target price on Rockwell Automation from $469.00 to $500.00 and gave the company a "hold" rating in a research report on Wednesday, September 30th. Finally, Citigroup lowered their target price on Rockwell Automation from $536.00 to $504.00 and set a "buy" rating on the stock in a research note on Friday. Nine equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $471.33.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, SVP Matheus Bulho sold 400 shares of the business's stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $420.14, for a total value of $168,056.00. Following the sale, the senior vice president directly owned 867 shares in the company, valued at $364,261.38. The trade was a 31.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Patricia Watson sold 1,100 shares of the company's stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $431.43, for a total value of $474,573.00. Following the transaction, the director directly owned 6,385 shares in the company, valued at $2,754,680.55. This represents a 14.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 2,711 shares of company stock valued at $1,164,880. Corporate insiders own 0.76% of the company's stock.

Rockwell Automation Stock Down 0.1%

ROK opened at $375.50 on Monday. Rockwell Automation, Inc. has a twelve month low of $347.53 and a twelve month high of $497.36. The company's 50-day moving average price is $429.38 and its two-hundred day moving average price is $427.32. The stock has a market cap of $41.70 billion, a price-to-earnings ratio of 29.92, a PEG ratio of 1.77 and a beta of 1.51. The company has a quick ratio of 1.35, a current ratio of 2.11 and a debt-to-equity ratio of 0.72.

Rockwell Automation (NYSE:ROK - Get Free Report) last issued its quarterly earnings results on Thursday, November 5th. The industrial products company reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.69 by $0.19. The company had revenue of $2.33 billion during the quarter, compared to analyst estimates of $2.41 billion. Rockwell Automation had a net margin of 15.68% and a return on equity of 41.79%. Rockwell Automation's quarterly revenue was up .7% compared to the same quarter last year. During the same quarter last year, the business posted $3.34 EPS. Rockwell Automation has set its FY 2027 guidance at 14.500-15.500 EPS. As a group, equities analysts expect that Rockwell Automation, Inc. will post 15.00 earnings per share for the current year.

Rockwell Automation Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Monday, November 16th will be issued a dividend of $1.45 per share. This represents a $5.80 annualized dividend and a yield of 1.5%. This is a positive change from Rockwell Automation's previous quarterly dividend of $1.38. The ex-dividend date of this dividend is Monday, November 16th. Rockwell Automation's dividend payout ratio is currently 46.22%.

Key Stories Impacting Rockwell Automation

Here are the key news stories impacting Rockwell Automation this week:

• Positive Sentiment: Quarterly adjusted EPS of $3.88 beat consensus estimates, while profit benefited from margin expansion and stronger performance in some segments. Reports also highlighted AI-related segment growth as a support for results. Rockwell Automation Q4 Earnings Beat Estimates on Margin Gains
• Neutral Sentiment: FY2027 EPS guidance of $14.50–$15.50 brackets the $14.92 consensus estimate. Revenue guidance of $9.4 billion–$9.7 billion also spans the $9.6 billion consensus, offering no clear upward surprise. Rockwell Automation Issues Fiscal 2027 Outlook
• Neutral Sentiment: Stephens lowered its price target from $550 to $500 but maintained an Overweight rating. The reduced target is a headwind, though the firm still sees substantial upside from the cited share price. Stephens stock recommendations
• Negative Sentiment: Revenue of $2.33 billion missed the $2.41 billion estimate and grew just 0.7% year over year. The sales miss and limited growth likely weighed on sentiment despite the EPS beat. Rockwell Automation misses sales expectations

Rockwell Automation Company Profile

Rockwell Automation, Inc is an industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. Its roots date to 1903, when it was founded as the Compression Rheostat Company.

The company provides hardware, software and services that help manufacturers automate and manage industrial operations. Its offerings include control systems, sensors, motor-control products, industrial software and services for optimizing production and maintaining equipment. Its Allen-Bradley and FactoryTalk brands are among its best-known product lines.

Rockwell Automation serves customers across a range of industries and operates in markets around the world.

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