Axxcess Wealth Management LLC Boosts Stock Holdings in Rockwell Automation, Inc. $ROK

Axxcess Wealth Management LLC grew its position in Rockwell Automation, Inc. (NYSE:ROK) by 199.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,479 shares of the industrial products company’s stock after acquiring an additional 2,985 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Rockwell Automation were worth $1,565,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. boosted its stake in 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 purchasing an additional 75 shares during the last quarter. Rexford Capital Inc. acquired a new position in Rockwell Automation during the second quarter worth about $33,000. SBI Securities Co. Ltd. grew its stake in Rockwell Automation by 48.7% during the 2nd quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock valued at $39,000 after acquiring an additional 38 shares in the last quarter. Financial Gravity Companies Inc. purchased a new stake in Rockwell Automation during the 2nd quarter valued at about $40,000. Finally, Sachetta LLC raised 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. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. Jefferies Financial Group upped their price target on Rockwell Automation from $450.00 to $470.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Barclays upped their target price on Rockwell Automation from $435.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Mizuho raised their target price on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Bank of America boosted their price target 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. Finally, The Goldman Sachs Group upgraded shares of Rockwell Automation from a “sell” rating to a “neutral” rating and raised their price objective for the stock from $329.00 to $448.00 in a research report on Tuesday, December 16th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $417.22.

Insider Transactions at Rockwell Automation

In related news, VP Isaac Woods sold 229 shares of the stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $401.92, for a total transaction of $92,039.68. Following the transaction, the vice president owned 2,058 shares of the company’s stock, valued at approximately $827,151.36. This represents a 10.01% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Matheus De A. G. Viera Bulho sold 476 shares of Rockwell Automation stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.02, for a total value of $191,361.52. Following the completion of the transaction, the senior vice president directly owned 2,401 shares of the company’s stock, valued at approximately $965,250.02. This represents a 16.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 25,531 shares of company stock worth $10,259,637. 0.76% of the stock is owned by corporate insiders.

Rockwell Automation Trading Up 0.8%

NYSE ROK opened at $398.63 on Friday. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. The stock has a market capitalization of $44.79 billion, a P/E ratio of 45.61, a PEG ratio of 2.83 and a beta of 1.52. The firm’s 50-day moving average is $406.80 and its two-hundred day moving average is $375.73. Rockwell Automation, Inc. has a 12 month low of $215.00 and a 12 month high of $438.72.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (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 business had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the previous year, the firm earned $1.83 EPS. The business’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, sell-side analysts anticipate that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Announces Dividend

The company 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 1.4%. The ex-dividend date is Monday, February 23rd. Rockwell Automation’s dividend payout ratio (DPR) is currently 63.16%.

More Rockwell Automation News

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.

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.