Integrated Investment Consultants LLC Trims Holdings in Rockwell Automation, Inc. $ROK

Integrated Investment Consultants LLC lessened its stake in Rockwell Automation, Inc. (NYSE:ROK) by 57.4% in the first quarter, Holdings Channel reports. The institutional investor owned 878 shares of the industrial products company’s stock after selling 1,182 shares during the quarter. Integrated Investment Consultants LLC’s holdings in Rockwell Automation were worth $315,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC acquired a new stake in shares of Rockwell Automation in the 4th quarter valued at about $281,000. AQR Capital Management LLC grew its stake in Rockwell Automation by 75.9% in the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock worth $2,059,000 after purchasing an additional 3,513 shares in the last quarter. Empowered Funds LLC grew its stake in Rockwell Automation by 142.7% in the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock worth $1,887,000 after purchasing an additional 4,295 shares in the last quarter. Acadian Asset Management LLC increased its holdings in Rockwell Automation by 233.6% in the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after buying an additional 1,315 shares during the last quarter. Finally, Jump Financial LLC acquired a new stake in Rockwell Automation during the second quarter valued at approximately $868,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Rockwell Automation Trading Up 0.3%

Shares of NYSE:ROK opened at $481.31 on Monday. The company has a quick ratio of 0.76, a current ratio of 1.09 and a debt-to-equity ratio of 0.72. The company’s 50-day moving average price is $465.17 and its 200 day moving average price is $424.27. The company has a market cap of $53.56 billion, a PE ratio of 50.03, a P/E/G ratio of 2.84 and a beta of 1.54. Rockwell Automation, Inc. has a fifty-two week low of $305.44 and a fifty-two week high of $497.36.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The company had revenue of $2.24 billion for the quarter, compared to analysts’ expectations of $2.16 billion. During the same quarter in the previous year, the company posted $2.45 earnings per share. The business’s revenue for the quarter was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Sell-side analysts anticipate that Rockwell Automation, Inc. will post 13.06 earnings per share for the current year.

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be issued a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio (DPR) is 57.38%.

Rockwell Automation announced that its board has approved a share buyback program on Tuesday, June 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the industrial products company to reacquire up to 2% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its shares are undervalued.

Wall Street Analyst Weigh In

ROK has been the subject of a number of research analyst reports. Sanford C. Bernstein began coverage on Rockwell Automation in a report on Tuesday, June 9th. They issued a “market perform” rating and a $501.00 price target for the company. HSBC lifted their price target on shares of Rockwell Automation from $445.00 to $490.00 in a report on Wednesday, May 6th. Wall Street Zen lowered shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. JPMorgan Chase & Co. raised their target price on shares of Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. Finally, Evercore upped their target price on Rockwell Automation from $440.00 to $480.00 in a report on Wednesday, May 6th. Nine investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Rockwell Automation presently has a consensus rating of “Hold” and an average price target of $469.33.

Insider Buying and Selling at Rockwell Automation

In related news, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at $2,043,282.87. This represents a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Terry L. Riesterer sold 4,024 shares of the firm’s stock in a transaction dated 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 directly owned 134 shares in the company, valued at approximately $60,563.98. The trade was a 96.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 9,361 shares of company stock valued at $4,189,886. 0.76% of the stock is currently owned by insiders.

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.