Puzo Michael J purchased a new stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund purchased 25,511 shares of the industrial products company’s stock, valued at approximately $12,630,000. Rockwell Automation comprises 3.3% of Puzo Michael J’s investment portfolio, making the stock its 12th largest holding.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Rockwell Automation by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock worth $5,527,249,000 after acquiring an additional 114,469 shares during the period. BlackRock Inc. purchased a new stake in shares of Rockwell Automation during the second quarter worth approximately $6,129,376,000. State Street Corp raised its stake in shares of Rockwell Automation by 4.2% during the fourth quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock worth $1,943,844,000 after purchasing an additional 202,705 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Rockwell Automation by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock worth $1,133,397,000 after purchasing an additional 17,855 shares during the period. Finally, Morgan Stanley lifted its holdings in shares of Rockwell Automation by 10.4% during the fourth quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock worth $1,136,801,000 after purchasing an additional 276,021 shares during the period. 75.75% of the stock is owned by hedge funds and other institutional investors.
Insider Activity
In related news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the sale, the senior vice president directly owned 4,437 shares in the company, valued at $2,043,282.87. The trade was a 7.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by company insiders.
Wall Street Analyst Weigh In
View Our Latest Stock Report on ROK
Rockwell Automation Price Performance
Shares of NYSE:ROK opened at $433.18 on Thursday. The firm has a market capitalization of $48.10 billion, a price-to-earnings ratio of 40.60, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. The business’s 50 day simple moving average is $462.93 and its 200-day simple moving average is $426.85. Rockwell Automation, Inc. has a 12 month low of $332.71 and a 12 month high of $497.36.
Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.11. The firm had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.Rockwell Automation’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period last year, the business posted $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, equities analysts forecast that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.
Rockwell Automation announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, June 9th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the industrial products company to buy up to 2% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.
Rockwell Automation Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be given a $1.38 dividend. The ex-dividend date is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. Rockwell Automation’s dividend payout ratio (DPR) is currently 51.73%.
Key Stories Impacting Rockwell Automation
Here are the key news stories impacting Rockwell Automation this week:
- Positive Sentiment: Zacks raised most earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
- Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
- Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
- Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating
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.
Featured Stories
- Five stocks we like better than Rockwell Automation
- Bloom Energy’s AI Surge Meets a Valuation Reality Check
- Target Is Winning Shoppers Back—Can the Rally Reach $180?
- IonQ’s Space Contract Points to a New Frontier for Quantum Investors
- Is Apple’s AI Strategy Smarter Than Skeptics Think?
Want to see what other hedge funds are holding ROK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Rockwell Automation, Inc. (NYSE:ROK – Free Report).
Receive News & Ratings for Rockwell Automation Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Rockwell Automation and related companies with MarketBeat.com's FREE daily email newsletter.
