Resona Asset Management Co. Ltd. Sells 1,682 Shares of Rockwell Automation, Inc. $ROK

Resona Asset Management Co. Ltd. trimmed its stake in Rockwell Automation, Inc. (NYSE:ROK) by 4.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 35,116 shares of the industrial products company’s stock after selling 1,682 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Rockwell Automation were worth $13,710,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the stock. Nations Financial Group Inc. IA ADV lifted its stake in shares of Rockwell Automation by 2.0% in the 4th quarter. Nations Financial Group Inc. IA ADV now owns 1,446 shares of the industrial products company’s stock valued at $563,000 after purchasing an additional 28 shares during the last quarter. Robertson Stephens Wealth Management LLC lifted its stake in shares of Rockwell Automation by 2.4% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 1,202 shares of the industrial products company’s stock valued at $468,000 after purchasing an additional 28 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its stake in shares of Rockwell Automation by 7.1% in the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 440 shares of the industrial products company’s stock valued at $154,000 after purchasing an additional 29 shares during the last quarter. Equitable Trust Co. lifted its stake in shares of Rockwell Automation by 1.1% in the 3rd quarter. Equitable Trust Co. now owns 2,598 shares of the industrial products company’s stock valued at $908,000 after purchasing an additional 29 shares during the last quarter. Finally, J. Safra Sarasin Holding AG lifted its stake in shares of Rockwell Automation by 2.2% in the 3rd quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company’s stock valued at $484,000 after purchasing an additional 30 shares during the last quarter. 75.75% of the stock is owned by institutional investors.

Insider Buying and Selling at Rockwell Automation

In other news, SVP Christopher Nardecchia sold 2,538 shares of Rockwell Automation stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $446.43, for a total value of $1,133,039.34. Following the transaction, the senior vice president directly owned 14,232 shares in the company, valued at approximately $6,353,591.76. This trade represents a 15.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Matthew W. Fordenwalt sold 600 shares of Rockwell Automation stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $449.58, for a total value of $269,748.00. Following the completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at $1,994,786.46. This represents a 11.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 59,087 shares of company stock worth $24,296,483 over the last quarter. Insiders own 0.76% of the company’s stock.

More Rockwell Automation News

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

• Positive Sentiment: Rockwell’s latest investor presentation at the Wolfe Research Global Transportation & Industrials Conference likely kept attention on the company’s strategy and outlook, reinforcing the bull case for industrial automation. Rockwell Automation, Inc. (ROK) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript
• Positive Sentiment: Zacks Research raised earnings estimates across multiple future periods, including FY2027 and FY2028, signaling expectations for stronger profit growth ahead. Higher EPS forecasts often support a stock’s valuation.
• Positive Sentiment: Rockwell’s new global manufacturing study found that 90% of manufacturers now say digital transformation is essential, a constructive trend for Rockwell’s automation, software, and digital solutions business. 90% of Manufacturers Say Digital Transformation Is Now Essential, According to New Global Study
• Positive Sentiment: The company reported strong recent quarterly results, with earnings and revenue beating expectations and management guiding FY2026 EPS above many investors’ assumptions, which continues to underpin sentiment.
• Neutral Sentiment: A Zacks-style momentum writeup highlighted Rockwell as a long-term momentum stock, but this is more of a sentiment/ratings piece than a new operational catalyst. Why Rockwell Automation (ROK) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Several market commentary items and conference transcripts add to the news flow, but they do not appear to change Rockwell’s near-term fundamentals by themselves.
• Negative Sentiment: One MarketWatch item noted the stock underperformed peers earlier in the week, suggesting some short-term trading pressure before the newer positive updates. Rockwell Automation Inc. stock underperforms Monday when compared to competitors

Analyst Ratings Changes

Several equities research analysts have recently issued reports on ROK shares. Barclays raised their price objective on Rockwell Automation from $400.00 to $480.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Jefferies Financial Group restated a “hold” rating and set a $380.00 price objective (down from $490.00) on shares of Rockwell Automation in a report on Tuesday, March 31st. Wells Fargo & Company boosted their price objective on Rockwell Automation from $360.00 to $440.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. JPMorgan Chase & Co. boosted their price objective on Rockwell Automation from $404.00 to $417.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Finally, Morgan Stanley restated an “overweight” rating and set a $525.00 price objective on shares of Rockwell Automation in a report on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $449.16.

Rockwell Automation Trading Up 3.2%

Shares of NYSE ROK opened at $435.89 on Thursday. The company has a quick ratio of 0.76, a current ratio of 1.09 and a debt-to-equity ratio of 0.72. The business has a fifty day simple moving average of $396.36 and a two-hundred day simple moving average of $397.59. The firm has a market cap of $48.50 billion, a PE ratio of 45.31, a price-to-earnings-growth ratio of 2.70 and a beta of 1.56. Rockwell Automation, Inc. has a twelve month low of $298.70 and a twelve month high of $463.48.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. The business had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.Rockwell Automation’s revenue was up 11.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Analysts expect that Rockwell Automation, Inc. will post 13.01 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be given a dividend of $1.38 per share. The ex-dividend date of this dividend is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. Rockwell Automation’s payout ratio is 57.38%.

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.