Wealthcare Advisory Partners LLC Purchases 1,667 Shares of Rockwell Automation, Inc. $ROK

Wealthcare Advisory Partners LLC boosted its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 138.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,874 shares of the industrial products company’s stock after purchasing an additional 1,667 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in Rockwell Automation were worth $1,118,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in ROK. Lansforsakringar Fondforvaltning AB publ raised its position in shares of Rockwell Automation by 7.1% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company’s stock valued at $21,613,000 after acquiring an additional 4,086 shares during the last quarter. Bessemer Group Inc. grew its stake in shares of Rockwell Automation by 180.5% during the third quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company’s stock worth $2,042,000 after purchasing an additional 3,759 shares during the period. Nordea Investment Management AB increased its holdings in Rockwell Automation by 20.7% in the fourth quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock valued at $291,073,000 after purchasing an additional 127,733 shares during the last quarter. Maridea Wealth Management LLC lifted its stake in Rockwell Automation by 580.0% in the fourth quarter. Maridea Wealth Management LLC now owns 5,522 shares of the industrial products company’s stock valued at $2,148,000 after buying an additional 4,710 shares during the period. Finally, SG Americas Securities LLC boosted its holdings in Rockwell Automation by 911.0% during the fourth quarter. SG Americas Securities LLC now owns 91,808 shares of the industrial products company’s stock worth $35,720,000 after buying an additional 82,727 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, VP Scott Genereux sold 17,407 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $404.61, for a total transaction of $7,043,046.27. Following the completion of the transaction, the vice president directly owned 3,314 shares of the company’s stock, valued at $1,340,877.54. This trade represents a 84.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Isaac Woods sold 1,271 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total transaction of $515,631.99. Following the completion of the sale, the vice president directly owned 1,687 shares in the company, valued at approximately $684,399.03. This represents a 42.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 49,228 shares of company stock worth $19,992,391. 0.76% of the stock is currently owned by insiders.

Rockwell Automation Stock Up 2.9%

Shares of ROK stock opened at $358.45 on Wednesday. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $438.72. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. The firm has a fifty day moving average of $390.65 and a 200-day moving average of $382.00. The company has a market capitalization of $40.28 billion, a price-to-earnings ratio of 41.01, a P/E/G ratio of 2.49 and a beta of 1.53.

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. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The firm had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same period in the prior year, the business earned $1.83 EPS. The company’s revenue for the quarter was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, equities research analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd were paid a $1.38 dividend. The ex-dividend date was Monday, February 23rd. This represents a $5.52 annualized dividend and a yield of 1.5%. Rockwell Automation’s payout ratio is presently 63.16%.

Analyst Ratings Changes

ROK has been the subject of a number of recent analyst reports. Jefferies Financial Group reaffirmed a “hold” rating and issued a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a research note on Tuesday. Weiss Ratings upgraded shares of Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, March 25th. KeyCorp reaffirmed an “overweight” rating and issued a $470.00 target price on shares of Rockwell Automation in a research note on Friday, February 6th. Stephens boosted their price target on shares of Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Finally, TD Cowen raised their price objective on Rockwell Automation from $330.00 to $350.00 and gave the stock a “hold” rating in a research note on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $412.22.

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.