Artisan Partners Limited Partnership Purchases Shares of 65,251 Rockwell Automation, Inc. $ROK

Artisan Partners Limited Partnership acquired a new position in Rockwell Automation, Inc. (NYSE:ROK) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 65,251 shares of the industrial products company’s stock, valued at approximately $22,807,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Lansforsakringar Fondforvaltning AB publ lifted its holdings in shares of Rockwell Automation by 7.1% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company’s stock valued at $21,613,000 after acquiring an additional 4,086 shares during the last quarter. Bessemer Group Inc. raised its position in Rockwell Automation by 180.5% during the third quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company’s stock valued at $2,042,000 after purchasing an additional 3,759 shares during the period. Brighton Jones LLC bought a new stake in shares of Rockwell Automation in the 4th quarter valued at approximately $281,000. Ferguson Wellman Capital Management Inc. purchased a new position in shares of Rockwell Automation in the 3rd quarter worth approximately $777,000. Finally, Schroder Investment Management Group increased its position in shares of Rockwell Automation by 796.0% during the 2nd quarter. Schroder Investment Management Group now owns 97,367 shares of the industrial products company’s stock valued at $32,342,000 after purchasing an additional 86,500 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors.

Insider Activity at Rockwell Automation

In other news, SVP Christopher Nardecchia sold 14,465 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $410.01, for a total value of $5,930,794.65. Following the completion of the sale, the senior vice president owned 14,232 shares of the company’s stock, valued at approximately $5,835,262.32. This represents a 50.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Blake D. Moret sold 5,564 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $402.02, for a total transaction of $2,236,839.28. Following the transaction, the chief executive officer directly owned 94,585 shares in the company, valued at approximately $38,025,061.70. The trade was 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 over the last quarter. Corporate 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: 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.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on ROK shares. Bank of America raised their price target on Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Rothschild & Co Redburn raised their target price 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. Citigroup upped their price target on shares of Rockwell Automation from $439.00 to $466.00 and gave the company a “buy” rating in a report on Monday, December 8th. KeyCorp reissued an “overweight” rating and issued a $470.00 price objective on shares of Rockwell Automation in a research report on Friday, February 6th. Finally, Stephens boosted their target price on Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a research report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $418.33.

Rockwell Automation Stock Performance

Rockwell Automation stock opened at $407.02 on Friday. 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 company has a market capitalization of $45.73 billion, a PE ratio of 46.57, a P/E/G ratio of 2.91 and a beta of 1.52. The company has a 50 day moving average price of $407.47 and a 200-day moving average price of $378.38. Rockwell Automation, Inc. has a fifty-two week low of $215.00 and a fifty-two week high of $438.72.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, topping the consensus estimate of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The company had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same period last year, the business posted $1.83 EPS. Rockwell Automation’s quarterly revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, equities analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Dividend Announcement

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

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.