1,662 Shares in Rockwell Automation, Inc. $ROK Acquired by Frazier Financial Advisors LLC

Frazier Financial Advisors LLC bought a new stake in Rockwell Automation, Inc. (NYSE:ROK) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,662 shares of the industrial products company’s stock, valued at approximately $823,000. Rockwell Automation comprises about 0.4% of Frazier Financial Advisors LLC’s portfolio, making the stock its 25th biggest holding.

Several other institutional investors also recently bought and sold shares of ROK. Northcape Wealth Management LLC purchased a new position in shares of Rockwell Automation in the 2nd quarter valued at $3,384,000. Edmond DE Rothschild Holding S.A. purchased a new position in shares of Rockwell Automation in the second quarter valued at $381,000. Madison Asset Management LLC purchased a new position in Rockwell Automation in the 2nd quarter valued at about $5,430,000. AssuredPartners Investment Advisors LLC acquired a new stake in Rockwell Automation during the 2nd quarter valued at approximately $211,000. Finally, Johnson Financial Group Inc. acquired a new stake in shares of Rockwell Automation during the second quarter worth approximately $121,000. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Rockwell Automation Trading Down 0.1%

Rockwell Automation stock opened at $433.18 on Thursday. The company’s fifty day simple moving average is $462.93 and its 200-day simple moving average is $426.85. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74. Rockwell Automation, Inc. has a 12 month low of $332.71 and a 12 month high of $497.36. The stock has a market cap of $48.10 billion, a P/E ratio of 40.60, a P/E/G ratio of 2.53 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, topping the consensus estimate of $3.38 by $0.11. The company had revenue of $2.31 billion for the quarter, compared to analyst estimates 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 was up 7.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, sell-side analysts forecast that Rockwell Automation, Inc. will post 13.22 EPS for the current fiscal year.

Rockwell Automation declared that its Board of Directors has initiated a share buyback program on Tuesday, June 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the industrial products company to purchase up to 2% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its stock is undervalued.

Rockwell Automation Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be issued a dividend of $1.38 per share. The ex-dividend date is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. Rockwell Automation’s payout ratio is 51.73%.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Zacks raised most earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

Insider Buying and Selling at Rockwell Automation

In other news, SVP Matthew W. Fordenwalt sold 377 shares of the stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the sale, the senior vice president directly owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. This represents a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.76% of the company’s stock.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. KeyCorp boosted their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Sanford C. Bernstein lifted their price objective on shares of Rockwell Automation from $501.00 to $514.00 and gave the company a “market perform” rating in a research report on Friday, August 14th. Evercore set a $485.00 target price on Rockwell Automation in a research note on Wednesday, August 5th. HSBC boosted their price target on shares of Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. Finally, Mizuho set a $445.00 price objective on Rockwell Automation in a report on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, Rockwell Automation presently has a consensus rating of “Hold” and a consensus price target of $468.67.

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.