Diversified Management Inc. Purchases Shares of 120,592 Rockwell Automation, Inc. $ROK

Diversified Management Inc. purchased a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK) during the fourth quarter, Holdings Channel reports. The fund purchased 120,592 shares of the industrial products company’s stock, valued at approximately $46,919,000. Rockwell Automation comprises about 11.0% of Diversified Management Inc.’s holdings, making the stock its biggest holding.

A number of other institutional investors have also bought and sold shares of ROK. JPMorgan Chase & Co. boosted its position in Rockwell Automation by 122.3% during the third quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company’s stock valued at $286,522,000 after acquiring an additional 451,038 shares during the last quarter. Balyasny Asset Management L.P. boosted its position in Rockwell Automation by 1,666.2% during the third quarter. Balyasny Asset Management L.P. now owns 321,722 shares of the industrial products company’s stock valued at $112,451,000 after acquiring an additional 303,506 shares during the last quarter. Voya Investment Management LLC raised its holdings in shares of Rockwell Automation by 94.8% during the third quarter. Voya Investment Management LLC now owns 514,469 shares of the industrial products company’s stock valued at $179,822,000 after purchasing an additional 250,319 shares during the period. Arrowstreet Capital Limited Partnership raised its holdings in shares of Rockwell Automation by 126.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 321,964 shares of the industrial products company’s stock valued at $112,536,000 after purchasing an additional 179,606 shares during the period. Finally, Schroder Investment Management Group raised its holdings in shares of Rockwell Automation by 167.2% during the third quarter. Schroder Investment Management Group now owns 260,172 shares of the industrial products company’s stock valued at $89,637,000 after purchasing an additional 162,805 shares during the period. Institutional investors own 75.75% of the company’s stock.

Key Rockwell Automation News

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

• Positive Sentiment: Board declares quarterly dividend of $1.38 per share (annualized $5.52, ~1.4% yield) — supports income-oriented investors and signals cash-flow stability. Dividend Announcement
• Positive Sentiment: Brokerage coverage remains constructive overall: consensus is a “Moderate Buy” with average targets near $406.67 and several firms maintaining or raising targets — supports upside vs. current levels. Brokerage Consensus
• Neutral Sentiment: SVP Matthew Fordenwalt sold 1,200 shares at ~$400 under a pre-arranged Rule 10b5-1 plan (disclosed in an SEC filing) — sizable dollar amount but executed under an automatic plan. Fordenwalt Sale
• Neutral Sentiment: SVP Cyril Perducat sold 198 shares (~$395) to cover tax withholding related to vesting awards; also executed under a plan — routine insider liquidity. Perducat Sale
• Negative Sentiment: Critical analysis argues Rockwell’s “premiumization” strategy looks unconvincing for 2026, raising questions about sustainable margin expansion and growth assumptions — could pressure sentiment if investors focus on execution risk. Seeking Alpha Critique

Insider Buying and Selling

In other news, SVP Matthew W. Fordenwalt sold 1,200 shares of the business’s stock in a transaction that occurred on Monday, April 13th. The shares were sold at an average price of $400.00, for a total value of $480,000.00. Following the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at $1,774,800. The trade was a 21.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Matheus De A. G. Viera Bulho sold 1,250 shares of the business’s stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $387.50, for a total transaction of $484,375.00. Following the completion of the sale, the senior vice president directly owned 1,734 shares in the company, valued at approximately $671,925. This trade represents a 41.89% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 51,375 shares of company stock valued at $20,828,717. Corporate insiders own 0.76% of the company’s stock.

Rockwell Automation Stock Down 2.0%

ROK opened at $397.11 on Thursday. 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 stock has a market cap of $44.62 billion, a price-to-earnings ratio of 45.44, a PEG ratio of 2.89 and a beta of 1.54. Rockwell Automation, Inc. has a twelve month low of $222.06 and a twelve month high of $438.72. The company’s 50-day moving average price is $382.04 and its two-hundred day moving average price is $384.81.

Rockwell Automation (NYSE:ROK) last released its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, beating analysts’ consensus estimates of $2.46 by $0.29. The firm had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The company’s quarterly revenue was up 11.9% on a year-over-year basis. During the same period in the previous year, the company earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, equities analysts expect that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be given a $1.38 dividend. The ex-dividend date of this dividend is Monday, May 18th. This represents a $5.52 annualized dividend and a dividend yield of 1.4%. Rockwell Automation’s payout ratio is 63.16%.

Analysts Set New Price Targets

ROK has been the topic of several recent research reports. Zacks Research cut shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. The Goldman Sachs Group cut their price target on shares of Rockwell Automation from $458.00 to $448.00 and set a “neutral” rating on the stock in a report on Tuesday, April 7th. TD Cowen boosted their price target on shares of Rockwell Automation from $330.00 to $350.00 and gave the stock a “hold” rating in a report on Friday, February 20th. Oppenheimer cut shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 20th. Finally, Stephens boosted their price target on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $406.67.

Rockwell Automation 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.