Banque Pictet & Cie SA Trims Stake in Rockwell Automation, Inc. $ROK

Banque Pictet & Cie SA lessened its position in Rockwell Automation, Inc. (NYSE:ROK) by 8.2% in the 4th quarter, Holdings Channel.com reports. The fund owned 29,749 shares of the industrial products company’s stock after selling 2,660 shares during the period. Banque Pictet & Cie SA’s holdings in Rockwell Automation were worth $11,574,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. grew its holdings 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 last quarter. Rexford Capital Inc. bought a new stake in Rockwell Automation in the second quarter worth about $33,000. Fortitude Family Office LLC boosted its position in shares of Rockwell Automation by 109.5% during the fourth quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after buying an additional 46 shares during the period. Ameriflex Group Inc. boosted its position in shares of Rockwell Automation by 100.0% during the third quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after buying an additional 50 shares during the period. Finally, Sachetta LLC grew its stake in shares of Rockwell Automation by 900.0% during the third quarter. Sachetta LLC now owns 120 shares of the industrial products company’s stock valued at $42,000 after buying an additional 108 shares during the last quarter. 75.75% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Rockwell Automation

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

• Positive Sentiment: Barclays trimmed its price target to $400 but kept an “overweight” rating, signaling continued conviction in ROK’s longer‑term growth even after pulling back near‑term expectations. Barclays adjusts price target
• Positive Sentiment: Robert W. Baird lowered its target to $410, which still implies meaningful upside versus current levels — a vote that ROK’s fundamentals remain attractive to some buy‑side analysts. Baird lowers price target
• Neutral Sentiment: Rockwell launched a new season of its ROKStudios video series on the automation→autonomy journey — positive for branding and customer engagement but unlikely to move near‑term earnings. ROKStudios video series
• Neutral Sentiment: Recent coverage taking a fresh look at ROK’s valuation after a rebound—useful context for investors assessing whether current multiples (still elevated) are justified by growth and software momentum. Valuation analysis
• Negative Sentiment: Jefferies downgraded ROK from Buy to Hold and slashed its target (reports show reductions to $380 and commentary citing limited re‑rating potential), a headline that pressured sentiment and highlights concerns about valuation vs. growth. Jefferies downgrade
• Negative Sentiment: Wells Fargo cut its price target to $360 and moved to an “equal weight” stance — a direct downgrade in expected near‑term upside that may add selling pressure. Wells Fargo price target cut
• Negative Sentiment: Critical retail/strategy pieces (e.g., “3 Reasons ROK is Risky”) are amplifying worries about valuation and competition, which can sway momentum traders and retail flows. Critical article

Insider Activity

In other news, VP Isaac Woods sold 1,271 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total transaction of $515,631.99. Following the transaction, the vice president owned 1,687 shares in the company, valued at approximately $684,399.03. This trade represents a 42.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Christopher Nardecchia sold 14,465 shares of Rockwell Automation stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $410.01, for a total value of $5,930,794.65. Following the completion of the sale, the senior vice president owned 14,232 shares of the company’s stock, valued at $5,835,262.32. The trade was a 50.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 49,228 shares of company stock valued at $19,992,391. Company insiders own 0.76% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Mizuho increased their price target on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Robert W. Baird dropped their price objective on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a report on Monday. Morgan Stanley reiterated an “overweight” rating and issued a $460.00 target price on shares of Rockwell Automation in a research note on Sunday, February 8th. Weiss Ratings upgraded Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, March 25th. Finally, Zacks Research lowered shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $406.67.

Rockwell Automation Stock Performance

Rockwell Automation stock opened at $369.25 on Thursday. 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 company has a market capitalization of $41.49 billion, a PE ratio of 42.25, a P/E/G ratio of 2.56 and a beta of 1.54. The company has a 50 day moving average price of $389.62 and a 200-day moving average price of $381.92. 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 announced its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.46 by $0.29. The company had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.Rockwell Automation’s revenue was up 11.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, equities analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Dividend Announcement

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

Rockwell Automation 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.