North Star Asset Management Inc. Sells 1,586 Shares of Rockwell Automation, Inc. $ROK

North Star Asset Management Inc. lessened its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 3.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 50,783 shares of the industrial products company’s stock after selling 1,586 shares during the period. North Star Asset Management Inc.’s holdings in Rockwell Automation were worth $17,750,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mufg Securities Americas Inc. increased its stake in shares of Rockwell Automation by 21.4% during the 3rd quarter. Mufg Securities Americas Inc. now owns 3,032 shares of the industrial products company’s stock worth $1,060,000 after purchasing an additional 534 shares during the last quarter. Compound Planning Inc. grew its holdings in Rockwell Automation by 11.2% during the third quarter. Compound Planning Inc. now owns 2,220 shares of the industrial products company’s stock valued at $776,000 after purchasing an additional 224 shares during the period. EverSource Wealth Advisors LLC increased its position in Rockwell Automation by 21.5% in the third quarter. EverSource Wealth Advisors LLC now owns 971 shares of the industrial products company’s stock worth $339,000 after buying an additional 172 shares during the last quarter. Transatlantique Private Wealth LLC raised its stake in shares of Rockwell Automation by 4.3% in the third quarter. Transatlantique Private Wealth LLC now owns 3,228 shares of the industrial products company’s stock valued at $1,128,000 after buying an additional 133 shares during the period. Finally, Equitable Trust Co. lifted its position in shares of Rockwell Automation by 1.1% during the 3rd quarter. Equitable Trust Co. now owns 2,598 shares of the industrial products company’s stock valued at $908,000 after buying an additional 29 shares during the last quarter. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Rockwell Automation

In other news, SVP Cyril Perducat sold 804 shares of Rockwell Automation stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.05, for a total transaction of $323,248.20. Following the completion of the sale, the senior vice president owned 5,858 shares in the company, valued at approximately $2,355,208.90. This trade represents a 12.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Matthew W. Fordenwalt sold 146 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $402.48, for a total transaction of $58,762.08. Following the completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $1,785,803.76. This trade represents a 3.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 25,531 shares of company stock worth $10,259,637. 0.76% of the stock is owned by insiders.

Rockwell Automation News Roundup

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

• Positive Sentiment: New global research (the “OEM Advantage Playbook”) shows top OEMs cut downtime recovery by ~40%, positioning Rockwell’s resilience-first solutions as a clear value driver for machine builders and end customers — a potential tailwind for revenue and service demand. New research shows top OEMs cut downtime recovery by 40%, strengthening profitability through resilience-first strategies
• Positive Sentiment: Coverage of the same research in industry press (emphasizing 24‑hour recovery as a competitive edge) reinforces the narrative that Rockwell’s software and services can drive measurable operational improvements for OEMs — supportive for recurring revenue and margin expansion. Rockwell research: 24-hour recovery becomes competitive edge for OEMs
• Positive Sentiment: Rockwell opened a Customer Experience Center in Bologna to accelerate industrial innovation across EMEA — this expands local sales/engineering footprint and can shorten customer adoption cycles for automation and digital transformation projects. Rockwell Automation Opens Bologna Customer Experience Center to Accelerate Industrial Innovation Across Europe, Middle East and Africa
• Neutral Sentiment: Analysts’ consensus is modestly favorable — the stock received an average “Moderate Buy” rating in recent coverage, which supports investor confidence but is not an outright upgrade spree. Rockwell Automation, Inc. (NYSE:ROK) Receives Average Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: Research/earnings estimate updates (Zacks/Q1 estimate coverage) are being circulated — useful for short-term expectation setting but not headline-moving on their own. What is Zacks Research’s Estimate for ROK Q1 Earnings?
• Negative Sentiment: Unusually large options activity: traders bought ~2,755 put contracts (≈189% above typical volume), indicating increased bearish bets or hedging that could pressure the stock or increase near-term volatility.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ROK. Barclays lifted their price objective on Rockwell Automation from $435.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Citigroup increased their target price 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. Zacks Research lowered shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. KeyCorp reaffirmed an “overweight” rating and issued a $470.00 price objective on shares of Rockwell Automation in a report on Friday, February 6th. Finally, Stephens lifted their price objective on shares of Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a research note on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, Rockwell Automation currently has a consensus rating of “Moderate Buy” and an average target price of $418.33.

Rockwell Automation Price Performance

ROK stock opened at $405.41 on Wednesday. The firm has a 50 day moving average of $406.59 and a 200-day moving average of $377.16. The firm has a market capitalization of $45.55 billion, a P/E ratio of 46.39, a price-to-earnings-growth ratio of 2.76 and a beta of 1.52. Rockwell Automation, Inc. has a 12 month low of $215.00 and a 12 month high of $438.72. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.46 by $0.29. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The business had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.08 billion. During the same period in the prior year, the company posted $1.83 EPS. The business’s revenue for the quarter 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. As a group, sell-side analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd will be paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Monday, February 23rd. Rockwell Automation’s dividend payout ratio is currently 63.16%.

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.