Elevation Point Wealth Partners LLC Acquires Shares of 5,777 Rockwell Automation, Inc. $ROK

Posted by Brian Himes on Aug 23rd, 2026

Elevation Point Wealth Partners LLC acquired a new position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 5,777 shares of the industrial products company’s stock, valued at approximately $2,860,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Flputnam Investment Management Co. purchased a new stake in Rockwell Automation during the 2nd quarter worth approximately $1,001,000. Mandatum Life Insurance Co Ltd boosted its stake in shares of Rockwell Automation by 26.9% during the 1st quarter. Mandatum Life Insurance Co Ltd now owns 22,200 shares of the industrial products company’s stock valued at $7,967,000 after buying an additional 4,700 shares during the last quarter. Brighton Jones LLC acquired a new stake in shares of Rockwell Automation during the fourth quarter worth approximately $281,000. Handelsbanken Fonder AB grew its position in shares of Rockwell Automation by 24.6% during the fourth quarter. Handelsbanken Fonder AB now owns 169,457 shares of the industrial products company’s stock worth $65,931,000 after buying an additional 33,413 shares in the last quarter. Finally, Crossmark Global Holdings Inc. increased its stake in shares of Rockwell Automation by 197.9% in the fourth quarter. Crossmark Global Holdings Inc. now owns 13,905 shares of the industrial products company’s stock worth $5,410,000 after buying an additional 9,238 shares during the last quarter. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on ROK. Rothschild & Co Redburn upped their price target on shares of Rockwell Automation from $365.00 to $378.00 in a report on Wednesday, May 6th. Sanford C. Bernstein raised their price objective on shares of Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a report on Friday, August 14th. DA Davidson dropped their target price on shares of Rockwell Automation from $500.00 to $490.00 and set a “neutral” rating for the company in a research report on Friday. KeyCorp upped their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Finally, Wall Street Zen cut shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Nine equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Rockwell Automation currently has an average rating of “Hold” and a consensus price target of $468.19.

Check Out Our Latest Analysis on Rockwell Automation

Rockwell Automation Stock Performance

Shares of ROK opened at $437.50 on Friday. The business’s fifty day moving average price is $461.98 and its 200 day moving average price is $427.00. Rockwell Automation, Inc. has a 12-month low of $332.71 and a 12-month high of $497.36. The stock has a market capitalization of $48.58 billion, a PE ratio of 41.00, a price-to-earnings-growth ratio of 2.55 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.

Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The firm had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. During the same quarter in the previous year, the company posted $2.82 earnings per share. The firm’s revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities research analysts forecast that Rockwell Automation, Inc. will post 13.21 EPS for the current year.

Rockwell Automation Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 dividend 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%.

Rockwell Automation declared that its board has initiated a share buyback plan on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to reacquire up to 2% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.

Insider Activity

In related news, CFO Christian E. Rothe sold 590 shares of the stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $434.30, for a total transaction of $256,237.00. Following the sale, the chief financial officer owned 10,429 shares in the company, valued at $4,529,314.70. This represents a 5.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was 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 directly owned 4,437 shares in the company, valued at $2,043,282.87. This represents a 7.83% 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. In the last quarter, insiders have sold 1,185 shares of company stock worth $529,331. 0.76% of the stock is owned by company insiders.

Rockwell Automation Company Profile

(Free Report)

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.