Rockwell Automation, Inc. $ROK Shares Purchased by Raiffeisen Bank International AG

Raiffeisen Bank International AG raised its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 354.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,607 shares of the industrial products company’s stock after acquiring an additional 2,033 shares during the quarter. Raiffeisen Bank International AG’s holdings in Rockwell Automation were worth $898,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of ROK. Bessemer Group Inc. raised its holdings in shares of Rockwell Automation by 180.5% in the third quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company’s stock worth $2,042,000 after acquiring an additional 3,759 shares during the last quarter. Brighton Jones LLC acquired a new stake in shares of Rockwell Automation during the fourth quarter valued at $281,000. Ferguson Wellman Capital Management Inc. purchased a new stake in Rockwell Automation during the 3rd quarter worth about $777,000. Schroder Investment Management Group raised its stake in Rockwell Automation by 796.0% in the 2nd quarter. Schroder Investment Management Group now owns 97,367 shares of the industrial products company’s stock valued at $32,342,000 after purchasing an additional 86,500 shares during the last quarter. Finally, Citizens Financial Group Inc. RI purchased a new position in Rockwell Automation in the 2nd quarter valued at about $234,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insider Activity at Rockwell Automation

In other news, SVP Matheus De A. G. Viera Bulho sold 476 shares of the firm’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 transaction, the senior vice president directly owned 2,401 shares in the company, valued at $965,250.02. This trade represents a 16.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Matthew W. Fordenwalt sold 146 shares of Rockwell Automation stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.48, for a total value of $58,762.08. Following the completion of the transaction, the senior vice president directly owned 4,437 shares in the company, valued at $1,785,803.76. This represents a 3.19% 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 over the last three months. Insiders own 0.76% of the company’s stock.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Zacks Research raised Rockwell’s FY2027 EPS view to $13.36 (from $12.71) and nudged FY2026 to $11.81, signaling stronger longer‑term earnings expectations that can support valuation expansion and justify the stock’s premium multiple.
• Positive Sentiment: Zacks increased several quarterly estimates for 2026–2027 (notably Q2 2026 to $2.83 and multiple Q2–Q4 2027 quarterly estimates), reinforcing a view of improving cadence into FY2027 and reducing near‑term forecast dispersion.
• Positive Sentiment: Customer win / product validation — Rockwell announced DLG Group’s deployment of its Computerized Maintenance Management System, citing a targeted ~10% reduction in downtime; tangible customer deployments like this support recurring software/services revenue and cross‑sell potential. Rockwell Automation Announces DLG Group’s Computerized Maintenance Management System Deployment to Drive 10% Downtime Reduction
• Neutral Sentiment: Zacks retains a “Hold” rating on ROK — while estimates were moved around, the unchanged rating suggests analysts see upside balanced by valuation and execution risks in the near term.
• Neutral Sentiment: Investor commentary on valuation: a recent Yahoo Finance piece reviews whether ROK’s multi‑year gains leave less upside, useful for sentiment but not new company data. Is It Too Late To Consider Rockwell Automation (ROK) After Strong Multi‑Year Gains?
• Negative Sentiment: Zacks trimmed Q4 2026 EPS materially (from $3.46 to $3.23) — a meaningful near‑term downgrade that could pressure next quarter sentiment and short‑term investor expectations.
• Negative Sentiment: Smaller cuts to Q1 2027 and Q3 2026 estimates indicate mixed near‑term momentum — while FY outlook was lifted, quarter‑to‑quarter revisions are uneven and introduce some execution risk for upcoming reports.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on ROK shares. Argus raised shares of Rockwell Automation to a “strong-buy” rating in a research note on Friday, January 16th. Morgan Stanley reissued an “overweight” rating and set a $460.00 price objective on shares of Rockwell Automation in a research note on Sunday, February 8th. Weiss Ratings upgraded shares of Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Wells Fargo & Company boosted their price target on Rockwell Automation from $380.00 to $410.00 and gave the company an “equal weight” rating in a report on Wednesday, January 7th. Finally, Barclays increased their price target on Rockwell Automation from $435.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, Rockwell Automation presently has a consensus rating of “Moderate Buy” and a consensus target price of $418.33.

Rockwell Automation Stock Performance

Shares of ROK stock opened at $398.63 on Monday. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The firm has a market capitalization of $44.79 billion, a price-to-earnings ratio of 45.61, a price-to-earnings-growth ratio of 2.84 and a beta of 1.52. Rockwell Automation, Inc. has a one year low of $215.00 and a one year high of $438.72. The company has a 50 day moving average price of $406.80 and a 200 day moving average price of $376.28.

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

Rockwell Automation Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd will be given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Monday, February 23rd. Rockwell Automation’s payout ratio is 63.16%.

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.