Hsbc Holdings PLC Acquires 66,302 Shares of Rockwell Automation, Inc. $ROK

Hsbc Holdings PLC lifted its stake in Rockwell Automation, Inc. (NYSE:ROK) by 16.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 472,888 shares of the industrial products company’s stock after buying an additional 66,302 shares during the period. Hsbc Holdings PLC’s holdings in Rockwell Automation were worth $233,964,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in ROK. Virtus Advisers LLC acquired a new position in Rockwell Automation in the 2nd quarter valued at $25,000. MV Capital Management Inc. acquired a new position in Rockwell Automation in the fourth quarter valued at about $28,000. Manchester Capital Management LLC lifted its position in 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 purchasing an additional 39 shares during the period. BOK Financial Private Wealth Inc. acquired a new stake in Rockwell Automation during the fourth quarter worth about $33,000. Finally, TD Capital Management LLC bought a new position in Rockwell Automation in the 4th quarter valued at about $33,000. Institutional investors own 75.75% of the company’s stock.

Insider Buying and Selling at Rockwell Automation

In other news, CFO Christian Rothe sold 590 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $434.30, for a total value of $256,237.00. Following the transaction, the chief financial officer owned 10,429 shares in the company, valued at approximately $4,529,314.70. The trade was a 5.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Patricia Watson sold 1,100 shares of the stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $431.43, for a total transaction of $474,573.00. Following the sale, the director owned 6,385 shares of the company’s stock, valued at approximately $2,754,680.55. This trade represents a 14.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 2,557 shares of company stock valued at $1,098,256. 0.76% of the stock is currently owned by company insiders.

Rockwell Automation Stock Up 0.1%

Shares of NYSE:ROK opened at $434.18 on Monday. The firm has a market cap of $48.22 billion, a P/E ratio of 40.69, a P/E/G ratio of 2.53 and a beta of 1.52. Rockwell Automation, Inc. has a 12-month low of $332.71 and a 12-month high of $497.36. The business has a fifty day simple moving average of $453.91 and a 200 day simple moving average of $428.42. 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 (NYSE:ROK) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The firm had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.24 billion. During the same quarter in the previous year, the company posted $2.82 EPS. The business’s revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Analysts predict that Rockwell Automation, Inc. will post 13.23 earnings per share for the current year.

Rockwell Automation declared that its Board of Directors has initiated a share repurchase plan on Tuesday, June 9th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the industrial products company to purchase up to 2% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board of directors believes its shares are undervalued.

Rockwell Automation Announces Dividend

The company also recently announced 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. 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%.

More Rockwell Automation News

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

• Positive Sentiment: Analysts raised most forward EPS estimates. Zacks Research increased its forecasts for Q4 2026, Q2-Q4 2027, FY2026, FY2027, Q3 2028 and FY2028. The firm now expects $13.17 EPS for FY2026, $14.39 for FY2027 and $16.78 for FY2028, suggesting improving expectations for Rockwell Automation’s longer-term earnings growth.
• Positive Sentiment: Morgan Stanley maintained a Buy rating. The continued bullish view from a major brokerage provides supportive sentiment for ROK, although the broader analyst consensus remains Hold. Morgan Stanley Remains a Buy on Rockwell Automation
• Positive Sentiment: Recent operating results and capital returns remain supportive. Rockwell’s latest quarter exceeded EPS and revenue expectations, with revenue up 7.9% year over year. The company also has authorization for up to $1 billion in share repurchases and pays a quarterly dividend, which may enhance shareholder returns.
• Neutral Sentiment: The investment case is constructive but not uniformly bullish. Zacks maintained a Hold rating, and the consensus target of approximately $469.14 implies potential upside but also reflects caution at ROK’s current valuation. A recent comparison of Rockwell with other Internet of Things companies may influence sector sentiment but provides no clear company-specific catalyst. Q2 earnings highlights: Rockwell Automation vs. Internet of Things stocks
• Negative Sentiment: One near-term EPS estimate was trimmed. Zacks lowered its Q1 2027 forecast to $2.93 from $2.97, partially offsetting the broader upward revisions.
• Negative Sentiment: An executive sold shares. SVP Matheus Bulho sold 400 shares for about $168,056 after selling 467 shares earlier. Because the transactions were conducted under a pre-arranged Rule 10b5-1 plan, they are a limited bearish signal. Rockwell Automation insider share sale

Analysts Set New Price Targets

Several equities analysts have recently commented on ROK shares. Robert W. Baird set a $514.00 target price on shares of Rockwell Automation in a research report on Wednesday, August 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Rockwell Automation in a research note on Thursday, June 18th. Evercore set a $485.00 price objective on shares of Rockwell Automation in a research report on Wednesday, August 5th. Sanford C. Bernstein upped their target price on Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a research note on Friday, August 14th. Finally, TD Cowen raised their target price on Rockwell Automation from $350.00 to $400.00 and gave the company a “hold” rating in a report on Wednesday, May 13th. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, Rockwell Automation has an average rating of “Hold” and a consensus target price of $469.14.

About Rockwell Automation

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.