Delaney Dennis R Reduces Stake in Rockwell Automation, Inc. $ROK

Delaney Dennis R lessened its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 11.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 18,493 shares of the industrial products company’s stock after selling 2,434 shares during the period. Rockwell Automation accounts for approximately 3.2% of Delaney Dennis R’s investment portfolio, making the stock its 13th biggest holding. Delaney Dennis R’s holdings in Rockwell Automation were worth $6,464,000 as of its most recent SEC filing.

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

Analyst Ratings Changes

A number of research firms have recently commented on ROK. Robert W. Baird set a $430.00 target price on Rockwell Automation in a research report on Friday, February 6th. Argus raised Rockwell Automation to a “strong-buy” rating in a research report on Friday, January 16th. Evercore started coverage on Rockwell Automation in a report on Monday, December 15th. They issued an “in-line” rating and a $440.00 price objective for the company. Oppenheimer lowered shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Finally, Bank of America lifted their target price on shares of Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, Rockwell Automation presently has a consensus rating of “Moderate Buy” and an average target price of $417.22.

Rockwell Automation Stock Performance

NYSE:ROK opened at $394.68 on Friday. The firm has a market cap of $44.35 billion, a price-to-earnings ratio of 45.16, a price-to-earnings-growth ratio of 2.84 and a beta of 1.52. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. Rockwell Automation, Inc. has a 1-year low of $215.00 and a 1-year high of $438.72. The firm’s fifty day moving average price is $406.93 and its 200 day moving average price is $375.40.

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

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Monday, February 23rd will be issued a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, February 23rd. Rockwell Automation’s dividend payout ratio (DPR) is currently 63.16%.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, VP Isaac Woods sold 229 shares of the business’s stock in a transaction 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 directly owned 2,058 shares in the company, valued at approximately $827,151.36. The trade was a 10.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Matheus De A. G. Viera Bulho sold 476 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.02, for a total transaction of $191,361.52. Following the completion of the transaction, the senior vice president owned 2,401 shares of the company’s stock, valued at $965,250.02. This represents a 16.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 25,531 shares of company stock valued at $10,259,637. 0.76% of the stock is owned by company insiders.

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.