Insider Selling: Rockwell Automation (NYSE:ROK) VP Sells 550 Shares of Stock

Key Points

• Rockwell VP Scott Genereux sold 550 shares on May 5 at an average price of $447.73 for $246,251.50, cutting his stake by 16.6% to 2,764 shares; the transaction was executed under a pre‑arranged Rule 10b5‑1 trading plan.
• Rockwell beat Q2 expectations with $3.30 EPS (vs. $2.88 consensus) and $2.24B revenue, and raised FY2026 EPS guidance to $12.50–$13.10, triggering analyst upgrades and higher price targets.
• Shares rallied to about $460.89 (near a 52‑week high of $463.49) after the results, and the company announced a quarterly dividend of $1.38 ($5.52 annualized, ~1.2% yield) with an ex‑dividend date of May 18.

Rockwell Automation, Inc. (NYSE:ROK - Get Free Report) VP Scott Genereux sold 550 shares of the business's stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $447.73, for a total transaction of $246,251.50. Following the transaction, the vice president owned 2,764 shares in the company, valued at $1,237,525.72. The trade was a 16.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Scott Genereux also recently made the following trade(s):

• On Wednesday, February 25th, Scott Genereux sold 17,407 shares of Rockwell Automation stock. The stock was sold at an average price of $404.61, for a total transaction of $7,043,046.27.

Rockwell Automation Price Performance

ROK traded up $24.96 on Wednesday, reaching $460.89. 1,181,295 shares of the company's stock were exchanged, compared to its average volume of 937,897. The stock has a market cap of $51.79 billion, a PE ratio of 52.73, a P/E/G ratio of 2.86 and a beta of 1.56. Rockwell Automation, Inc. has a twelve month low of $277.66 and a twelve month high of $463.49. The stock's fifty day moving average price is $384.37 and its 200-day moving average price is $390.50. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80.

Rockwell Automation (NYSE:ROK - Get Free Report) last posted its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating the consensus estimate of $2.88 by $0.42. The company had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. Rockwell Automation's revenue was up 11.9% on a year-over-year basis. During the same period in the previous year, the business posted $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Sell-side analysts expect that Rockwell Automation, Inc. will post 12.14 EPS for the current year.

Rockwell Automation Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.2%. The ex-dividend date is Monday, May 18th. Rockwell Automation's payout ratio is presently 63.16%.

Analyst Ratings Changes

Several equities analysts have weighed in on ROK shares. JPMorgan Chase & Co. boosted their target price on shares of Rockwell Automation from $404.00 to $417.00 and gave the company a "neutral" rating in a report on Wednesday. Evercore boosted their target price on shares of Rockwell Automation from $440.00 to $480.00 in a report on Wednesday. TD Cowen boosted their target price 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. Robert W. Baird reduced their price target on shares of Rockwell Automation from $435.00 to $410.00 and set an "outperform" rating on the stock in a research note on Monday, March 30th. Finally, Jefferies Financial Group reissued a "hold" rating and issued a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a research note on Tuesday, March 31st. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $436.00.

Rockwell Automation News Summary

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

• Positive Sentiment: Q2 beat and raised full-year guidance — Rockwell reported $3.30 EPS vs. ~$2.88 consensus and revenue of $2.24B (organic growth, margin gains). Management raised FY26 EPS guidance to $12.50–13.10 and revenue guidance above Street estimates, driving the rally. Why Rockwell Automation Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts revise forecasts upward — Multiple analysts raised earnings and price targets after the upbeat quarter, citing stronger AI/data-center and factory automation demand, which supports higher valuation assumptions. Analysts Raise Forecasts
• Positive Sentiment: Notable price-target increases from bullish shops — Several firms pushed targets materially higher (BNP Paribas Exane to $515, Goldman Sachs to $487, Evercore to $480), signaling institutional confidence in upside from the guidance beat. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Insider sales disclosed but executed under 10b5-1 plans — Several executives (VP Scott Genereux; SVPs Christopher Nardecchia and Matthew Fordenwalt) sold shares on May 5th in pre-arranged plans. Planned sales reduce negative signal vs. ad-hoc selling but warrant monitoring. Genereux Insider Trade Nardecchia Insider Trade Fordenwalt Insider Trade
• Neutral Sentiment: Mixed broker actions — Some shops raised targets materially while others kept neutral/equal-weight ratings or more modest hikes (e.g., Wells Fargo, JPMorgan, Rothschild), producing a mixed short-term backdrop even as consensus estimates moved up. JPMorgan PT Adjust
• Negative Sentiment: New cyber and third‑party data-privacy risk disclosure — Rockwell flagged heightened cyber and third‑party risks tied to its global IT and cloud reliance; while common for industrial software players, this adds operational/legal risk that investors should watch. Cyber Risk Disclosure

Institutional Investors Weigh In On Rockwell Automation

A number of institutional investors and hedge funds have recently made changes to their positions in ROK. MV Capital Management Inc. purchased a new stake in Rockwell Automation during the 4th quarter worth approximately $28,000. Manchester Capital Management LLC boosted its position in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company's stock valued at $31,000 after buying an additional 39 shares during the period. First Horizon Corp acquired a new position in shares of Rockwell Automation in the fourth quarter worth $32,000. BOK Financial Private Wealth Inc. acquired a new position in shares of Rockwell Automation in the fourth quarter worth $33,000. Finally, TD Capital Management LLC purchased a new stake in shares of Rockwell Automation during the fourth quarter worth $33,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

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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