Madison Asset Management LLC Has $7.88 Million Holdings in Rockwell Automation, Inc. $ROK

Madison Asset Management LLC decreased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 53.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,537 shares of the industrial products company’s stock after selling 26,388 shares during the quarter. Madison Asset Management LLC’s holdings in Rockwell Automation were worth $7,877,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Brighton Jones LLC acquired a new stake in Rockwell Automation during the 4th quarter worth $281,000. AQR Capital Management LLC raised its position 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 valued at $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% in 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 period. Acadian Asset Management LLC grew its holdings 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 valued at $484,000 after buying an additional 1,315 shares during the period. Finally, IFP Advisors Inc raised its stake in Rockwell Automation by 2.7% during the 2nd quarter. IFP Advisors Inc now owns 1,427 shares of the industrial products company’s stock worth $476,000 after buying an additional 37 shares during the period. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Rockwell Automation

In related news, SVP Cyril Perducat sold 804 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.05, for a total value of $323,248.20. Following the completion of the sale, the senior vice president directly owned 5,858 shares in the company, valued at approximately $2,355,208.90. This trade represents a 12.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Matheus De A. G. Viera Bulho sold 476 shares of Rockwell Automation stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total value of $191,361.52. Following the transaction, the senior vice president owned 2,401 shares of the company’s stock, valued at $965,250.02. The trade was a 16.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 25,531 shares of company stock valued at $10,259,637. 0.76% of the stock is owned by company insiders.

Analyst Ratings Changes

ROK has been the subject of several recent analyst reports. Bank of America increased their price target on Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. The Goldman Sachs Group upgraded shares of Rockwell Automation from a “sell” rating to a “neutral” rating and raised their price objective for the stock from $329.00 to $448.00 in a report on Tuesday, December 16th. Evercore assumed coverage on Rockwell Automation in a report on Monday, December 15th. They set an “in-line” rating and a $440.00 target price for the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Rockwell Automation in a research report on Monday, December 29th. Finally, Stephens boosted their target price on Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a research note on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $417.22.

Rockwell Automation Stock Performance

ROK opened at $407.10 on Thursday. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The business’s 50-day simple moving average is $408.60 and its 200 day simple moving average is $373.88. The firm has a market capitalization of $45.74 billion, a PE ratio of 46.58, a PEG ratio of 2.95 and a beta of 1.52. Rockwell Automation, Inc. has a 52-week low of $215.00 and a 52-week high of $438.72.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping the consensus estimate of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The firm had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the previous year, the firm earned $1.83 EPS. The business’s quarterly revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, sell-side analysts expect that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd will be given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Monday, February 23rd. Rockwell Automation’s dividend payout ratio is 63.16%.

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.