Capital Advisors Inc. OK Acquires 25,193 Shares of Rockwell Automation, Inc. $ROK

Capital Advisors Inc. OK grew its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 21.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 143,015 shares of the industrial products company’s stock after buying an additional 25,193 shares during the quarter. Capital Advisors Inc. OK’s holdings in Rockwell Automation were worth $55,643,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. State Street Corp lifted its position in Rockwell Automation by 0.9% in the 3rd quarter. State Street Corp now owns 4,793,425 shares of the industrial products company’s stock valued at $1,675,446,000 after acquiring an additional 42,809 shares in the last quarter. Northern Trust Corp increased its holdings in Rockwell Automation by 3.6% during the 3rd quarter. Northern Trust Corp now owns 1,423,449 shares of the industrial products company’s stock worth $497,538,000 after purchasing an additional 49,477 shares in the last quarter. Invesco Ltd. increased its holdings in Rockwell Automation by 12.0% during the 3rd quarter. Invesco Ltd. now owns 1,235,788 shares of the industrial products company’s stock worth $431,945,000 after purchasing an additional 132,637 shares in the last quarter. Holocene Advisors LP raised its stake in shares of Rockwell Automation by 14.1% in the third quarter. Holocene Advisors LP now owns 989,429 shares of the industrial products company’s stock worth $345,835,000 after purchasing an additional 122,437 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its holdings in shares of Rockwell Automation by 3.8% in the third quarter. Fisher Asset Management LLC now owns 822,501 shares of the industrial products company’s stock valued at $287,489,000 after purchasing an additional 29,998 shares in the last quarter. Institutional investors and hedge funds own 75.75% of the company’s stock.

Insider Buying and Selling

In related news, SVP Tessa M. Myers sold 1,985 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total transaction of $812,599.45. Following the completion of the transaction, the senior vice president owned 4,036 shares in the company, valued at approximately $1,652,217.32. This represents a 32.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Rebecca W. House sold 12,100 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the sale, the senior vice president owned 12,200 shares of the company’s stock, valued at $4,932,094. This trade represents a 49.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 49,228 shares of company stock worth $19,992,391 in the last ninety days. Corporate insiders own 0.76% of the company’s stock.

Rockwell Automation Stock Performance

Shares of ROK opened at $358.45 on Wednesday. The stock has a 50 day moving average of $390.65 and a 200 day moving average of $382.00. The company has a market capitalization of $40.28 billion, a price-to-earnings ratio of 41.01, a PEG ratio of 2.49 and a beta of 1.53. 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 quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping the consensus estimate of $2.46 by $0.29. The business had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The business’s revenue was up 11.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, sell-side analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Announces Dividend

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

Analyst Ratings Changes

Several research analysts recently issued reports on the company. KeyCorp reaffirmed an “overweight” rating and set a $470.00 target price on shares of Rockwell Automation in a research report on Friday, February 6th. Robert W. Baird dropped their price objective on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a research note on Monday. Barclays lifted their price objective on shares of Rockwell Automation from $435.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. The Goldman Sachs Group upgraded shares of Rockwell Automation from a “sell” rating to a “neutral” rating and increased their target price for the company from $329.00 to $448.00 in a report on Tuesday, December 16th. Finally, JPMorgan Chase & Co. raised their price target on shares of Rockwell Automation from $400.00 to $404.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $412.22.

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.