Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Invests $767,000 in Rockwell Automation, Inc. $ROK

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 2,310 shares of the industrial products company’s stock, valued at approximately $767,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC acquired a new stake in Rockwell Automation in the 4th quarter valued at about $281,000. Citigroup Inc. boosted its holdings in shares of Rockwell Automation by 57.0% during the 1st quarter. Citigroup Inc. now owns 247,294 shares of the industrial products company’s stock worth $63,896,000 after purchasing an additional 89,780 shares during the last quarter. Savvy Advisors Inc. boosted its holdings in shares of Rockwell Automation by 29.4% during the 1st quarter. Savvy Advisors Inc. now owns 964 shares of the industrial products company’s stock worth $249,000 after purchasing an additional 219 shares during the last quarter. Zions Bancorporation National Association UT purchased a new stake in shares of Rockwell Automation in the first quarter valued at approximately $55,000. Finally, Townsquare Capital LLC increased its holdings in shares of Rockwell Automation by 25.2% in the first quarter. Townsquare Capital LLC now owns 2,428 shares of the industrial products company’s stock valued at $627,000 after purchasing an additional 489 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Rockwell Automation Stock Down 0.6%

Shares of ROK opened at $402.00 on Tuesday. The company’s 50-day moving average price is $368.21 and its 200 day moving average price is $348.65. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $406.49. The company has a current ratio of 1.14, a quick ratio of 0.77 and a debt-to-equity ratio of 0.70. The firm has a market cap of $45.13 billion, a P/E ratio of 52.48, a price-to-earnings-growth ratio of 2.71 and a beta of 1.50.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share for the quarter, beating analysts’ consensus estimates of $2.94 by $0.40. The business had revenue of $4.63 billion during the quarter, compared to analysts’ expectations of $2.19 billion. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. The business’s revenue for the quarter was up 13.8% on a year-over-year basis. During the same period last year, the business earned $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. On average, sell-side analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, December 10th. Shareholders of record on Monday, November 17th will be paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. This is a positive change from Rockwell Automation’s previous quarterly dividend of $1.31. The ex-dividend date is Monday, November 17th. Rockwell Automation’s payout ratio is currently 72.06%.

Insider Buying and Selling at Rockwell Automation

In related news, CEO Blake D. Moret sold 61,700 shares of the firm’s stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $391.56, for a total transaction of $24,159,252.00. Following the completion of the transaction, the chief executive officer directly owned 83,873 shares in the company, valued at $32,841,311.88. This trade represents a 42.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Rebecca W. House sold 371 shares of Rockwell Automation stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $402.90, for a total value of $149,475.90. Following the completion of the transaction, the senior vice president directly owned 10,628 shares of the company’s stock, valued at approximately $4,282,021.20. This represents a 3.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 94,213 shares of company stock valued at $35,927,298. Corporate insiders own 0.68% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on ROK shares. JPMorgan Chase & Co. lifted their price objective on Rockwell Automation from $357.00 to $400.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 11th. Morgan Stanley raised their target price on Rockwell Automation from $385.00 to $435.00 and gave the stock an “overweight” rating in a research note on Monday, November 10th. Robert W. Baird boosted their price target on shares of Rockwell Automation from $392.00 to $402.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Barclays upped their price objective on shares of Rockwell Automation from $417.00 to $435.00 and gave the company an “overweight” rating in a report on Thursday, December 4th. Finally, Wall Street Zen raised shares of Rockwell Automation from a “hold” rating to a “buy” rating in a research note on Sunday, September 21st. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Rockwell Automation presently has an average rating of “Moderate Buy” and an average price target of $380.63.

Rockwell Automation Company Profile

Rockwell Automation, Inc provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services.