Vise Technologies Inc. Acquires 1,717 Shares of Rockwell Automation, Inc. $ROK

Vise Technologies Inc. lifted its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 121.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,127 shares of the industrial products company’s stock after acquiring an additional 1,717 shares during the period. Vise Technologies Inc.’s holdings in Rockwell Automation were worth $1,217,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the business. HBK Sorce Advisory LLC raised its position in shares of Rockwell Automation by 0.7% in the 4th quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock worth $1,544,000 after acquiring an additional 27 shares in the last quarter. Nations Financial Group Inc. IA ADV raised its position in shares of Rockwell Automation by 2.0% in the 4th quarter. Nations Financial Group Inc. IA ADV now owns 1,446 shares of the industrial products company’s stock worth $563,000 after acquiring an additional 28 shares in the last quarter. Robertson Stephens Wealth Management LLC raised its position in shares of Rockwell Automation by 2.4% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 1,202 shares of the industrial products company’s stock worth $468,000 after acquiring an additional 28 shares in the last quarter. Equitable Trust Co. raised its position in shares of Rockwell Automation by 1.1% in the 3rd quarter. Equitable Trust Co. now owns 2,598 shares of the industrial products company’s stock worth $908,000 after acquiring an additional 29 shares in the last quarter. Finally, Eukles Asset Management raised its position in shares of Rockwell Automation by 0.3% in the 4th quarter. Eukles Asset Management now owns 9,596 shares of the industrial products company’s stock worth $3,734,000 after acquiring an additional 29 shares in the last quarter. 75.75% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on ROK shares. Robert W. Baird lowered their price objective on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Wells Fargo & Company lifted their price objective on Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. Mizuho set a $445.00 price objective on Rockwell Automation in a research report on Wednesday, May 6th. Evercore lifted their price objective on Rockwell Automation from $440.00 to $480.00 in a research report on Wednesday, May 6th. Finally, HSBC lifted their price objective on Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $449.16.

Rockwell Automation Stock Performance

Shares of ROK opened at $451.57 on Tuesday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76. The stock has a 50-day moving average of $420.75 and a 200-day moving average of $404.88. The company has a market cap of $50.25 billion, a PE ratio of 46.94, a P/E/G ratio of 2.86 and a beta of 1.57. Rockwell Automation, Inc. has a one year low of $305.44 and a one year high of $468.11.

Rockwell Automation (NYSE:ROK) last issued its 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. The company had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The firm’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period last year, the business posted $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities research analysts predict that Rockwell Automation, Inc. will post 13.01 EPS for the current fiscal year.

Rockwell Automation Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be paid a $1.38 dividend. The ex-dividend date is Monday, May 18th. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. Rockwell Automation’s dividend payout ratio (DPR) is currently 57.38%.

Insider Buying and Selling

In other news, VP John M. Miller sold 1,054 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $426.02, for a total value of $449,025.08. Following the completion of the sale, the vice president directly owned 5,615 shares in the company, valued at $2,392,102.30. This trade represents a 15.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Terry L. Riesterer sold 4,024 shares of Rockwell Automation stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $451.97, for a total value of $1,818,727.28. Following the transaction, the vice president owned 134 shares of the company’s stock, valued at $60,563.98. This trade represents a 96.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 12,308 shares of company stock worth $5,339,812 over the last 90 days. 0.76% of the stock is owned by company insiders.

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.