Banque Pictet & Cie SA Sells 2,660 Shares of Rockwell Automation, Inc. $ROK

Banque Pictet & Cie SA reduced its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 8.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,749 shares of the industrial products company’s stock after selling 2,660 shares during the quarter. Banque Pictet & Cie SA’s holdings in Rockwell Automation were worth $11,574,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Fortitude Family Office LLC lifted its holdings in shares of Rockwell Automation by 109.5% in the fourth quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock worth $34,000 after buying an additional 46 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. grew its stake in Rockwell Automation by 468.8% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 75 shares in the last quarter. Rexford Capital Inc. purchased a new position in Rockwell Automation during the second quarter valued at $33,000. Ameriflex Group Inc. increased its holdings in Rockwell Automation by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 50 shares during the last quarter. Finally, Sachetta LLC increased its holdings in Rockwell Automation by 900.0% in the 3rd quarter. Sachetta LLC now owns 120 shares of the industrial products company’s stock valued at $42,000 after acquiring an additional 108 shares during the last quarter. Institutional investors own 75.75% of the company’s stock.

Rockwell Automation Price Performance

ROK stock opened at $369.25 on Thursday. Rockwell Automation, Inc. has a 52 week low of $215.00 and a 52 week high of $438.72. The firm has a market capitalization of $41.49 billion, a P/E ratio of 42.25, a price-to-earnings-growth ratio of 2.56 and a beta of 1.54. The company has a fifty day simple moving average of $389.62 and a two-hundred day simple moving average of $381.92. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. The firm 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% on a year-over-year basis. During the same period in the previous year, the firm posted $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Analysts anticipate that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd were paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Monday, February 23rd. Rockwell Automation’s payout ratio is presently 63.16%.

Rockwell Automation News Roundup

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

• Positive Sentiment: Barclays trimmed its price target to $400 but kept an “overweight” rating, signaling continued conviction in ROK’s longer‑term growth even after pulling back near‑term expectations. Barclays adjusts price target
• Positive Sentiment: Robert W. Baird lowered its target to $410, which still implies meaningful upside versus current levels — a vote that ROK’s fundamentals remain attractive to some buy‑side analysts. Baird lowers price target
• Neutral Sentiment: Rockwell launched a new season of its ROKStudios video series on the automation→autonomy journey — positive for branding and customer engagement but unlikely to move near‑term earnings. ROKStudios video series
• Neutral Sentiment: Recent coverage taking a fresh look at ROK’s valuation after a rebound—useful context for investors assessing whether current multiples (still elevated) are justified by growth and software momentum. Valuation analysis
• Negative Sentiment: Jefferies downgraded ROK from Buy to Hold and slashed its target (reports show reductions to $380 and commentary citing limited re‑rating potential), a headline that pressured sentiment and highlights concerns about valuation vs. growth. Jefferies downgrade
• Negative Sentiment: Wells Fargo cut its price target to $360 and moved to an “equal weight” stance — a direct downgrade in expected near‑term upside that may add selling pressure. Wells Fargo price target cut
• Negative Sentiment: Critical retail/strategy pieces (e.g., “3 Reasons ROK is Risky”) are amplifying worries about valuation and competition, which can sway momentum traders and retail flows. Critical article

Analyst Upgrades and Downgrades

Several research analysts have commented on ROK shares. Mizuho increased their price objective on shares of Rockwell Automation from $380.00 to $400.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Citigroup lifted their target price on Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a report on Monday, December 8th. Morgan Stanley reiterated an “overweight” rating and issued a $460.00 target price on shares of Rockwell Automation in a research report on Sunday, February 8th. Rothschild & Co Redburn increased their price target on Rockwell Automation from $335.00 to $365.00 and gave the company a “neutral” rating in a research note on Wednesday, January 21st. Finally, Argus upgraded Rockwell Automation to a “strong-buy” rating in a report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Rockwell Automation currently has an average rating of “Moderate Buy” and a consensus price target of $406.67.

Insider Buying and Selling at Rockwell Automation

In other Rockwell Automation news, 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 $5,835,262.32. This represents a 50.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Matthew W. Fordenwalt sold 1,200 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $404.21, for a total value of $485,052.00. Following the completion of the transaction, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $1,793,479.77. This trade represents a 21.29% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 49,228 shares of company stock valued at $19,992,391. Corporate insiders own 0.76% of the company’s stock.

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.