Capital Advisors Inc. OK Buys 116,653 Shares of Rockwell Automation, Inc. $ROK

Capital Advisors Inc. OK grew its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 9,978.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 117,822 shares of the industrial products company’s stock after acquiring an additional 116,653 shares during the quarter. Capital Advisors Inc. OK owned about 0.10% of Rockwell Automation worth $41,182,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in ROK. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in Rockwell Automation by 468.8% in the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 75 shares during the last quarter. Rexford Capital Inc. bought a new position in shares of Rockwell Automation during the 2nd quarter valued at $33,000. SBI Securities Co. Ltd. boosted its stake in shares of Rockwell Automation by 48.7% in the 2nd quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock worth $39,000 after buying an additional 38 shares during the last quarter. Legend Financial Advisors Inc. bought a new stake in shares of Rockwell Automation in the second quarter worth $39,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of Rockwell Automation in the second quarter worth $40,000. 75.75% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

ROK has been the topic of a number of recent research reports. Zacks Research raised Rockwell Automation from a “hold” rating to a “strong-buy” rating in a report on Friday, December 12th. Robert W. Baird raised their price objective on shares of Rockwell Automation from $392.00 to $402.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Barclays boosted their target price on shares of Rockwell Automation from $417.00 to $435.00 and gave the company an “overweight” rating in a research report on Thursday, December 4th. Evercore ISI started coverage on shares of Rockwell Automation in a research report on Monday, December 15th. They issued an “in-line” rating and a $440.00 price target on the stock. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Rockwell Automation from $357.00 to $400.00 and gave the company a “neutral” rating in a research report on Tuesday, November 11th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $403.31.

Rockwell Automation Trading Up 2.4%

ROK stock opened at $398.30 on Friday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.14 and a quick ratio of 0.77. Rockwell Automation, Inc. has a 1-year low of $215.00 and a 1-year high of $415.89. The business has a 50 day simple moving average of $387.29 and a two-hundred day simple moving average of $359.10. The company has a market capitalization of $44.72 billion, a price-to-earnings ratio of 52.00, a PEG ratio of 2.67 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last released its earnings results on Thursday, November 6th. The industrial products company reported $3.34 EPS for the quarter, topping the consensus estimate of $2.94 by $0.40. The firm had revenue of $4.63 billion for the quarter, compared to the consensus estimate of $2.19 billion. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. The company’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. Research analysts anticipate that Rockwell Automation, Inc. will post 9.35 EPS for the current fiscal year.

Rockwell Automation Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 17th were given a dividend of $1.38 per share. The ex-dividend date was Monday, November 17th. This is a positive change from Rockwell Automation’s previous quarterly dividend of $1.31. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.4%. Rockwell Automation’s dividend payout ratio (DPR) is 72.06%.

Insider Activity

In other Rockwell Automation news, VP Scott Genereux sold 1,387 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $402.03, for a total value of $557,615.61. Following the sale, the vice president owned 4,514 shares of the company’s stock, valued at $1,814,763.42. The trade was a 23.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, SVP Rebecca W. House sold 1,698 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $402.06, for a total value of $682,697.88. Following the sale, the senior vice president directly owned 12,200 shares in the company, valued at $4,905,132. This trade represents a 12.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 87,253 shares of company stock valued at $34,405,319. 0.76% of the stock is owned by corporate insiders.

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.