Portfolio Design Labs LLC Invests $590,000 in Rockwell Automation, Inc. $ROK

Portfolio Design Labs LLC bought a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK) during the second quarter, Holdings Channel.com reports. The fund bought 1,191 shares of the industrial products company’s stock, valued at approximately $590,000.

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

Rockwell Automation Stock Performance

Shares of ROK opened at $431.97 on Friday. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74. The stock has a market cap of $47.97 billion, a P/E ratio of 40.48, a P/E/G ratio of 2.53 and a beta of 1.54. The business’s 50 day moving average price is $462.41 and its 200-day moving average price is $426.92. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. The company 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 firm’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same quarter last year, the company earned $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities research analysts anticipate that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be issued a dividend of $1.38 per share. The ex-dividend date is Monday, August 17th. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. Rockwell Automation’s dividend payout ratio (DPR) is presently 51.73%.

Rockwell Automation declared that its Board of Directors has initiated a stock repurchase program on Tuesday, June 9th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the industrial products company to purchase up to 2% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Analysts Set New Price Targets

ROK has been the subject of several research reports. DA Davidson started coverage on Rockwell Automation in a research report on Tuesday, June 16th. They issued a “neutral” rating and a $500.00 target price for the company. Evercore set a $485.00 price target on Rockwell Automation in a research report on Wednesday, August 5th. Zacks Research cut Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research note on Thursday, July 30th. HSBC increased their price objective on Rockwell Automation from $445.00 to $490.00 in a report on Wednesday, May 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Rockwell Automation in a report on Thursday, June 18th. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Rockwell Automation presently has an average rating of “Hold” and an average price target of $468.67.

Insider Buying and Selling at Rockwell Automation

In other news, SVP Matthew W. Fordenwalt sold 377 shares of Rockwell Automation 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 $2,043,282.87. The trade was a 7.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by insiders.

Trending Headlines about Rockwell Automation

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

• Positive Sentiment: Zacks raises 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. The firm also raised estimates for several individual quarters, including Q4 2026, Q2–Q4 2027 and Q1–Q3 2028. These revisions suggest improving expectations for Rockwell Automation’s industrial automation demand and earnings growth. Zacks Research estimates for Rockwell Automation
• Neutral Sentiment: Thailand customer and industry event: Rockwell Automation brought manufacturing leaders together at ROKLive Bangkok 2026 to discuss smart manufacturing, automation and digital transformation. The event reinforces the company’s regional customer engagement and growth strategy, but it does not include a new contract, financial target or other immediate earnings catalyst. Rockwell Automation ROKLive Bangkok 2026
• Negative Sentiment: Near-term estimate trimmed and rating remains cautious: Zacks lowered its Q1 2027 EPS forecast slightly to $2.97 from $2.99 and maintained a “Hold” rating. With Rockwell Automation trading at a relatively elevated earnings multiple, investors may require stronger revisions or a rating upgrade before pushing the shares higher. Rockwell Automation analyst estimates and 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.