Symphony Financial Ltd. Co. Has $568,000 Stock Holdings in Rockwell Automation, Inc. $ROK

Symphony Financial Ltd. Co. lowered its position in Rockwell Automation, Inc. (NYSE:ROK) by 44.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,631 shares of the industrial products company’s stock after selling 1,298 shares during the quarter. Symphony Financial Ltd. Co.’s holdings in Rockwell Automation were worth $568,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in ROK. Fragasso Financial Advisors Inc grew its holdings in Rockwell Automation by 3.6% during the 3rd quarter. Fragasso Financial Advisors Inc now owns 902 shares of the industrial products company’s stock worth $315,000 after acquiring an additional 31 shares during the last quarter. Dynamic Advisor Solutions LLC lifted its holdings in shares of Rockwell Automation by 3.3% during the third quarter. Dynamic Advisor Solutions LLC now owns 1,015 shares of the industrial products company’s stock worth $355,000 after purchasing an additional 32 shares during the period. Advisors Capital Management LLC grew its stake in shares of Rockwell Automation by 1.7% in the second quarter. Advisors Capital Management LLC now owns 2,066 shares of the industrial products company’s stock worth $686,000 after purchasing an additional 34 shares during the last quarter. Aviso Financial Inc. increased its holdings in Rockwell Automation by 4.4% in the second quarter. Aviso Financial Inc. now owns 859 shares of the industrial products company’s stock valued at $285,000 after purchasing an additional 36 shares during the period. Finally, IFP Advisors Inc raised its position in Rockwell Automation by 2.7% during the 2nd quarter. IFP Advisors Inc now owns 1,427 shares of the industrial products company’s stock worth $476,000 after purchasing an additional 37 shares during the last quarter. Institutional investors own 75.75% of the company’s stock.

Insider Buying and Selling

In related news, SVP Matheus De A. G. Viera Bulho sold 476 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total value of $191,361.52. Following the completion of the sale, the senior vice president directly owned 2,401 shares of the company’s stock, valued at $965,250.02. The trade was a 16.55% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Matthew W. Fordenwalt sold 146 shares of the stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $402.48, for a total value of $58,762.08. Following the completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $1,785,803.76. The trade was a 3.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 88,053 shares of company stock worth $34,718,919 over the last 90 days. 0.76% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on ROK. Jefferies Financial Group upped their price target on Rockwell Automation from $450.00 to $470.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Weiss Ratings reiterated a “hold (c)” rating on shares of Rockwell Automation in a report on Monday, December 29th. Wells Fargo & Company raised their price target on shares of Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 7th. The Goldman Sachs Group raised shares of Rockwell Automation from a “sell” rating to a “neutral” rating and upped their price objective for the company from $329.00 to $448.00 in a research note on Tuesday, December 16th. Finally, Robert W. Baird increased their price objective on shares of Rockwell Automation from $392.00 to $402.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, Rockwell Automation presently has a consensus rating of “Moderate Buy” and an average price target of $410.12.

Rockwell Automation Stock Performance

Shares of ROK stock opened at $417.75 on Friday. The company has a market cap of $46.90 billion, a price-to-earnings ratio of 54.54, a price-to-earnings-growth ratio of 2.93 and a beta of 1.52. Rockwell Automation, Inc. has a 52 week low of $215.00 and a 52 week high of $429.58. The company has a quick ratio of 0.77, a current ratio of 1.14 and a debt-to-equity ratio of 0.70. The firm has a 50 day moving average of $399.62 and a 200-day moving average of $367.72.

Rockwell Automation (NYSE:ROK) last released its earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.94 by $0.40. The company had revenue of $4.63 billion for the quarter, compared to the consensus estimate of $2.19 billion. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. Rockwell Automation’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.47 EPS. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. On average, equities analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share 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 given a dividend of $1.38 per share. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.31. The ex-dividend date of this dividend was Monday, November 17th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. Rockwell Automation’s payout ratio is currently 72.06%.

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.