1,500 Shares in Rockwell Automation, Inc. $ROK Bought by Capital Financial Group Inc. Co. ADV

Capital Financial Group Inc. Co. ADV purchased a new position in Rockwell Automation, Inc. (NYSE:ROK) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 1,500 shares of the industrial products company’s stock, valued at approximately $584,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Manchester Capital Management LLC increased its holdings in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock worth $31,000 after acquiring an additional 39 shares in the last quarter. First Horizon Corp purchased a new stake in Rockwell Automation in the 4th quarter worth $32,000. BOK Financial Private Wealth Inc. acquired a new stake in Rockwell Automation during the 4th quarter worth $33,000. Fortitude Family Office LLC boosted its stake in Rockwell Automation by 109.5% during the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 46 shares during the last quarter. Finally, Ameriflex Group Inc. boosted its stake in Rockwell Automation by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insider Buying and Selling

In other Rockwell Automation news, SVP Christopher Nardecchia sold 2,538 shares of the business’s stock in a transaction dated 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 transaction, the senior vice president directly owned 14,232 shares in the company, valued at $6,353,591.76. The trade was a 15.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John M. Miller sold 1,054 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $426.02, for a total transaction of $449,025.08. Following the completion of the transaction, the vice president owned 5,615 shares in the company, valued at $2,392,102.30. The trade was a 15.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,308 shares of company stock worth $5,339,812 over the last ninety days. 0.76% of the stock is currently owned by insiders.

Rockwell Automation Trading Up 1.0%

Shares of ROK stock opened at $463.84 on Tuesday. The company’s 50-day moving average price is $430.53 and its 200-day moving average price is $407.59. The company has a current ratio of 1.09, a quick ratio of 0.76 and a debt-to-equity ratio of 0.72. The stock has a market cap of $51.61 billion, a price-to-earnings ratio of 48.22, a PEG ratio of 2.94 and a beta of 1.57. Rockwell Automation, Inc. has a twelve month low of $305.44 and a twelve month high of $473.91.

Rockwell Automation (NYSE:ROK) last issued its 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. The company had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. Rockwell Automation’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. As a group, equities analysts predict that Rockwell Automation, Inc. will post 13.01 earnings per share for the current year.

Rockwell Automation declared that its board has approved a share buyback plan on Tuesday, June 9th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the industrial products company to reacquire up to 2% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board of directors believes its stock is undervalued.

Rockwell Automation Dividend Announcement

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 issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.2%. The ex-dividend date is Monday, August 17th. Rockwell Automation’s payout ratio is presently 57.38%.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on ROK shares. BNP Paribas Exane lifted their target price on shares of Rockwell Automation from $495.00 to $515.00 in a research note on Wednesday, May 6th. JPMorgan Chase & Co. lifted their target price on shares of Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. DA Davidson set a $500.00 target price on shares of Rockwell Automation in a research note on Monday. TD Cowen lifted their target price on shares of Rockwell Automation from $350.00 to $400.00 and gave the stock a “hold” rating in a research note on Wednesday, May 13th. Finally, Citigroup lifted their target price on shares of Rockwell Automation from $466.00 to $500.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $454.05.

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.