Mystic Asset Management Inc. Takes $1.18 Million Position in Rockwell Automation, Inc. $ROK

Mystic Asset Management Inc. acquired a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK) in the second quarter, HoldingsChannel.com reports. The fund acquired 2,373 shares of the industrial products company’s stock, valued at approximately $1,175,000.

A number of other hedge funds also recently bought and sold shares of the business. MV Capital Management Inc. bought a new position in Rockwell Automation during the 4th quarter valued at approximately $28,000. Manchester Capital Management LLC boosted its holdings in Rockwell Automation by 97.5% in the fourth 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 in the first quarter valued at $31,000. First Horizon Corp purchased a new position in Rockwell Automation during the 4th quarter valued at $32,000. Finally, BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation during the 4th quarter valued at $33,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on ROK shares. Rothschild & Co Redburn increased their price target on shares of Rockwell Automation from $365.00 to $378.00 in a research note on Wednesday, May 6th. DA Davidson began coverage on Rockwell Automation in a report on Tuesday, June 16th. They issued a “neutral” rating and a $500.00 target price on the stock. Argus raised their price target on Rockwell Automation from $465.00 to $530.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. TD Cowen lifted their price target on Rockwell Automation from $350.00 to $400.00 and gave the stock a “hold” rating in a research report on Wednesday, May 13th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $525.00 price target on shares of Rockwell Automation in a research note on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, Rockwell Automation currently has an average rating of “Hold” and an average price target of $468.67.

Insider Activity

In other news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the completion of the sale, 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 sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is currently owned by insiders.

Key Stories Impacting 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 Stock Down 0.3%

Rockwell Automation stock opened at $431.97 on Friday. The stock has a fifty day moving average of $462.41 and a 200 day moving average of $426.92. Rockwell Automation, Inc. has a one year low of $332.71 and a one year high of $497.36. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. The stock has a market cap of $47.97 billion, a PE ratio of 40.48, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54.

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

Rockwell Automation Announces Dividend

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

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

About Rockwell Automation

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.