CORDA Investment Management LLC. Takes $1.18 Million Position in Rockwell Automation, Inc. $ROK

CORDA Investment Management LLC. purchased a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 3,040 shares of the industrial products company’s stock, valued at approximately $1,183,000.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC acquired a new stake in shares of Rockwell Automation during the fourth quarter valued at approximately $281,000. AQR Capital Management LLC boosted its stake in Rockwell Automation by 75.9% in the 1st quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock worth $2,059,000 after purchasing an additional 3,513 shares during the period. Empowered Funds LLC boosted its stake in Rockwell Automation by 142.7% in the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock worth $1,887,000 after purchasing an additional 4,295 shares during the period. Acadian Asset Management LLC grew its position in Rockwell Automation by 233.6% during the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock worth $484,000 after purchasing an additional 1,315 shares in the last quarter. Finally, Jump Financial LLC acquired a new stake in Rockwell Automation during the 2nd quarter valued at $868,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Rockwell Automation Price Performance

Shares of ROK opened at $449.42 on Friday. The firm has a market cap of $50.01 billion, a PE ratio of 46.72, a PEG ratio of 3.12 and a beta of 1.56. The firm’s 50 day moving average price is $386.73 and its 200 day moving average price is $392.01. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.80 and a current ratio of 1.09. Rockwell Automation, Inc. has a twelve month low of $285.95 and a twelve month high of $463.48.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping the consensus estimate 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 in the previous year, the firm posted $2.45 earnings per share. The company’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. As a group, research analysts expect that Rockwell Automation, Inc. will post 12.76 EPS for the current fiscal year.

Rockwell Automation Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be issued a $1.38 dividend. The ex-dividend date is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a yield of 1.2%. Rockwell Automation’s dividend payout ratio is currently 63.16%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on ROK shares. KeyCorp increased their target price on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday. Oppenheimer lowered Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. JPMorgan Chase & Co. increased their price objective on Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research note on Wednesday. Barclays raised their price objective on Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Stephens upped their target price on Rockwell Automation from $425.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Rockwell Automation has a consensus rating of “Moderate Buy” and an average price target of $438.70.

Insider Activity

In other Rockwell Automation news, SVP Tessa M. Myers sold 1,985 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total transaction of $812,599.45. Following the transaction, the senior vice president directly owned 4,036 shares of the company’s stock, valued at $1,652,217.32. This represents a 32.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Isaac Woods sold 1,271 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total transaction of $515,631.99. Following the transaction, the vice president directly owned 1,687 shares in the company, valued at $684,399.03. The trade was a 42.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 55,063 shares of company stock valued at $22,477,756. Corporate insiders own 0.76% of the company’s stock.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Beat-and-raise catalyst: Management reported Q2 EPS and revenue above consensus and raised FY?2026 EPS guidance (12.50–13.10), a direct near?term catalyst supporting the rally. Why Rockwell Automation (ROK) Is Up After Raising 2026 Guidance
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple firms (Goldman, BNP Paribas, Evercore, HSBC and others) lifted price targets and forecasts after the print, validating the guidance lift and supporting continued buying interest. Analysts Raise Their Forecasts Following Upbeat Q2 Results
• Positive Sentiment: Structural demand tailwinds: Coverage highlights Rockwell as a beneficiary of Industry 4.0 and AI/data?center automation spending, supporting multi?year revenue and margin upside. Rockwell Automation: Benefiting From The AI Data Center Surge
• Positive Sentiment: Dividend and institutional interest: Company declared a quarterly dividend (supports income investors) while several funds have added to positions recently — a vote of confidence from institutions. MarketBeat ROK Coverage
• Neutral Sentiment: Mixed analyst positioning: Some shops maintain neutral/equal?weight stances or lower targets despite the beat, creating potential short?term divergence in analyst?led flows. JPMorgan Adjusts Price Target
• Neutral Sentiment: Insider sales under 10b5?1: Several senior executives sold shares via pre?arranged plans; common for planned liquidity but investors often watch cumulative insider activity for signals. Insider Selling: Rockwell Automation VP Sells Shares
• Negative Sentiment: New risk disclosure: Rockwell flagged heightened cyber and third?party data?privacy risks tied to its global IT/cloud reliance — a longer?term operational and compliance risk investors should monitor. New Cyber / Data Privacy Risk Disclosure

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.