MASTERINVEST Kapitalanlage GmbH Acquires New Shares in Rockwell Automation, Inc. $ROK

MASTERINVEST Kapitalanlage GmbH acquired a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 3,510 shares of the industrial products company’s stock, valued at approximately $1,227,000.

A number of other hedge funds also recently added to or reduced their stakes in ROK. Brighton Jones LLC acquired a new stake in shares of Rockwell Automation in the 4th quarter worth about $281,000. AQR Capital Management LLC lifted its position 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 worth $2,059,000 after purchasing an additional 3,513 shares during the period. Jones Financial Companies Lllp raised its stake in shares of Rockwell Automation by 9.0% in the 1st quarter. Jones Financial Companies Lllp now owns 5,343 shares of the industrial products company’s stock worth $1,381,000 after buying an additional 441 shares in the last quarter. Empowered Funds LLC raised its position in Rockwell Automation by 142.7% in the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock worth $1,887,000 after acquiring an additional 4,295 shares in the last quarter. Finally, Bayforest Capital Ltd acquired a new stake in Rockwell Automation during the first quarter valued at approximately $147,000. 75.75% of the stock is currently owned by institutional investors.

Rockwell Automation Stock Performance

Shares of ROK opened at $410.56 on Friday. The firm’s fifty day simple moving average is $391.60 and its two-hundred day simple moving average is $362.09. Rockwell Automation, Inc. has a 12 month low of $215.00 and a 12 month high of $415.89. The company has a current ratio of 1.14, a quick ratio of 0.77 and a debt-to-equity ratio of 0.70. The stock has a market capitalization of $46.09 billion, a P/E ratio of 53.60, a price-to-earnings-growth ratio of 2.75 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.94 by $0.40. The firm had revenue of $4.63 billion for the quarter, compared to analyst estimates of $2.19 billion. Rockwell Automation had a return on equity of 32.69% and a net margin of 10.42%.The company’s revenue was up 13.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. As a group, analysts predict that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 17th were issued a dividend of $1.38 per share. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Monday, November 17th. Rockwell Automation’s dividend payout ratio (DPR) is currently 72.06%.

Analysts Set New Price Targets

Several brokerages have commented on ROK. Zacks Research upgraded shares of Rockwell Automation from a “hold” rating to a “strong-buy” rating in a report on Friday, December 12th. TD Cowen increased their price objective on Rockwell Automation from $275.00 to $330.00 and gave the stock a “hold” rating in a research note on Tuesday, December 2nd. Robert W. Baird lifted their target price on Rockwell Automation from $392.00 to $402.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Evercore ISI started coverage on shares of Rockwell Automation in a research report on Monday, December 15th. They issued an “in-line” rating and a $440.00 price target for the company. Finally, Barclays boosted their price objective on shares of Rockwell Automation from $435.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $406.13.

Insider Activity at Rockwell Automation

In related news, SVP Tessa M. Myers sold 1,020 shares of Rockwell Automation stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.07, for a total value of $410,111.40. Following the completion of the sale, the senior vice president owned 6,021 shares of the company’s stock, valued at approximately $2,420,863.47. This trade represents a 14.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Rebecca W. House sold 1,698 shares of the firm’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.06, for a total value of $682,697.88. Following the transaction, the senior vice president owned 12,200 shares in the company, valued at approximately $4,905,132. This trade represents a 12.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 88,053 shares of company stock worth $34,718,919. 0.76% of the stock is currently owned by insiders.

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.