Oxford Financial Group LTD. LLC purchased a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 1,962 shares of the industrial products company’s stock, valued at approximately $971,000.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Portfolio Design Labs LLC acquired a new position in shares of Rockwell Automation in the 2nd quarter worth approximately $590,000. Advisors Capital Management LLC acquired a new stake in Rockwell Automation in the 2nd quarter valued at approximately $1,254,000. PCM Encore LLC acquired a new stake in Rockwell Automation in the 2nd quarter valued at approximately $345,000. Trillium Asset Management LLC purchased a new stake in Rockwell Automation in the second quarter valued at approximately $22,848,000. Finally, Vise Technologies Inc. purchased a new stake in Rockwell Automation in the second quarter valued at approximately $2,446,000. 75.75% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting Rockwell Automation
Here are the key news stories impacting Rockwell Automation this week:
- Positive Sentiment: Zacks raises most earnings forecasts: Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. The firm also raised estimates for several individual quarters, including Q4 2026, Q2–Q4 2027 and Q1–Q3 2028. These revisions suggest improving expectations for Rockwell Automation’s industrial automation demand and earnings growth. Zacks Research estimates for Rockwell Automation
- Neutral Sentiment: Thailand customer and industry event: Rockwell Automation brought manufacturing leaders together at ROKLive Bangkok 2026 to discuss smart manufacturing, automation and digital transformation. The event reinforces the company’s regional customer engagement and growth strategy, but it does not include a new contract, financial target or other immediate earnings catalyst. Rockwell Automation ROKLive Bangkok 2026
- Negative Sentiment: Near-term estimate trimmed and rating remains cautious: Zacks lowered its Q1 2027 EPS forecast slightly to $2.97 from $2.99 and maintained a “Hold” rating. With Rockwell Automation trading at a relatively elevated earnings multiple, investors may require stronger revisions or a rating upgrade before pushing the shares higher. Rockwell Automation analyst estimates and rating
Insider Transactions at Rockwell Automation
Rockwell Automation Trading Down 0.3%
Shares of NYSE:ROK opened at $431.97 on Friday. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36. The company’s 50 day moving average is $462.41 and its two-hundred day moving average is $426.92. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. The company has a market cap of $47.97 billion, a PE ratio of 40.48, a P/E/G ratio of 2.53 and a beta of 1.54.
Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.38 by $0.11. The business had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The company’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same period in the previous year, the company earned $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities analysts predict that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.
Rockwell Automation announced that its Board of Directors has authorized a stock repurchase program on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to buy up to 2% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s management believes its shares are undervalued.
Rockwell Automation Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be issued a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s payout ratio is 51.73%.
Wall Street Analysts Forecast Growth
Several research firms have recently commented on ROK. DA Davidson began coverage on Rockwell Automation in a research report on Tuesday, June 16th. They set a “neutral” rating and a $500.00 price target for the company. Mizuho set a $445.00 price objective on Rockwell Automation in a report on Wednesday, May 6th. KeyCorp increased their target price on Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Zacks Research cut Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Finally, Barclays lifted their target price on Rockwell Automation from $400.00 to $480.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $468.67.
View Our Latest Analysis on ROK
Rockwell Automation Company Profile
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.
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