Oppenheimer & Co. Inc. Buys 1,261 Shares of Rockwell Automation, Inc. $ROK

Oppenheimer & Co. Inc. increased its stake in Rockwell Automation, Inc. (NYSE:ROK) by 2.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,421 shares of the industrial products company’s stock after purchasing an additional 1,261 shares during the period. Oppenheimer & Co. Inc.’s holdings in Rockwell Automation were worth $20,006,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the stock. First Horizon Corp acquired a new stake in Rockwell Automation during the 4th quarter worth $32,000. Fortitude Family Office LLC raised its position in shares of Rockwell Automation by 109.5% during the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 46 shares during the last quarter. Ameriflex Group Inc. raised its position in shares of Rockwell Automation by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 50 shares during the last quarter. Sachetta LLC raised its position in shares of Rockwell Automation by 900.0% during the 3rd quarter. Sachetta LLC now owns 120 shares of the industrial products company’s stock valued at $42,000 after acquiring an additional 108 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. bought a new stake in shares of Rockwell Automation during the 3rd quarter valued at $47,000. Institutional investors own 75.75% of the company’s stock.

Rockwell Automation Price Performance

Shares of NYSE ROK opened at $409.13 on Friday. The firm has a market cap of $45.97 billion, a PE ratio of 46.81, a PEG ratio of 2.85 and a beta of 1.54. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. Rockwell Automation, Inc. has a 1-year low of $246.98 and a 1-year high of $438.72. The company has a fifty day moving average price of $383.62 and a 200 day moving average price of $389.23.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. The firm had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The company’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the prior year, the business earned $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Research analysts predict that Rockwell Automation, Inc. will post 12.14 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s dividend payout ratio (DPR) is currently 63.16%.

Analyst Ratings Changes

Several analysts have commented on the stock. KeyCorp reiterated an “overweight” rating and set a $470.00 target price on shares of Rockwell Automation in a research report on Friday, February 6th. Mizuho upped their target price on shares of Rockwell Automation from $380.00 to $400.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. The Goldman Sachs Group dropped their target price on shares of Rockwell Automation from $458.00 to $448.00 and set a “neutral” rating for the company in a research report on Tuesday, April 7th. Argus upgraded shares of Rockwell Automation to a “strong-buy” rating in a research report on Friday, January 16th. Finally, Rothschild & Co Redburn upped their target price on shares of Rockwell Automation from $335.00 to $365.00 and gave the company a “neutral” rating in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, Rockwell Automation has an average rating of “Moderate Buy” and an average price target of $406.67.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, SVP Rebecca W. House sold 12,100 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total value of $4,891,667.00. Following the completion of the transaction, the senior vice president directly owned 12,200 shares in the company, valued at $4,932,094. This trade represents a 49.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Christopher Nardecchia sold 14,465 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $410.01, for a total value of $5,930,794.65. Following the completion of the transaction, the senior vice president owned 14,232 shares of the company’s stock, valued at approximately $5,835,262.32. This represents a 50.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 51,375 shares of company stock valued at $20,828,717. 0.76% of the stock is owned by insiders.

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.