Truist Financial Corp Decreases Stake in Rockwell Automation, Inc. $ROK

Key Points

• Truist Financial Corp reduced its stake in Rockwell Automation by 24.5% in Q4 to 96,283 shares, valued at about $37.46 million at the end of the reporting period.
• Rockwell beat Q2 estimates (EPS $3.30 vs. $2.88; revenue $2.24B vs. $2.16B) and raised FY‑2026 guidance to EPS $12.50–13.10 and revenue ~$9.3B–$9.7B, driving the stock to record highs but leaving valuation elevated (P/E ~50).
• Insiders have been net sellers recently—51,375 shares worth roughly $20.83 million were sold in the last 90 days, including VP Scott Genereux's sale of 17,407 shares for about $7.04 million.

Truist Financial Corp reduced its stake in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 24.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 96,283 shares of the industrial products company's stock after selling 31,318 shares during the period. Truist Financial Corp owned approximately 0.09% of Rockwell Automation worth $37,461,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. First Horizon Corp purchased a new stake in shares of Rockwell Automation in the 4th quarter worth about $32,000. Fortitude Family Office LLC boosted its position in shares of Rockwell Automation by 109.5% in the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company's stock worth $34,000 after buying an additional 46 shares in the last quarter. Ameriflex Group Inc. boosted its position in shares of Rockwell Automation by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company's stock worth $35,000 after buying an additional 50 shares in the last quarter. Sachetta LLC boosted its position in shares of Rockwell Automation by 900.0% in the 3rd quarter. Sachetta LLC now owns 120 shares of the industrial products company's stock worth $42,000 after buying an additional 108 shares in the last quarter. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in shares of Rockwell Automation in the 3rd quarter worth about $47,000. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Rockwell Automation

In other news, VP Scott Genereux sold 17,407 shares of the company's stock in a transaction dated 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 completion of the transaction, the vice president owned 3,314 shares of the company's stock, valued at $1,340,877.54. This represents a 84.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Tessa M. Myers sold 1,985 shares of the company's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total transaction of $812,599.45. Following the transaction, the senior vice president directly owned 4,036 shares of the company's stock, valued at approximately $1,652,217.32. This represents a 32.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 51,375 shares of company stock worth $20,828,717. Corporate insiders own 0.76% of the company's stock.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Q2 beat on both EPS and revenue; margin expansion and higher volumes drove the upside, supporting the raised outlook. Rockwell Automation beats estimates, raises outlook as stock jumps
• Positive Sentiment: Company raised FY‑2026 guidance to EPS $12.50–13.10 and revenue ~$9.3B–$9.7B, above Street estimates — a clear catalyst for the rally. Rockwell Automation Raises Outlook on Higher Sales
• Positive Sentiment: Management highlighted improved AI-driven factory demand as a durable growth driver, helping re-rate investor sentiment around industrial automation. Automation play breaks out on Q2 earnings; hikes outlook on improved AI, factory demand
• Positive Sentiment: Market reaction: shares surged on the print and guidance lift, hitting record highs with above-average volume — momentum that can attract short-term momentum and CTA flows. Rockwell Automation (ROK) Soars to Record Peak Following Strong Q2 Results
• Neutral Sentiment: Full earnings materials and call transcript are available for deeper read-through of organic growth drivers, backlog, and margin assumptions. Useful for modeling sustainability of the guide. ROK Q2 2026 Earnings Call Transcript
• Negative Sentiment: Valuation and positioning risks: ROK is trading near its 1‑year high with a high P/E (~50). Elevated expectations from the new guide mean future misses or a slowdown in AI/factory spending could trigger outsized downside.

Rockwell Automation Price Performance

NYSE:ROK opened at $435.71 on Wednesday. The firm has a market cap of $48.96 billion, a price-to-earnings ratio of 49.85, a price-to-earnings-growth ratio of 2.86 and a beta of 1.56. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. The company's 50-day moving average is $384.37 and its two-hundred day moving average is $390.50. Rockwell Automation, Inc. has a 12-month low of $250.32 and a 12-month high of $454.67.

Rockwell Automation (NYSE:ROK - Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS 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 company had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.16 billion. During the same quarter in the prior year, the company posted $2.45 EPS. The company's quarterly revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Research analysts expect that Rockwell Automation, Inc. will post 12.14 EPS for the current 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 paid 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 1.3%. Rockwell Automation's dividend payout ratio is currently 63.16%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on ROK. Jefferies Financial Group reiterated a "hold" rating and issued a $380.00 price objective (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday, March 31st. The Goldman Sachs Group decreased their price objective on shares of Rockwell Automation from $458.00 to $448.00 and set a "neutral" rating on the stock in a research report on Tuesday, April 7th. KeyCorp reiterated an "overweight" rating and issued a $470.00 price objective on shares of Rockwell Automation in a research report on Friday, February 6th. TD Cowen boosted their price objective on shares of Rockwell Automation from $330.00 to $350.00 and gave the stock a "hold" rating in a research report on Friday, February 20th. Finally, Morgan Stanley reiterated an "overweight" rating and issued a $460.00 price objective on shares of Rockwell Automation in a research report on Sunday, February 8th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price 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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