Corient Private Wealth LP Makes New $59.97 Million Investment in Rockwell Automation, Inc. $ROK

Posted by Brian Himes on Aug 28th, 2026

Corient Private Wealth LP bought a new stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 121,128 shares of the industrial products company’s stock, valued at approximately $59,968,000. Corient Private Wealth LP owned about 0.11% of Rockwell Automation at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Strategic Global Advisors LLC purchased a new stake in shares of Rockwell Automation during the 2nd quarter valued at approximately $12,209,000. Vantage Point Financial LLC purchased a new position in Rockwell Automation in the second quarter worth approximately $337,000. Caisse de depot et placement du Quebec acquired a new stake in Rockwell Automation during the second quarter worth $79,910,000. Odyssean LLC acquired a new stake in Rockwell Automation during the second quarter worth $702,000. Finally, Man Group plc purchased a new stake in Rockwell Automation in the second quarter valued at $130,395,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Christian E. Rothe sold 590 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $434.30, for a total transaction of $256,237.00. Following the transaction, the chief financial officer owned 10,429 shares in the company, valued at $4,529,314.70. This trade represents a 5.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available 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 business’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. This represents a 7.83% 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 a total of 1,185 shares of company stock worth $529,331 over the last ninety days. Insiders own 0.76% of the company’s stock.

Rockwell Automation Stock Performance

Shares of Rockwell Automation stock opened at $432.38 on Friday. The business has a 50-day simple moving average of $459.20 and a 200-day simple moving average of $427.29. The company has a market cap of $48.02 billion, a PE ratio of 40.52, a P/E/G ratio of 2.52 and a beta of 1.54. Rockwell Automation, Inc. has a one year low of $332.71 and a one year high of $497.36. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08.

Rockwell Automation (NYSE:ROK – Get Free Report) last posted its quarterly 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. The company 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 was up 7.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, equities research analysts forecast that Rockwell Automation, Inc. will post 13.21 EPS for the current fiscal year.

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

Rockwell Automation Announces Dividend

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 issued 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 yield of 1.3%. Rockwell Automation’s dividend payout ratio (DPR) is presently 51.73%.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Mizuho set a $445.00 price target on Rockwell Automation in a report on Wednesday, May 6th. Sanford C. Bernstein increased their target price 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. Wall Street Zen downgraded shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. JPMorgan Chase & Co. increased their price objective on shares of Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Finally, KeyCorp boosted their target price on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat, Rockwell Automation has a consensus rating of “Hold” and a consensus price target of $468.19.

Check Out Our Latest Report on ROK

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.