Rockwell Automation (NYSE:ROK) SVP Sells $199,390.32 in Stock

Rockwell Automation, Inc. (NYSE:ROK) SVP Matheus De Viera Bulho sold 467 shares of the stock in a transaction on Monday, August 31st. The shares were sold at an average price of $426.96, for a total transaction of $199,390.32. Following the transaction, the senior vice president directly owned 1,267 shares in the company, valued at approximately $540,958.32. This represents a 26.93% decrease in their position. 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 Performance

NYSE ROK opened at $434.18 on Friday. The firm has a market cap of $48.22 billion, a price-to-earnings ratio of 40.69, a PEG ratio of 2.50 and a beta of 1.52. The company has a 50-day simple moving average of $453.91 and a two-hundred day simple moving average of $428.18. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74. Rockwell Automation, Inc. has a 12-month low of $332.71 and a 12-month high of $497.36.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.11. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The company had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2.24 billion. During the same period in the prior year, the business posted $2.82 EPS. Rockwell Automation’s quarterly revenue was up 7.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, equities analysts forecast that Rockwell Automation, Inc. will post 13.22 EPS for the current year.

Rockwell Automation declared that its Board of Directors has initiated a stock repurchase program on Tuesday, June 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the industrial products company to reacquire up to 2% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Rockwell Automation Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio is 51.73%.

Key Rockwell Automation News

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

• Positive Sentiment: Analysts raised most forward EPS estimates. Zacks Research increased its forecasts for Q4 2026, Q2-Q4 2027, FY2026, FY2027, Q3 2028 and FY2028. The firm now expects $13.17 EPS for FY2026, $14.39 for FY2027 and $16.78 for FY2028, suggesting improving expectations for Rockwell Automation’s longer-term earnings growth.
• Positive Sentiment: Morgan Stanley maintained a Buy rating. The continued bullish view from a major brokerage provides supportive sentiment for ROK, although the broader analyst consensus remains Hold. Morgan Stanley Remains a Buy on Rockwell Automation
• Positive Sentiment: Recent operating results and capital returns remain supportive. Rockwell’s latest quarter exceeded EPS and revenue expectations, with revenue up 7.9% year over year. The company also has authorization for up to $1 billion in share repurchases and pays a quarterly dividend, which may enhance shareholder returns.
• Neutral Sentiment: The investment case is constructive but not uniformly bullish. Zacks maintained a Hold rating, and the consensus target of approximately $469.14 implies potential upside but also reflects caution at ROK’s current valuation. A recent comparison of Rockwell with other Internet of Things companies may influence sector sentiment but provides no clear company-specific catalyst. Q2 earnings highlights: Rockwell Automation vs. Internet of Things stocks
• Negative Sentiment: One near-term EPS estimate was trimmed. Zacks lowered its Q1 2027 forecast to $2.93 from $2.97, partially offsetting the broader upward revisions.
• Negative Sentiment: An executive sold shares. SVP Matheus Bulho sold 400 shares for about $168,056 after selling 467 shares earlier. Because the transactions were conducted under a pre-arranged Rule 10b5-1 plan, they are a limited bearish signal. Rockwell Automation insider share sale

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. Zacks Research lowered shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Evercore set a $485.00 price objective on shares of Rockwell Automation in a research report on Wednesday, August 5th. Argus upped their price objective on shares of Rockwell Automation from $465.00 to $530.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Morgan Stanley increased their target price on shares of Rockwell Automation from $525.00 to $545.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Citigroup cut their target price on Rockwell Automation from $555.00 to $536.00 and set a “buy” rating on the stock in a research note on Wednesday, August 5th. Nine equities research 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 an average rating of “Hold” and a consensus price target of $469.14.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. California State Teachers Retirement System lifted its position in shares of Rockwell Automation by 50,536.8% in the 2nd quarter. California State Teachers Retirement System now owns 84,037,850 shares of the industrial products company’s stock worth $41,605,459,000 after purchasing an additional 83,871,888 shares during the period. BlackRock Inc. purchased a new position in shares of Rockwell Automation during the second quarter valued at about $6,129,376,000. Norges Bank bought a new position in Rockwell Automation in the fourth quarter worth about $615,596,000. Northwestern Mutual Wealth Management Co. lifted its holdings 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 worth $352,572,000 after buying an additional 891,153 shares during the period. Finally, Legal & General Group Plc purchased a new stake in Rockwell Automation in the second quarter worth about $394,905,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

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.