J. Safra Sarasin Holding AG Has $1.28 Million Stock Position in Rockwell Automation, Inc. $ROK

J. Safra Sarasin Holding AG boosted its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 137.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,290 shares of the industrial products company’s stock after purchasing an additional 1,906 shares during the period. J. Safra Sarasin Holding AG’s holdings in Rockwell Automation were worth $1,280,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Lansforsakringar Fondforvaltning AB publ lifted its stake in 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 purchasing an additional 4,086 shares during the last quarter. Bessemer Group Inc. boosted its position in Rockwell Automation by 180.5% in the third quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company’s stock valued at $2,042,000 after buying an additional 3,759 shares in the last quarter. Nordea Investment Management AB grew its stake in shares of Rockwell Automation by 20.7% during the fourth quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock worth $291,073,000 after buying an additional 127,733 shares during the last quarter. Maridea Wealth Management LLC increased its holdings in shares of Rockwell Automation by 580.0% during the fourth quarter. Maridea Wealth Management LLC now owns 5,522 shares of the industrial products company’s stock worth $2,148,000 after buying an additional 4,710 shares in the last quarter. Finally, Brighton Jones LLC acquired a new position in shares of Rockwell Automation during the fourth quarter worth $281,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation News Roundup

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

• Positive Sentiment: Barclays trimmed its price target to $400 but kept an “overweight” rating, signaling continued conviction in ROK’s longer‑term growth even after pulling back near‑term expectations. Barclays adjusts price target
• Positive Sentiment: Robert W. Baird lowered its target to $410, which still implies meaningful upside versus current levels — a vote that ROK’s fundamentals remain attractive to some buy‑side analysts. Baird lowers price target
• Neutral Sentiment: Rockwell launched a new season of its ROKStudios video series on the automation→autonomy journey — positive for branding and customer engagement but unlikely to move near‑term earnings. ROKStudios video series
• Neutral Sentiment: Recent coverage taking a fresh look at ROK’s valuation after a rebound—useful context for investors assessing whether current multiples (still elevated) are justified by growth and software momentum. Valuation analysis
• Negative Sentiment: Jefferies downgraded ROK from Buy to Hold and slashed its target (reports show reductions to $380 and commentary citing limited re‑rating potential), a headline that pressured sentiment and highlights concerns about valuation vs. growth. Jefferies downgrade
• Negative Sentiment: Wells Fargo cut its price target to $360 and moved to an “equal weight” stance — a direct downgrade in expected near‑term upside that may add selling pressure. Wells Fargo price target cut
• Negative Sentiment: Critical retail/strategy pieces (e.g., “3 Reasons ROK is Risky”) are amplifying worries about valuation and competition, which can sway momentum traders and retail flows. Critical article

Rockwell Automation Price Performance

Shares of NYSE:ROK opened at $369.25 on Thursday. The firm has a market cap of $41.49 billion, a PE ratio of 42.25, a price-to-earnings-growth ratio of 2.56 and a beta of 1.54. The firm’s fifty day moving average is $389.62 and its 200-day moving average is $381.92. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. Rockwell Automation, Inc. has a 52 week low of $215.00 and a 52 week high of $438.72.

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

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Monday, February 23rd were paid a $1.38 dividend. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $5.52 annualized dividend and a dividend yield of 1.5%. Rockwell Automation’s dividend payout ratio is presently 63.16%.

Insider Buying and Selling

In related news, VP Scott Genereux sold 17,407 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total value of $7,043,046.27. Following the sale, the vice president directly owned 3,314 shares in the company, valued at $1,340,877.54. This represents a 84.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Rebecca W. House sold 12,100 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the sale, the senior vice president directly owned 12,200 shares of the company’s stock, valued at $4,932,094. This represents a 49.79% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 49,228 shares of company stock valued at $19,992,391. Corporate insiders own 0.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on ROK. Argus raised Rockwell Automation to a “strong-buy” rating in a report on Friday, January 16th. JPMorgan Chase & Co. upped their target price on Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Evercore started coverage on Rockwell Automation in a research report on Monday, December 15th. They issued an “in-line” rating and a $440.00 target price for the company. Zacks Research lowered Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Finally, KeyCorp restated an “overweight” rating and set a $470.00 price target on shares of Rockwell Automation in a report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Rockwell Automation currently has a consensus rating of “Moderate Buy” and an average price target of $406.67.

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.