Nordea Investment Management AB Acquires 127,733 Shares of Rockwell Automation, Inc. $ROK

Nordea Investment Management AB grew its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 20.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 744,814 shares of the industrial products company’s stock after purchasing an additional 127,733 shares during the period. Nordea Investment Management AB’s holdings in Rockwell Automation were worth $291,073,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in ROK. Procyon Advisors LLC lifted its position in Rockwell Automation by 50.9% during the 4th quarter. Procyon Advisors LLC now owns 2,779 shares of the industrial products company’s stock worth $1,081,000 after buying an additional 937 shares in the last quarter. CWA Asset Management Group LLC bought a new position in shares of Rockwell Automation in the 4th quarter valued at about $2,863,000. Aventura Private Wealth LLC acquired a new stake in shares of Rockwell Automation in the fourth quarter valued at about $72,000. Sagespring Wealth Partners LLC increased its position in shares of Rockwell Automation by 8.8% in the fourth quarter. Sagespring Wealth Partners LLC now owns 1,249 shares of the industrial products company’s stock valued at $486,000 after acquiring an additional 101 shares during the last quarter. Finally, WESPAC Advisors SoCal LLC raised its holdings in Rockwell Automation by 6.5% during the fourth quarter. WESPAC Advisors SoCal LLC now owns 3,587 shares of the industrial products company’s stock worth $1,396,000 after acquiring an additional 219 shares in the last quarter. Institutional investors own 75.75% of the company’s stock.

Rockwell Automation Price Performance

Shares of NYSE ROK opened at $355.02 on Friday. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. The business’s 50 day moving average price is $398.87 and its two-hundred day moving average price is $381.07. The company has a market cap of $39.89 billion, a PE ratio of 40.62, a price-to-earnings-growth ratio of 2.54 and a beta of 1.53. Rockwell Automation, Inc. has a twelve month low of $215.00 and a twelve month high of $438.72.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The company had revenue of $2.11 billion during the quarter, compared to analysts’ expectations of $2.08 billion. During the same period last year, the firm posted $1.83 earnings per share. The business’s 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. On average, analysts predict that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd were issued a dividend of $1.38 per share. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $5.52 annualized dividend and a yield of 1.6%. Rockwell Automation’s dividend payout ratio (DPR) is currently 63.16%.

Analyst Upgrades and Downgrades

ROK has been the subject of several recent research reports. Morgan Stanley reissued an “overweight” rating and set a $460.00 price target on shares of Rockwell Automation in a research report on Sunday, February 8th. Weiss Ratings lowered Rockwell Automation from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, March 10th. Zacks Research downgraded Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Monday, January 12th. Mizuho raised their target price on shares of Rockwell Automation from $380.00 to $400.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Finally, Robert W. Baird set a $430.00 target price on shares of Rockwell Automation in a report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, Rockwell Automation currently has an average rating of “Moderate Buy” and a consensus price target of $418.33.

Insider Activity

In other news, SVP Tessa M. Myers sold 1,985 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total transaction of $812,599.45. Following the completion of the sale, the senior vice president owned 4,036 shares in the company, valued at approximately $1,652,217.32. This trade represents a 32.97% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Christopher Nardecchia sold 14,465 shares of Rockwell Automation stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the sale, the senior vice president directly owned 14,232 shares of the company’s stock, valued at $5,835,262.32. The trade was a 50.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 49,228 shares of company stock valued at $19,992,391. 0.76% of the stock is owned by company insiders.

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.