Rockwell Automation, Inc. $ROK Shares Purchased by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH increased its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 4.9% in the 3rd quarter, Holdings Channel reports. The firm owned 140,931 shares of the industrial products company’s stock after purchasing an additional 6,629 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Rockwell Automation were worth $49,260,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in ROK. Root Financial Partners LLC purchased a new position in Rockwell Automation in the 3rd quarter valued at $64,000. Slow Capital Inc. acquired a new stake in shares of Rockwell Automation in the third quarter valued at about $1,662,000. Turtle Creek Wealth Advisors LLC raised its position in shares of Rockwell Automation by 6.9% in the third quarter. Turtle Creek Wealth Advisors LLC now owns 653 shares of the industrial products company’s stock valued at $228,000 after buying an additional 42 shares during the last quarter. Verdence Capital Advisors LLC purchased a new position in shares of Rockwell Automation in the third quarter worth about $960,000. Finally, Tradewinds LLC. acquired a new position in Rockwell Automation during the third quarter worth about $345,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Matheus De A. G. Viera Bulho sold 2,370 shares of Rockwell Automation stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $403.45, for a total value of $956,176.50. Following the completion of the sale, the senior vice president owned 1,964 shares in the company, valued at approximately $792,375.80. This trade represents a 54.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Tessa M. Myers sold 1,020 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $402.07, for a total value of $410,111.40. Following the completion of the sale, the senior vice president directly owned 6,021 shares in the company, valued at approximately $2,420,863.47. The trade was a 14.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 88,053 shares of company stock worth $34,718,919 in the last three months. 0.76% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Evercore ISI initiated coverage on shares of Rockwell Automation in a research note on Monday, December 15th. They set an “in-line” rating and a $440.00 price objective for the company. Wells Fargo & Company boosted their target price on Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 7th. Morgan Stanley increased their price target on Rockwell Automation from $435.00 to $440.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Bank of America lifted their price objective on Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Finally, JPMorgan Chase & Co. boosted their price objective on Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $406.69.

Rockwell Automation Stock Up 4.2%

Shares of NYSE:ROK opened at $420.78 on Thursday. The company has a market capitalization of $47.24 billion, a price-to-earnings ratio of 54.93, a PEG ratio of 2.70 and a beta of 1.52. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $425.90. The business has a 50-day moving average price of $397.87 and a 200 day moving average price of $366.56. The company has a current ratio of 1.14, a quick ratio of 0.77 and a debt-to-equity ratio of 0.70.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, November 6th. The industrial products company reported $3.34 EPS for the quarter, beating analysts’ consensus estimates of $2.94 by $0.40. The company had revenue of $4.63 billion for the quarter, compared to analysts’ expectations of $2.19 billion. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. Rockwell Automation’s revenue for the quarter was up 13.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. Sell-side analysts expect that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 17th were issued a $1.38 dividend. The ex-dividend date was Monday, November 17th. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. Rockwell Automation’s dividend payout ratio (DPR) is currently 72.06%.

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.