Tocqueville Asset Management L.P. Purchases Shares of 48,275 Rockwell Automation, Inc. $ROK

Tocqueville Asset Management L.P. acquired a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 48,275 shares of the industrial products company’s stock, valued at approximately $23,900,000.

A number of other large investors have also recently made changes to their positions in the business. BlackRock Inc. bought a new stake in shares of Rockwell Automation during the second quarter worth about $6,129,376,000. Norges Bank acquired a new stake in shares of Rockwell Automation in the 4th quarter worth about $615,596,000. Northwestern Mutual Wealth Management Co. lifted its position in Rockwell Automation by 5,925.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company’s stock valued at $352,572,000 after acquiring an additional 891,153 shares in the last quarter. Bank of New York Mellon Corp bought a new position in shares of Rockwell Automation in the second quarter valued at approximately $300,589,000. Finally, Deutsche Bank AG bought a new position in shares of Rockwell Automation in the second quarter valued at approximately $210,342,000. 75.75% of the stock is owned by institutional investors.

Rockwell Automation Stock Down 0.1%

Shares of NYSE:ROK opened at $433.18 on Thursday. The company has a market capitalization of $48.10 billion, a PE ratio of 40.60, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. The business has a fifty day moving average price of $462.93 and a two-hundred day moving average price of $426.85. Rockwell Automation, Inc. has a 1 year low of $332.71 and a 1 year high of $497.36.

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

Rockwell Automation Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be given a $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s payout ratio is currently 51.73%.

Rockwell Automation declared that its Board of Directors has authorized a share repurchase program on Tuesday, June 9th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the industrial products company to buy up to 2% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Analysts Set New Price Targets

ROK has been the subject of several recent research reports. Robert W. Baird set a $514.00 price target on Rockwell Automation in a report on Wednesday, August 5th. KeyCorp raised their price objective on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Argus lifted their price objective on shares of Rockwell Automation from $465.00 to $530.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Wall Street Zen lowered shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Rothschild & Co Redburn increased their target price on shares of Rockwell Automation from $365.00 to $378.00 in a report on Wednesday, May 6th. Nine investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat, Rockwell Automation has an average rating of “Hold” and an average price target of $468.67.

Insider Buying and Selling

In related news, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $2,043,282.87. This represents a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.76% of the company’s stock.

Key Rockwell Automation News

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 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.