Dimensional Fund Advisors LP Reduces Stock Holdings in Rockwell Automation, Inc. $ROK

Dimensional Fund Advisors LP reduced its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 14.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 723,133 shares of the industrial products company’s stock after selling 123,020 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.64% of Rockwell Automation worth $252,720,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC bought a new stake in shares of Rockwell Automation during the 4th quarter valued at about $281,000. AQR Capital Management LLC increased its position in shares of Rockwell Automation by 75.9% during the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after buying an additional 3,513 shares during the period. Empowered Funds LLC raised its stake in Rockwell Automation by 142.7% in the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock worth $1,887,000 after buying an additional 4,295 shares in the last quarter. Acadian Asset Management LLC raised its stake in Rockwell Automation by 233.6% in the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock worth $484,000 after buying an additional 1,315 shares in the last quarter. Finally, Atria Investments Inc lifted its holdings in Rockwell Automation by 9.3% in the second quarter. Atria Investments Inc now owns 2,810 shares of the industrial products company’s stock worth $934,000 after buying an additional 240 shares during the period. 75.75% of the stock is currently owned by institutional investors.

Insider Transactions at Rockwell Automation

In other news, VP Scott Genereux sold 17,407 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total transaction of $7,043,046.27. Following the transaction, the vice president directly owned 3,314 shares of the company’s stock, valued at $1,340,877.54. This represents a 84.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Blake D. Moret sold 5,564 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.02, for a total value of $2,236,839.28. Following the sale, the chief executive officer directly owned 94,585 shares in the company, valued at $38,025,061.70. This trade represents a 5.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 66,918 shares of company stock valued at $27,101,084. Insiders own 0.76% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on ROK shares. Oppenheimer cut Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. KeyCorp reissued an “overweight” rating and issued a $470.00 target price on shares of Rockwell Automation in a research report on Friday, February 6th. Weiss Ratings upgraded Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 20th. Mizuho lifted their price target on Rockwell Automation from $380.00 to $400.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Finally, Barclays upped 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 equities research 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. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $418.33.

Rockwell Automation Trading Down 2.3%

NYSE:ROK opened at $369.88 on Friday. The company’s 50 day moving average price is $406.46 and its 200-day moving average price is $379.64. Rockwell Automation, Inc. has a 52 week low of $215.00 and a 52 week high of $438.72. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. The stock has a market cap of $41.56 billion, a price-to-earnings ratio of 42.32, a PEG ratio of 2.70 and a beta of 1.53.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings data 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 company had revenue of $2.11 billion during 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%. The firm’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, equities research analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

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