Rockwell Automation, Inc. $ROK Stock Sold by Philadelphia Trust Co.

Philadelphia Trust Co. trimmed its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 7.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 66,018 shares of the industrial products company’s stock after selling 5,507 shares during the quarter. Rockwell Automation makes up 1.9% of Philadelphia Trust Co.’s portfolio, making the stock its 13th biggest position. Philadelphia Trust Co. owned 0.06% of Rockwell Automation worth $28,740,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in shares of Rockwell Automation in the 2nd quarter valued at about $6,129,376,000. State Street Corp lifted its position in shares of Rockwell Automation by 5.3% during the second quarter. State Street Corp now owns 5,323,990 shares of the industrial products company’s stock worth $2,635,801,000 after purchasing an additional 265,978 shares during the last quarter. Legal & General Group Plc acquired a new position in Rockwell Automation in the second quarter worth about $394,905,000. Amundi grew its stake in Rockwell Automation by 13.5% in the first quarter. Amundi now owns 998,374 shares of the industrial products company’s stock worth $358,296,000 after purchasing an additional 118,474 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its stake in Rockwell Automation by 6.4% in the third quarter. Robeco Institutional Asset Management B.V. now owns 738,277 shares of the industrial products company’s stock worth $321,394,000 after purchasing an additional 44,216 shares in the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.

Key Rockwell Automation News

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

• Positive Sentiment: CEO Blake Moret bought 4,000 shares for about $1.55 million at an average price of $386.36, increasing his holdings by 4.2%. The purchase may signal confidence after the stock’s recent decline. Article: Rockwell’s CEO Is Buying the 14% Crash
• Positive Sentiment: Rockwell introduced PanelView Pro, a high-performance terminal for manufacturing environments with a modular design and an easier migration path for existing FactoryTalk View ME users. The launch adds to its product offering, though its near-term financial contribution is not specified. Article: Rockwell Automation Introduces PanelView Pro
• Positive Sentiment: The company raised its quarterly dividend to $1.45 per share from $1.38, a shareholder-return boost that may support investor sentiment. Article: Rockwell Automation stock and dividend information
• Neutral Sentiment: Rockwell will present at Baird’s 2026 Global Industrial Conference. The appearance could provide updates, but no new business or financial details were reported. Article: Rockwell Automation to Present at Baird’s Conference
• Negative Sentiment: Recent quarterly revenue of $2.33 billion fell short of the $2.41 billion analyst estimate. Rockwell said a customer tariff-refund program reduced reported and organic sales growth by about four percentage points; the one-time factor helps explain the miss, but investors may still focus on weaker-than-expected sales. Article: Rockwell Automation CEO Buys Stock Amid Share Slump

Rockwell Automation Price Performance

Shares of NYSE ROK opened at $396.82 on Wednesday. Rockwell Automation, Inc. has a 1-year low of $347.53 and a 1-year high of $497.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 2.11 and a quick ratio of 1.35. The business’s fifty day moving average price is $428.00 and its two-hundred day moving average price is $427.02. The firm has a market capitalization of $44.07 billion, a PE ratio of 31.62, a P/E/G ratio of 2.73 and a beta of 1.51.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, November 5th. The industrial products company reported $3.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.69 by $0.19. Rockwell Automation had a return on equity of 41.79% and a net margin of 15.68%. The company had revenue of $2.33 billion for the quarter, compared to analysts’ expectations of $2.41 billion. During the same period last year, the business posted $3.34 earnings per share. The firm’s quarterly revenue was up .7% compared to the same quarter last year. Rockwell Automation has set its FY 2027 guidance at 14.500-15.500 EPS. On average, research analysts expect that Rockwell Automation, Inc. will post 14.94 EPS for the current year.

Rockwell Automation Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Monday, November 16th will be given a $1.45 dividend. The ex-dividend date is Monday, November 16th. This represents a $5.80 annualized dividend and a yield of 1.5%. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.38. Rockwell Automation’s payout ratio is 43.98%.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on ROK. Evercore set a $485.00 price objective on Rockwell Automation in a report on Wednesday, August 5th. Morgan Stanley set a $520.00 target price on Rockwell Automation in a report on Friday, October 16th. Zacks Research lowered Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 30th. DA Davidson decreased their target price on Rockwell Automation from $500.00 to $490.00 and set a “neutral” rating for the company in a research report on Friday, August 21st. Finally, Sanford C. Bernstein boosted their price target on Rockwell Automation from $501.00 to $514.00 and gave the company a “market perform” rating in a report on Friday, August 14th. Nine analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, Rockwell Automation has a consensus rating of “Hold” and an average target price of $471.33.

Insider Activity

In other Rockwell Automation news, VP Isaac Woods sold 154 shares of the firm’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $432.62, for a total value of $66,623.48. Following the sale, the vice president owned 1,858 shares in the company, valued at approximately $803,807.96. This trade represents a 7.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Matheus De A. G. Viera Bulho sold 467 shares of the firm’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $426.96, for a total transaction of $199,390.32. Following the completion of the sale, the senior vice president owned 1,267 shares in the company, valued at $540,958.32. The trade was a 26.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,711 shares of company stock worth $1,164,880 over the last three months. Insiders own 0.76% of the company’s stock.

Rockwell Automation Profile

Rockwell Automation, Inc. is an industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. Its roots date to 1903, when it was founded as the Compression Rheostat Company. The company provides hardware, software and services that help manufacturers automate and manage industrial operations. Its offerings include control systems, sensors, motor-control products, industrial software and services for optimizing production and maintaining equipment. Its Allen-Bradley and FactoryTalk brands are among its best-known product lines.