S Bank Fund Management Ltd Has $4.65 Million Position in Rockwell Automation, Inc. $ROK

Key Points

• S Bank Fund Management Ltd reduced its stake in Rockwell Automation by 19.7%, selling 2,926 shares and finishing the quarter with 11,956 shares valued at $4.65 million.
• Rockwell beat Q2 estimates (EPS $3.30 vs. $2.88 est.; revenue $2.24B vs. $2.16B), raised FY26 guidance to $12.50–$13.10 EPS, and shares jumped to record levels, trading up about 8.8%.
• The company declared a quarterly dividend of $1.38 per share (annualized $5.52, yield 1.3%), while insiders have sold roughly 51,375 shares worth $20.8M in the past 90 days.

S Bank Fund Management Ltd lessened its holdings in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 19.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,956 shares of the industrial products company's stock after selling 2,926 shares during the period. S Bank Fund Management Ltd's holdings in Rockwell Automation were worth $4,652,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ROK. Stevens Capital Management LP bought a new position in shares of Rockwell Automation during the 4th quarter worth approximately $485,000. AssuredPartners Investment Advisors LLC grew its position in Rockwell Automation by 63.3% in the fourth quarter. AssuredPartners Investment Advisors LLC now owns 1,174 shares of the industrial products company's stock valued at $457,000 after acquiring an additional 455 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in Rockwell Automation by 1.3% during the fourth quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 16,454 shares of the industrial products company's stock worth $6,402,000 after acquiring an additional 217 shares in the last quarter. SBI Securities Co. Ltd. raised its stake in Rockwell Automation by 246.2% during the fourth quarter. SBI Securities Co. Ltd. now owns 405 shares of the industrial products company's stock worth $158,000 after acquiring an additional 288 shares in the last quarter. Finally, Garner Asset Management Corp grew its holdings in shares of Rockwell Automation by 3.0% in the 4th quarter. Garner Asset Management Corp now owns 1,123 shares of the industrial products company's stock worth $437,000 after purchasing an additional 33 shares during the last quarter. Institutional investors own 75.75% of the company's stock.

Key Rockwell Automation News

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

• Positive Sentiment: Q2 beat and higher FY26 outlook — Rockwell topped Q2 estimates on volume and margin gains and raised its full‑year view, supporting faster earnings growth expectations. ROK Beats Q2 Earnings Estimates on Higher Volume, Hikes FY26 View
• Positive Sentiment: Market reaction and official materials — Company press release, slide deck and call recording detail the beat, execution on organic growth and margin expansion that underpinned the share rally. Useful for modeling FY26. View Press Release / Slide Deck
• Positive Sentiment: Analyst and media coverage note AI/factory demand tailwinds — Multiple outlets highlight that improved automation demand and AI-driven factory investments helped management raise guidance and sentiment. Automation play breaks out on Q2 earnings; hikes outlook on improved AI, factory demand
• Positive Sentiment: Shares jumped to record/peak levels on the beat and raise — Market commentary notes a double‑digit intraday rise after results and guidance, reflecting investor re‑rating on growth and margins. Rockwell Automation (ROK) Soars to Record Peak Following Strong Q2 Results
• Neutral Sentiment: Earnings call transcript and presentation — The full call/presentation provides color on end‑market strength, order trends and margin cadence; useful for analysts but not new market‑moving facts beyond the raise. Rockwell Automation, Inc. (ROK) Q2 2026 Earnings Call Transcript
• Negative Sentiment: New cyber / third‑party data privacy risk disclosure — Rockwell flagged heightened cyber and third‑party data privacy risks tied to global IT and cloud reliance; this raises operational/incident risk that investors should monitor for potential costs or disruptions. Rockwell Automation Faces Heightened Cyber and Third-Party Data Privacy Risks from Global IT and Cloud Reliance

Rockwell Automation Trading Up 8.8%

NYSE:ROK opened at $435.71 on Wednesday. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. Rockwell Automation, Inc. has a 1-year low of $250.32 and a 1-year high of $454.67. The firm has a market capitalization of $48.96 billion, a price-to-earnings ratio of 49.85, a PEG ratio of 2.86 and a beta of 1.56. The business's 50-day moving average price is $384.37 and its two-hundred day moving average price is $390.50.

Rockwell Automation (NYSE:ROK - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating analysts' consensus estimates of $2.88 by $0.42. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The business had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. During the same period last year, the company posted $2.45 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 12.500-13.100 EPS. On average, equities analysts expect that Rockwell Automation, Inc. will post 12.14 earnings per share for the current year.

Rockwell Automation Announces Dividend

The company also recently declared 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. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, May 18th. Rockwell Automation's dividend payout ratio (DPR) is currently 63.16%.

Insider Buying and Selling

In related news, VP Scott Genereux sold 17,407 shares of the company's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $404.61, for a total value of $7,043,046.27. Following the completion of the sale, the vice president owned 3,314 shares in the company, valued at $1,340,877.54. This represents a 84.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Isaac Woods sold 1,271 shares of the firm's stock in a transaction 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 directly owned 1,687 shares in the company, valued at $684,399.03. The trade was a 42.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 51,375 shares of company stock worth $20,828,717 over the last ninety days. Insiders own 0.76% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have commented on ROK shares. Rothschild & Co Redburn boosted their price target on shares of Rockwell Automation from $335.00 to $365.00 and gave the company a "neutral" rating in a research report on Wednesday, January 21st. Wall Street Zen lowered Rockwell Automation from a "buy" rating to a "hold" rating in a research note on Saturday. JPMorgan Chase & Co. boosted their price objective on shares of Rockwell Automation from $400.00 to $404.00 and gave the stock a "neutral" rating in a research report on Friday, January 16th. Weiss Ratings raised Rockwell Automation from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, March 25th. Finally, The Goldman Sachs Group decreased their price objective on Rockwell Automation from $458.00 to $448.00 and set a "neutral" rating on the stock in a research report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $406.67.

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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