Osmosis Investment Management UK Ltd Invests $11.54 Million in Rockwell Automation, Inc. $ROK

Osmosis Investment Management UK Ltd purchased a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the second quarter, according to its most recent filing with the SEC. The fund purchased 23,301 shares of the industrial products company’s stock, valued at approximately $11,536,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Flputnam Investment Management Co. acquired a new stake in Rockwell Automation during the second quarter worth about $1,001,000. Mandatum Life Insurance Co Ltd boosted its stake in Rockwell Automation by 26.9% in the first quarter. Mandatum Life Insurance Co Ltd now owns 22,200 shares of the industrial products company’s stock valued at $7,967,000 after acquiring an additional 4,700 shares during the period. Brighton Jones LLC acquired a new position in Rockwell Automation in the fourth quarter valued at approximately $281,000. Handelsbanken Fonder AB grew its holdings in shares of Rockwell Automation by 24.6% during the fourth quarter. Handelsbanken Fonder AB now owns 169,457 shares of the industrial products company’s stock valued at $65,931,000 after purchasing an additional 33,413 shares during the last quarter. Finally, Crossmark Global Holdings Inc. grew its holdings in shares of Rockwell Automation by 197.9% during the fourth quarter. Crossmark Global Holdings Inc. now owns 13,905 shares of the industrial products company’s stock valued at $5,410,000 after purchasing an additional 9,238 shares during the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Mizuho set a $445.00 price target on Rockwell Automation in a research report on Wednesday, May 6th. DA Davidson reduced their price objective on Rockwell Automation from $500.00 to $490.00 and set a “neutral” rating for the company in a research report on Friday. HSBC increased their target price on Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. JPMorgan Chase & Co. raised their target price 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, Evercore set a $485.00 price target on shares of Rockwell Automation in a report on Wednesday, August 5th. Nine research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, Rockwell Automation presently has a consensus rating of “Hold” and a consensus target price of $468.19.

Rockwell Automation Stock Performance

Shares of NYSE ROK opened at $437.50 on Monday. Rockwell Automation, Inc. has a 12-month low of $332.71 and a 12-month high of $497.36. The company has a market cap of $48.58 billion, a PE ratio of 41.00, a P/E/G ratio of 2.55 and a beta of 1.54. The stock has a 50 day simple moving average of $461.98 and a 200-day simple moving average of $426.98. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.11. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The firm had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.24 billion. During the same quarter in the previous year, the business earned $2.82 EPS. The firm’s revenue for the quarter was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, equities research analysts forecast that Rockwell Automation, Inc. will post 13.21 EPS for the current year.

Rockwell Automation Dividend Announcement

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

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 outstanding shares. This repurchase authorization authorizes the industrial products company to repurchase up to 2% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In related news, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the completion of the sale, the senior vice president directly owned 4,437 shares in the company, valued at approximately $2,043,282.87. This trade represents a 7.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Christian E. Rothe sold 590 shares of the company’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $434.30, for a total value of $256,237.00. Following the completion of the transaction, the chief financial officer directly owned 10,429 shares in the company, valued at $4,529,314.70. This represents a 5.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,185 shares of company stock worth $529,331 in the last quarter. Company insiders own 0.76% of the company’s stock.

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.