Rockwell Automation, Inc. $ROK Shares Sold by Stephens Inc. AR

Stephens Inc. AR cut its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 13.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,705 shares of the industrial products company’s stock after selling 3,501 shares during the period. Stephens Inc. AR’s holdings in Rockwell Automation were worth $7,936,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in ROK. Thurston Springer Miller Herd & Titak Inc. raised its stake in Rockwell Automation by 468.8% in the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock valued at $32,000 after buying an additional 75 shares during the last quarter. Rexford Capital Inc. purchased a new stake in shares of Rockwell Automation during the second quarter worth about $33,000. Legend Financial Advisors Inc. acquired a new position in shares of Rockwell Automation during the second quarter valued at about $39,000. SBI Securities Co. Ltd. increased its holdings in shares of Rockwell Automation by 48.7% during the second quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock valued at $39,000 after acquiring an additional 38 shares in the last quarter. Finally, Financial Gravity Companies Inc. purchased a new position in shares of Rockwell Automation in the 2nd quarter valued at approximately $40,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Morgan Stanley raised its price target to $440 and kept an “overweight” rating, implying additional upside from current levels and signaling institutional confidence. Read More.
• Positive Sentiment: Zacks published an upgrade / bullish note (Zacks Rank #2 – Buy) highlighting improved earnings prospects, which can attract momentum buying. Read More.
• Positive Sentiment: Analysts expect Rockwell to report double-digit EPS growth for Q1 FY2026; the upcoming earnings release is a near-term catalyst that could lift the stock if results and guidance beat. Read More. Read More.
• Positive Sentiment: Customer win: THG Nutrition (led by Myprotein) selected Rockwell’s Plex MES to standardize operations — a concrete software/automation win that supports recurring revenue and cross-sell potential. Read More.
• Neutral Sentiment: Zacks and other outlets ran pieces highlighting Rockwell’s growth attributes and style scores, providing supportive backstory but not new company-specific catalysts. These help investor sentiment but are informational. Read More.
• Neutral Sentiment: ROK is trading near a 52-week high; while that confirms momentum, it also raises valuation/expectations questions for some investors. Read More.
• Negative Sentiment: Mixed analyst signals: another Zacks note indicated a downgrade from “strong-buy” to “hold” in some coverage, which can introduce short-term selling pressure or increased volatility despite other upgrades. Read More.

Rockwell Automation Trading Up 0.1%

NYSE ROK opened at $417.28 on Thursday. Rockwell Automation, Inc. has a 1 year low of $215.00 and a 1 year high of $420.18. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.14 and a quick ratio of 0.77. The company has a market capitalization of $46.85 billion, a PE ratio of 54.48, a P/E/G ratio of 2.78 and a beta of 1.52. The company has a fifty day moving average of $394.83 and a 200 day moving average of $363.97.

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

Rockwell Automation Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 17th were given a dividend of $1.38 per share. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. This represents a $5.52 annualized dividend and a yield of 1.3%. The ex-dividend date was Monday, November 17th. Rockwell Automation’s dividend payout ratio (DPR) is 72.06%.

Insider Buying and Selling

In related news, SVP Tessa M. Myers sold 1,020 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.07, for a total value of $410,111.40. Following the completion of the transaction, the senior vice president directly owned 6,021 shares in the company, valued at $2,420,863.47. The trade was a 14.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Blake D. Moret sold 61,700 shares of the stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $391.56, for a total transaction of $24,159,252.00. Following the sale, the chief executive officer directly owned 83,873 shares in the company, valued at $32,841,311.88. This trade represents a 42.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 88,053 shares of company stock valued at $34,718,919 in the last three months. 0.76% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Rockwell Automation in a research note on Monday, December 29th. The Goldman Sachs Group upgraded Rockwell Automation from a “sell” rating to a “neutral” rating and raised their target price for the stock from $329.00 to $448.00 in a research note on Tuesday, December 16th. Evercore ISI assumed coverage on Rockwell Automation in a research report on Monday, December 15th. They set an “in-line” rating and a $440.00 price target for the company. JPMorgan Chase & Co. increased their price objective on Rockwell Automation from $357.00 to $400.00 and gave the company a “neutral” rating in a report on Tuesday, November 11th. Finally, Zacks Research cut Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $406.44.

About Rockwell Automation

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.