9,000 Shares in Rockwell Automation, Inc. $ROK Bought by Westport Asset Management Inc.

Westport Asset Management Inc. purchased a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 9,000 shares of the industrial products company’s stock, valued at approximately $4,456,000. Rockwell Automation accounts for about 1.8% of Westport Asset Management Inc.’s investment portfolio, making the stock its 19th biggest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of ROK. Castle Rock Wealth Management LLC raised its holdings 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 worth $501,000 after buying an additional 22 shares during the last quarter. Richards Merrill & Peterson Inc. grew its holdings 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 buying an additional 25 shares during the last quarter. Cidel Asset Management Inc. grew its holdings in shares of Rockwell Automation by 4.6% during the first quarter. Cidel Asset Management Inc. now owns 574 shares of the industrial products company’s stock valued at $206,000 after buying an additional 25 shares during the last quarter. HBK Sorce Advisory LLC increased its position in shares of Rockwell Automation by 0.7% during the fourth quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock worth $1,544,000 after acquiring an additional 27 shares in the last quarter. Finally, Johnson Investment Counsel Inc. increased its position in shares of 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 worth $549,000 after acquiring an additional 27 shares in the last quarter. Institutional investors own 75.75% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ROK. Morgan Stanley reaffirmed an “overweight” rating and issued a $525.00 price target on shares of Rockwell Automation in a research report on Wednesday, May 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of Rockwell Automation in a report on Thursday, June 18th. HSBC increased their price objective on Rockwell Automation from $445.00 to $490.00 in a research note on Wednesday, May 6th. Barclays raised their target price on Rockwell Automation from $400.00 to $480.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Finally, Citigroup decreased their price target on Rockwell Automation from $555.00 to $536.00 and set a “buy” rating for the company in a report on Wednesday, August 5th. Nine research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $468.67.

Rockwell Automation News Summary

Here are the key news stories impacting Rockwell Automation this week:

• Positive Sentiment: Zacks raised 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. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

Rockwell Automation Trading Down 0.1%

NYSE:ROK opened at $433.18 on Thursday. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36. The firm has a 50-day moving average price of $462.93 and a two-hundred day moving average price of $426.85. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. The firm has a market cap of $48.10 billion, a price-to-earnings ratio of 40.60, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, topping analysts’ consensus estimates of $3.38 by $0.11. The firm had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.24 billion. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The company’s revenue was up 7.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, equities analysts expect that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be given a $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s payout ratio is currently 51.73%.

Rockwell Automation declared that its board has authorized a stock buyback plan on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to reacquire up to 2% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction 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 completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at $2,043,282.87. This represents a 7.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.76% of the company’s stock.

About Rockwell Automation

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.