Orange Investment Advisors Inc. Lowers Stock Holdings in Rockwell Automation, Inc. $ROK

Orange Investment Advisors Inc. lessened its position in Rockwell Automation, Inc. (NYSE:ROK) by 12.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,978 shares of the industrial products company’s stock after selling 1,149 shares during the quarter. Orange Investment Advisors Inc.’s holdings in Rockwell Automation were worth $3,104,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of ROK. Brighton Jones LLC acquired a new position in Rockwell Automation during the 4th quarter worth $281,000. AQR Capital Management LLC grew its holdings in shares of Rockwell Automation by 75.9% in the 1st quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock worth $2,059,000 after acquiring an additional 3,513 shares during the period. Empowered Funds LLC raised its holdings in Rockwell Automation by 142.7% during the first 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 boosted its position in shares of Rockwell Automation by 233.6% in the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock worth $484,000 after buying an additional 1,315 shares in the last quarter. Finally, Jump Financial LLC purchased a new stake in shares of Rockwell Automation in the second quarter valued at about $868,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation Stock Up 1.0%

NYSE:ROK opened at $440.65 on Friday. The business’s fifty day moving average price is $397.69 and its 200 day moving average price is $398.09. The company has a current ratio of 1.09, a quick ratio of 0.76 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $49.03 billion, a price-to-earnings ratio of 45.81, a PEG ratio of 2.79 and a beta of 1.56. Rockwell Automation, Inc. has a 1-year low of $298.70 and a 1-year high of $463.48.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating the consensus estimate of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The business had revenue of $2.24 billion for the quarter, compared to analysts’ expectations of $2.16 billion. During the same period in the previous year, the company posted $2.45 EPS. Rockwell Automation’s revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, sell-side analysts forecast that Rockwell Automation, Inc. will post 13.01 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, May 18th. Rockwell Automation’s dividend payout ratio is currently 57.38%.

More Rockwell Automation News

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

• Positive Sentiment: Zacks Research lifted Rockwell Automation’s earnings forecasts for several periods, including FY2026, FY2027, and FY2028, signaling higher expected profitability and supporting the stock’s bullish tone.
• Positive Sentiment: The company continues to be viewed favorably in market commentary as a long-term momentum and “high-quality compounder” name, reinforcing positive sentiment around the stock.
• Neutral Sentiment: Rockwell Automation presented at the Wolfe Research 19th Annual Global Transportation & Industrials Conference, which may have helped keep investor attention on the stock but did not include a clearly reported new catalyst. Rockwell Automation, Inc. (ROK) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript
• Neutral Sentiment: A new global study highlighted that 90% of manufacturers say digital transformation is now essential, a trend that supports Rockwell Automation’s long-term end-market narrative. Rockwell Automation, Inc.: 90% of Manufacturers Say Digital Transformation Is Now Essential, According to New Global Study
• Negative Sentiment: VP John M. Miller sold 1,054 shares in a pre-arranged 10b5-1 transaction, which can weigh on sentiment even though the sale was routine and disclosed in advance. John M. Miller insider trade

Insiders Place Their Bets

In other news, VP Terry L. Riesterer sold 4,024 shares of Rockwell Automation stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $451.97, for a total value of $1,818,727.28. Following the transaction, the vice president directly owned 134 shares in the company, valued at approximately $60,563.98. The trade was a 96.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Scott Genereux sold 17,407 shares of Rockwell Automation 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 completion of the transaction, the vice president directly owned 3,314 shares in the company, valued at approximately $1,340,877.54. This represents a 84.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 60,141 shares of company stock worth $24,745,509 in the last ninety days. 0.76% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

ROK has been the subject of several research analyst reports. KeyCorp upped their price target on Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Citigroup increased their price target on Rockwell Automation from $466.00 to $500.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Mizuho set a $445.00 price target on shares of Rockwell Automation in a research report on Wednesday, May 6th. Stephens increased their target price on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. Finally, Jefferies Financial Group reissued a “hold” rating and issued a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a report on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $449.16.

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.