Valen Private Capital LLC Makes New Investment in Rockwell Automation, Inc. $ROK

Posted by Brenda Bartman on Oct 25th, 2026

Valen Private Capital LLC acquired a new position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,591 shares of the industrial products company’s stock, valued at approximately $693,000.

Several other hedge funds have also recently bought and sold shares of ROK. Castle Rock Wealth Management LLC boosted its stake in shares of Rockwell Automation by 2.2% in the 2nd quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock valued at $501,000 after purchasing an additional 22 shares in the last quarter. Cidel Asset Management Inc. increased its position in shares of Rockwell Automation by 4.6% during the 1st quarter. Cidel Asset Management Inc. now owns 574 shares of the industrial products company’s stock worth $206,000 after purchasing an additional 25 shares in the last quarter. Apella Capital LLC increased its position in shares of Rockwell Automation by 0.9% during the 2nd quarter. Apella Capital LLC now owns 3,261 shares of the industrial products company’s stock worth $1,529,000 after purchasing an additional 28 shares in the last quarter. Finivi Inc. increased its position in shares of Rockwell Automation by 1.0% during the 2nd quarter. Finivi Inc. now owns 2,935 shares of the industrial products company’s stock worth $1,453,000 after purchasing an additional 30 shares in the last quarter. Finally, Uncommon Cents Investing Inc lifted its holdings in Rockwell Automation by 1.0% during the 3rd quarter. Uncommon Cents Investing Inc now owns 3,130 shares of the industrial products company’s stock valued at $1,363,000 after purchasing an additional 30 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Rockwell Automation

In other Rockwell Automation news, VP Isaac Woods sold 154 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $432.62, for a total value of $66,623.48. Following the completion of the sale, the vice president owned 1,858 shares in the company, valued at approximately $803,807.96. This trade represents a 7.65% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 Matheus De A. G. Viera Bulho sold 467 shares of the firm’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $426.96, for a total transaction of $199,390.32. Following the completion of the sale, the senior vice president owned 1,267 shares of the company’s stock, valued at $540,958.32. The trade was a 26.93% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 2,711 shares of company stock worth $1,164,880 in the last 90 days. Corporate insiders own 0.76% of the company’s stock.

Rockwell Automation Price Performance

Rockwell Automation stock opened at $425.78 on Friday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. The firm has a market cap of $47.28 billion, a P/E ratio of 39.90, a P/E/G ratio of 2.02 and a beta of 1.51. The business’s fifty day moving average is $430.47 and its two-hundred day moving average is $441.53. Rockwell Automation, Inc. has a 52 week low of $347.53 and a 52 week high of $497.36.

Rockwell Automation (NYSE:ROK – Get Free Report) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, topping 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 company had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. During the same quarter in the prior year, the business earned $2.82 earnings per share. The business’s revenue for the quarter 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 13.26 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ROK has been the topic of a number of recent analyst reports. Sanford C. Bernstein boosted their price target on shares of Rockwell Automation from $501.00 to $514.00 and gave the company a “market perform” rating in a research report on Friday, August 14th. Citigroup decreased their price objective on shares of Rockwell Automation from $555.00 to $536.00 and set a “buy” rating on the stock in a research note on Wednesday, August 5th. Mizuho dropped their price objective on shares of Rockwell Automation from $445.00 to $430.00 and set a “neutral” rating for the company in a report on Thursday, October 15th. Morgan Stanley set a $520.00 price objective on shares of Rockwell Automation in a report on Friday, October 16th. Finally, Zacks Research cut shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research note on Thursday, July 30th. Nine research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, Rockwell Automation currently has a consensus rating of “Hold” and a consensus price target of $468.00.

Check Out Our Latest Report on Rockwell Automation

About Rockwell Automation

(Free Report)

Rockwell Automation, Inc (NYSE: ROK) is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and industrial organizations improve productivity, safety, quality and operational efficiency through connected hardware, software and services.

Its product portfolio includes industrial control systems, programmable logic controllers, motor control and sensing equipment, industrial computers, safety products, networking technologies and power-control solutions.