Rockwell Automation, Inc. $ROK Shares Sold by Broderick Brian C

Broderick Brian C lessened its position in Rockwell Automation, Inc. (NYSE:ROK) by 5.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 36,027 shares of the industrial products company’s stock after selling 2,025 shares during the quarter. Rockwell Automation comprises 2.4% of Broderick Brian C’s holdings, making the stock its 17th largest position. Broderick Brian C’s holdings in Rockwell Automation were worth $12,593,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Annis Gardner Whiting Capital Advisors LLC increased its position 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 during the last quarter. J. Safra Sarasin Holding AG lifted its holdings in Rockwell Automation by 2.2% in the third quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company’s stock valued at $484,000 after acquiring an additional 30 shares during the last quarter. Fragasso Financial Advisors Inc increased its stake in Rockwell Automation by 3.6% during the third 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 lifted its stake in shares of Rockwell Automation by 3.3% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 1,015 shares of the industrial products company’s stock valued at $355,000 after purchasing an additional 32 shares during the last quarter. Finally, Advisors Capital Management LLC raised its holdings in Rockwell Automation by 1.7% in the 2nd quarter. Advisors Capital Management LLC now owns 2,066 shares of the industrial products company’s stock valued at $686,000 after buying an additional 34 shares during the period. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Rockwell Automation Trading Down 0.4%

NYSE ROK opened at $394.68 on Friday. The company’s 50 day moving average price is $406.93 and its 200 day moving average price is $375.40. 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, Inc. has a one year low of $215.00 and a one year high of $438.72. The firm has a market capitalization of $44.35 billion, a price-to-earnings ratio of 45.16, a PEG ratio of 2.84 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, beating 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 firm had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the prior year, the firm posted $1.83 EPS. The firm’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. On average, sell-side analysts predict that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Announces Dividend

The firm also recently announced 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. The ex-dividend date is Monday, February 23rd. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.4%. Rockwell Automation’s dividend payout ratio is presently 63.16%.

Wall Street Analysts Forecast Growth

ROK has been the subject of several recent research reports. The Goldman Sachs Group raised shares of Rockwell Automation from a “sell” rating to a “neutral” rating and raised their price target for the company from $329.00 to $448.00 in a research report on Tuesday, December 16th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Rockwell Automation in a report on Monday, December 29th. Bank of America increased their price objective on shares of Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Barclays lifted their price target on Rockwell Automation from $435.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Finally, Morgan Stanley restated an “overweight” rating and issued a $460.00 target price on shares of Rockwell Automation in a report on Sunday, February 8th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $417.22.

Insider Activity

In related news, CEO Blake D. Moret sold 5,564 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total value of $2,236,839.28. Following the transaction, the chief executive officer directly owned 94,585 shares of the company’s stock, valued at approximately $38,025,061.70. This trade represents a 5.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Rebecca W. House sold 1,698 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.06, for a total transaction of $682,697.88. Following the sale, the senior vice president owned 12,200 shares of the company’s stock, 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. Insiders sold a total of 25,531 shares of company stock valued at $10,259,637 in the last three months. 0.76% of the stock is currently owned by 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.