Rockwell Automation, Inc. $ROK Stock Holdings Cut by Reynders McVeigh Capital Management LLC

Key Points

• Reynders McVeigh Capital Management trimmed its stake in Rockwell Automation by 1.7% in Q4 to 197,865 shares (~$76.98M), representing about 3.6% of the firm's portfolio and making ROK its sixth-largest holding.
• Several analysts have recently cut price targets (e.g., Wells Fargo to $360, Jefferies to $380, Barclays to $400), yet the consensus remains a Moderate Buy with an average price target of $406.67.
• Insiders sold 51,375 shares (~$20.83M) over the past 90 days—including a $7.04M sale by VP Scott Genereux—while Rockwell beat quarterly EPS estimates ($2.75 vs. $2.46), set FY2026 EPS guidance of 11.4–12.2, and announced a $1.38 quarterly dividend (1.4% yield).

Reynders McVeigh Capital Management LLC reduced its stake in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 1.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 197,865 shares of the industrial products company's stock after selling 3,515 shares during the period. Rockwell Automation makes up approximately 3.6% of Reynders McVeigh Capital Management LLC's portfolio, making the stock its 6th biggest position. Reynders McVeigh Capital Management LLC owned about 0.18% of Rockwell Automation worth $76,984,000 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. First Horizon Corp purchased a new stake in Rockwell Automation in the 4th quarter valued at about $32,000. Fortitude Family Office LLC grew its position in Rockwell Automation by 109.5% in the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company's stock valued at $34,000 after acquiring an additional 46 shares in the last quarter. Ameriflex Group Inc. grew its position in Rockwell Automation by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company's stock valued at $35,000 after acquiring an additional 50 shares in the last quarter. Sachetta LLC grew its position in Rockwell Automation by 900.0% in the 3rd quarter. Sachetta LLC now owns 120 shares of the industrial products company's stock valued at $42,000 after acquiring an additional 108 shares in the last quarter. Finally, Steigerwald Gordon & Koch Inc. acquired a new position in Rockwell Automation in the 3rd quarter valued at about $47,000. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have weighed in on ROK shares. Wells Fargo & Company dropped their target price on Rockwell Automation from $410.00 to $360.00 and set an "equal weight" rating for the company in a research report on Wednesday, April 1st. Jefferies Financial Group reaffirmed a "hold" rating and issued a $380.00 target price (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday, March 31st. Argus raised Rockwell Automation to a "strong-buy" rating in a research report on Friday, January 16th. KeyCorp reaffirmed an "overweight" rating and issued a $470.00 target price on shares of Rockwell Automation in a research report on Friday, February 6th. Finally, Barclays dropped their target price on Rockwell Automation from $450.00 to $400.00 and set an "overweight" rating for the company in a research report on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $406.67.

Insider Buying and Selling at Rockwell Automation

In other news, VP Scott Genereux sold 17,407 shares of the business's stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total transaction of $7,043,046.27. Following the completion of the transaction, the vice president directly owned 3,314 shares of the company's stock, valued at approximately $1,340,877.54. The trade was a 84.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Isaac Woods sold 1,271 shares of the business's stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total value of $515,631.99. Following the sale, the vice president owned 1,687 shares of the company's stock, valued at approximately $684,399.03. The trade was a 42.97% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 51,375 shares of company stock valued at $20,828,717. 0.76% of the stock is currently owned by company insiders.

Rockwell Automation Stock Performance

Shares of Rockwell Automation stock opened at $408.35 on Monday. Rockwell Automation, Inc. has a one year low of $250.32 and a one year high of $438.72. The company has a market cap of $45.88 billion, a PE ratio of 46.72, a P/E/G ratio of 2.91 and a beta of 1.56. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The business has a 50-day simple moving average of $383.62 and a 200-day simple moving average of $389.90.

Rockwell Automation (NYSE:ROK - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, topping analysts' consensus estimates of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The business had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the previous year, the company posted $1.83 earnings per share. The business's revenue for the quarter was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, equities research analysts forecast that Rockwell Automation, Inc. will post 12.14 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be given a dividend of $1.38 per share. The ex-dividend date of this dividend is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.4%. Rockwell Automation's payout ratio is currently 63.16%.

Rockwell Automation Profile

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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