161,408 Shares in Rockwell Automation, Inc. $ROK Purchased by Caisse de depot et placement du Quebec

Posted by Geri Gentry on Aug 28th, 2026

Caisse de depot et placement du Quebec acquired a new stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 161,408 shares of the industrial products company’s stock, valued at approximately $79,910,000. Caisse de depot et placement du Quebec owned approximately 0.15% of Rockwell Automation as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Castle Rock Wealth Management LLC grew its stake in Rockwell Automation by 2.2% during the second quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock valued at $501,000 after acquiring an additional 22 shares in the last quarter. Richards Merrill & Peterson Inc. grew its position in shares of Rockwell Automation by 1.9% during the first quarter. Richards Merrill & Peterson Inc. now owns 1,358 shares of the industrial products company’s stock valued at $487,000 after purchasing an additional 25 shares in the last quarter. Cidel Asset Management Inc. increased its holdings in shares of Rockwell Automation by 4.6% in the first 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 during the last quarter. HBK Sorce Advisory LLC lifted its position in shares of Rockwell Automation by 0.7% in the fourth quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock worth $1,544,000 after buying an additional 27 shares in the last quarter. Finally, Johnson Investment Counsel Inc. boosted its stake in Rockwell Automation by 1.9% during the fourth quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock valued at $549,000 after buying an additional 27 shares during the last quarter. Institutional investors own 75.75% of the company’s stock.

Insider Buying and Selling

In other news, CFO Christian E. Rothe sold 590 shares of the stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $434.30, for a total value of $256,237.00. Following the sale, the chief financial officer directly owned 10,429 shares in the company, valued at approximately $4,529,314.70. This represents a 5.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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 Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the sale, the senior vice president directly owned 4,437 shares of the company’s stock, valued at $2,043,282.87. This represents a 7.83% 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. In the last ninety days, insiders have sold 1,185 shares of company stock worth $529,331. Insiders own 0.76% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Argus upped their price objective on Rockwell Automation from $465.00 to $530.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Morgan Stanley reissued an “overweight” rating and issued a $525.00 target price on shares of Rockwell Automation in a report on Wednesday, May 6th. TD Cowen boosted their price target on shares of Rockwell Automation from $350.00 to $400.00 and gave the stock a “hold” rating in a research report on Wednesday, May 13th. HSBC upped their price target on shares of Rockwell Automation from $445.00 to $490.00 in a research note on Wednesday, May 6th. Finally, Sanford C. Bernstein lifted their price objective on shares of Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a research note on Friday, August 14th. Nine research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $468.19.

Get Our Latest Stock Analysis on Rockwell Automation

Rockwell Automation Trading Up 0.1%

ROK stock opened at $432.38 on Friday. Rockwell Automation, Inc. has a twelve month low of $332.71 and a twelve month high of $497.36. The stock has a market capitalization of $48.02 billion, a price-to-earnings ratio of 40.52, a price-to-earnings-growth ratio of 2.52 and a beta of 1.54. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74. The firm’s fifty day simple moving average is $459.20 and its two-hundred day simple moving average is $427.29.

Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings results 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. The firm 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 firm’s revenue for the quarter was up 7.9% compared to the same quarter last year. 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. As a group, analysts anticipate that Rockwell Automation, Inc. will post 13.21 earnings per share for the current year.

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

Rockwell Automation Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.3%. Rockwell Automation’s dividend payout ratio is currently 51.73%.

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.