SG Americas Securities LLC Has $35.72 Million Stock Holdings in Rockwell Automation, Inc. $ROK

SG Americas Securities LLC increased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 911.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 91,808 shares of the industrial products company’s stock after buying an additional 82,727 shares during the quarter. SG Americas Securities LLC owned 0.08% of Rockwell Automation worth $35,720,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of ROK. Norges Bank acquired a new stake in Rockwell Automation during the 2nd quarter worth about $368,575,000. Holocene Advisors LP increased its holdings in shares of Rockwell Automation by 128.9% in the 2nd quarter. Holocene Advisors LP now owns 866,992 shares of the industrial products company’s stock valued at $287,989,000 after purchasing an additional 488,262 shares during the period. JPMorgan Chase & Co. lifted its position in shares of Rockwell Automation by 122.3% in the third quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company’s stock worth $286,522,000 after purchasing an additional 451,038 shares in the last quarter. Marshall Wace LLP lifted its position in shares of Rockwell Automation by 294.5% in the second quarter. Marshall Wace LLP now owns 429,492 shares of the industrial products company’s stock worth $142,664,000 after purchasing an additional 320,627 shares in the last quarter. Finally, Balyasny Asset Management L.P. boosted its holdings in shares of Rockwell Automation by 1,666.2% during the third quarter. Balyasny Asset Management L.P. now owns 321,722 shares of the industrial products company’s stock worth $112,451,000 after purchasing an additional 303,506 shares during the period. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Rockwell Automation

In other Rockwell Automation news, VP Scott Genereux sold 17,407 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total value of $7,043,046.27. Following the completion of the sale, the vice president owned 3,314 shares of the company’s stock, valued at $1,340,877.54. The trade was a 84.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Rebecca W. House sold 12,100 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total value of $4,891,667.00. Following the sale, the senior vice president owned 12,200 shares of the company’s stock, valued at approximately $4,932,094. This trade represents a 49.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 49,228 shares of company stock valued at $19,992,391. Insiders own 0.76% of the company’s stock.

Rockwell Automation Price Performance

NYSE ROK opened at $360.95 on Thursday. 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 stock has a market capitalization of $40.56 billion, a PE ratio of 41.30, a price-to-earnings-growth ratio of 2.58 and a beta of 1.53. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $438.72. The company has a 50 day moving average price of $395.50 and a two-hundred day moving average price of $381.50.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, topping the consensus estimate of $2.46 by $0.29. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The company had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the prior year, the business posted $1.83 EPS. Rockwell Automation’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, equities analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The business also recently announced 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. This represents a $5.52 annualized dividend and a yield of 1.5%. The ex-dividend date was Monday, February 23rd. Rockwell Automation’s dividend payout ratio (DPR) is 63.16%.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. Evercore initiated coverage on shares of Rockwell Automation in a research report on Monday, December 15th. They set an “in-line” rating and a $440.00 price objective on the stock. Barclays increased their target price on shares of Rockwell Automation from $435.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Stephens boosted their price target on shares of Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Jefferies Financial Group upped their price target on shares of Rockwell Automation from $450.00 to $470.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Finally, Weiss Ratings lowered Rockwell Automation from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 10th. Two investment 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 company. Based on data from MarketBeat, Rockwell Automation presently has an average rating of “Moderate Buy” and an average target price of $418.33.

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.