Apollon Wealth Management LLC Buys 12,779 Shares of Rockwell Automation, Inc. $ROK

Apollon Wealth Management LLC raised its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 45.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,671 shares of the industrial products company’s stock after purchasing an additional 12,779 shares during the period. Apollon Wealth Management LLC’s holdings in Rockwell Automation were worth $14,596,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. increased its position in Rockwell Automation by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock worth $5,527,249,000 after buying an additional 114,469 shares during the period. State Street Corp boosted its position in shares of Rockwell Automation by 4.2% in the fourth quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock valued at $1,943,844,000 after acquiring an additional 202,705 shares during the period. Geode Capital Management LLC boosted its position in shares of Rockwell Automation by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock valued at $1,133,397,000 after acquiring an additional 17,855 shares during the period. Morgan Stanley grew its stake in shares of Rockwell Automation by 10.4% in the fourth quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock worth $1,136,801,000 after acquiring an additional 276,021 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in shares of Rockwell Automation by 1.2% in the fourth quarter. Goldman Sachs Group Inc. now owns 2,104,985 shares of the industrial products company’s stock worth $818,986,000 after acquiring an additional 24,719 shares during the last quarter. Institutional investors own 75.75% of the company’s stock.

More Rockwell Automation News

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

• Positive Sentiment: Rockwell Automation was highlighted on CNBC’s “Final Trades,” where Stephanie Link chose ROK, which can boost investor sentiment by signaling institutional-style confidence. Qualcomm, Merck, Rockwell Automation And A Real Estate Stock On CNBC’s ‘Final Trades’
• Positive Sentiment: New articles noted that ROK hit a fresh 52-week high and was described as a strong momentum stock, reinforcing the view that traders are chasing the stock’s upward trend. Rockwell Automation, Inc. (ROK) Hits Fresh High: Is There Still Room to Run?
• Positive Sentiment: Rockwell Automation’s Singapore site was named a World Economic Forum Global Lighthouse, and the company also announced FactoryTalk Orchestration deployments, both of which support the narrative around innovation and operational leadership. Rockwell Automation Singapore Site Named a World Economic Forum Global Lighthouse
• Neutral Sentiment: Several research notes from Zacks trimmed earnings estimates for FY2026 and multiple 2027–2028 quarters, but the reductions were modest and forecasts still remain near or above consensus, so the impact looks more like a mild headwind than a major downgrade. MarketBeat Rockwell Automation coverage

Rockwell Automation Trading Down 0.1%

Shares of Rockwell Automation stock opened at $476.19 on Monday. The firm has a market capitalization of $52.99 billion, a PE ratio of 49.50, a price-to-earnings-growth ratio of 3.05 and a beta of 1.57. 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 company’s fifty day moving average price is $445.15 and its two-hundred day moving average price is $412.19. Rockwell Automation, Inc. has a 52-week low of $305.44 and a 52-week high of $486.47.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The company had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.16 billion. During the same period last year, the firm earned $2.45 EPS. The firm’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 12.500-13.100 EPS. On average, analysts expect that Rockwell Automation, Inc. will post 13.02 EPS for the current year.

Rockwell Automation announced that its board has authorized a stock buyback program on Tuesday, June 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits 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.

Rockwell Automation Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be paid a dividend of $1.38 per share. The ex-dividend date is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a yield of 1.2%. Rockwell Automation’s dividend payout ratio (DPR) is currently 57.38%.

Insider Activity at Rockwell Automation

In other news, VP Terry L. Riesterer sold 4,024 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $451.97, for a total value of $1,818,727.28. Following the completion of the transaction, the vice president directly owned 134 shares of the company’s stock, valued at approximately $60,563.98. This represents a 96.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP John M. Miller sold 1,054 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $426.02, for a total value of $449,025.08. Following the transaction, the vice president owned 5,615 shares of the company’s stock, valued at $2,392,102.30. This trade represents a 15.80% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 12,308 shares of company stock valued at $5,339,812. Corporate insiders own 0.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on ROK. Morgan Stanley reiterated an “overweight” rating and set a $525.00 target price on shares of Rockwell Automation in a research note on Wednesday, May 6th. Argus raised their price target on shares of Rockwell Automation from $465.00 to $530.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Wall Street Zen downgraded shares of Rockwell Automation from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Sanford C. Bernstein began coverage on shares of Rockwell Automation in a research note on Tuesday, June 9th. They issued a “market perform” rating and a $501.00 target price for the company. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Rockwell Automation in a research report on Thursday, June 18th. Ten equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $457.50.

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.