Rockwell Automation, Inc. $ROK Shares Purchased by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC boosted its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 153.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,880 shares of the industrial products company’s stock after purchasing an additional 4,168 shares during the period. Aptus Capital Advisors LLC’s holdings in Rockwell Automation were worth $2,405,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Thurston Springer Miller Herd & Titak Inc. increased its holdings in shares of Rockwell Automation by 468.8% during the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock worth $32,000 after buying an additional 75 shares during the last quarter. Rexford Capital Inc. purchased a new position in Rockwell Automation in the second quarter worth approximately $33,000. SBI Securities Co. Ltd. grew its position in Rockwell Automation by 48.7% in the second quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock worth $39,000 after acquiring an additional 38 shares during the period. Financial Gravity Companies Inc. acquired a new stake in Rockwell Automation during the second quarter worth $40,000. Finally, Sachetta LLC increased its stake 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 acquiring an additional 108 shares during the last quarter. 75.75% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, SVP Rebecca W. House sold 12,100 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total value of $4,891,667.00. Following the completion of the transaction, the senior vice president owned 12,200 shares in the company, valued at approximately $4,932,094. The trade was a 49.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Christopher Nardecchia sold 14,465 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the sale, the senior vice president directly owned 14,232 shares in the company, valued at approximately $5,835,262.32. The trade was a 50.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 62,840 shares of company stock valued at $25,465,888. 0.76% of the stock is owned by company insiders.

Rockwell Automation Trading Down 2.3%

Shares of NYSE ROK opened at $369.88 on Monday. Rockwell Automation, Inc. has a twelve month low of $215.00 and a twelve month high of $438.72. 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 stock has a fifty day simple moving average of $406.46 and a 200-day simple moving average of $380.18. The stock has a market capitalization of $41.56 billion, a PE ratio of 42.32, a PEG ratio of 2.64 and a beta of 1.53.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the prior year, the company earned $1.83 EPS. Rockwell Automation’s revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, equities analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Announces Dividend

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 given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, February 23rd. Rockwell Automation’s dividend payout ratio is currently 63.16%.

Analyst Ratings Changes

Several brokerages have recently commented on ROK. Barclays upped their price target on Rockwell Automation from $435.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. Jefferies Financial Group boosted their price objective on shares of Rockwell Automation from $450.00 to $470.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Robert W. Baird set a $430.00 target price on shares of Rockwell Automation in a research report on Friday, February 6th. Citigroup increased their target price on shares of Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a research note on Monday, December 8th. Finally, Evercore started coverage on shares of Rockwell Automation in a research report on Monday, December 15th. They set an “in-line” rating and a $440.00 price target for the company. Two equities 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 stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $418.33.

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.