Davis R M Inc. Has $31.63 Million Position in Rockwell Automation, Inc. $ROK

Davis R M Inc. increased its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 1.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 90,477 shares of the industrial products company’s stock after acquiring an additional 1,331 shares during the period. Davis R M Inc. owned about 0.08% of Rockwell Automation worth $31,625,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Rockwell Automation by 1.5% during the second quarter. Vanguard Group Inc. now owns 14,058,406 shares of the industrial products company’s stock worth $4,669,781,000 after purchasing an additional 207,448 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Rockwell Automation by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 2,874,428 shares of the industrial products company’s stock valued at $950,744,000 after purchasing an additional 48,105 shares during the last quarter. Norges Bank acquired a new position in shares of Rockwell Automation during the 2nd quarter worth $368,575,000. Holocene Advisors LP lifted its position in shares of Rockwell Automation by 128.9% during the 2nd quarter. Holocene Advisors LP now owns 866,992 shares of the industrial products company’s stock worth $287,989,000 after buying an additional 488,262 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in Rockwell Automation by 122.3% in the third quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company’s stock valued at $286,522,000 after buying an additional 451,038 shares in the last quarter. 75.75% of the stock is owned by institutional investors.

Insider Activity

In other news, VP Scott Genereux sold 17,407 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total value of $7,043,046.27. Following the completion of the sale, the vice president owned 3,314 shares of the company’s stock, valued at approximately $1,340,877.54. This represents a 84.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Rebecca W. House sold 12,100 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total value of $4,891,667.00. Following the transaction, the senior vice president owned 12,200 shares of the company’s stock, valued at $4,932,094. This trade represents a 49.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 73,959 shares of company stock worth $29,938,428. 0.76% of the stock is owned by corporate insiders.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Rockwell opened a new Customer Experience Center in Bologna, Italy — a commercial/technical showcase that can help win European automation deals and deepen customer relationships. Read More.
• Positive Sentiment: Recent fundamentals remain strong: Rockwell beat Q4 estimates and set FY2026 EPS guidance of $11.40–$12.20, supporting the view of continued revenue and margin strength (investors should weigh this against valuation). Read More.
• Negative Sentiment: SVP Christopher Nardecchia sold 14,465 shares at ~$410.01 (~$5.93M); his direct holdings dropped ~50.4%. This large sale was disclosed via SEC filing. Read More.
• Negative Sentiment: VP Scott Genereux sold 17,407 shares at ~$404.61 (~$7.04M), cutting his stake by ~84.0% — another sizable insider exit. Read More.
• Negative Sentiment: SVP Rebecca W. House sold 12,100 shares at ~$404.27 (~$4.89M), reducing her holdings by ~49.8%. Read More.
• Negative Sentiment: SVP Christopher (other exec) — Tessa M. Myers sold 1,985 shares at ~$409.37 (~$812.6K), trimming her position ~33%. Read More.
• Negative Sentiment: SVP Matthew W. Fordenwalt sold 1,200 shares at ~$404.21 (~$485K), a ~21.3% reduction in his holding. Read More.
• Negative Sentiment: VP Isaac Woods sold 1,271 shares at ~$405.69 (~$515.6K), cutting his stake ~43.0%. Read More.

Analyst Ratings Changes

Several brokerages have commented on ROK. Zacks Research downgraded Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. TD Cowen lifted their price target on shares of Rockwell Automation from $330.00 to $350.00 and gave the company a “hold” rating in a report on Friday, February 20th. Jefferies Financial Group upped their price objective on shares of Rockwell Automation from $450.00 to $470.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Morgan Stanley reissued an “overweight” rating and issued a $460.00 price objective on shares of Rockwell Automation in a research note on Sunday, February 8th. Finally, Bank of America raised their target price 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. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $418.33.

Rockwell Automation Stock Down 1.0%

Shares of NYSE ROK opened at $407.02 on Monday. The company has a 50 day simple moving average of $407.47 and a 200 day simple moving average of $378.59. 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 has a market cap of $45.73 billion, a PE ratio of 46.57, a price-to-earnings-growth ratio of 2.91 and a beta of 1.53.

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. The firm had revenue of $2.11 billion during the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The company’s revenue was up 11.9% on a year-over-year basis. During the same period in the prior year, the company posted $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, research analysts forecast that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Announces Dividend

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

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.