Capital Advisors Inc. OK Buys 25,193 Shares of Rockwell Automation, Inc. $ROK

Capital Advisors Inc. OK grew its stake in Rockwell Automation, Inc. (NYSE:ROK) by 21.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 143,015 shares of the industrial products company’s stock after buying an additional 25,193 shares during the period. Capital Advisors Inc. OK owned 0.13% of Rockwell Automation worth $55,643,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. Thurston Springer Miller Herd & Titak Inc. increased its position in Rockwell Automation by 468.8% during the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 75 shares during the period. Rexford Capital Inc. acquired a new position in shares of Rockwell Automation in the 2nd quarter worth approximately $33,000. Fortitude Family Office LLC lifted its position in shares of Rockwell Automation by 109.5% in the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 46 shares during the period. Ameriflex Group Inc. boosted its stake in shares of Rockwell Automation by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after purchasing an additional 50 shares during the last quarter. Finally, Sachetta LLC boosted its stake in shares of Rockwell Automation by 900.0% in the 3rd quarter. Sachetta LLC now owns 120 shares of the industrial products company’s stock valued at $42,000 after purchasing an additional 108 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Rothschild & Co Redburn lifted their target price on shares of Rockwell Automation from $335.00 to $365.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 21st. Weiss Ratings upgraded Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, March 25th. TD Cowen lifted their price objective on Rockwell Automation from $330.00 to $350.00 and gave the stock a “hold” rating in a research report on Friday, February 20th. Barclays boosted their price objective on Rockwell Automation from $435.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. Finally, Jefferies Financial Group restated a “hold” rating and set a $380.00 target price (down from $490.00) on shares of Rockwell Automation in a research report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $412.22.

Rockwell Automation Stock Up 2.9%

Rockwell Automation stock opened at $358.45 on Wednesday. The company has a market capitalization of $40.28 billion, a PE ratio of 41.01, a PEG ratio of 2.49 and a beta of 1.53. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $438.72. The firm’s fifty day moving average is $390.65 and its 200 day moving average is $382.00. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68.

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

Rockwell Automation Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Monday, February 23rd were given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Monday, February 23rd. Rockwell Automation’s payout ratio is presently 63.16%.

Insiders Place Their Bets

In related news, SVP Christopher Nardecchia sold 14,465 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the transaction, the senior vice president directly owned 14,232 shares of the company’s stock, valued at approximately $5,835,262.32. This represents a 50.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Rebecca W. House sold 12,100 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total value of $4,891,667.00. Following the completion of the transaction, the senior vice president owned 12,200 shares in the company, valued at approximately $4,932,094. The trade was a 49.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 49,228 shares of company stock worth $19,992,391 over the last three months. 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.