Y.D. More Investments Ltd Makes New $1.53 Million Investment in Rockwell Automation, Inc. $ROK

Key Points

• Y.D. More Investments Ltd opened a new position in Rockwell Automation, buying 3,926 shares worth approximately $1.53 million in the fourth quarter.
• Rockwell beat Q4 estimates (EPS $2.75 vs. $2.46; revenue $2.11B) and set FY2026 guidance of 11.40–12.20 EPS, while analysts hold a consensus rating of "Moderate Buy" with an average target of $406.67.
• The stock is heavily held by institutions (about 75.75% ownership), but insiders sold 48,727 shares (~$19.8 million) last quarter, indicating significant institutional backing alongside notable insider selling.

Y.D. More Investments Ltd purchased a new position in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 3,926 shares of the industrial products company's stock, valued at approximately $1,527,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ROK. Holocene Advisors LP increased its stake in Rockwell Automation by 128.9% in the 2nd quarter. Holocene Advisors LP now owns 866,992 shares of the industrial products company's stock valued at $287,989,000 after buying an additional 488,262 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Rockwell Automation by 122.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company's stock worth $286,522,000 after buying an additional 451,038 shares during the last quarter. Balyasny Asset Management L.P. grew its holdings in shares of Rockwell Automation by 1,666.2% in the 3rd quarter. Balyasny Asset Management L.P. now owns 321,722 shares of the industrial products company's stock valued at $112,451,000 after acquiring an additional 303,506 shares in the last quarter. Voya Investment Management LLC increased its position in shares of Rockwell Automation by 94.8% in the third quarter. Voya Investment Management LLC now owns 514,469 shares of the industrial products company's stock valued at $179,822,000 after acquiring an additional 250,319 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of Rockwell Automation by 126.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 321,964 shares of the industrial products company's stock valued at $112,536,000 after acquiring an additional 179,606 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ROK has been the subject of several recent research reports. Barclays reduced their price target 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. Citigroup raised their target price on shares of Rockwell Automation from $439.00 to $466.00 and gave the company a "buy" rating in a research note on Monday, December 8th. Weiss Ratings upgraded shares of Rockwell Automation from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, March 25th. KeyCorp reaffirmed an "overweight" rating and set a $470.00 price target on shares of Rockwell Automation in a research report on Friday, February 6th. Finally, Mizuho increased their price target 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. Two equities research analysts have 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 company currently has an average rating of "Moderate Buy" and a consensus target price of $406.67.

Rockwell Automation Stock Performance

ROK opened at $364.75 on Monday. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $438.72. The business has a 50 day moving average of $387.34 and a 200-day moving average of $382.47. The stock has a market cap of $40.98 billion, a price-to-earnings ratio of 41.73, a PEG ratio of 2.61 and a beta of 1.54.

Rockwell Automation (NYSE:ROK - Get Free Report) last posted its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share 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 for the quarter, compared to analyst estimates of $2.08 billion. During the same period in the previous year, the firm earned $1.83 EPS. The firm's revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, equities research analysts expect that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Dividend Announcement

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

Insider Activity 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 shares were sold at an average price of $404.21, for a total transaction of $485,052.00. Following the completion of the sale, the senior vice president owned 4,437 shares of the company's stock, valued at approximately $1,793,479.77. The trade was a 21.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Christopher Nardecchia sold 14,465 shares of the company's stock in a transaction dated 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 transaction, the senior vice president owned 14,232 shares in the company, valued at approximately $5,835,262.32. This trade represents a 50.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 48,727 shares of company stock worth $19,786,132 in the last quarter. 0.76% of the stock is owned by corporate insiders.

Rockwell Automation Company 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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