Y Intercept Hong Kong Ltd Purchases Shares of 10,627 Rockwell Automation, Inc. $ROK

Y Intercept Hong Kong Ltd acquired a new stake in Rockwell Automation, Inc. (NYSE:ROK) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,627 shares of the industrial products company’s stock, valued at approximately $3,714,000.

Several other hedge funds have also recently bought and sold shares of ROK. Fragasso Financial Advisors Inc grew its position in shares of Rockwell Automation by 3.6% in the third quarter. Fragasso Financial Advisors Inc now owns 902 shares of the industrial products company’s stock valued at $315,000 after purchasing an additional 31 shares during the last quarter. Dynamic Advisor Solutions LLC lifted its holdings in Rockwell Automation by 3.3% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 1,015 shares of the industrial products company’s stock worth $355,000 after purchasing an additional 32 shares during the last quarter. Advisors Capital Management LLC boosted its stake in Rockwell Automation by 1.7% in the 2nd quarter. Advisors Capital Management LLC now owns 2,066 shares of the industrial products company’s stock valued at $686,000 after purchasing an additional 34 shares during the period. Aviso Financial Inc. grew its holdings in Rockwell Automation by 4.4% in the 2nd quarter. Aviso Financial Inc. now owns 859 shares of the industrial products company’s stock valued at $285,000 after buying an additional 36 shares in the last quarter. Finally, IFP Advisors Inc grew its holdings in Rockwell Automation by 2.7% in the 2nd quarter. IFP Advisors Inc now owns 1,427 shares of the industrial products company’s stock valued at $476,000 after buying an additional 37 shares in the last quarter. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Rockwell Automation news, VP Scott Genereux sold 1,387 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.03, for a total transaction of $557,615.61. Following the completion of the transaction, the vice president owned 4,514 shares of the company’s stock, valued at approximately $1,814,763.42. The trade was a 23.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Blake D. Moret sold 61,700 shares of the stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $391.56, for a total transaction of $24,159,252.00. Following the completion of the transaction, the chief executive officer directly owned 83,873 shares of the company’s stock, valued at $32,841,311.88. This trade represents a 42.38% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 88,053 shares of company stock worth $34,718,919. 0.76% of the stock is owned by company insiders.

Rockwell Automation Price Performance

ROK stock opened at $417.75 on Monday. The company’s 50-day moving average price is $399.62 and its two-hundred day moving average price is $367.91. The firm has a market cap of $46.90 billion, a P/E ratio of 54.54, a P/E/G ratio of 2.93 and a beta of 1.52. The company has a quick ratio of 0.77, a current ratio of 1.14 and a debt-to-equity ratio of 0.70. Rockwell Automation, Inc. has a 12 month low of $215.00 and a 12 month high of $429.58.

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

Rockwell Automation Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on ROK. Evercore ISI initiated coverage on shares of Rockwell Automation in a research report on Monday, December 15th. They issued an “in-line” rating and a $440.00 target price for the company. The Goldman Sachs Group raised shares of Rockwell Automation from a “sell” rating to a “neutral” rating and boosted their price objective for the company from $329.00 to $448.00 in a report on Tuesday, December 16th. Oppenheimer lowered shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Argus raised shares of Rockwell Automation to a “strong-buy” rating in a report on Friday, January 16th. Finally, Zacks Research downgraded shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, Rockwell Automation currently has an average rating of “Moderate Buy” and an average target price of $410.12.

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.