Rockwell Automation, Inc. $ROK Shares Sold by Sumitomo Mitsui Trust Group Inc.

Key Points

• Sumitomo Mitsui Trust Group reduced its Rockwell Automation holdings by 0.9%, selling 9,099 shares and retaining 1.01 million shares valued at approximately $439.9 million. Institutional investors collectively own 75.75% of the company.
• Rockwell Automation reported quarterly adjusted EPS of $3.49, exceeding estimates of $3.38, while revenue reached $2.31 billion, up 7.9% year over year. The company provided fiscal 2026 EPS guidance of $13.00–$13.30.
• Analysts have a broadly neutral view, with nine Buy ratings and thirteen Hold ratings; the stock’s average price target is $468. Shares opened at $435.64, down 3.5%.

Sumitomo Mitsui Trust Group Inc. lowered its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 0.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,010,429 shares of the industrial products company's stock after selling 9,099 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned 0.91% of Rockwell Automation worth $439,870,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of ROK. BlackRock Inc. bought a new stake in shares of Rockwell Automation during the second quarter valued at approximately $6,129,376,000. Legal & General Group Plc bought a new stake in Rockwell Automation during the 2nd quarter valued at $394,905,000. Bank of New York Mellon Corp bought a new stake in Rockwell Automation during the 2nd quarter valued at $300,589,000. Hsbc Holdings PLC bought a new stake in Rockwell Automation during the 2nd quarter valued at $233,964,000. Finally, Deutsche Bank AG purchased a new stake in shares of Rockwell Automation in the 2nd quarter worth $210,342,000. Hedge funds and other institutional investors own 75.75% of the company's stock.

Rockwell Automation Stock Down 3.5%

Shares of NYSE ROK opened at $435.64 on Friday. Rockwell Automation, Inc. has a 12-month low of $347.53 and a 12-month high of $497.36. The stock's fifty day simple moving average is $430.91 and its two-hundred day simple moving average is $427.26. The stock has a market capitalization of $48.38 billion, a PE ratio of 40.83, a price-to-earnings-growth ratio of 2.07 and a beta of 1.51. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74.

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. The firm had revenue of $2.31 billion during 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%. The business's revenue for the quarter was up 7.9% compared to the same quarter last year. During the same period in the previous year, the company posted $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, analysts expect that Rockwell Automation, Inc. will post 13.26 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms recently weighed in on ROK. Mizuho decreased their price objective on Rockwell Automation from $445.00 to $430.00 and set a "neutral" rating for the company in a report on Thursday, October 15th. The Goldman Sachs Group dropped their target price on shares of Rockwell Automation from $510.00 to $485.00 and set a "neutral" rating on the stock in a report on Wednesday, September 30th. Wells Fargo & Company initiated coverage on shares of Rockwell Automation in a report on Thursday, September 24th. They set an "equal weight" rating and a $426.00 target price on the stock. Zacks Research downgraded shares of Rockwell Automation from a "strong-buy" rating to a "hold" rating in a research report on Thursday, July 30th. Finally, Sanford C. Bernstein boosted their price target on shares of Rockwell Automation from $501.00 to $514.00 and gave the company a "market perform" rating in a report on Friday, August 14th. Nine research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $468.00.

Insider Activity

In other Rockwell Automation news, CFO Christian 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 transaction, the chief financial officer directly owned 10,429 shares in the company, valued at approximately $4,529,314.70. The trade was a 5.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through 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, VP Isaac Woods sold 154 shares of the stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $432.62, for a total transaction of $66,623.48. Following the sale, the vice president directly owned 1,858 shares of the company's stock, valued at approximately $803,807.96. The trade was a 7.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. Over the last three months, insiders have sold 2,711 shares of company stock valued at $1,164,880. Company insiders own 0.76% of the company's stock.

Rockwell Automation Company Profile

Rockwell Automation, Inc NYSE: ROK is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and industrial organizations improve productivity, safety, quality and operational efficiency through connected hardware, software and services.

Its product portfolio includes industrial control systems, programmable logic controllers, motor control and sensing equipment, industrial computers, safety products, networking technologies and power-control solutions.

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