Rockwell Automation, Inc. $ROK Position Decreased by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. lowered its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 6.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 213,040 shares of the industrial products company’s stock after selling 14,391 shares during the period. Envestnet Asset Management Inc. owned about 0.19% of Rockwell Automation worth $74,464,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Annis Gardner Whiting Capital Advisors LLC increased its holdings in shares of Rockwell Automation by 7.1% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 440 shares of the industrial products company’s stock valued at $154,000 after buying an additional 29 shares in the last quarter. J. Safra Sarasin Holding AG grew its holdings in shares of Rockwell Automation by 2.2% in the 3rd quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company’s stock worth $484,000 after acquiring an additional 30 shares during the last quarter. Fragasso Financial Advisors Inc grew its holdings in shares of Rockwell Automation by 3.6% in the 3rd quarter. Fragasso Financial Advisors Inc now owns 902 shares of the industrial products company’s stock worth $315,000 after acquiring an additional 31 shares during the last quarter. Dynamic Advisor Solutions LLC raised its position in shares of Rockwell Automation by 3.3% during the third quarter. Dynamic Advisor Solutions LLC now owns 1,015 shares of the industrial products company’s stock worth $355,000 after purchasing an additional 32 shares during the period. Finally, Advisors Capital Management LLC lifted its holdings in shares of Rockwell Automation by 1.7% during the second quarter. Advisors Capital Management LLC now owns 2,066 shares of the industrial products company’s stock valued at $686,000 after purchasing an additional 34 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors.

More Rockwell Automation News

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

• Positive Sentiment: Q1 results beat expectations — EPS $2.75 vs. consensus (~$2.46) and revenue ~ $2.11B with organic sales up ~10–12%; management highlighted margin expansion and operating leverage. ROK Q1 Earnings Surpass Estimates
• Positive Sentiment: Business mix strength: Intelligent Devices and Software & Control showed notable growth; annual recurring revenue rose, supporting visibility and longer‑term margin expansion. Rockwell Q1 segment and ARR details
• Neutral Sentiment: FY‑2026 EPS guidance was set to a range (11.40–12.20), roughly in line with management’s prior view but near the Street midpoint — supportive for the long run but not aggressively above expectations. Rockwell Automation Lifts Guidance as Profit Jumps
• Neutral Sentiment: Mizuho raised its price target to $400 but kept a “neutral” rating, signaling mixed near‑term conviction despite the stronger quarter. Mizuho raises price target on ROK
• Negative Sentiment: Operating cash flow weakened due to timing/one‑off compensation payments, which some investors flagged as weighing on near‑term free cash flow and capital‑return growth. That contributed to an initial share pullback after the print. ROK cash flow slide weighs on shares
• Negative Sentiment: Market reaction was mixed — despite the beat many traders viewed the guidance tone and cash‑flow notes as reasons to trim positions, producing short‑term volatility. What’s Going On With Rockwell Automation Stock?

Insider Activity

In other Rockwell Automation news, VP Terry L. Riesterer sold 800 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $392.00, for a total value of $313,600.00. Following the transaction, the vice president owned 1,234 shares in the company, valued at $483,728. The trade was a 39.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Matheus De A. G. Viera Bulho sold 476 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total value of $191,361.52. Following the completion of the transaction, the senior vice president directly owned 2,401 shares in the company, valued at approximately $965,250.02. The trade was a 16.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 25,531 shares of company stock valued at $10,259,637. 0.76% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on ROK shares. Wells Fargo & Company lifted their price target on Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. Bank of America raised their target price on shares of Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Argus upgraded shares of Rockwell Automation to a “strong-buy” rating in a report on Friday, January 16th. Mizuho upped their price target on shares of Rockwell Automation from $380.00 to $400.00 and gave the company a “neutral” rating in a research report on Friday. Finally, TD Cowen lifted their price objective on shares of Rockwell Automation from $275.00 to $330.00 and gave the stock a “hold” rating in a research report on Tuesday, December 2nd. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $417.22.

Rockwell Automation Stock Performance

ROK stock opened at $414.40 on Monday. The firm has a 50 day simple moving average of $407.64 and a 200 day simple moving average of $372.90. Rockwell Automation, Inc. has a 52 week low of $215.00 and a 52 week high of $438.72. The stock has a market cap of $46.53 billion, a P/E ratio of 47.41, a P/E/G ratio of 2.92 and a beta of 1.52. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16.

Rockwell Automation (NYSE:ROK) last released its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The company had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same quarter in the prior year, the firm earned $1.83 EPS. The company’s revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Research analysts anticipate that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

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.