NEOS Investment Management LLC Grows Holdings in Rockwell Automation, Inc. $ROK

NEOS Investment Management LLC grew its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 14.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,572 shares of the industrial products company’s stock after purchasing an additional 2,266 shares during the quarter. NEOS Investment Management LLC’s holdings in Rockwell Automation were worth $8,700,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in ROK. Castle Rock Wealth Management LLC lifted its holdings in Rockwell Automation by 2.2% during the 2nd quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock valued at $501,000 after buying an additional 22 shares in the last quarter. Richards Merrill & Peterson Inc. increased 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 worth $487,000 after acquiring an additional 25 shares during the period. Cidel Asset Management Inc. increased its position 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 worth $206,000 after acquiring an additional 25 shares during the period. HBK Sorce Advisory LLC raised its stake 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 valued at $1,544,000 after acquiring an additional 27 shares in the last quarter. Finally, Johnson Investment Counsel Inc. boosted its holdings in shares of Rockwell Automation by 1.9% in the fourth quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock valued at $549,000 after purchasing an additional 27 shares during the period. 75.75% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, SVP Matheus De A. G. Viera Bulho sold 467 shares of Rockwell Automation stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $426.96, for a total value of $199,390.32. Following the transaction, the senior vice president owned 1,267 shares of the company’s stock, valued at $540,958.32. The trade was a 26.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Christian E. Rothe sold 590 shares of the business’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 of the company’s stock, valued at approximately $4,529,314.70. This trade represents a 5.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Over the last ninety days, insiders sold 2,557 shares of company stock worth $1,098,256. 0.76% of the stock is owned by corporate insiders.

Key Rockwell Automation News

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

• Positive Sentiment: Analysts raised most forward EPS estimates. Zacks Research increased its forecasts for Q4 2026, Q2-Q4 2027, FY2026, FY2027, Q3 2028 and FY2028. The firm now expects $13.17 EPS for FY2026, $14.39 for FY2027 and $16.78 for FY2028, suggesting improving expectations for Rockwell Automation’s longer-term earnings growth.
• Positive Sentiment: Morgan Stanley maintained a Buy rating. The continued bullish view from a major brokerage provides supportive sentiment for ROK, although the broader analyst consensus remains Hold. Morgan Stanley Remains a Buy on Rockwell Automation
• Positive Sentiment: Recent operating results and capital returns remain supportive. Rockwell’s latest quarter exceeded EPS and revenue expectations, with revenue up 7.9% year over year. The company also has authorization for up to $1 billion in share repurchases and pays a quarterly dividend, which may enhance shareholder returns.
• Neutral Sentiment: The investment case is constructive but not uniformly bullish. Zacks maintained a Hold rating, and the consensus target of approximately $469.14 implies potential upside but also reflects caution at ROK’s current valuation. A recent comparison of Rockwell with other Internet of Things companies may influence sector sentiment but provides no clear company-specific catalyst. Q2 earnings highlights: Rockwell Automation vs. Internet of Things stocks
• Negative Sentiment: One near-term EPS estimate was trimmed. Zacks lowered its Q1 2027 forecast to $2.93 from $2.97, partially offsetting the broader upward revisions.
• Negative Sentiment: An executive sold shares. SVP Matheus Bulho sold 400 shares for about $168,056 after selling 467 shares earlier. Because the transactions were conducted under a pre-arranged Rule 10b5-1 plan, they are a limited bearish signal. Rockwell Automation insider share sale

Rockwell Automation Stock Up 1.4%

Rockwell Automation stock opened at $434.18 on Friday. The business has a fifty day moving average of $453.91 and a two-hundred day moving average of $428.18. 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 has a market cap of $48.22 billion, a P/E ratio of 40.69, a P/E/G ratio of 2.53 and a beta of 1.52. Rockwell Automation, Inc. has a twelve month low of $332.71 and a twelve month high of $497.36.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.38 by $0.11. The business had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The business’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, analysts forecast that Rockwell Automation, Inc. will post 13.23 earnings per share for the current fiscal year.

Rockwell Automation announced that its Board of Directors has approved a stock repurchase plan on Tuesday, June 9th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the industrial products company to buy up to 2% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Rockwell Automation Announces Dividend

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

Wall Street Analysts Forecast Growth

ROK has been the topic of several research reports. Evercore set a $485.00 price objective on Rockwell Automation in a report on Wednesday, August 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Rockwell Automation in a report on Thursday, June 18th. Argus increased their price target on Rockwell Automation from $465.00 to $530.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Sanford C. Bernstein raised their price target on Rockwell Automation from $501.00 to $514.00 and gave the company a “market perform” rating in a research note on Friday, August 14th. Finally, Citigroup decreased their price objective 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 given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $469.14.

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.