Orange Investment Advisors Inc. Decreases Stock Position in Rockwell Automation, Inc. $ROK

Orange Investment Advisors Inc. trimmed its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 15.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,783 shares of the industrial products company’s stock after selling 1,195 shares during the period. Orange Investment Advisors Inc.’s holdings in Rockwell Automation were worth $2,434,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in shares of Rockwell Automation by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock worth $5,527,249,000 after acquiring an additional 114,469 shares in the last quarter. State Street Corp boosted its holdings in Rockwell Automation by 4.2% in the fourth quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock valued at $1,943,844,000 after purchasing an additional 202,705 shares during the last quarter. Geode Capital Management LLC grew its stake in Rockwell Automation by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock valued at $1,133,397,000 after purchasing an additional 17,855 shares in the last quarter. Morgan Stanley grew its stake in Rockwell Automation by 10.4% during the 4th quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock valued at $1,136,801,000 after purchasing an additional 276,021 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its holdings in Rockwell Automation by 1.2% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,104,985 shares of the industrial products company’s stock worth $818,986,000 after purchasing an additional 24,719 shares during the last quarter. Institutional investors and hedge funds own 75.75% of the company’s stock.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, VP Terry L. Riesterer sold 4,024 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $451.97, for a total value of $1,818,727.28. Following the sale, the vice president owned 134 shares in the company, valued at approximately $60,563.98. This trade represents a 96.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Nardecchia sold 2,538 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $446.43, for a total value of $1,133,039.34. Following the transaction, the senior vice president owned 14,232 shares of the company’s stock, valued at approximately $6,353,591.76. This represents a 15.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 12,308 shares of company stock worth $5,339,812 in the last quarter. 0.76% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on ROK shares. Mizuho set a $445.00 target price on Rockwell Automation in a research report on Wednesday, May 6th. Jefferies Financial Group reissued a “hold” rating and set a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday, March 31st. Barclays lifted their price target on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Rothschild & Co Redburn upped their price target on shares of Rockwell Automation from $365.00 to $378.00 in a report on Wednesday, May 6th. Finally, DA Davidson started coverage on shares of Rockwell Automation in a research note on Tuesday, June 16th. They set a “neutral” rating and a $500.00 price objective on the stock. Ten analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $457.50.

Trending Headlines about Rockwell Automation

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

• Positive Sentiment: Rockwell Automation was highlighted on CNBC’s “Final Trades,” where Stephanie Link chose ROK, which can boost investor sentiment by signaling institutional-style confidence. Qualcomm, Merck, Rockwell Automation And A Real Estate Stock On CNBC’s ‘Final Trades’
• Positive Sentiment: New articles noted that ROK hit a fresh 52-week high and was described as a strong momentum stock, reinforcing the view that traders are chasing the stock’s upward trend. Rockwell Automation, Inc. (ROK) Hits Fresh High: Is There Still Room to Run?
• Positive Sentiment: Rockwell Automation’s Singapore site was named a World Economic Forum Global Lighthouse, and the company also announced FactoryTalk Orchestration deployments, both of which support the narrative around innovation and operational leadership. Rockwell Automation Singapore Site Named a World Economic Forum Global Lighthouse
• Neutral Sentiment: Several research notes from Zacks trimmed earnings estimates for FY2026 and multiple 2027–2028 quarters, but the reductions were modest and forecasts still remain near or above consensus, so the impact looks more like a mild headwind than a major downgrade. MarketBeat Rockwell Automation coverage

Rockwell Automation Stock Performance

ROK stock opened at $476.19 on Monday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.76 and a current ratio of 1.09. The stock has a market capitalization of $52.99 billion, a price-to-earnings ratio of 49.50, a PEG ratio of 3.05 and a beta of 1.57. Rockwell Automation, Inc. has a 1 year low of $305.44 and a 1 year high of $486.47. The stock’s fifty day moving average is $445.15 and its two-hundred day moving average is $412.19.

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 the consensus estimate of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The business had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.16 billion. During the same quarter in the prior year, the firm earned $2.45 earnings per share. The company’s quarterly revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, research analysts predict that Rockwell Automation, Inc. will post 13.02 EPS for the current year.

Rockwell Automation declared that its board has initiated a stock buyback program on Tuesday, June 9th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the industrial products company to buy up to 2% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Rockwell Automation Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be given a $1.38 dividend. The ex-dividend date is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.2%. Rockwell Automation’s dividend payout ratio is 57.38%.

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.