Fisher Asset Management LLC Has $333.64 Million Stock Position in Rockwell Automation, Inc. $ROK

Posted by Brian Himes on May 25th, 2026

Fisher Asset Management LLC increased its stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 857,529 shares of the industrial products company’s stock after acquiring an additional 35,028 shares during the quarter. Fisher Asset Management LLC’s holdings in Rockwell Automation were worth $333,639,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Lansforsakringar Fondforvaltning AB publ increased its holdings in Rockwell Automation by 7.1% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company’s stock worth $21,613,000 after purchasing an additional 4,086 shares in the last quarter. Oak Thistle LLC bought a new stake in Rockwell Automation in the fourth quarter worth approximately $1,556,000. Bessemer Group Inc. increased its holdings in Rockwell Automation by 180.5% in the third quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company’s stock worth $2,042,000 after purchasing an additional 3,759 shares in the last quarter. Nordea Investment Management AB increased its holdings in Rockwell Automation by 20.7% in the fourth quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock worth $291,073,000 after purchasing an additional 127,733 shares in the last quarter. Finally, SG Americas Securities LLC increased its holdings in Rockwell Automation by 911.0% in the fourth quarter. SG Americas Securities LLC now owns 91,808 shares of the industrial products company’s stock worth $35,720,000 after purchasing an additional 82,727 shares in the last quarter. 75.75% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on ROK shares. Evercore lifted their target price on Rockwell Automation from $440.00 to $480.00 in a report on Wednesday, May 6th. Morgan Stanley reiterated an “overweight” rating and issued a $525.00 target price on shares of Rockwell Automation in a report on Wednesday, May 6th. Wall Street Zen downgraded Rockwell Automation from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. HSBC boosted their price objective on Rockwell Automation from $445.00 to $490.00 in a report on Wednesday, May 6th. Finally, Robert W. Baird decreased their price objective on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a report on Monday, March 30th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $449.16.

View Our Latest Research Report on ROK

Rockwell Automation Trading Up 0.1%

NYSE ROK opened at $452.86 on Monday. The company has a market cap of $50.39 billion, a price-to-earnings ratio of 47.07, a P/E/G ratio of 2.89 and a beta of 1.56. Rockwell Automation, Inc. has a 52 week low of $301.79 and a 52 week high of $463.48. The business has a 50 day moving average price of $399.29 and a 200-day moving average price of $398.71. The company has a quick ratio of 0.76, a current ratio of 1.09 and a debt-to-equity ratio of 0.72.

Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating the consensus estimate of $2.88 by $0.42. The firm had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The company’s quarterly revenue was up 11.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. As a group, equities analysts expect that Rockwell Automation, Inc. will post 13.01 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be given a dividend of $1.38 per share. The ex-dividend date of this dividend is Monday, May 18th. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. Rockwell Automation’s payout ratio is presently 57.38%.

Insider Activity at Rockwell Automation

In related news, SVP Christopher Nardecchia sold 14,465 shares of Rockwell Automation stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the transaction, the senior vice president owned 14,232 shares of the company’s stock, valued at $5,835,262.32. The trade was a 50.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Terry L. Riesterer sold 4,024 shares of Rockwell Automation stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $451.97, for a total value of $1,818,727.28. Following the transaction, the vice president directly owned 134 shares in the company, valued at approximately $60,563.98. The trade was a 96.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 60,141 shares of company stock valued at $24,745,509 over the last 90 days. Corporate insiders own 0.76% of the company’s stock.

Key Rockwell Automation News

Here are the key news stories impacting Rockwell Automation this week:

Positive Sentiment: Investors are paying up for Rockwell Automation’s exposure to AI, cybersecurity, and smart manufacturing, which strengthens its growth narrative. How Investors Are Reacting To Rockwell Automation (ROK) Elevating AI And Cybersecurity In Smart Manufacturing
Positive Sentiment: Recent valuation commentary suggests ROK may still offer upside after its share-price momentum and a planned US$2 billion investment, supporting a bullish long-term view. Assessing Rockwell Automation (ROK) Valuation After Recent Share Price Momentum And Planned US$2b Investment
Positive Sentiment: Some market coverage describes Rockwell Automation as a high-quality compounder, which can attract long-term growth investors. What Makes Rockwell Automation (ROK) a High-Quality Compounder?
Neutral Sentiment: Wall Street sentiment remains generally constructive, but recent analyst revisions were mixed, with one future-quarter EPS estimate trimmed even as FY2026 expectations were raised. Rockwell Automation stock outlook: Is Wall Street bullish or bearish?
Neutral Sentiment: An insider sale by VP John M. Miller was disclosed, but it was made under a pre-arranged 10b5-1 plan, which usually limits its importance as a trading signal. Insider Selling: Rockwell Automation (NYSE:ROK) VP Sells 1,054 Shares of Stock
Neutral Sentiment: Rockwell continues to highlight digital transformation demand, including a global study showing most manufacturers see it as essential, which supports the company’s addressable market over time. Rockwell Automation, Inc.: 90% of Manufacturers Say Digital Transformation Is Now Essential, According to New Global Study

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.