Rockwell Automation (NYSE:ROK) SVP Matthew Fordenwalt Sells 600 Shares

Rockwell Automation, Inc. (NYSE:ROK) SVP Matthew Fordenwalt sold 600 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $449.58, for a total value of $269,748.00. Following the completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at $1,994,786.46. This represents a 11.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Rockwell Automation Stock Up 5.7%

NYSE:ROK opened at $460.89 on Thursday. The company has a quick ratio of 0.80, a current ratio of 1.87 and a debt-to-equity ratio of 0.72. The stock’s fifty day moving average is $385.85 and its two-hundred day moving average is $391.29. Rockwell Automation, Inc. has a 52 week low of $277.66 and a 52 week high of $463.49. The stock has a market capitalization of $51.79 billion, a price-to-earnings ratio of 47.91, a price-to-earnings-growth ratio of 2.98 and a beta of 1.56.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The company had revenue of $2.24 billion for the quarter, compared to analysts’ expectations of $2.16 billion. During the same period in the prior year, the firm earned $2.45 earnings per share. The firm’s revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Research analysts anticipate that Rockwell Automation, Inc. will post 12.69 EPS for the current year.

Rockwell Automation Announces Dividend

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

More Rockwell Automation News

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

• Positive Sentiment: Beat-and-raise: Rockwell reported Q2 EPS and revenue above consensus and raised FY26 guidance (EPS 12.50–13.10, revenue above prior street expectations), a direct catalyst for the rally. Why Rockwell Automation (ROK) Is Up After Raising 2026 Guidance
• Positive Sentiment: Analyst upgrades and higher targets: Several firms raised forecasts and price targets after the print (Goldman, BNP Paribas, Evercore and others), helping momentum and validating management’s guidance lift. Analysts Raise Their Forecasts Following Upbeat Q2 Results
• Positive Sentiment: Structural demand tailwinds: Coverage highlights that Rockwell is benefiting from AI/data-center and Industry 4.0 spending (automation, controls, software), which supports stronger multi-year revenue and margin outlooks. Rockwell Automation: Benefiting From The AI Data Center Surge
• Neutral Sentiment: Mixed analyst sentiment: while many targets moved higher, some firms kept “neutral”/”equal weight” ratings or targets below the current price (e.g., JPMorgan, Wells Fargo, Rothschild), leaving room for divergence in near-term analyst guidance. JPMorgan Adjusts Price Target
• Neutral Sentiment: Insider transactions: several senior executives sold shares under pre‑arranged Rule 10b5‑1 plans; common for planned liquidity but worth noting for investors watching insider activity. Executive Insider Sale Filing
• Negative Sentiment: Risk disclosure: the company flagged heightened cyber and third‑party data‑privacy risks tied to global IT and cloud reliance — a longer‑term operational/financial risk investors should monitor. New Cyber / Data Privacy Risk Disclosure

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Morgan Stanley reiterated an “overweight” rating and issued a $525.00 price objective on shares of Rockwell Automation in a research note on Wednesday. KeyCorp increased their price objective on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday. Oppenheimer cut Rockwell Automation from an “outperform” rating to a “market perform” rating in a research note on Tuesday, January 20th. Citigroup increased their price objective on Rockwell Automation from $466.00 to $500.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $380.00 price objective (down from $490.00) on shares of Rockwell Automation in a research note on Tuesday, March 31st. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $436.00.

Hedge Funds Weigh In On Rockwell Automation

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Norges Bank acquired a new stake in Rockwell Automation in the fourth quarter valued at about $615,596,000. Northwestern Mutual Wealth Management Co. lifted its position in Rockwell Automation by 5,925.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company’s stock valued at $352,572,000 after purchasing an additional 891,153 shares during the period. JPMorgan Chase & Co. lifted its position in Rockwell Automation by 122.3% in the third quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company’s stock valued at $286,522,000 after purchasing an additional 451,038 shares during the period. Eurizon Capital SGR S.p.A. acquired a new stake in Rockwell Automation in the fourth quarter valued at about $156,017,000. Finally, Invesco Ltd. lifted its position in Rockwell Automation by 25.0% in the fourth quarter. Invesco Ltd. now owns 1,545,104 shares of the industrial products company’s stock valued at $601,154,000 after purchasing an additional 309,316 shares during the period. Hedge funds and other institutional investors own 75.75% of the company’s stock.

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.