Meeder Advisory Services Inc. Makes New $1.09 Million Investment in Rockwell Automation, Inc. $ROK

Meeder Advisory Services Inc. purchased a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 2,200 shares of the industrial products company’s stock, valued at approximately $1,089,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. MV Capital Management Inc. bought a new stake in Rockwell Automation during the fourth quarter worth $28,000. Manchester Capital Management LLC lifted its stake in Rockwell Automation by 97.5% in the fourth quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 39 shares during the last quarter. Cassaday & Co Wealth Management LLC purchased a new position in shares of Rockwell Automation during the 1st quarter valued at $31,000. First Horizon Corp bought a new position in Rockwell Automation during the fourth quarter worth about $32,000. Finally, BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation in the 4th quarter valued at approximately $33,000. 75.75% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the transaction, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.76% of the company’s stock.

Rockwell Automation News Roundup

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

• Positive Sentiment: Zacks raised most earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

Rockwell Automation Price Performance

Shares of NYSE ROK opened at $433.18 on Thursday. The company has a 50 day simple moving average of $462.93 and a two-hundred day simple moving average of $426.85. The company has a market capitalization of $48.10 billion, a price-to-earnings ratio of 40.60, a P/E/G ratio of 2.53 and a beta of 1.54. Rockwell Automation, Inc. has a fifty-two week low of $332.71 and a fifty-two week high of $497.36. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08.

Rockwell Automation (NYSE:ROK) last released its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The firm had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. During the same period in the prior year, the firm posted $2.82 earnings per share. The company’s quarterly revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Analysts expect that Rockwell Automation, Inc. will post 13.22 EPS for the current fiscal year.

Rockwell Automation declared that its board has authorized a share repurchase plan 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 plans are typically an indication that the company’s board believes its shares are undervalued.

Rockwell Automation Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be paid 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, August 17th. Rockwell Automation’s dividend payout ratio (DPR) is currently 51.73%.

Analyst Ratings Changes

ROK has been the topic of several analyst reports. BNP Paribas Exane upped their price target on Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday, May 6th. Evercore set a $485.00 price objective on Rockwell Automation in a report on Wednesday, August 5th. Wells Fargo & Company boosted their price target on shares of Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 6th. Morgan Stanley reissued an “overweight” rating and set a $525.00 price objective on shares of Rockwell Automation in a research note on Wednesday, May 6th. Finally, Sanford C. Bernstein increased their target price on shares of Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a report on Friday, August 14th. Nine research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $468.67.

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.