Rockwell Automation, Inc. $ROK Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. cut its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 6.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 50,160 shares of the industrial products company’s stock after selling 3,330 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Rockwell Automation were worth $17,532,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. grew its stake in Rockwell Automation by 468.8% in the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 75 shares during the period. Rexford Capital Inc. acquired a new stake in shares of Rockwell Automation during the second quarter worth $33,000. SBI Securities Co. Ltd. grew its position in shares of Rockwell Automation by 48.7% in the second quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock valued at $39,000 after purchasing an additional 38 shares during the period. Financial Gravity Companies Inc. acquired a new position in Rockwell Automation in the second quarter valued at $40,000. Finally, Sachetta LLC lifted its position in Rockwell Automation by 900.0% during the third quarter. Sachetta LLC now owns 120 shares of the industrial products company’s stock worth $42,000 after buying an additional 108 shares during the period. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Rockwell Automation Stock Performance

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

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The firm had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the prior year, the firm earned $1.83 EPS. The firm’s quarterly 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. As a group, equities research analysts anticipate that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Key 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?

Analyst Upgrades and Downgrades

Several research firms have commented on ROK. Weiss Ratings restated a “hold (c)” rating on shares of Rockwell Automation in a report on Monday, December 29th. Zacks Research lowered shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. TD Cowen increased their price target on shares of Rockwell Automation from $275.00 to $330.00 and gave the stock a “hold” rating in a research note on Tuesday, December 2nd. Morgan Stanley reissued an “overweight” rating and set a $460.00 price objective on shares of Rockwell Automation in a research note on Sunday. Finally, Bank of America upped their price objective on Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $417.22.

Insider Buying and Selling at Rockwell Automation

In other news, VP Isaac Woods sold 229 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $401.92, for a total transaction of $92,039.68. Following the sale, the vice president owned 2,058 shares in the company, valued at $827,151.36. This trade represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Matheus De A. G. Viera Bulho sold 476 shares of the business’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total transaction of $191,361.52. Following 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. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 25,531 shares of company stock worth $10,259,637. Insiders own 0.76% of the company’s stock.

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.