3,965 Shares in Rockwell Automation, Inc. $ROK Bought by Fortis Group Advisors LLC

Fortis Group Advisors LLC purchased a new position in Rockwell Automation, Inc. (NYSE:ROK) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,965 shares of the industrial products company’s stock, valued at approximately $1,672,000.

A number of other institutional investors also recently bought and sold shares of the stock. Nations Financial Group Inc. IA ADV lifted its position in Rockwell Automation by 2.0% in the fourth quarter. Nations Financial Group Inc. IA ADV now owns 1,446 shares of the industrial products company’s stock worth $563,000 after buying an additional 28 shares during the last quarter. Robertson Stephens Wealth Management LLC lifted its position in Rockwell Automation by 2.4% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 1,202 shares of the industrial products company’s stock worth $468,000 after buying an additional 28 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its stake in Rockwell Automation by 7.1% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 440 shares of the industrial products company’s stock worth $154,000 after purchasing an additional 29 shares during the period. Equitable Trust Co. increased its stake in Rockwell Automation by 1.1% in the third quarter. Equitable Trust Co. now owns 2,598 shares of the industrial products company’s stock worth $908,000 after purchasing an additional 29 shares during the period. Finally, J. Safra Sarasin Holding AG increased its stake in Rockwell Automation by 2.2% in the third quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company’s stock worth $484,000 after purchasing an additional 30 shares during the period. 75.75% of the stock is currently owned by institutional investors.

Insider Activity

In other news, SVP Christopher Nardecchia sold 14,465 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the transaction, the senior vice president owned 14,232 shares in the company, valued at approximately $5,835,262.32. This trade represents a 50.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Tessa M. Myers sold 1,985 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total value of $812,599.45. Following the transaction, the senior vice president owned 4,036 shares in the company, valued at approximately $1,652,217.32. This represents a 32.97% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 59,087 shares of company stock valued at $24,296,483. Company insiders own 0.76% of the company’s stock.

Key Rockwell Automation News

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

• Positive Sentiment: Zacks Research lifted its FY2026 EPS estimate to $12.94 from $11.83, suggesting stronger expected earnings growth for Rockwell Automation. Rockwell Automation stock page
• Positive Sentiment: The firm also increased estimates for FY2027 to $14.00 and FY2028 to $16.12, reinforcing a longer-term bullish outlook for earnings power. Rockwell Automation stock page
• Positive Sentiment: Quarterly estimates were raised as well, including Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, Q1 2028, and Q2 2028, which may be seen as an indication of steadier demand and margin resilience. Rockwell Automation stock page
• Neutral Sentiment: Rockwell Automation also presented at Wolfe Research’s Global Transportation & Industrials Conference, but no major new strategic announcement was included in the transcript reference. Conference transcript
• Neutral Sentiment: A new global study highlighted that 90% of manufacturers see digital transformation as essential, which is supportive of Rockwell’s long-term automation theme but does not directly change near-term fundamentals. Digital transformation study
• Negative Sentiment: Zacks slightly trimmed its Q4 2027 EPS estimate to $3.91 from $3.94, a minor offset to the otherwise bullish revisions. Rockwell Automation stock page

Analyst Ratings Changes

A number of analysts have weighed in on ROK shares. Morgan Stanley reiterated an “overweight” rating and issued a $525.00 target price on shares of Rockwell Automation in a research note on Wednesday, May 6th. Robert W. Baird reduced their target price on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a research note on Monday, March 30th. Barclays increased their target price on Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. TD Cowen increased their target price on Rockwell Automation from $350.00 to $400.00 and gave the stock a “hold” rating in a research note on Wednesday, May 13th. Finally, Stephens increased their target price on Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $449.16.

Rockwell Automation Stock Performance

Shares of Rockwell Automation stock opened at $435.89 on Thursday. The firm has a market cap of $48.50 billion, a P/E ratio of 45.31, a P/E/G ratio of 2.70 and a beta of 1.56. The company has a current ratio of 1.09, a quick ratio of 0.76 and a debt-to-equity ratio of 0.72. Rockwell Automation, Inc. has a 12 month low of $298.70 and a 12 month high of $463.48. The stock’s fifty day moving average price is $396.36 and its 200-day moving average price is $397.59.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating the consensus estimate of $2.88 by $0.42. The firm had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The business’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter last year, the firm posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities research analysts expect that Rockwell Automation, Inc. will post 13.01 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be paid a dividend of $1.38 per share. The ex-dividend date is Monday, May 18th. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. Rockwell Automation’s dividend payout ratio (DPR) is currently 57.38%.

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.