Capital Fund Management S.A. Purchases 39,214 Shares of Rockwell Automation, Inc. $ROK

Capital Fund Management S.A. lifted its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 141.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,931 shares of the industrial products company’s stock after purchasing an additional 39,214 shares during the quarter. Capital Fund Management S.A. owned 0.06% of Rockwell Automation worth $23,394,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. raised its holdings in Rockwell Automation by 468.8% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock worth $32,000 after buying an additional 75 shares during the last quarter. Rexford Capital Inc. acquired a new position in shares of Rockwell Automation during the second quarter valued at about $33,000. Ameriflex Group Inc. increased its position in shares of Rockwell Automation by 100.0% during the third quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 50 shares in the last quarter. SBI Securities Co. Ltd. increased its position in shares of Rockwell Automation by 48.7% during the second quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock worth $39,000 after acquiring an additional 38 shares in the last quarter. Finally, Financial Gravity Companies Inc. acquired a new stake in shares of Rockwell Automation in the 2nd quarter worth about $40,000. 75.75% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have issued reports on ROK. Morgan Stanley reiterated an “overweight” rating and set a $460.00 price target on shares of Rockwell Automation in a research note on Sunday, February 8th. Mizuho increased their price objective on Rockwell Automation from $380.00 to $400.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Bank of America lifted their target price on Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Stephens upped their price target on Rockwell Automation from $425.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. Finally, Zacks Research lowered Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, Rockwell Automation has an average rating of “Moderate Buy” and an average target price of $418.33.

Rockwell Automation Stock Down 0.3%

ROK stock opened at $372.96 on Thursday. The stock has a fifty day moving average of $405.32 and a 200-day moving average of $380.54. Rockwell Automation, Inc. has a fifty-two week low of $215.00 and a fifty-two week high of $438.72. The company has a market capitalization of $41.90 billion, a price-to-earnings ratio of 42.67, a PEG ratio of 2.67 and a beta of 1.53. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.75 EPS for the quarter, beating the consensus estimate of $2.46 by $0.29. The business had revenue of $2.11 billion for 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 revenue was up 11.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. As a group, equities research analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Monday, February 23rd were issued a $1.38 dividend. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $5.52 annualized dividend and a yield of 1.5%. Rockwell Automation’s dividend payout ratio (DPR) is 63.16%.

Insider Buying and Selling

In other Rockwell Automation news, SVP Tessa M. Myers sold 1,985 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total transaction of $812,599.45. Following the sale, the senior vice president owned 4,036 shares in the company, valued at $1,652,217.32. This represents a 32.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Isaac Woods sold 1,271 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total value of $515,631.99. Following the completion of the transaction, the vice president directly owned 1,687 shares of the company’s stock, valued at $684,399.03. The trade was a 42.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 49,228 shares of company stock worth $19,992,391 in the last 90 days. 0.76% of the stock is currently owned by company insiders.

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.