Russell Investments Group Ltd. Has $25.30 Million Position in Rockwell Automation, Inc. $ROK

Key Points

• Russell Investments Group increased its stake in Rockwell Automation by 86.8% to 72,560 shares, worth about $25.30 million per its latest 13F filing.
• Insiders sold 49,228 shares (~$19.99 million) in the last 90 days, including VP Scott Genereux (17,407 shares) and SVP Christopher Nardecchia (14,465 shares), leaving insiders with roughly 0.76% ownership.
• Rockwell beat quarterly expectations (EPS $2.75 vs. $2.46; revenue $2.11B), set FY2026 guidance of $11.40–$12.20 EPS, and carries a MarketBeat consensus of "Moderate Buy" with an average target of $418.33 while the stock trades near $358.

Russell Investments Group Ltd. raised its holdings in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 86.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 72,560 shares of the industrial products company's stock after acquiring an additional 33,715 shares during the quarter. Russell Investments Group Ltd. owned about 0.06% of Rockwell Automation worth $25,297,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of ROK. Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of Rockwell Automation by 468.8% in the 3rd 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 during the period. Rexford Capital Inc. acquired a new stake in shares of Rockwell Automation during the second quarter worth $33,000. Ameriflex Group Inc. increased its holdings in Rockwell Automation by 100.0% in the third quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company's stock valued at $35,000 after purchasing an additional 50 shares during the last quarter. SBI Securities Co. Ltd. increased its holdings in Rockwell Automation by 48.7% in the second quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company's stock valued at $39,000 after purchasing an additional 38 shares during the last quarter. Finally, Financial Gravity Companies Inc. acquired a new position in Rockwell Automation in the second quarter valued at about $40,000. Institutional investors and hedge funds own 75.75% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. KeyCorp restated an "overweight" rating and set a $470.00 target price on shares of Rockwell Automation in a research report on Friday, February 6th. The Goldman Sachs Group upgraded shares of Rockwell Automation from a "sell" rating to a "neutral" rating and increased their price target for the company from $329.00 to $448.00 in a research report on Tuesday, December 16th. Rothschild & Co Redburn lifted their price objective on shares of Rockwell Automation from $335.00 to $365.00 and gave the stock a "neutral" rating in a research note on Wednesday, January 21st. Stephens boosted their price objective on shares of Rockwell Automation from $425.00 to $475.00 and gave the company an "overweight" rating in a report on Friday, January 23rd. Finally, Oppenheimer downgraded shares of Rockwell Automation from an "outperform" rating to a "market perform" rating in a research note on Tuesday, January 20th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Rockwell Automation presently has a consensus rating of "Moderate Buy" and an average target price of $418.33.

Insider Transactions at Rockwell Automation

In related news, VP Scott Genereux sold 17,407 shares of the firm's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $404.61, for a total transaction of $7,043,046.27. Following the sale, the vice president directly owned 3,314 shares in the company, valued at $1,340,877.54. This trade represents a 84.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Christopher Nardecchia sold 14,465 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the completion of the sale, the senior vice president directly owned 14,232 shares in the company, valued at $5,835,262.32. This represents a 50.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 49,228 shares of company stock valued at $19,992,391. 0.76% of the stock is currently owned by insiders.

Rockwell Automation Stock Down 4.1%

Shares of Rockwell Automation stock opened at $358.06 on Friday. The company has a market capitalization of $40.23 billion, a P/E ratio of 40.97, a price-to-earnings-growth ratio of 2.67 and a beta of 1.53. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. The business has a 50-day moving average of $404.70 and a two-hundred day moving average of $380.39. Rockwell Automation, Inc. has a 1 year low of $215.00 and a 1 year high of $438.72.

Rockwell Automation (NYSE:ROK - Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, beating 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 business had revenue of $2.11 billion for the quarter, compared to analysts' expectations of $2.08 billion. During the same quarter in the previous year, the business posted $1.83 EPS. Rockwell Automation'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. As a group, equities analysts predict that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd were paid a $1.38 dividend. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $5.52 dividend on an annualized basis and a yield of 1.5%. Rockwell Automation's payout ratio is presently 63.16%.

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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