Capital Financial Group Inc. Co. ADV Acquires New Position in Rockwell Automation, Inc. $ROK

Capital Financial Group Inc. Co. ADV acquired a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,500 shares of the industrial products company’s stock, valued at approximately $584,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Manchester Capital Management LLC raised its position in shares of Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 39 shares during the last quarter. First Horizon Corp purchased a new position in Rockwell Automation during the 4th quarter worth approximately $32,000. BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation during the 4th quarter worth approximately $33,000. Fortitude Family Office LLC raised its position in Rockwell Automation by 109.5% during the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock worth $34,000 after buying an additional 46 shares during the last quarter. Finally, Ameriflex Group Inc. raised its position in Rockwell Automation by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock worth $35,000 after buying an additional 50 shares during the last quarter. 75.75% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. Mizuho set a $445.00 price target on shares of Rockwell Automation in a research report on Wednesday, May 6th. Robert W. Baird reduced their price target on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. HSBC raised their price target on shares of Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. JPMorgan Chase & Co. raised their price target on shares of Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Finally, Barclays raised their price target on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $454.05.

Rockwell Automation Price Performance

NYSE:ROK opened at $463.84 on Tuesday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76. The firm has a market cap of $51.61 billion, a price-to-earnings ratio of 48.22, a price-to-earnings-growth ratio of 2.94 and a beta of 1.57. The company has a 50 day moving average price of $430.53 and a 200-day moving average price of $407.59. Rockwell Automation, Inc. has a 1-year low of $305.44 and a 1-year high of $473.91.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, beating the consensus estimate of $2.88 by $0.42. The firm had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The business’s quarterly revenue was up 11.9% on a year-over-year basis. During the same period in the previous year, the firm earned $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Equities research analysts forecast that Rockwell Automation, Inc. will post 13.01 EPS for the current year.

Rockwell Automation Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s payout ratio is 57.38%.

Rockwell Automation announced that its Board of Directors has approved a stock repurchase program on Tuesday, June 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the industrial products company to buy up to 2% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s board believes its shares are undervalued.

Insider Activity

In related news, SVP Matthew W. Fordenwalt sold 1,200 shares of the business’s stock in a transaction on Monday, April 13th. The shares were sold at an average price of $400.00, for a total value of $480,000.00. Following the completion of the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $1,774,800. The trade was a 21.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Christopher Nardecchia sold 2,538 shares of the business’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $446.43, for a total transaction of $1,133,039.34. Following the completion of the sale, the senior vice president directly owned 14,232 shares of the company’s stock, valued at approximately $6,353,591.76. The trade was a 15.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 12,308 shares of company stock worth $5,339,812. 0.76% of the stock is currently owned by corporate insiders.

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.