Frazier Financial Advisors LLC bought a new stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,662 shares of the industrial products company’s stock, valued at approximately $823,000. Rockwell Automation makes up approximately 0.4% of Frazier Financial Advisors LLC’s holdings, making the stock its 25th biggest holding.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ROK. Brighton Jones LLC bought a new stake in Rockwell Automation during the 4th quarter worth about $281,000. AQR Capital Management LLC raised its holdings in Rockwell Automation by 75.9% in the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock worth $2,059,000 after purchasing an additional 3,513 shares during the period. Empowered Funds LLC raised its stake in Rockwell Automation by 142.7% during the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock worth $1,887,000 after buying an additional 4,295 shares during the period. Acadian Asset Management LLC raised its stake in Rockwell Automation by 233.6% during the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock worth $484,000 after buying an additional 1,315 shares during the period. Finally, Jump Financial LLC bought a new position in Rockwell Automation during the second quarter worth about $868,000. Institutional investors and hedge funds own 75.75% of the company’s stock.
Insiders Place Their Bets
In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $2,043,282.87. This trade represents a 7.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.76% of the company’s stock.
Wall Street Analyst Weigh In
Check Out Our Latest Research Report on ROK
Key Headlines 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 Price Performance
Shares of NYSE:ROK opened at $433.18 on Thursday. The firm has a 50 day moving average of $462.93 and a 200-day moving average of $426.85. Rockwell Automation, Inc. has a 12 month low of $332.71 and a 12 month high of $497.36. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. The stock has a market capitalization of $48.10 billion, a PE ratio of 40.60, a PEG ratio of 2.53 and a beta of 1.54.
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. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The business had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.24 billion. During the same period last year, the firm posted $2.82 earnings per share. Rockwell Automation’s revenue was up 7.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, equities research analysts predict that Rockwell Automation, Inc. will post 13.22 EPS for the current fiscal year.
Rockwell Automation announced that its board has authorized a stock repurchase plan on Tuesday, June 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the industrial products company to purchase up to 2% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.
Rockwell Automation Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio is currently 51.73%.
About Rockwell Automation
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.
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