Rockwell Automation, Inc. $ROK Position Decreased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. decreased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 4.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 374,843 shares of the industrial products company’s stock after selling 16,803 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Rockwell Automation were worth $149,394,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in ROK. Brighton Jones LLC bought a new position in shares of Rockwell Automation during the 4th quarter valued at about $281,000. AQR Capital Management LLC boosted its position in shares of Rockwell Automation by 75.9% during the 1st quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after purchasing an additional 3,513 shares in the last quarter. Empowered Funds LLC boosted its position in shares of Rockwell Automation by 142.7% during the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after purchasing an additional 4,295 shares in the last quarter. Acadian Asset Management LLC boosted its position in shares of Rockwell Automation by 233.6% during the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after purchasing an additional 1,315 shares in the last quarter. Finally, Jump Financial LLC bought a new position in shares of Rockwell Automation during the 2nd quarter valued at about $868,000. Institutional investors own 75.75% of the company’s stock.

Rockwell Automation News Summary

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

• Positive Sentiment: Q2 beat and raised full-year guidance — Rockwell reported $3.30 EPS vs. ~$2.88 consensus and revenue of $2.24B (organic growth, margin gains). Management raised FY26 EPS guidance to $12.50–13.10 and revenue guidance above Street estimates, driving the rally. Why Rockwell Automation Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts revise forecasts upward — Multiple analysts raised earnings and price targets after the upbeat quarter, citing stronger AI/data-center and factory automation demand, which supports higher valuation assumptions. Analysts Raise Forecasts
• Positive Sentiment: Notable price-target increases from bullish shops — Several firms pushed targets materially higher (BNP Paribas Exane to $515, Goldman Sachs to $487, Evercore to $480), signaling institutional confidence in upside from the guidance beat. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Insider sales disclosed but executed under 10b5-1 plans — Several executives (VP Scott Genereux; SVPs Christopher Nardecchia and Matthew Fordenwalt) sold shares on May 5th in pre-arranged plans. Planned sales reduce negative signal vs. ad-hoc selling but warrant monitoring. Genereux Insider Trade Nardecchia Insider Trade Fordenwalt Insider Trade
• Neutral Sentiment: Mixed broker actions — Some shops raised targets materially while others kept neutral/equal-weight ratings or more modest hikes (e.g., Wells Fargo, JPMorgan, Rothschild), producing a mixed short-term backdrop even as consensus estimates moved up. JPMorgan PT Adjust
• Negative Sentiment: New cyber and third‑party data-privacy risk disclosure — Rockwell flagged heightened cyber and third‑party risks tied to its global IT and cloud reliance; while common for industrial software players, this adds operational/legal risk that investors should watch. Cyber Risk Disclosure

Rockwell Automation Price Performance

ROK stock opened at $460.89 on Thursday. The company has a current ratio of 1.87, a quick ratio of 0.80 and a debt-to-equity ratio of 0.72. Rockwell Automation, Inc. has a one year low of $277.66 and a one year high of $463.49. The firm has a market capitalization of $51.79 billion, a PE ratio of 47.91, a P/E/G ratio of 2.98 and a beta of 1.56. The firm has a 50-day moving average of $385.85 and a two-hundred day moving average of $391.29.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The company had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.16 billion. During the same period in the prior year, the firm earned $2.45 earnings per share. The business’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, analysts forecast that Rockwell Automation, Inc. will post 12.69 earnings per share for the current year.

Rockwell Automation Dividend Announcement

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

Wall Street Analysts Forecast Growth

ROK has been the subject of several research reports. Oppenheimer lowered shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Jefferies Financial Group restated a “hold” rating and set a $380.00 price objective (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday, March 31st. Mizuho set a $445.00 price objective on shares of Rockwell Automation in a research note on Wednesday. Citigroup upped their price objective on shares of Rockwell Automation from $466.00 to $500.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, JPMorgan Chase & Co. upped their price objective on shares of Rockwell Automation from $404.00 to $417.00 and gave the company a “neutral” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat.com, Rockwell Automation presently has a consensus rating of “Moderate Buy” and a consensus price target of $436.00.

Insiders Place Their Bets

In other news, SVP Christopher Nardecchia sold 2,538 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $446.43, for a total value of $1,133,039.34. Following the completion of the sale, the senior vice president directly owned 14,232 shares of the company’s stock, valued at $6,353,591.76. This represents a 15.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Scott Genereux sold 550 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $447.73, for a total transaction of $246,251.50. Following the completion of the sale, the vice president directly owned 2,764 shares of the company’s stock, valued at $1,237,525.72. This trade represents a 16.60% 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 sold 55,063 shares of company stock valued at $22,477,756 over the last ninety days. Insiders own 0.76% of the company’s stock.

Rockwell Automation 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.