Rockwell Automation, Inc. $ROK Stock Holdings Boosted by VCI Wealth Management LLC

VCI Wealth Management LLC increased its position in Rockwell Automation, Inc. (NYSE:ROK) by 29.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,895 shares of the industrial products company’s stock after acquiring an additional 1,564 shares during the period. VCI Wealth Management LLC’s holdings in Rockwell Automation were worth $2,410,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in Rockwell Automation by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 14,058,406 shares of the industrial products company’s stock worth $4,669,781,000 after purchasing an additional 207,448 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Rockwell Automation by 1.7% during the second quarter. Geode Capital Management LLC now owns 2,874,428 shares of the industrial products company’s stock worth $950,744,000 after buying an additional 48,105 shares during the period. Goldman Sachs Group Inc. grew its holdings in Rockwell Automation by 11.8% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,819,379 shares of the industrial products company’s stock worth $470,091,000 after buying an additional 191,370 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Rockwell Automation by 1.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,170,010 shares of the industrial products company’s stock valued at $302,307,000 after acquiring an additional 11,849 shares during the period. Finally, Norges Bank bought a new stake in Rockwell Automation during the 2nd quarter valued at $368,575,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Rockwell Automation

In related news, VP Isaac Woods sold 229 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $401.92, for a total value of $92,039.68. Following the completion of the transaction, the vice president owned 2,058 shares in the company, valued at $827,151.36. This trade represents a 10.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Matthew W. Fordenwalt sold 146 shares of Rockwell Automation stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.48, for a total value of $58,762.08. Following the completion of the transaction, the senior vice president directly owned 4,437 shares in the company, valued at $1,785,803.76. This represents a 3.19% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 87,253 shares of company stock worth $34,405,319. 0.68% of the stock is owned by insiders.

Rockwell Automation Price Performance

Shares of NYSE ROK opened at $398.12 on Friday. Rockwell Automation, Inc. has a twelve month low of $215.00 and a twelve month high of $415.89. The company has a current ratio of 1.14, a quick ratio of 0.77 and a debt-to-equity ratio of 0.70. The firm has a 50-day moving average of $382.34 and a two-hundred day moving average of $355.87. The company has a market capitalization of $44.70 billion, a price-to-earnings ratio of 51.97, a PEG ratio of 2.67 and a beta of 1.50.

Rockwell Automation (NYSE:ROK) last released its earnings results on Thursday, November 6th. The industrial products company reported $3.34 EPS for the quarter, topping analysts’ consensus estimates of $2.94 by $0.40. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. The business had revenue of $4.63 billion for the quarter, compared to the consensus estimate of $2.19 billion. During the same period in the previous year, the firm earned $2.47 EPS. The business’s revenue for the quarter was up 13.8% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. As a group, analysts expect that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 17th were given a dividend of $1.38 per share. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.31. The ex-dividend date was Monday, November 17th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.4%. Rockwell Automation’s payout ratio is currently 72.06%.

Analysts Set New Price Targets

Several research firms have recently issued reports on ROK. JPMorgan Chase & Co. increased their price target on Rockwell Automation from $357.00 to $400.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 11th. Bank of America increased their target price on shares of Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Weiss Ratings reissued a “hold (c)” rating on shares of Rockwell Automation in a research note on Monday. Citigroup boosted their price target on shares of Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a research report on Monday, December 8th. Finally, Morgan Stanley raised their price objective on shares of Rockwell Automation from $385.00 to $435.00 and gave the company an “overweight” rating in a research note on Monday, November 10th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $403.31.

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.