48,275 Shares in Rockwell Automation, Inc. $ROK Bought by Tocqueville Asset Management L.P.

Tocqueville Asset Management L.P. 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 48,275 shares of the industrial products company’s stock, valued at approximately $23,900,000.

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

Rockwell Automation Stock Down 0.1%

Rockwell Automation stock opened at $433.18 on Thursday. The company has a market capitalization of $48.10 billion, a PE ratio of 40.60, a PEG ratio of 2.53 and a beta of 1.54. Rockwell Automation, Inc. has a 12-month low of $332.71 and a 12-month high of $497.36. The firm’s fifty day moving average is $462.93 and its 200 day moving average is $426.85. 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 posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.11. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The firm had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. During the same period in the previous year, the firm posted $2.82 earnings per share. The business’s revenue was up 7.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, sell-side analysts predict that Rockwell Automation, Inc. will post 13.22 EPS for the current fiscal year.

Rockwell Automation declared that its Board of Directors has authorized a share repurchase program on Tuesday, June 9th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the industrial products company to purchase up to 2% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership 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 given 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 payout ratio is presently 51.73%.

Insider Buying and Selling

In related news, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the transaction, the senior vice president directly owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. This represents a 7.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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.

Key Stories Impacting Rockwell Automation

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

• Positive Sentiment: Zacks raised 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. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

Analysts Set New Price Targets

ROK has been the topic of a number of analyst reports. Wall Street Zen lowered shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. DA Davidson began coverage on shares of Rockwell Automation in a research note on Tuesday, June 16th. They set a “neutral” rating and a $500.00 target price for the company. Mizuho set a $445.00 price target on shares of Rockwell Automation in a research report on Wednesday, May 6th. Sanford C. Bernstein upped their price target 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. Finally, Rothschild & Co Redburn increased their price target on Rockwell Automation from $365.00 to $378.00 in a report on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, Rockwell Automation currently has an average rating of “Hold” and a consensus price target of $468.67.

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.