Rockwell Automation, Inc. $ROK Position Trimmed by Searle & CO.

Searle & CO. lessened its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 14.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,543 shares of the industrial products company’s stock after selling 1,750 shares during the period. Rockwell Automation makes up about 1.1% of Searle & CO.’s investment portfolio, making the stock its 28th largest position. Searle & CO.’s holdings in Rockwell Automation were worth $4,590,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Flputnam Investment Management Co. purchased a new stake in shares of Rockwell Automation in the second quarter valued at $1,001,000. Mandatum Life Insurance Co Ltd lifted its holdings in shares of Rockwell Automation by 26.9% in the 1st quarter. Mandatum Life Insurance Co Ltd now owns 22,200 shares of the industrial products company’s stock worth $7,967,000 after acquiring an additional 4,700 shares during the last quarter. Lombard Odier Asset Management Europe Ltd boosted its stake in shares of Rockwell Automation by 54.2% during the 1st quarter. Lombard Odier Asset Management Europe Ltd now owns 36,211 shares of the industrial products company’s stock worth $12,995,000 after purchasing an additional 12,727 shares during the period. Contravisory Investment Management Inc. boosted its stake in shares of Rockwell Automation by 9,354.2% during the 2nd quarter. Contravisory Investment Management Inc. now owns 18,152 shares of the industrial products company’s stock worth $8,987,000 after purchasing an additional 17,960 shares during the period. Finally, Fifth Third Bancorp boosted its stake in shares of Rockwell Automation by 642.7% during the 1st quarter. Fifth Third Bancorp now owns 35,154 shares of the industrial products company’s stock worth $12,616,000 after purchasing an additional 30,421 shares during the period. Institutional investors own 75.75% of the company’s stock.

More Rockwell Automation News

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

• Positive Sentiment: CEO Blake Moret bought 4,000 shares for about $1.55 million at an average price of $386.36, increasing his holdings by 4.2%. The purchase may signal confidence after the stock’s recent decline. Article: Rockwell’s CEO Is Buying the 14% Crash
• Positive Sentiment: Rockwell introduced PanelView Pro, a high-performance terminal for manufacturing environments with a modular design and an easier migration path for existing FactoryTalk View ME users. The launch adds to its product offering, though its near-term financial contribution is not specified. Article: Rockwell Automation Introduces PanelView Pro
• Positive Sentiment: The company raised its quarterly dividend to $1.45 per share from $1.38, a shareholder-return boost that may support investor sentiment. Article: Rockwell Automation stock and dividend information
• Neutral Sentiment: Rockwell will present at Baird’s 2026 Global Industrial Conference. The appearance could provide updates, but no new business or financial details were reported. Article: Rockwell Automation to Present at Baird’s Conference
• Negative Sentiment: Recent quarterly revenue of $2.33 billion fell short of the $2.41 billion analyst estimate. Rockwell said a customer tariff-refund program reduced reported and organic sales growth by about four percentage points; the one-time factor helps explain the miss, but investors may still focus on weaker-than-expected sales. Article: Rockwell Automation CEO Buys Stock Amid Share Slump

Analyst Upgrades and Downgrades

ROK has been the topic of a number of recent analyst reports. Citigroup reduced their price objective on shares of Rockwell Automation from $536.00 to $504.00 and set a “buy” rating on the stock in a research report on Friday, November 6th. Wells Fargo & Company started coverage on Rockwell Automation in a research report on Thursday, September 24th. They set an “equal weight” rating and a $426.00 target price for the company. Robert W. Baird set a $514.00 target price on Rockwell Automation in a research note on Wednesday, August 5th. DA Davidson cut their target price on Rockwell Automation from $500.00 to $490.00 and set a “neutral” rating on the stock in a research note on Friday, August 21st. Finally, Stephens reduced their price target on Rockwell Automation from $550.00 to $500.00 and set an “overweight” rating on the stock in a report on Friday, November 6th. Nine equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, Rockwell Automation has an average rating of “Hold” and an average target price of $471.33.

Rockwell Automation Trading Up 1.9%

NYSE ROK opened at $396.82 on Wednesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.35 and a current ratio of 2.11. The company has a market capitalization of $44.07 billion, a price-to-earnings ratio of 31.62, a price-to-earnings-growth ratio of 2.73 and a beta of 1.51. The company’s 50-day simple moving average is $428.00 and its two-hundred day simple moving average is $427.02. Rockwell Automation, Inc. has a one year low of $347.53 and a one year high of $497.36.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, November 5th. The industrial products company reported $3.88 earnings per share for the quarter, topping analysts’ consensus estimates of $3.69 by $0.19. Rockwell Automation had a return on equity of 41.79% and a net margin of 15.68%. The company had revenue of $2.33 billion during the quarter, compared to analyst estimates of $2.41 billion. During the same quarter in the prior year, the business earned $3.34 earnings per share. Rockwell Automation’s revenue was up .7% on a year-over-year basis. Rockwell Automation has set its FY 2027 guidance at 14.500-15.500 EPS. Equities analysts forecast that Rockwell Automation, Inc. will post 14.94 EPS for the current fiscal year.

Rockwell Automation Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Monday, November 16th will be given a $1.45 dividend. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, November 16th. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.38. Rockwell Automation’s payout ratio is presently 43.98%.

Insider Activity

In other Rockwell Automation news, SVP Matheus De A. G. Viera Bulho sold 467 shares of the stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $426.96, for a total value of $199,390.32. Following the completion of the sale, the senior vice president directly owned 1,267 shares in the company, valued at approximately $540,958.32. This trade represents a 26.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Patricia A. Watson sold 1,100 shares of the stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $431.43, for a total transaction of $474,573.00. Following the completion of the transaction, the director directly owned 6,385 shares of the company’s stock, valued at $2,754,680.55. The trade was a 14.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,711 shares of company stock worth $1,164,880 over the last 90 days. 0.76% of the stock is currently owned by insiders.

About Rockwell Automation

Rockwell Automation, Inc. is an industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. Its roots date to 1903, when it was founded as the Compression Rheostat Company. The company provides hardware, software and services that help manufacturers automate and manage industrial operations. Its offerings include control systems, sensors, motor-control products, industrial software and services for optimizing production and maintaining equipment. Its Allen-Bradley and FactoryTalk brands are among its best-known product lines.