Rockwell Automation, Inc. $ROK Shares Purchased by DNB Asset Management AS

DNB Asset Management AS increased its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 33,202 shares of the industrial products company’s stock after purchasing an additional 1,412 shares during the quarter. DNB Asset Management AS’s holdings in Rockwell Automation were worth $11,605,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of ROK. Norges Bank acquired a new stake in shares of Rockwell Automation during the 2nd quarter worth about $368,575,000. Holocene Advisors LP boosted its holdings in shares of Rockwell Automation by 128.9% during the second quarter. Holocene Advisors LP now owns 866,992 shares of the industrial products company’s stock worth $287,989,000 after purchasing an additional 488,262 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of Rockwell Automation by 122.3% in the third quarter. JPMorgan Chase & Co. now owns 819,708 shares of the industrial products company’s stock valued at $286,522,000 after purchasing an additional 451,038 shares during the period. Ontario Teachers Pension Plan Board boosted its stake in Rockwell Automation by 7,730.3% in the 2nd quarter. Ontario Teachers Pension Plan Board now owns 354,792 shares of the industrial products company’s stock worth $117,851,000 after buying an additional 350,261 shares during the last quarter. Finally, Marshall Wace LLP boosted its position in shares of Rockwell Automation by 294.5% in the second quarter. Marshall Wace LLP now owns 429,492 shares of the industrial products company’s stock worth $142,664,000 after acquiring an additional 320,627 shares during the last quarter. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insider Buying and Selling at Rockwell Automation

In other news, VP Scott Genereux sold 17,407 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total value of $7,043,046.27. Following the transaction, the vice president owned 3,314 shares in the company, valued at $1,340,877.54. This represents a 84.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Christopher Nardecchia sold 14,465 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the completion of the transaction, the senior vice president directly owned 14,232 shares in the company, valued at $5,835,262.32. This trade represents a 50.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 73,959 shares of company stock valued at $29,938,428. 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: Rockwell opened a new Customer Experience Center in Bologna, Italy — a commercial/technical showcase that can help win European automation deals and deepen customer relationships. Read More.
• Positive Sentiment: Recent fundamentals remain strong: Rockwell beat Q4 estimates and set FY2026 EPS guidance of $11.40–$12.20, supporting the view of continued revenue and margin strength (investors should weigh this against valuation). Read More.
• Negative Sentiment: SVP Christopher Nardecchia sold 14,465 shares at ~$410.01 (~$5.93M); his direct holdings dropped ~50.4%. This large sale was disclosed via SEC filing. Read More.
• Negative Sentiment: VP Scott Genereux sold 17,407 shares at ~$404.61 (~$7.04M), cutting his stake by ~84.0% — another sizable insider exit. Read More.
• Negative Sentiment: SVP Rebecca W. House sold 12,100 shares at ~$404.27 (~$4.89M), reducing her holdings by ~49.8%. Read More.
• Negative Sentiment: SVP Christopher (other exec) — Tessa M. Myers sold 1,985 shares at ~$409.37 (~$812.6K), trimming her position ~33%. Read More.
• Negative Sentiment: SVP Matthew W. Fordenwalt sold 1,200 shares at ~$404.21 (~$485K), a ~21.3% reduction in his holding. Read More.
• Negative Sentiment: VP Isaac Woods sold 1,271 shares at ~$405.69 (~$515.6K), cutting his stake ~43.0%. Read More.

Rockwell Automation Trading Down 1.0%

NYSE ROK opened at $407.02 on Friday. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The company has a 50-day simple moving average of $407.47 and a 200-day simple moving average of $378.38. Rockwell Automation, Inc. has a one year low of $215.00 and a one year high of $438.72. The firm has a market capitalization of $45.73 billion, a PE ratio of 46.57, a price-to-earnings-growth ratio of 2.91 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping the consensus estimate of $2.46 by $0.29. The business had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The company’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, equities analysts forecast that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Dividend Announcement

The firm also recently announced 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 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Monday, February 23rd. Rockwell Automation’s payout ratio is presently 63.16%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on ROK shares. Zacks Research downgraded Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. KeyCorp reissued an “overweight” rating and set a $470.00 target price on shares of Rockwell Automation in a research report on Friday, February 6th. Rothschild & Co Redburn lifted their price target on shares of Rockwell Automation from $335.00 to $365.00 and gave the company a “neutral” rating in a research report on Wednesday, January 21st. Morgan Stanley reissued an “overweight” rating and issued a $460.00 price objective on shares of Rockwell Automation in a research report on Sunday, February 8th. Finally, Oppenheimer lowered shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 20th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, Rockwell Automation presently has a consensus rating of “Moderate Buy” and a consensus price target of $418.33.

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.