Rockwell Automation, Inc. $ROK Holdings Raised by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. raised its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 130.3% during the third quarter, HoldingsChannel.com reports. The firm owned 17,010 shares of the industrial products company’s stock after acquiring an additional 9,625 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Rockwell Automation were worth $7,405,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Castle Rock Wealth Management LLC increased its holdings in Rockwell Automation by 2.2% in the second quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock valued at $501,000 after purchasing an additional 22 shares during the last quarter. Verus Capital Partners LLC increased its position in shares of Rockwell Automation by 1.3% in the 3rd quarter. Verus Capital Partners LLC now owns 1,980 shares of the industrial products company’s stock valued at $862,000 after buying an additional 25 shares in the last quarter. Apella Capital LLC increased its position in shares of Rockwell Automation by 0.9% in the 2nd quarter. Apella Capital LLC now owns 3,261 shares of the industrial products company’s stock valued at $1,529,000 after buying an additional 28 shares in the last quarter. Finivi Inc. grew its stake in Rockwell Automation by 1.0% in the second quarter. Finivi Inc. now owns 2,935 shares of the industrial products company’s stock valued at $1,453,000 after acquiring an additional 30 shares during the period. Finally, Uncommon Cents Investing Inc grew its position in shares of Rockwell Automation by 1.0% in the 3rd quarter. Uncommon Cents Investing Inc now owns 3,130 shares of the industrial products company’s stock valued at $1,363,000 after purchasing an additional 30 shares during the period. Institutional investors own 75.75% of the company’s stock.

Analyst Ratings Changes

ROK has been the topic of several research reports. Robert W. Baird set a $514.00 price objective on shares of Rockwell Automation in a research report on Wednesday, August 5th. Citigroup decreased their price objective on Rockwell Automation from $536.00 to $504.00 and set a “buy” rating for the company in a report on Friday, November 6th. Deutsche Bank lifted their target price on Rockwell Automation from $469.00 to $500.00 and gave the company a “hold” rating in a research report on Wednesday, September 30th. Stephens reduced their target price on shares of Rockwell Automation from $550.00 to $500.00 and set an “overweight” rating for the company in a report on Friday, November 6th. Finally, Zacks Research downgraded shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 30th. Nine investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $471.33.

Insider Activity at Rockwell Automation

In other news, VP Isaac Woods sold 154 shares of the stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $432.62, for a total value of $66,623.48. Following the completion of the transaction, the vice president directly owned 1,858 shares in the company, valued at approximately $803,807.96. This represents a 7.65% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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. Also, SVP Matheus Bulho sold 467 shares of the company’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $426.96, for a total value of $199,390.32. Following the completion of the transaction, the senior vice president directly owned 1,267 shares of the company’s stock, valued at approximately $540,958.32. The trade was a 26.93% 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. In the last ninety days, insiders sold 2,711 shares of company stock valued at $1,164,880. 0.76% of the stock is owned by company insiders.

Rockwell Automation Trading Down 0.3%

ROK stock opened at $404.80 on Friday. Rockwell Automation, Inc. has a 52 week low of $347.53 and a 52 week high of $497.36. The company’s 50-day simple moving average is $427.38 and its 200 day simple moving average is $426.88. The company has a market capitalization of $44.95 billion, a PE ratio of 30.27, a price-to-earnings-growth ratio of 2.85 and a beta of 1.51. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.35 and a current ratio of 2.11.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Thursday, November 5th. The industrial products company reported $3.88 EPS for the quarter, beating analysts’ consensus estimates of $3.69 by $0.19. Rockwell Automation had a return on equity of 41.79% and a net margin of 15.68%. The business had revenue of $2.33 billion during the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter in the previous year, the firm earned $3.34 earnings per share. Rockwell Automation’s revenue for the quarter was up .7% compared to the same quarter last year. Rockwell Automation has set its FY 2027 guidance at 14.500-15.500 EPS. As a group, sell-side analysts anticipate that Rockwell Automation, Inc. will post 14.95 earnings per share for the current year.

Rockwell Automation Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Monday, November 16th will be issued a dividend of $1.45 per share. This represents a $5.80 annualized dividend and a dividend yield of 1.4%. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.38. The ex-dividend date is Monday, November 16th. Rockwell Automation’s dividend payout ratio (DPR) is currently 43.98%.

Rockwell Automation News Roundup

Investors following ROK have been watching these news items:

• Positive Sentiment: Rockwell introduced its LogixEdge industrial PC-based controller, combining Logix control, edge computing and support for containerized applications. The platform is aimed at simplifying factory systems and advancing software-defined automation, potentially supporting future demand for Rockwell’s solutions. Rockwell Automation Introduces LogixEdge Controllers for Software-Defined Automation
• Positive Sentiment: Laminar joined Rockwell’s PartnerNetwork, with the companies planning to combine Laminar’s real-time fluid intelligence with Rockwell’s automation technology to improve clean-in-place and product-changeover processes. The collaboration targets production efficiency and reduced resource use, though no financial contribution was disclosed. Laminar Joins Rockwell Automation PartnerNetwork
• Neutral Sentiment: A Zacks article describes ROK as a long-term growth stock using its Style Scores framework; this is investment commentary rather than a new company development or disclosed change to earnings expectations. Why Rockwell Automation is a Top Growth Stock for the Long-Term

Rockwell Automation Profile

Rockwell Automation, Inc. is an industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. Its roots date to 1903, when it was founded as the Compression Rheostat Company. The company provides hardware, software and services that help manufacturers automate and manage industrial operations. Its offerings include control systems, sensors, motor-control products, industrial software and services for optimizing production and maintaining equipment. Its Allen-Bradley and FactoryTalk brands are among its best-known product lines.