Rockwell Automation, Inc. $ROK Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. decreased its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 6.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 50,160 shares of the industrial products company’s stock after selling 3,330 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Rockwell Automation were worth $17,532,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of ROK. Brighton Jones LLC acquired a new position in shares of Rockwell Automation in the 4th quarter valued at approximately $281,000. AQR Capital Management LLC increased its stake in shares of 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 worth $2,059,000 after buying an additional 3,513 shares during the last quarter. Empowered Funds LLC raised its holdings 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 acquiring an additional 4,295 shares in the last quarter. Acadian Asset Management LLC raised its holdings 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 acquiring an additional 1,315 shares in the last quarter. Finally, Clear Creek Financial Management LLC bought a new position in Rockwell Automation during the 2nd quarter valued at $208,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ROK. KeyCorp reissued an “overweight” rating and issued a $470.00 target price on shares of Rockwell Automation in a research report on Friday. Stephens boosted their price objective on Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Robert W. Baird set a $430.00 target price on Rockwell Automation in a report on Friday. Mizuho lifted their target price on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, Zacks Research lowered Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $417.22.

Rockwell Automation Trading Up 1.9%

Shares of NYSE ROK opened at $414.40 on Monday. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $438.72. The company has a market cap of $46.53 billion, a price-to-earnings ratio of 47.41, a price-to-earnings-growth ratio of 2.92 and a beta of 1.52. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. The stock’s 50 day simple moving average is $407.64 and its 200 day simple moving average is $372.90.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping the consensus estimate of $2.46 by $0.29. The firm had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The firm’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same period last year, the company earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Equities research analysts expect that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 146 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.48, for a total value of $58,762.08. Following the completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $1,785,803.76. This represents a 3.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Terry L. Riesterer sold 800 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $392.00, for a total transaction of $313,600.00. Following the completion of the sale, the vice president owned 1,234 shares in the company, valued at $483,728. The trade was a 39.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 25,531 shares of company stock worth $10,259,637 over the last 90 days. Corporate insiders own 0.76% of the company’s stock.

Trending Headlines about Rockwell Automation

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

• Positive Sentiment: Q1 results beat expectations — EPS $2.75 vs. consensus (~$2.46) and revenue ~ $2.11B with organic sales up ~10–12%; management highlighted margin expansion and operating leverage. ROK Q1 Earnings Surpass Estimates
• Positive Sentiment: Business mix strength: Intelligent Devices and Software & Control showed notable growth; annual recurring revenue rose, supporting visibility and longer‑term margin expansion. Rockwell Q1 segment and ARR details
• Neutral Sentiment: FY‑2026 EPS guidance was set to a range (11.40–12.20), roughly in line with management’s prior view but near the Street midpoint — supportive for the long run but not aggressively above expectations. Rockwell Automation Lifts Guidance as Profit Jumps
• Neutral Sentiment: Mizuho raised its price target to $400 but kept a “neutral” rating, signaling mixed near‑term conviction despite the stronger quarter. Mizuho raises price target on ROK
• Negative Sentiment: Operating cash flow weakened due to timing/one‑off compensation payments, which some investors flagged as weighing on near‑term free cash flow and capital‑return growth. That contributed to an initial share pullback after the print. ROK cash flow slide weighs on shares
• Negative Sentiment: Market reaction was mixed — despite the beat many traders viewed the guidance tone and cash‑flow notes as reasons to trim positions, producing short‑term volatility. What’s Going On With Rockwell Automation 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.