Natixis Advisors LLC Lowers Stock Holdings in Rockwell Automation, Inc. $ROK

Natixis Advisors LLC cut its position in Rockwell Automation, Inc. (NYSE:ROK) by 18.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 127,489 shares of the industrial products company’s stock after selling 29,557 shares during the quarter. Natixis Advisors LLC owned 0.11% of Rockwell Automation worth $44,561,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Annis Gardner Whiting Capital Advisors LLC increased its stake in Rockwell Automation by 7.1% during the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 440 shares of the industrial products company’s stock worth $154,000 after purchasing an additional 29 shares during the period. Equitable Trust Co. boosted its stake in shares of Rockwell Automation by 1.1% in the third quarter. Equitable Trust Co. now owns 2,598 shares of the industrial products company’s stock valued at $908,000 after purchasing an additional 29 shares during the period. J. Safra Sarasin Holding AG boosted its stake in shares of Rockwell Automation by 2.2% in the third quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company’s stock valued at $484,000 after purchasing an additional 30 shares during the period. Fragasso Financial Advisors Inc grew its holdings in shares of Rockwell Automation by 3.6% in the third quarter. Fragasso Financial Advisors Inc now owns 902 shares of the industrial products company’s stock valued at $315,000 after purchasing an additional 31 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC increased its stake in Rockwell Automation by 3.3% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 1,015 shares of the industrial products company’s stock worth $355,000 after buying an additional 32 shares during the period. Institutional investors and hedge funds own 75.75% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on ROK shares. Mizuho increased their target price on shares of Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Rothschild & Co Redburn boosted their price target 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. JPMorgan Chase & Co. upped their price objective on Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. TD Cowen increased their price objective on Rockwell Automation from $330.00 to $350.00 and gave the company a “hold” rating in a research note on Friday, February 20th. Finally, Evercore began coverage on Rockwell Automation in a report on Monday, December 15th. They issued an “in-line” rating and a $440.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $418.33.

Rockwell Automation Stock Up 1.5%

Shares of Rockwell Automation stock opened at $375.53 on Tuesday. 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, Inc. has a 52-week low of $215.00 and a 52-week high of $438.72. The company has a market capitalization of $42.19 billion, a P/E ratio of 42.97, a P/E/G ratio of 2.64 and a beta of 1.53. The company has a 50 day moving average of $406.04 and a 200 day moving average of $380.43.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, beating 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 company had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the prior year, the firm posted $1.83 EPS. The company’s quarterly revenue 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. As a group, research analysts forecast that Rockwell Automation, Inc. will post 9.35 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement

The firm also recently announced 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. This represents a $5.52 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, February 23rd. Rockwell Automation’s dividend payout ratio is 63.16%.

Insider Buying and Selling

In other news, SVP Christopher Nardecchia sold 14,465 shares of the firm’s stock in a transaction dated 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 sale, the senior vice president owned 14,232 shares of the company’s stock, valued at approximately $5,835,262.32. This trade represents a 50.41% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Rebecca W. House sold 12,100 shares of the business’s 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 sale, the senior vice president owned 12,200 shares of the company’s stock, valued at approximately $4,932,094. The trade was a 49.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 61,481 shares of company stock valued at $24,918,602 over the last 90 days. 0.76% of the stock is currently owned by corporate insiders.

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.