Banque Cantonale Vaudoise Acquires 2,003 Shares of Rockwell Automation, Inc. $ROK

Banque Cantonale Vaudoise increased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 40.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 7,010 shares of the industrial products company’s stock after purchasing an additional 2,003 shares during the period. Banque Cantonale Vaudoise’s holdings in Rockwell Automation were worth $2,727,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. grew its holdings in Rockwell Automation by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock worth $5,527,249,000 after purchasing an additional 114,469 shares during the period. State Street Corp grew its holdings in Rockwell Automation by 0.9% during the third quarter. State Street Corp now owns 4,793,425 shares of the industrial products company’s stock worth $1,675,446,000 after purchasing an additional 42,809 shares during the period. Northern Trust Corp grew its holdings in Rockwell Automation by 3.6% during the third quarter. Northern Trust Corp now owns 1,423,449 shares of the industrial products company’s stock worth $497,538,000 after purchasing an additional 49,477 shares during the period. Invesco Ltd. grew its holdings in Rockwell Automation by 12.0% during the third quarter. Invesco Ltd. now owns 1,235,788 shares of the industrial products company’s stock worth $431,945,000 after purchasing an additional 132,637 shares during the period. Finally, Holocene Advisors LP grew its holdings in Rockwell Automation by 14.1% during the third quarter. Holocene Advisors LP now owns 989,429 shares of the industrial products company’s stock worth $345,835,000 after purchasing an additional 122,437 shares during the period. Institutional investors own 75.75% of the company’s stock.

Rockwell Automation News Summary

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

• Positive Sentiment: Rockwell’s latest investor presentation at the Wolfe Research Global Transportation & Industrials Conference likely kept attention on the company’s strategy and outlook, reinforcing the bull case for industrial automation. Rockwell Automation, Inc. (ROK) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript
• Positive Sentiment: Zacks Research raised earnings estimates across multiple future periods, including FY2027 and FY2028, signaling expectations for stronger profit growth ahead. Higher EPS forecasts often support a stock’s valuation.
• Positive Sentiment: Rockwell’s new global manufacturing study found that 90% of manufacturers now say digital transformation is essential, a constructive trend for Rockwell’s automation, software, and digital solutions business. 90% of Manufacturers Say Digital Transformation Is Now Essential, According to New Global Study
• Positive Sentiment: The company reported strong recent quarterly results, with earnings and revenue beating expectations and management guiding FY2026 EPS above many investors’ assumptions, which continues to underpin sentiment.
• Neutral Sentiment: A Zacks-style momentum writeup highlighted Rockwell as a long-term momentum stock, but this is more of a sentiment/ratings piece than a new operational catalyst. Why Rockwell Automation (ROK) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Several market commentary items and conference transcripts add to the news flow, but they do not appear to change Rockwell’s near-term fundamentals by themselves.
• Negative Sentiment: One MarketWatch item noted the stock underperformed peers earlier in the week, suggesting some short-term trading pressure before the newer positive updates. Rockwell Automation Inc. stock underperforms Monday when compared to competitors

Analyst Ratings Changes

Several equities research analysts have issued reports on ROK shares. HSBC raised their price objective on shares of Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. JPMorgan Chase & Co. raised their price objective on shares of Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Citigroup raised their price objective on shares of Rockwell Automation from $466.00 to $500.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Barclays raised their price objective on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Finally, Robert W. Baird cut their price objective on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. One 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 has a consensus rating of “Moderate Buy” and an average price target of $449.16.

Insider Buying and Selling at Rockwell Automation

In other Rockwell Automation news, SVP Tessa M. Myers sold 1,985 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total transaction of $812,599.45. Following the completion of the transaction, the senior vice president directly owned 4,036 shares in the company, valued at $1,652,217.32. The trade was a 32.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Terry L. Riesterer sold 4,024 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $451.97, for a total transaction of $1,818,727.28. Following the transaction, the vice president owned 134 shares of the company’s stock, valued at approximately $60,563.98. This represents a 96.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 59,087 shares of company stock valued at $24,296,483. 0.76% of the stock is currently owned by insiders.

Rockwell Automation Stock Up 3.2%

Shares of ROK opened at $435.89 on Thursday. Rockwell Automation, Inc. has a one year low of $298.70 and a one year high of $463.48. The company 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 debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76. The firm has a 50 day simple moving average of $396.36 and a two-hundred day simple moving average of $397.59.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings data 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. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The business had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.16 billion. During the same period in the previous year, the business earned $2.45 earnings per share. The company’s revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Research analysts forecast that Rockwell Automation, Inc. will post 13.01 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement

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

About Rockwell Automation

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.