Rockwell Automation, Inc. $ROK Stock Position Lifted by Korea Investment CORP

Key Points

• Korea Investment CORP raised its stake in Rockwell Automation by 14.2% in Q3 to 50,350 shares valued at $17,599,000, while institutional investors now hold about 75.75% of the stock.
• Insiders sold 49,228 shares worth roughly $19,992,391 over the last quarter — including sizable sales by SVPs Matthew W. Fordenwalt and Rebecca W. House — leaving insiders with about 0.76% ownership.
• Rockwell beat quarterly expectations with $2.75 EPS (vs. $2.46 est.), set FY2026 guidance of 11.40–12.20 EPS, and maintains a consensus analyst rating of "Moderate Buy" with a $418.33 target.

Korea Investment CORP boosted its stake in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 14.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,350 shares of the industrial products company's stock after buying an additional 6,261 shares during the quarter. Korea Investment CORP's holdings in Rockwell Automation were worth $17,599,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of ROK. Thurston Springer Miller Herd & Titak Inc. grew its stake in Rockwell Automation by 468.8% in the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company's stock valued at $32,000 after purchasing an additional 75 shares in the last quarter. Rexford Capital Inc. purchased a new stake in shares of Rockwell Automation during the 2nd quarter worth about $33,000. Ameriflex Group Inc. lifted its holdings in shares of Rockwell Automation by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company's stock valued at $35,000 after buying an additional 50 shares during the last quarter. SBI Securities Co. Ltd. lifted its holdings in shares of Rockwell Automation by 48.7% during the 2nd quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company's stock valued at $39,000 after buying an additional 38 shares during the last quarter. Finally, Financial Gravity Companies Inc. bought a new stake in shares of Rockwell Automation in the 2nd quarter valued at approximately $40,000. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Rockwell Automation

In related news, SVP Matthew W. Fordenwalt sold 1,200 shares of Rockwell Automation stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.21, for a total transaction of $485,052.00. Following the sale, the senior vice president directly owned 4,437 shares of the company's stock, valued at $1,793,479.77. This trade represents a 21.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Rebecca W. House sold 12,100 shares of the business's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total value of $4,891,667.00. Following the transaction, the senior vice president owned 12,200 shares in the company, valued at $4,932,094. This represents a 49.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 49,228 shares of company stock worth $19,992,391. 0.76% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research firms recently commented on ROK. Bank of America increased their price objective on Rockwell Automation from $410.00 to $430.00 and gave the stock a "buy" rating in a report on Thursday, November 20th. TD Cowen raised their price target on shares of Rockwell Automation from $330.00 to $350.00 and gave the company a "hold" rating in a report on Friday, February 20th. Mizuho lifted their price objective on shares of Rockwell Automation from $380.00 to $400.00 and gave the company a "neutral" rating in a research note on Friday, February 6th. Stephens upped their price objective on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an "overweight" rating in a report on Friday, January 23rd. Finally, KeyCorp reissued an "overweight" rating and set a $470.00 target price on shares of Rockwell Automation in a research report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $418.33.

Rockwell Automation Trading Down 0.4%

Shares of NYSE:ROK opened at $373.91 on Wednesday. Rockwell Automation, Inc. has a 52-week low of $215.00 and a 52-week high of $438.72. 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 company has a market cap of $42.01 billion, a P/E ratio of 42.78, a P/E/G ratio of 2.68 and a beta of 1.53. The stock's 50-day moving average is $405.65 and its 200-day moving average is $380.60.

Rockwell Automation (NYSE:ROK - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, topping the consensus estimate of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The company had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the previous year, the business posted $1.83 EPS. The company'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. Equities research analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Monday, February 23rd were paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 1.5%. The ex-dividend date was Monday, February 23rd. Rockwell Automation's dividend payout ratio is presently 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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