Foundations Investment Advisors LLC Acquires New Shares in Rockwell Automation, Inc. $ROK

Foundations Investment Advisors LLC acquired a new stake in Rockwell Automation, Inc. (NYSE:ROK) during the 4th quarter, Holdings Channel reports. The fund acquired 1,167 shares of the industrial products company’s stock, valued at approximately $454,000.

Several other large investors have also bought and sold shares of ROK. Brighton Jones LLC acquired a new stake in Rockwell Automation in the fourth quarter valued at about $281,000. AQR Capital Management LLC boosted its stake in Rockwell Automation by 75.9% in the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after buying an additional 3,513 shares in the last quarter. Empowered Funds LLC boosted its stake in Rockwell Automation by 142.7% in the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after buying an additional 4,295 shares in the last quarter. Acadian Asset Management LLC boosted its stake in Rockwell Automation by 233.6% in the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after buying an additional 1,315 shares in the last quarter. Finally, Jump Financial LLC acquired a new stake in Rockwell Automation in the second quarter valued at about $868,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Rockwell Automation

In other news, VP John M. Miller sold 1,054 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $426.02, for a total transaction of $449,025.08. Following the completion of the transaction, the vice president directly owned 5,615 shares in the company, valued at $2,392,102.30. This trade represents a 15.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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. Also, 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 owned 134 shares of the company’s stock, valued at $60,563.98. This trade represents a 96.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 11,713 shares of company stock valued at $5,066,717 over the last ninety days. Insiders own 0.76% of the company’s stock.

Rockwell Automation Price Performance

Shares of ROK opened at $463.23 on Wednesday. Rockwell Automation, Inc. has a 1 year low of $305.44 and a 1 year high of $465.32. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76. The company has a market capitalization of $51.54 billion, a price-to-earnings ratio of 48.15, a price-to-earnings-growth ratio of 2.92 and a beta of 1.57. The business has a 50-day moving average of $410.85 and a 200-day moving average of $402.06.

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

Rockwell Automation Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Monday, May 18th. Rockwell Automation’s dividend payout ratio (DPR) is 57.38%.

Analysts Set New Price Targets

Several analysts recently weighed in on ROK shares. Wall Street Zen lowered Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Robert W. Baird cut their price target on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a research note on Monday, March 30th. Evercore lifted their price target on Rockwell Automation from $440.00 to $480.00 in a research note on Wednesday, May 6th. JPMorgan Chase & Co. lifted their price target on Rockwell Automation from $404.00 to $417.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Finally, Citigroup lifted their price target on Rockwell Automation from $466.00 to $500.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $449.16.

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.