Rockwell Automation, Inc. $ROK Position Reduced by Erste Asset Management GmbH

Erste Asset Management GmbH lowered its stake in Rockwell Automation, Inc. (NYSE:ROK) by 73.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 8,221 shares of the industrial products company’s stock after selling 22,274 shares during the period. Erste Asset Management GmbH’s holdings in Rockwell Automation were worth $2,832,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Handelsbanken Fonder AB increased its holdings in Rockwell Automation by 81.9% in the third quarter. Handelsbanken Fonder AB now owns 136,044 shares of the industrial products company’s stock valued at $47,551,000 after buying an additional 61,235 shares during the last quarter. Andra AP fonden grew its position in shares of Rockwell Automation by 276.8% in the 3rd quarter. Andra AP fonden now owns 61,800 shares of the industrial products company’s stock worth $21,601,000 after acquiring an additional 45,400 shares in the last quarter. Artisan Partners Limited Partnership acquired a new position in shares of Rockwell Automation in the 3rd quarter worth approximately $22,807,000. R Squared Ltd bought a new stake in shares of Rockwell Automation in the 3rd quarter valued at approximately $376,000. Finally, DNB Asset Management AS raised its position in shares of Rockwell Automation by 4.4% during the 3rd quarter. DNB Asset Management AS now owns 33,202 shares of the industrial products company’s stock valued at $11,605,000 after acquiring an additional 1,412 shares in the last quarter. Institutional investors own 75.75% of the company’s stock.

Insider Activity at Rockwell Automation

In related news, VP Scott Genereux sold 17,407 shares of Rockwell Automation stock in a transaction dated 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. The trade was a 84.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Blake D. Moret sold 5,564 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total transaction of $2,236,839.28. Following the completion of the sale, the chief executive officer owned 94,585 shares in the company, valued at approximately $38,025,061.70. This trade represents a 5.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 73,959 shares of company stock worth $29,938,428 in the last quarter. Company insiders own 0.76% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on ROK shares. Rothschild & Co Redburn lifted their price objective on shares of Rockwell Automation from $335.00 to $365.00 and gave the stock a “neutral” rating in a report on Wednesday, January 21st. Oppenheimer lowered shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 20th. Bank of America increased their price objective on shares of Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Citigroup lifted their target price on Rockwell Automation from $439.00 to $466.00 and gave the company a “buy” rating in a research note on Monday, December 8th. Finally, Mizuho increased their price target on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, Rockwell Automation presently has an average rating of “Moderate Buy” and a consensus target price of $418.33.

Key Rockwell Automation News

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

• Positive Sentiment: Rockwell opened a new Customer Experience Center in Bologna, Italy — a commercial/technical showcase that can help win European automation deals and deepen customer relationships. Read More.
• Positive Sentiment: Recent fundamentals remain strong: Rockwell beat Q4 estimates and set FY2026 EPS guidance of $11.40–$12.20, supporting the view of continued revenue and margin strength (investors should weigh this against valuation). Read More.
• Negative Sentiment: SVP Christopher Nardecchia sold 14,465 shares at ~$410.01 (~$5.93M); his direct holdings dropped ~50.4%. This large sale was disclosed via SEC filing. Read More.
• Negative Sentiment: VP Scott Genereux sold 17,407 shares at ~$404.61 (~$7.04M), cutting his stake by ~84.0% — another sizable insider exit. Read More.
• Negative Sentiment: SVP Rebecca W. House sold 12,100 shares at ~$404.27 (~$4.89M), reducing her holdings by ~49.8%. Read More.
• Negative Sentiment: SVP Christopher (other exec) — Tessa M. Myers sold 1,985 shares at ~$409.37 (~$812.6K), trimming her position ~33%. Read More.
• Negative Sentiment: SVP Matthew W. Fordenwalt sold 1,200 shares at ~$404.21 (~$485K), a ~21.3% reduction in his holding. Read More.
• Negative Sentiment: VP Isaac Woods sold 1,271 shares at ~$405.69 (~$515.6K), cutting his stake ~43.0%. Read More.

Rockwell Automation Price Performance

Shares of ROK opened at $407.02 on Friday. Rockwell Automation, Inc. has a one year low of $215.00 and a one year high of $438.72. The stock’s fifty day moving average is $407.47 and its 200-day moving average is $378.38. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The firm has a market capitalization of $45.73 billion, a price-to-earnings ratio of 46.57, a price-to-earnings-growth ratio of 2.91 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last announced its 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 firm had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the prior year, the firm posted $1.83 EPS. Rockwell Automation’s revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Equities analysts anticipate that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Monday, February 23rd will be issued a dividend of $1.38 per share. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $5.52 annualized dividend and a yield of 1.4%. Rockwell Automation’s payout ratio is presently 63.16%.

Rockwell Automation Company 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.