Artisan Partners Limited Partnership Makes New Investment in Rockwell Automation, Inc. $ROK

Artisan Partners Limited Partnership acquired a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 65,251 shares of the industrial products company’s stock, valued at approximately $22,807,000. Artisan Partners Limited Partnership owned 0.06% of Rockwell Automation as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. R Squared Ltd purchased a new position in shares of Rockwell Automation in the 3rd quarter worth $376,000. DNB Asset Management AS lifted its holdings in Rockwell Automation by 4.4% in the third quarter. DNB Asset Management AS now owns 33,202 shares of the industrial products company’s stock valued at $11,605,000 after acquiring an additional 1,412 shares during the period. Interchange Capital Partners LLC boosted its position in Rockwell Automation by 1.3% in the third quarter. Interchange Capital Partners LLC now owns 2,448 shares of the industrial products company’s stock worth $856,000 after purchasing an additional 32 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Rockwell Automation by 3.2% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 391,646 shares of the industrial products company’s stock worth $136,892,000 after purchasing an additional 12,087 shares during the last quarter. Finally, Greenwood Gearhart Inc. bought a new stake in shares of Rockwell Automation during the 3rd quarter valued at about $210,000. Institutional investors own 75.75% of the company’s stock.

Rockwell Automation Stock Down 1.0%

ROK opened at $407.02 on Friday. The stock has a market cap of $45.73 billion, a price-to-earnings ratio of 46.57, a price-to-earnings-growth ratio of 2.91 and a beta of 1.52. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The firm’s fifty day moving average is $407.47 and its 200 day moving average is $378.38. Rockwell Automation, Inc. has a fifty-two week low of $215.00 and a fifty-two week high of $438.72.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The business had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the prior year, the business posted $1.83 EPS. Rockwell Automation’s revenue for the quarter was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, sell-side analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Monday, February 23rd will be issued a $1.38 dividend. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. Rockwell Automation’s payout ratio is currently 63.16%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Evercore initiated coverage on shares of Rockwell Automation in a research note on Monday, December 15th. They issued an “in-line” rating and a $440.00 price objective on the stock. Morgan Stanley reiterated an “overweight” rating and set a $460.00 price target on shares of Rockwell Automation in a research note on Sunday, February 8th. Citigroup upped their price objective on Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a research note on Monday, December 8th. JPMorgan Chase & Co. lifted their target price on Rockwell Automation from $400.00 to $404.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Finally, Robert W. Baird set a $430.00 price target on Rockwell Automation in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $418.33.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Matheus De A. G. Viera Bulho sold 2,370 shares of the stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $403.45, for a total transaction of $956,176.50. Following the completion of the sale, the senior vice president directly owned 1,964 shares of the company’s stock, valued at $792,375.80. This trade represents a 54.68% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Scott Genereux sold 17,407 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total transaction of $7,043,046.27. Following the completion of the transaction, the vice president directly owned 3,314 shares in the company, valued at $1,340,877.54. This trade represents a 84.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 73,959 shares of company stock worth $29,938,428 over the last ninety days. 0.76% of the stock is owned by company insiders.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Rockwell opened a new Customer Experience Center in Bologna, Italy — a commercial/technical showcase that can help win European automation deals and deepen customer relationships. Read More.
• Positive Sentiment: Recent fundamentals remain strong: Rockwell beat Q4 estimates and set FY2026 EPS guidance of $11.40–$12.20, supporting the view of continued revenue and margin strength (investors should weigh this against valuation). Read More.
• Negative Sentiment: SVP Christopher Nardecchia sold 14,465 shares at ~$410.01 (~$5.93M); his direct holdings dropped ~50.4%. This large sale was disclosed via SEC filing. Read More.
• Negative Sentiment: VP Scott Genereux sold 17,407 shares at ~$404.61 (~$7.04M), cutting his stake by ~84.0% — another sizable insider exit. Read More.
• Negative Sentiment: SVP Rebecca W. House sold 12,100 shares at ~$404.27 (~$4.89M), reducing her holdings by ~49.8%. Read More.
• Negative Sentiment: SVP Christopher (other exec) — Tessa M. Myers sold 1,985 shares at ~$409.37 (~$812.6K), trimming her position ~33%. Read More.
• Negative Sentiment: SVP Matthew W. Fordenwalt sold 1,200 shares at ~$404.21 (~$485K), a ~21.3% reduction in his holding. Read More.
• Negative Sentiment: VP Isaac Woods sold 1,271 shares at ~$405.69 (~$515.6K), cutting his stake ~43.0%. Read More.

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.