DJE Kapital AG Purchases New Holdings in Rockwell Automation, Inc. $ROK

DJE Kapital AG acquired a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 13,686 shares of the industrial products company’s stock, valued at approximately $4,518,000.

A number of other institutional investors also recently made changes to their positions in the business. Capital Investment Advisors LLC boosted its stake in Rockwell Automation by 5.7% in the second quarter. Capital Investment Advisors LLC now owns 2,192 shares of the industrial products company’s stock valued at $728,000 after acquiring an additional 119 shares during the period. CWM LLC lifted its holdings in shares of Rockwell Automation by 3.7% in the 1st quarter. CWM LLC now owns 2,353 shares of the industrial products company’s stock worth $608,000 after purchasing an additional 84 shares during the last quarter. Brighton Jones LLC acquired a new position in Rockwell Automation during the 4th quarter valued at approximately $281,000. Integrity Alliance LLC. acquired a new position in Rockwell Automation during the 1st quarter valued at approximately $293,000. Finally, J.W. Cole Advisors Inc. grew its stake in Rockwell Automation by 128.7% during the 1st quarter. J.W. Cole Advisors Inc. now owns 4,382 shares of the industrial products company’s stock worth $1,132,000 after buying an additional 2,466 shares during the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.

Rockwell Automation Trading Up 0.3%

Shares of NYSE:ROK opened at $373.67 on Friday. The company has a 50 day moving average of $349.71 and a 200-day moving average of $332.06. The company has a current ratio of 1.06, a quick ratio of 0.72 and a debt-to-equity ratio of 0.72. The firm has a market cap of $42.01 billion, a P/E ratio of 43.86, a P/E/G ratio of 3.30 and a beta of 1.45. Rockwell Automation, Inc. has a twelve month low of $215.00 and a twelve month high of $396.89.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Thursday, November 6th. The industrial products company reported $3.34 EPS for the quarter, topping the consensus estimate of $2.94 by $0.40. The firm had revenue of $2.32 billion for the quarter, compared to analysts’ expectations of $2.19 billion. Rockwell Automation had a return on equity of 30.14% and a net margin of 12.03%.The firm’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. As a group, analysts anticipate that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 10th. Stockholders of record on Monday, November 17th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Monday, November 17th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.5%. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.31. Rockwell Automation’s dividend payout ratio (DPR) is presently 64.79%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. JPMorgan Chase & Co. boosted their price target on shares of Rockwell Automation from $320.00 to $357.00 and gave the company a “neutral” rating in a report on Wednesday, October 15th. Stephens reissued an “overweight” rating and set a $375.00 target price (up from $350.00) on shares of Rockwell Automation in a research note on Wednesday, July 16th. Bank of America upgraded shares of Rockwell Automation from a “neutral” rating to a “buy” rating and upped their target price for the stock from $360.00 to $410.00 in a research report on Wednesday, July 16th. Oppenheimer reaffirmed an “outperform” rating and set a $391.00 price target on shares of Rockwell Automation in a report on Friday. Finally, Wells Fargo & Company boosted their price objective on Rockwell Automation from $355.00 to $380.00 and gave the stock an “equal weight” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Rockwell Automation has a consensus rating of “Moderate Buy” and an average target price of $353.39.

Insiders Place Their Bets

In other Rockwell Automation news, Director James P. Keane sold 3,000 shares of Rockwell Automation stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $356.06, for a total value of $1,068,180.00. Following the transaction, the director owned 9,192 shares in the company, valued at approximately $3,272,903.52. The trade was a 24.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Blake D. Moret sold 24,400 shares of the company’s stock in a transaction on Thursday, September 11th. The shares were sold at an average price of $350.13, for a total value of $8,543,172.00. Following the completion of the transaction, the chief executive officer directly owned 83,873 shares in the company, valued at $29,366,453.49. This represents a 22.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 30,375 shares of company stock valued at $10,661,109. 0.68% of the stock is currently owned by insiders.

Rockwell Automation Company Profile

Rockwell Automation, Inc provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services.