Rockwell Automation, Inc. $ROK Shares Acquired by Hsbc Holdings PLC

Posted by George Bondi on Jun 22nd, 2026

Hsbc Holdings PLC increased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 19.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 274,512 shares of the industrial products company’s stock after purchasing an additional 44,944 shares during the quarter. Hsbc Holdings PLC’s holdings in Rockwell Automation were worth $106,965,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC purchased a new stake in shares of Rockwell Automation during the 4th quarter worth approximately $281,000. AQR Capital Management LLC boosted its holdings in shares of Rockwell Automation by 75.9% in the 1st quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after buying an additional 3,513 shares in the last quarter. Empowered Funds LLC grew its position in shares of Rockwell Automation by 142.7% in the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after buying an additional 4,295 shares during the last quarter. Acadian Asset Management LLC grew its position in shares of Rockwell Automation by 233.6% in the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after buying an additional 1,315 shares during the last quarter. Finally, Jump Financial LLC acquired a new stake in Rockwell Automation during the 2nd quarter worth $868,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. Evercore boosted their price target on shares of Rockwell Automation from $440.00 to $480.00 in a research report on Wednesday, May 6th. KeyCorp lifted their target price on Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. HSBC boosted their target price on Rockwell Automation from $445.00 to $490.00 in a report on Wednesday, May 6th. Weiss Ratings raised Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, March 25th. Finally, JPMorgan Chase & Co. raised their price target on Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, Rockwell Automation has an average rating of “Moderate Buy” and an average target price of $454.05.

Get Our Latest Research Report on Rockwell Automation

Rockwell Automation Trading Up 0.1%

Shares of Rockwell Automation stock opened at $474.16 on Monday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.76 and a current ratio of 1.09. The company has a market capitalization of $52.76 billion, a P/E ratio of 49.29, a PEG ratio of 3.03 and a beta of 1.57. Rockwell Automation, Inc. has a 1 year low of $305.44 and a 1 year high of $475.92. The company’s fifty day moving average is $438.17 and its two-hundred day moving average is $409.73.

Rockwell Automation (NYSE:ROK – Get Free Report) last announced its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The business had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.16 billion. During the same period in the prior year, the company earned $2.45 earnings per share. The business’s revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Analysts forecast that Rockwell Automation, Inc. will post 13 earnings per share for the current year.

Rockwell Automation Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be paid a dividend of $1.38 per share. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.2%. Rockwell Automation’s dividend payout ratio is currently 57.38%.

Rockwell Automation declared that its Board of Directors has approved a share buyback program on Tuesday, June 9th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the industrial products company to buy up to 2% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board believes its shares are undervalued.

Insider Activity

In other news, VP Terry L. Riesterer sold 4,024 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $451.97, for a total value of $1,818,727.28. Following the transaction, the vice president owned 134 shares of the company’s stock, valued at approximately $60,563.98. The trade was a 96.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Scott Genereux sold 550 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $447.73, for a total value of $246,251.50. Following the sale, the vice president owned 2,764 shares of the company’s stock, valued at $1,237,525.72. This trade represents a 16.60% 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 sold 12,308 shares of company stock worth $5,339,812 over the last quarter. 0.76% of the stock is owned by 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.