ProShare Advisors LLC Grows Stock Position in Rockwell Automation, Inc. $ROK

ProShare Advisors LLC increased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 8.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 20,912 shares of the industrial products company’s stock after buying an additional 1,624 shares during the quarter. ProShare Advisors LLC’s holdings in Rockwell Automation were worth $8,136,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. First Horizon Corp purchased a new position in Rockwell Automation during the fourth quarter worth about $32,000. Fortitude Family Office LLC lifted its position in Rockwell Automation by 109.5% during the fourth quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock worth $34,000 after buying an additional 46 shares during the period. Ameriflex Group Inc. lifted its position in Rockwell Automation by 100.0% during the third quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock worth $35,000 after buying an additional 50 shares during the period. Dynamic Wealth Strategies LLC lifted its position in Rockwell Automation by 80.7% during the fourth quarter. Dynamic Wealth Strategies LLC now owns 103 shares of the industrial products company’s stock worth $40,000 after buying an additional 46 shares during the period. Finally, Laurel Wealth Advisors LLC purchased a new position in Rockwell Automation during the fourth quarter worth about $55,000. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Rockwell Automation Stock Performance

Rockwell Automation stock opened at $440.65 on Friday. The stock’s 50-day moving average is $397.69 and its 200-day moving average is $398.09. The company has a market cap of $49.03 billion, a price-to-earnings ratio of 45.81, a price-to-earnings-growth ratio of 2.79 and a beta of 1.56. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76. Rockwell Automation, Inc. has a 12 month low of $298.70 and a 12 month high of $463.48.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The company had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The company’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same period last year, the business posted $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Equities analysts anticipate that Rockwell Automation, Inc. will post 13.01 earnings per share for the current year.

Rockwell Automation Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be issued a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s dividend payout ratio (DPR) is 57.38%.

Insider Buying and Selling

In other news, VP Terry L. Riesterer sold 4,024 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $451.97, for a total value of $1,818,727.28. Following the transaction, the vice president directly owned 134 shares in the company, valued at $60,563.98. This trade represents a 96.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Tessa M. Myers sold 1,985 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total value of $812,599.45. Following the completion of the transaction, the senior vice president owned 4,036 shares in the company, valued at approximately $1,652,217.32. This trade represents a 32.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 60,141 shares of company stock worth $24,745,509. Corporate insiders own 0.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on ROK shares. Robert W. Baird reduced their target price on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a research report on Monday, March 30th. Evercore increased their target price on Rockwell Automation from $440.00 to $480.00 in a research report on Wednesday, May 6th. Stephens increased their target price on Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a research report on Friday, January 23rd. TD Cowen increased their target price on Rockwell Automation from $350.00 to $400.00 and gave the stock a “hold” rating in a research report on Wednesday, May 13th. Finally, Citigroup increased their target price on Rockwell Automation from $466.00 to $500.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $449.16.

Trending Headlines about Rockwell Automation

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

• Positive Sentiment: Zacks Research lifted Rockwell Automation’s earnings forecasts for several periods, including FY2026, FY2027, and FY2028, signaling higher expected profitability and supporting the stock’s bullish tone.
• Positive Sentiment: The company continues to be viewed favorably in market commentary as a long-term momentum and “high-quality compounder” name, reinforcing positive sentiment around the stock.
• Neutral Sentiment: Rockwell Automation presented at the Wolfe Research 19th Annual Global Transportation & Industrials Conference, which may have helped keep investor attention on the stock but did not include a clearly reported new catalyst. Rockwell Automation, Inc. (ROK) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript
• Neutral Sentiment: A new global study highlighted that 90% of manufacturers say digital transformation is now essential, a trend that supports Rockwell Automation’s long-term end-market narrative. Rockwell Automation, Inc.: 90% of Manufacturers Say Digital Transformation Is Now Essential, According to New Global Study
• Negative Sentiment: VP John M. Miller sold 1,054 shares in a pre-arranged 10b5-1 transaction, which can weigh on sentiment even though the sale was routine and disclosed in advance. John M. Miller insider trade

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.