Mystic Asset Management Inc. Purchases Shares of 2,373 Rockwell Automation, Inc. $ROK

Mystic Asset Management Inc. bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 2,373 shares of the industrial products company’s stock, valued at approximately $1,175,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. BlackRock Inc. bought a new stake in shares of Rockwell Automation during the 2nd quarter valued at about $6,129,376,000. Norges Bank bought a new stake in Rockwell Automation during the 4th quarter valued at $615,596,000. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Rockwell Automation by 5,925.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company’s stock worth $352,572,000 after acquiring an additional 891,153 shares during the last quarter. Bank of New York Mellon Corp bought a new position in shares of Rockwell Automation in the second quarter valued at approximately $300,589,000. Finally, Deutsche Bank AG bought a new position in Rockwell Automation during the 2nd quarter valued at $210,342,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the sale, the senior vice president owned 4,437 shares in the company, valued at $2,043,282.87. This trade represents a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by insiders.

Rockwell Automation Price Performance

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

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

Rockwell Automation announced that its Board of Directors has initiated a stock buyback program on Tuesday, June 9th that permits the company to repurchase $1.00 billion in 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 usually an indication that the company’s board of directors believes its shares are undervalued.

Rockwell Automation Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio is currently 51.73%.

Rockwell Automation News Summary

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

Wall Street Analysts Forecast Growth

Several research firms have weighed in on ROK. JPMorgan Chase & Co. boosted their price objective on Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Barclays boosted their target price on shares of Rockwell Automation from $400.00 to $480.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Morgan Stanley reaffirmed an “overweight” rating and set a $525.00 target price on shares of Rockwell Automation in a report on Wednesday, May 6th. KeyCorp increased their price target on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. Finally, Sanford C. Bernstein raised their price objective on shares of Rockwell Automation from $501.00 to $514.00 and gave the company a “market perform” rating in a research report on Friday, August 14th. Nine equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, Rockwell Automation currently has a consensus rating of “Hold” and a consensus target price of $468.67.

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.