Somerville Kurt F Has $16.04 Million Holdings in Rockwell Automation, Inc. $ROK

Somerville Kurt F lessened its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 9.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 45,878 shares of the industrial products company’s stock after selling 5,009 shares during the quarter. Rockwell Automation accounts for approximately 2.6% of Somerville Kurt F’s investment portfolio, making the stock its 15th biggest position. Somerville Kurt F’s holdings in Rockwell Automation were worth $16,036,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Annis Gardner Whiting Capital Advisors LLC raised its stake in Rockwell Automation by 7.1% during the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 440 shares of the industrial products company’s stock worth $154,000 after acquiring an additional 29 shares in the last quarter. J. Safra Sarasin Holding AG lifted its stake in Rockwell Automation by 2.2% in the 3rd quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company’s stock valued at $484,000 after purchasing an additional 30 shares during the last quarter. Fragasso Financial Advisors Inc boosted its position in Rockwell Automation by 3.6% in the third quarter. Fragasso Financial Advisors Inc now owns 902 shares of the industrial products company’s stock valued at $315,000 after buying an additional 31 shares in the last quarter. Dynamic Advisor Solutions LLC grew its stake 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 buying an additional 32 shares during the last quarter. Finally, Advisors Capital Management LLC increased its holdings in shares of Rockwell Automation by 1.7% during the second quarter. Advisors Capital Management LLC now owns 2,066 shares of the industrial products company’s stock worth $686,000 after buying an additional 34 shares in the last quarter. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation News Roundup

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

• Positive Sentiment: Zacks Research raised its FY2027 EPS outlook to $13.36 (from $12.71) and lifted FY2026 to $11.81 — a clear bullish revision to multi‑year earnings that supports a higher valuation for ROK. (Zacks Research, Feb. 19)
• Positive Sentiment: Zacks also bumped several quarterly forecasts (notably Q2 & Q3/Q4 2027 and Q2 2026), indicating improving near‑term consensus operating momentum for Rockwell. (Zacks Research, Feb. 19)
• Positive Sentiment: Customer win — DLG Group is deploying Rockwell’s Computerized Maintenance Management System to target ~10% downtime reduction, showing product adoption and potential for recurring software/ services revenue growth. Rockwell Automation Announces DLG Group’s Computerized Maintenance Management System Deployment to Drive 10% Downtime Reduction
• Neutral Sentiment: Investor outreach — Rockwell presented at Barclays’ 43rd Annual Industrial Select Conference; transcript provides management commentary and color that investors can use to validate guidance and strategy. Rockwell Automation, Inc. (ROK) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
• Negative Sentiment: Mixed / slight downgrades on specific quarters — Zacks trimmed estimates for Q4 2026 (to $3.23), Q3 2026 (to $3.00) and slightly lowered Q1 2027 (to $2.87). Those quarter‑by‑quarter cuts introduce near‑term uncertainty despite the stronger full‑year outlook. (Zacks Research, Feb. 19)
• Negative Sentiment: Valuation scrutiny — a Yahoo Finance piece asks whether it’s too late to buy ROK after strong multi‑year gains, highlighting investor concerns about high P/E and stretched valuation which could limit further upside or prompt profit‑taking. Is It Too Late To Consider Rockwell Automation (ROK) After Strong Multi‑Year Gains?

Rockwell Automation Stock Performance

Rockwell Automation stock traded up $6.24 during mid-day trading on Friday, hitting $401.62. The company had a trading volume of 33,338 shares, compared to its average volume of 972,396. The company’s fifty day moving average is $406.93 and its 200-day moving average is $375.40. The company has a market capitalization of $45.13 billion, a price-to-earnings ratio of 45.32, a P/E/G ratio of 2.84 and a beta of 1.52. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $438.72. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, beating analysts’ consensus estimates of $2.46 by $0.29. The firm had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The company’s quarterly revenue was up 11.9% on a year-over-year basis. During the same period last year, the firm earned $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Equities research analysts predict that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Monday, February 23rd will be issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Monday, February 23rd. Rockwell Automation’s payout ratio is presently 63.16%.

Analysts Set New Price Targets

ROK has been the subject of a number of recent research reports. Zacks Research downgraded Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Monday, January 12th. JPMorgan Chase & Co. increased their price objective on Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Bank of America raised their price objective on Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. KeyCorp reiterated an “overweight” rating and issued a $470.00 target price on shares of Rockwell Automation in a research note on Friday, February 6th. Finally, Morgan Stanley reissued an “overweight” rating and set a $460.00 price target on shares of Rockwell Automation in a research report on Sunday, February 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $417.22.

Insider Activity at Rockwell Automation

In related news, SVP Matheus De A. G. Viera Bulho sold 2,370 shares of Rockwell Automation stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $403.45, for a total value of $956,176.50. Following the sale, the senior vice president directly owned 1,964 shares in the company, valued at approximately $792,375.80. The trade was a 54.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Scott Genereux sold 1,387 shares of the stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $402.03, for a total value of $557,615.61. Following the transaction, the vice president directly owned 4,514 shares of the company’s stock, valued at $1,814,763.42. The trade was a 23.50% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 25,531 shares of company stock valued at $10,259,637 in the last three months. Company insiders own 0.76% of the company’s stock.

Rockwell Automation Company 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.