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

Universal Beteiligungs und Servicegesellschaft mbH lessened its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 21.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 110,611 shares of the industrial products company’s stock after selling 30,320 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Rockwell Automation were worth $43,109,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of ROK. JPMorgan Chase & Co. lifted its stake in shares of Rockwell Automation by 122.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company’s stock valued at $286,522,000 after purchasing an additional 451,038 shares during the last quarter. Balyasny Asset Management L.P. lifted its stake in shares of Rockwell Automation by 1,666.2% in the 3rd quarter. Balyasny Asset Management L.P. now owns 321,722 shares of the industrial products company’s stock valued at $112,451,000 after purchasing an additional 303,506 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of Rockwell Automation by 126.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 321,964 shares of the industrial products company’s stock valued at $112,536,000 after purchasing an additional 179,606 shares during the last quarter. Schroder Investment Management Group lifted its stake in shares of Rockwell Automation by 167.2% in the 3rd quarter. Schroder Investment Management Group now owns 260,172 shares of the industrial products company’s stock valued at $89,637,000 after purchasing an additional 162,805 shares during the last quarter. Finally, Nordea Investment Management AB lifted its stake in shares of Rockwell Automation by 34.3% in the 3rd quarter. Nordea Investment Management AB now owns 617,081 shares of the industrial products company’s stock valued at $215,750,000 after purchasing an additional 157,601 shares during the last quarter. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation Price Performance

ROK opened at $407.59 on Thursday. The stock’s 50-day moving average price is $382.05 and its 200 day moving average price is $386.98. Rockwell Automation, Inc. has a 12-month low of $239.14 and a 12-month high of $438.72. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. The firm has a market cap of $45.80 billion, a price-to-earnings ratio of 46.63, a PEG ratio of 2.93 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The firm 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 company earned $1.83 EPS. Rockwell Automation’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. As a group, sell-side analysts expect that Rockwell Automation, Inc. will post 12.14 earnings per share for the current year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be issued a dividend of $1.38 per share. The ex-dividend date is Monday, May 18th. This represents a $5.52 annualized dividend and a yield of 1.4%. Rockwell Automation’s dividend payout ratio is 63.16%.

Insider Activity at Rockwell Automation

In other Rockwell Automation news, SVP Christopher Nardecchia sold 14,465 shares of the company’s 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 owned 14,232 shares in the company, valued at $5,835,262.32. This represents a 50.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Matheus De A. G. Viera Bulho sold 1,250 shares of the company’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $387.50, for a total value of $484,375.00. Following the sale, the senior vice president owned 1,734 shares in the company, valued at approximately $671,925. This trade represents a 41.89% decrease in their position. 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 have sold 51,375 shares of company stock worth $20,828,717 over the last quarter. 0.76% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. KeyCorp reaffirmed an “overweight” rating and issued a $470.00 price target on shares of Rockwell Automation in a research note on Friday, February 6th. Stephens increased their target price on Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. increased their target price on Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Robert W. Baird decreased their target price on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a research note on Monday, March 30th. Finally, Weiss Ratings raised Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, March 25th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $406.67.

Rockwell Automation Company 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.