Rockwell Automation, Inc. $ROK Shares Sold by Mitsubishi UFJ Asset Management Co. Ltd.

Key Points

• Mitsubishi UFJ Asset Management trimmed its Rockwell Automation stake by 4.3%, selling 16,803 shares and retaining 374,843 shares worth about $149.4 million.
• Rockwell reported a quarterly earnings beat (EPS $3.30 vs. $2.88 expected) and raised FY2026 guidance to $12.50–$13.10, triggering analyst price‑target increases and a stock rally.
• Insiders have sold a total of 55,063 shares (≈$22.48 million) over the past 90 days—many via pre‑arranged 10b5‑1 plans—while insiders still own about 0.76% of the company.

Mitsubishi UFJ Asset Management Co. Ltd. trimmed its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 374,843 shares of the industrial products company's stock after selling 16,803 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.33% of Rockwell Automation worth $149,394,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of ROK. Brighton Jones LLC acquired a new stake in shares of Rockwell Automation during the fourth quarter worth $281,000. AQR Capital Management LLC raised its holdings in shares of Rockwell Automation by 75.9% during the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company's stock worth $2,059,000 after purchasing an additional 3,513 shares during the period. Empowered Funds LLC raised its holdings in shares of Rockwell Automation by 142.7% during the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company's stock worth $1,887,000 after purchasing an additional 4,295 shares during the period. Acadian Asset Management LLC raised its holdings in shares of Rockwell Automation by 233.6% during the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company's stock worth $484,000 after purchasing an additional 1,315 shares during the period. Finally, Jump Financial LLC acquired a new stake in shares of Rockwell Automation during the second quarter worth $868,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Rockwell Automation

In related news, SVP Christopher Nardecchia sold 14,465 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $410.01, for a total value of $5,930,794.65. Following the completion of the transaction, the senior vice president owned 14,232 shares in the company, valued at $5,835,262.32. This represents a 50.41% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Rebecca W. House sold 12,100 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the completion of the transaction, the senior vice president owned 12,200 shares of the company's stock, valued at $4,932,094. This represents a 49.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 55,063 shares of company stock worth $22,477,756 over the last ninety days. Insiders own 0.76% of the company's stock.

Rockwell Automation Stock Performance

Shares of ROK opened at $460.89 on Thursday. The firm has a 50-day moving average price of $385.85 and a 200 day moving average price of $391.29. The firm has a market capitalization of $51.79 billion, a PE ratio of 47.91, a P/E/G ratio of 2.98 and a beta of 1.56. The company has a quick ratio of 0.80, a current ratio of 1.87 and a debt-to-equity ratio of 0.72. Rockwell Automation, Inc. has a 52-week low of $277.66 and a 52-week high of $463.49.

Rockwell Automation (NYSE:ROK - Get Free Report) last announced its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.88 by $0.42. The firm had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. Rockwell Automation's revenue was up 11.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, sell-side analysts anticipate that Rockwell Automation, Inc. will post 12.69 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Monday, May 18th. Rockwell Automation's dividend payout ratio is currently 63.16%.

More Rockwell Automation News

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

• Positive Sentiment: Q2 beat and raised full-year guidance — Rockwell reported $3.30 EPS vs. ~$2.88 consensus and revenue of $2.24B (organic growth, margin gains). Management raised FY26 EPS guidance to $12.50–13.10 and revenue guidance above Street estimates, driving the rally. Why Rockwell Automation Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts revise forecasts upward — Multiple analysts raised earnings and price targets after the upbeat quarter, citing stronger AI/data-center and factory automation demand, which supports higher valuation assumptions. Analysts Raise Forecasts
• Positive Sentiment: Notable price-target increases from bullish shops — Several firms pushed targets materially higher (BNP Paribas Exane to $515, Goldman Sachs to $487, Evercore to $480), signaling institutional confidence in upside from the guidance beat. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Insider sales disclosed but executed under 10b5-1 plans — Several executives (VP Scott Genereux; SVPs Christopher Nardecchia and Matthew Fordenwalt) sold shares on May 5th in pre-arranged plans. Planned sales reduce negative signal vs. ad-hoc selling but warrant monitoring. Genereux Insider Trade Nardecchia Insider Trade Fordenwalt Insider Trade
• Neutral Sentiment: Mixed broker actions — Some shops raised targets materially while others kept neutral/equal-weight ratings or more modest hikes (e.g., Wells Fargo, JPMorgan, Rothschild), producing a mixed short-term backdrop even as consensus estimates moved up. JPMorgan PT Adjust
• Negative Sentiment: New cyber and third‑party data-privacy risk disclosure — Rockwell flagged heightened cyber and third‑party risks tied to its global IT and cloud reliance; while common for industrial software players, this adds operational/legal risk that investors should watch. Cyber Risk Disclosure

Wall Street Analyst Weigh In

ROK has been the subject of several recent research reports. TD Cowen upped their price target on shares of Rockwell Automation from $330.00 to $350.00 and gave the stock a "hold" rating in a research report on Friday, February 20th. Wells Fargo & Company upped their price target on shares of Rockwell Automation from $360.00 to $440.00 and gave the stock an "equal weight" rating in a research report on Wednesday. KeyCorp upped their price target on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an "overweight" rating in a research report on Wednesday. Jefferies Financial Group restated a "hold" rating and set a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday, March 31st. Finally, Argus upgraded shares of Rockwell Automation to a "strong-buy" rating in a research report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $436.00.

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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