Rockwell Automation, Inc. $ROK Shares Bought by Nwam LLC

Posted by Geri Gentry on Sep 1st, 2026

Nwam LLC lifted its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 184.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 17,510 shares of the industrial products company’s stock after buying an additional 11,356 shares during the period. Nwam LLC’s holdings in Rockwell Automation were worth $8,669,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. Flputnam Investment Management Co. acquired a new position in Rockwell Automation during the second quarter worth about $1,001,000. Mandatum Life Insurance Co Ltd increased its holdings in 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 acquiring an additional 4,700 shares in the last quarter. Brighton Jones LLC acquired a new position in Rockwell Automation during the fourth quarter worth about $281,000. Handelsbanken Fonder AB lifted its holdings in shares of Rockwell Automation by 24.6% in the fourth quarter. Handelsbanken Fonder AB now owns 169,457 shares of the industrial products company’s stock valued at $65,931,000 after purchasing an additional 33,413 shares in the last quarter. Finally, Crossmark Global Holdings Inc. grew its position 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 valued at $5,410,000 after purchasing an additional 9,238 shares during the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have commented on ROK. Robert W. Baird set a $514.00 target price on Rockwell Automation in a report on Wednesday, August 5th. Citigroup dropped their price objective on Rockwell Automation from $555.00 to $536.00 and set a “buy” rating for the company in a research report on Wednesday, August 5th. Evercore set a $485.00 target price on shares of Rockwell Automation in a report on Wednesday, August 5th. Rothschild & Co Redburn lifted their target price on shares of Rockwell Automation from $365.00 to $378.00 in a research note on Wednesday, May 6th. Finally, KeyCorp lifted their price target on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $468.19.

Get Our Latest Stock Report on ROK

Insider Activity

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the stock in a transaction 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 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. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Christian E. Rothe sold 590 shares of the firm’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $434.30, for a total transaction of $256,237.00. Following the transaction, the chief financial officer directly owned 10,429 shares of the company’s stock, valued at approximately $4,529,314.70. This represents a 5.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. In the last three months, insiders sold 2,067 shares of company stock worth $904,422. 0.76% of the stock is currently owned by insiders.

Rockwell Automation Trading Down 1.6%

NYSE ROK opened at $424.01 on Tuesday. The stock has a market cap of $47.09 billion, a P/E ratio of 39.74, a PEG ratio of 2.52 and a beta of 1.54. The company’s fifty day simple moving average is $457.25 and its 200-day simple moving average is $427.51. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36.

Rockwell Automation (NYSE:ROK – Get Free Report) last issued 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 for the quarter, compared to analyst estimates of $2.24 billion. During the same quarter in the previous year, the business posted $2.82 EPS. The firm’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. Equities research analysts predict that Rockwell Automation, Inc. will post 13.21 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm 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 $1.38 dividend. 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 presently 51.73%.

Rockwell Automation declared that its board has approved a share repurchase program on Tuesday, June 9th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the industrial products company to reacquire up to 2% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s board of directors believes its stock is undervalued.

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.