Rockwell Automation, Inc. $ROK Stock: Rakuten Investment Management Inc. Boosts Holdings

Rakuten Investment Management Inc. boosted its position in Rockwell Automation, Inc. (NYSE:ROK) by 9.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,947 shares of the industrial products company’s stock after buying an additional 1,684 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Rockwell Automation were worth $8,608,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Castle Rock Wealth Management LLC lifted its holdings in Rockwell Automation by 2.2% during the 2nd quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock worth $501,000 after buying an additional 22 shares during the last quarter. Apella Capital LLC grew its position in shares of Rockwell Automation by 0.9% in the 2nd quarter. Apella Capital LLC now owns 3,261 shares of the industrial products company’s stock worth $1,529,000 after acquiring an additional 28 shares in the last quarter. Finivi Inc. increased its holdings in shares of Rockwell Automation by 1.0% in the 2nd quarter. Finivi Inc. now owns 2,935 shares of the industrial products company’s stock valued at $1,453,000 after acquiring an additional 30 shares during the last quarter. Uncommon Cents Investing Inc increased its holdings in shares of Rockwell Automation by 1.0% in the 3rd quarter. Uncommon Cents Investing Inc now owns 3,130 shares of the industrial products company’s stock valued at $1,363,000 after acquiring an additional 30 shares during the last quarter. Finally, Focus Financial Network Inc. raised its position in shares of Rockwell Automation by 1.8% during the 2nd quarter. Focus Financial Network Inc. now owns 1,806 shares of the industrial products company’s stock valued at $894,000 after acquiring an additional 32 shares in the last quarter. 75.75% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, VP Isaac Woods sold 154 shares of the company’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $432.62, for a total transaction of $66,623.48. Following the completion of the transaction, the vice president owned 1,858 shares in the company, valued at approximately $803,807.96. This represents a 7.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Matheus De A. G. Viera Bulho sold 400 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $420.14, for a total transaction of $168,056.00. Following the transaction, the senior vice president owned 867 shares of the company’s stock, valued at $364,261.38. This represents a 31.57% decrease in their position. 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 ninety days, insiders have sold 2,711 shares of company stock valued at $1,164,880. 0.76% of the stock is owned by corporate insiders.

Rockwell Automation Stock Down 14.5%

NYSE:ROK opened at $379.54 on Friday. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. The stock has a 50 day moving average of $430.52 and a 200-day moving average of $427.46. The firm has a market capitalization of $42.15 billion, a PE ratio of 35.57, a price-to-earnings-growth ratio of 2.10 and a beta of 1.51. Rockwell Automation, Inc. has a 52 week low of $347.53 and a 52 week high of $497.36.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings results on Thursday, November 5th. The industrial products company reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.69 by $0.19. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%. The business had revenue of $2.33 billion for the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter last year, the business posted $3.34 EPS. The business’s revenue was up .7% on a year-over-year basis. Rockwell Automation has set its FY 2027 guidance at 14.500-15.500 EPS. Analysts predict that Rockwell Automation, Inc. will post 13.26 EPS for the current year.

Rockwell Automation Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Monday, November 16th will be given a $1.45 dividend. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.38. This represents a $5.80 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, November 16th. Rockwell Automation’s dividend payout ratio is 54.36%.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Wells Fargo & Company assumed coverage on Rockwell Automation in a research note on Thursday, September 24th. They set an “equal weight” rating and a $426.00 price objective on the stock. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Rockwell Automation from $469.00 to $500.00 and gave the company a “hold” rating in a research note on Wednesday, September 30th. Sanford C. Bernstein increased their target price on shares of Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a report on Friday, August 14th. Citigroup dropped their target price on shares of Rockwell Automation from $555.00 to $536.00 and set a “buy” rating on the stock in a report on Wednesday, August 5th. Finally, DA Davidson reduced their price target on shares of Rockwell Automation from $500.00 to $490.00 and set a “neutral” rating on the stock in a research report on Friday, August 21st. Nine investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $468.00.

Rockwell Automation News Roundup

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

• Positive Sentiment: Adjusted Q4 EPS of $3.88 beat the consensus estimate of $3.69 and rose from $3.34 a year earlier. Margin gains and solid performance in some segments supported profit growth. Rockwell Automation Q4 Earnings Beat Estimates on Margin Gains
• Neutral Sentiment: For FY2027, Rockwell forecast EPS of $14.50–$15.50 versus a $14.92 consensus, and revenue of $9.4–$9.7 billion versus $9.6 billion expected. The ranges largely bracket estimates, though the revenue midpoint is slightly below consensus. Rockwell Automation Issues Fiscal 2027 Outlook
• Negative Sentiment: Q4 revenue of $2.33 billion missed the $2.41 billion analyst estimate and increased only 0.7% year over year. The sales shortfall, despite the EPS beat, likely weighed on shares and raised questions about the pace of demand growth. Rockwell Automation Issues Fiscal 2027 Outlook

Rockwell Automation Profile

Rockwell Automation, Inc (NYSE: ROK) is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and industrial organizations improve productivity, safety, quality and operational efficiency through connected hardware, software and services.

Its product portfolio includes industrial control systems, programmable logic controllers, motor control and sensing equipment, industrial computers, safety products, networking technologies and power-control solutions.