Portfolio Design Labs LLC Invests $590,000 in Rockwell Automation, Inc. $ROK

Portfolio Design Labs LLC acquired a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 1,191 shares of the industrial products company’s stock, valued at approximately $590,000.

A number of other large investors also recently modified their holdings of ROK. MV Capital Management Inc. purchased a new stake in Rockwell Automation in the fourth quarter worth approximately $28,000. Manchester Capital Management LLC raised its stake in shares of Rockwell Automation by 97.5% during the fourth quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock worth $31,000 after acquiring an additional 39 shares in the last quarter. First Horizon Corp purchased a new position in shares of Rockwell Automation during the fourth quarter worth approximately $32,000. BOK Financial Private Wealth Inc. purchased a new position in shares of Rockwell Automation during the fourth quarter worth approximately $33,000. Finally, TD Capital Management LLC bought a new stake in shares of Rockwell Automation in the 4th quarter worth approximately $33,000. 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: Zacks raises most earnings forecasts: Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. The firm also raised estimates for several individual quarters, including Q4 2026, Q2–Q4 2027 and Q1–Q3 2028. These revisions suggest improving expectations for Rockwell Automation’s industrial automation demand and earnings growth. Zacks Research estimates for Rockwell Automation
• Neutral Sentiment: Thailand customer and industry event: Rockwell Automation brought manufacturing leaders together at ROKLive Bangkok 2026 to discuss smart manufacturing, automation and digital transformation. The event reinforces the company’s regional customer engagement and growth strategy, but it does not include a new contract, financial target or other immediate earnings catalyst. Rockwell Automation ROKLive Bangkok 2026
• Negative Sentiment: Near-term estimate trimmed and rating remains cautious: Zacks lowered its Q1 2027 EPS forecast slightly to $2.97 from $2.99 and maintained a “Hold” rating. With Rockwell Automation trading at a relatively elevated earnings multiple, investors may require stronger revisions or a rating upgrade before pushing the shares higher. Rockwell Automation analyst estimates and rating

Insider Buying and Selling

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the sale, the senior vice president owned 4,437 shares in the company, valued at approximately $2,043,282.87. This trade represents a 7.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have recently commented on ROK. Robert W. Baird set a $514.00 price objective on Rockwell Automation in a report on Wednesday, August 5th. Zacks Research cut Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Wall Street Zen lowered Rockwell Automation from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. KeyCorp lifted their price target on Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Finally, Argus boosted their price objective on Rockwell Automation from $465.00 to $530.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $468.67.

Rockwell Automation Price Performance

ROK stock opened at $431.97 on Friday. The firm’s 50-day moving average price is $462.41 and its two-hundred day moving average price is $426.92. Rockwell Automation, Inc. has a 12-month low of $332.71 and a 12-month high of $497.36. The stock has a market capitalization of $47.97 billion, a price-to-earnings ratio of 40.48, a PEG ratio of 2.53 and a beta of 1.54. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, topping analysts’ consensus estimates of $3.38 by $0.11. The company had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. Rockwell Automation’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same period in the prior year, the business posted $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, equities analysts predict that Rockwell Automation, Inc. will post 13.22 earnings per share for the current year.

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

Rockwell Automation Dividend Announcement

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 given a dividend of $1.38 per share. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. Rockwell Automation’s dividend payout ratio is presently 51.73%.

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.