PBU The Pension Fund of Early Childhood & Youth Educators Buys New Stake in Rockwell Automation, Inc. $ROK

PBU The Pension Fund of Early Childhood & Youth Educators bought a new stake in Rockwell Automation, Inc. (NYSE:ROK) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 6,424 shares of the industrial products company’s stock, valued at approximately $2,499,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in ROK. First Horizon Corp bought a new stake in Rockwell Automation in the fourth quarter valued at about $32,000. BOK Financial Private Wealth Inc. bought a new stake in Rockwell Automation in the fourth quarter valued at about $33,000. Fortitude Family Office LLC increased its stake in Rockwell Automation by 109.5% in the fourth quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 46 shares during the period. Ameriflex Group Inc. increased its stake in Rockwell Automation by 100.0% in the third quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 50 shares during the period. Finally, Dynamic Wealth Strategies LLC increased its stake in Rockwell Automation by 80.7% in the fourth quarter. Dynamic Wealth Strategies LLC now owns 103 shares of the industrial products company’s stock valued at $40,000 after acquiring an additional 46 shares during the period. Institutional investors own 75.75% of the company’s stock.

Insider Transactions at Rockwell Automation

In other news, VP Terry L. Riesterer sold 4,024 shares of the company’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 transaction of $1,818,727.28. Following the transaction, the vice president directly owned 134 shares in the company, valued at approximately $60,563.98. This 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 is accessible through this link. Also, SVP Matthew W. Fordenwalt sold 1,200 shares of the company’s stock in a transaction that occurred on Monday, April 13th. The stock was sold at an average price of $400.00, for a total transaction of $480,000.00. Following the transaction, the senior vice president owned 4,437 shares in the company, valued at $1,774,800. The trade was a 21.29% 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. Over the last 90 days, insiders sold 12,308 shares of company stock valued at $5,339,812. 0.76% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. BNP Paribas Exane upped their target price on shares of Rockwell Automation from $495.00 to $515.00 in a research note on Wednesday, May 6th. Wells Fargo & Company upped their target price on shares of Rockwell Automation from $360.00 to $440.00 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. Evercore upped their target price on shares of Rockwell Automation from $440.00 to $480.00 in a research note on Wednesday, May 6th. KeyCorp boosted their price target on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Finally, Jefferies Financial Group restated a “hold” rating and issued a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $449.16.

Rockwell Automation Price Performance

NYSE:ROK opened at $446.48 on Friday. The firm has a market cap of $49.68 billion, a PE ratio of 46.41, a price-to-earnings-growth ratio of 2.86 and a beta of 1.57. Rockwell Automation, Inc. has a 12 month low of $305.44 and a 12 month high of $468.11. The company has a quick ratio of 0.76, a current ratio of 1.09 and a debt-to-equity ratio of 0.72. The company’s 50-day moving average price is $418.83 and its two-hundred day moving average price is $404.04.

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, beating analysts’ consensus estimates of $2.88 by $0.42. The firm had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The company’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the previous year, the business earned $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities analysts anticipate that Rockwell Automation, Inc. will post 13.01 EPS for the current fiscal 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 given a $1.38 dividend. The ex-dividend date is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a yield of 1.2%. Rockwell Automation’s 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.