Rockwell Automation, Inc. $ROK Shares Sold by Somerville Kurt F

Somerville Kurt F reduced its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 9.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 45,878 shares of the industrial products company’s stock after selling 5,009 shares during the period. Rockwell Automation makes up approximately 2.6% of Somerville Kurt F’s holdings, making the stock its 15th largest holding. Somerville Kurt F’s holdings in Rockwell Automation were worth $16,036,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in Rockwell Automation by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 14,058,406 shares of the industrial products company’s stock valued at $4,669,781,000 after acquiring an additional 207,448 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Rockwell Automation by 1.7% in the second quarter. Geode Capital Management LLC now owns 2,874,428 shares of the industrial products company’s stock valued at $950,744,000 after purchasing an additional 48,105 shares during the last quarter. Norges Bank purchased a new position in Rockwell Automation during the second quarter worth approximately $368,575,000. Sumitomo Mitsui Trust Group Inc. boosted its stake in Rockwell Automation by 1.2% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,006,575 shares of the industrial products company’s stock worth $334,354,000 after buying an additional 12,262 shares during the last quarter. Finally, Holocene Advisors LP grew its holdings in Rockwell Automation by 128.9% in the 2nd quarter. Holocene Advisors LP now owns 866,992 shares of the industrial products company’s stock valued at $287,989,000 after buying an additional 488,262 shares in the last quarter. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Zacks Research raised its FY2027 EPS outlook to $13.36 (from $12.71) and lifted FY2026 to $11.81 — a clear bullish revision to multi‑year earnings that supports a higher valuation for ROK. (Zacks Research, Feb. 19)
• Positive Sentiment: Zacks also bumped several quarterly forecasts (notably Q2 & Q3/Q4 2027 and Q2 2026), indicating improving near‑term consensus operating momentum for Rockwell. (Zacks Research, Feb. 19)
• Positive Sentiment: Customer win — DLG Group is deploying Rockwell’s Computerized Maintenance Management System to target ~10% downtime reduction, showing product adoption and potential for recurring software/ services revenue growth. Rockwell Automation Announces DLG Group’s Computerized Maintenance Management System Deployment to Drive 10% Downtime Reduction
• Neutral Sentiment: Investor outreach — Rockwell presented at Barclays’ 43rd Annual Industrial Select Conference; transcript provides management commentary and color that investors can use to validate guidance and strategy. Rockwell Automation, Inc. (ROK) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
• Negative Sentiment: Mixed / slight downgrades on specific quarters — Zacks trimmed estimates for Q4 2026 (to $3.23), Q3 2026 (to $3.00) and slightly lowered Q1 2027 (to $2.87). Those quarter‑by‑quarter cuts introduce near‑term uncertainty despite the stronger full‑year outlook. (Zacks Research, Feb. 19)
• Negative Sentiment: Valuation scrutiny — a Yahoo Finance piece asks whether it’s too late to buy ROK after strong multi‑year gains, highlighting investor concerns about high P/E and stretched valuation which could limit further upside or prompt profit‑taking. Is It Too Late To Consider Rockwell Automation (ROK) After Strong Multi‑Year Gains?

Analyst Ratings Changes

ROK has been the topic of several analyst reports. Argus upgraded Rockwell Automation to a “strong-buy” rating in a report on Friday, January 16th. Bank of America raised their price objective on shares of Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Morgan Stanley reiterated an “overweight” rating and issued a $460.00 target price on shares of Rockwell Automation in a report on Sunday, February 8th. Stephens raised their price target on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. Finally, Zacks Research lowered shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $417.22.

Insider Buying and Selling at Rockwell Automation

In other news, SVP Tessa M. Myers sold 1,020 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.07, for a total value of $410,111.40. Following the sale, the senior vice president directly owned 6,021 shares of the company’s stock, valued at $2,420,863.47. This represents a 14.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Matheus De A. G. Viera Bulho sold 2,370 shares of the stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $403.45, for a total transaction of $956,176.50. Following the completion of the transaction, the senior vice president owned 1,964 shares of the company’s stock, valued at approximately $792,375.80. The trade was a 54.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 25,531 shares of company stock valued at $10,259,637. Company insiders own 0.76% of the company’s stock.

Rockwell Automation Trading Up 1.6%

Shares of ROK traded up $6.24 during trading hours on Friday, reaching $401.62. 33,338 shares of the company traded hands, compared to its average volume of 972,396. Rockwell Automation, Inc. has a 12 month low of $215.00 and a 12 month high of $438.72. The company has a market capitalization of $45.13 billion, a price-to-earnings ratio of 45.32, a price-to-earnings-growth ratio of 2.84 and a beta of 1.52. The company’s fifty day moving average price is $406.93 and its two-hundred day moving average price is $375.40. 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 quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, beating 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 business had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.08 billion. During the same period in the previous year, the firm posted $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. Equities research analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd will be issued a $1.38 dividend. The ex-dividend date is Monday, February 23rd. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. Rockwell Automation’s dividend payout ratio is 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.