Notis McConarty Edward Reduces Position in Rockwell Automation, Inc. $ROK

Notis McConarty Edward decreased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 8.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,753 shares of the industrial products company’s stock after selling 1,400 shares during the quarter. Rockwell Automation makes up approximately 2.6% of Notis McConarty Edward’s portfolio, making the stock its 14th biggest position. Notis McConarty Edward’s holdings in Rockwell Automation were worth $5,506,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC purchased a new position in shares of Rockwell Automation during the fourth quarter worth approximately $281,000. AQR Capital Management LLC boosted its stake in Rockwell Automation by 75.9% during the 1st 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 during the period. Empowered Funds LLC grew its position in Rockwell Automation by 142.7% during the 1st 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 during the last quarter. Acadian Asset Management LLC grew its position in Rockwell Automation by 233.6% during the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock worth $484,000 after purchasing an additional 1,315 shares during the last quarter. Finally, Chicago Partners Investment Group LLC acquired a new position in Rockwell Automation in the second quarter valued at $264,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, SVP Matheus De A. G. Viera Bulho sold 476 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total value of $191,361.52. Following the completion of the transaction, the senior vice president directly owned 2,401 shares in the company, valued at approximately $965,250.02. This represents a 16.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Cyril Perducat sold 804 shares of the stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.05, for a total value of $323,248.20. Following the transaction, the senior vice president owned 5,858 shares in the company, valued at $2,355,208.90. This trade represents a 12.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 25,531 shares of company stock valued at $10,259,637. 0.76% of the stock is currently owned by company insiders.

More Rockwell Automation News

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

• Positive Sentiment: Zacks Research raised Rockwell’s FY2027 EPS view to $13.36 (from $12.71) and nudged FY2026 to $11.81, signaling stronger longer‑term earnings expectations that can support valuation expansion and justify the stock’s premium multiple.
• Positive Sentiment: Zacks increased several quarterly estimates for 2026–2027 (notably Q2 2026 to $2.83 and multiple Q2–Q4 2027 quarterly estimates), reinforcing a view of improving cadence into FY2027 and reducing near‑term forecast dispersion.
• Positive Sentiment: Customer win / product validation — Rockwell announced DLG Group’s deployment of its Computerized Maintenance Management System, citing a targeted ~10% reduction in downtime; tangible customer deployments like this support recurring software/services revenue and cross‑sell potential. Rockwell Automation Announces DLG Group’s Computerized Maintenance Management System Deployment to Drive 10% Downtime Reduction
• Neutral Sentiment: Zacks retains a “Hold” rating on ROK — while estimates were moved around, the unchanged rating suggests analysts see upside balanced by valuation and execution risks in the near term.
• Neutral Sentiment: Investor commentary on valuation: a recent Yahoo Finance piece reviews whether ROK’s multi‑year gains leave less upside, useful for sentiment but not new company data. Is It Too Late To Consider Rockwell Automation (ROK) After Strong Multi‑Year Gains?
• Negative Sentiment: Zacks trimmed Q4 2026 EPS materially (from $3.46 to $3.23) — a meaningful near‑term downgrade that could pressure next quarter sentiment and short‑term investor expectations.
• Negative Sentiment: Smaller cuts to Q1 2027 and Q3 2026 estimates indicate mixed near‑term momentum — while FY outlook was lifted, quarter‑to‑quarter revisions are uneven and introduce some execution risk for upcoming reports.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ROK. The Goldman Sachs Group upgraded shares of Rockwell Automation from a “sell” rating to a “neutral” rating and increased their target price for the stock from $329.00 to $448.00 in a research note on Tuesday, December 16th. Mizuho boosted their target price on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Stephens increased their target price on Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a research note on Friday, January 23rd. Rothschild & Co Redburn lifted their price target on Rockwell Automation from $335.00 to $365.00 and gave the company a “neutral” rating in a research note on Wednesday, January 21st. Finally, Zacks Research lowered Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Monday, January 12th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Rockwell Automation has a consensus rating of “Moderate Buy” and a consensus price target of $417.22.

Rockwell Automation Stock Up 0.8%

ROK opened at $398.63 on Friday. The firm has a market cap of $44.79 billion, a P/E ratio of 45.61, a PEG ratio of 2.83 and a beta of 1.52. Rockwell Automation, Inc. has a 52 week low of $215.00 and a 52 week high of $438.72. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. The business’s fifty day simple moving average is $406.80 and its 200 day simple moving average is $375.73.

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. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The business had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the previous year, the business posted $1.83 earnings per share. The company’s 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 research analysts anticipate that Rockwell Automation, Inc. will post 9.35 EPS for the current fiscal year.

Rockwell Automation Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Monday, February 23rd will be issued a dividend of $1.38 per share. The ex-dividend date is Monday, February 23rd. This represents a $5.52 annualized dividend and a dividend yield of 1.4%. Rockwell Automation’s dividend payout ratio (DPR) 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.