Monetta Financial Services Inc. Takes $1.39 Million Position in Rockwell Automation, Inc. $ROK

Monetta Financial Services Inc. bought a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the second quarter, Holdings Channel.com reports. The institutional investor bought 2,800 shares of the industrial products company’s stock, valued at approximately $1,386,000.

A number of other institutional investors have also added to or reduced their stakes in the company. MV Capital Management Inc. acquired a new position in Rockwell Automation during the fourth quarter worth $28,000. Manchester Capital Management LLC grew its holdings in shares of Rockwell Automation by 97.5% during the fourth quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after buying an additional 39 shares during the last quarter. Cassaday & Co Wealth Management LLC acquired a new position in shares of Rockwell Automation during the first quarter valued at about $31,000. First Horizon Corp bought a new stake in shares of Rockwell Automation during the fourth quarter worth about $32,000. Finally, BOK Financial Private Wealth Inc. bought a new stake in shares of Rockwell Automation during the fourth quarter worth about $33,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, SVP Matthew W. Fordenwalt sold 377 shares of Rockwell Automation stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.76% of the company’s stock.

Rockwell Automation News Summary

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

• Positive Sentiment: Zacks raised most earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

Analyst Ratings Changes

ROK has been the subject of a number of analyst reports. The Goldman Sachs Group increased their price target on Rockwell Automation from $448.00 to $487.00 in a research report on Wednesday, May 6th. Wells Fargo & Company upped their target price on shares of Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 6th. Argus increased their target price on shares of Rockwell Automation from $465.00 to $530.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. BNP Paribas Exane raised their price target on shares of Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday, May 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Rockwell Automation in a report on Thursday, June 18th. Nine research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $468.67.

Rockwell Automation Price Performance

ROK stock opened at $433.18 on Thursday. The firm has a 50 day moving average of $462.93 and a 200-day moving average of $426.85. The firm has a market capitalization of $48.10 billion, a P/E ratio of 40.60, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54. Rockwell Automation, Inc. has a 12 month low of $332.71 and a 12 month high of $497.36. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.38 by $0.11. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The business had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. During the same period in the previous year, the business posted $2.82 earnings per share. Rockwell Automation’s revenue for the quarter was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, sell-side analysts predict that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.

Rockwell Automation announced that its Board of Directors has authorized a stock buyback plan on Tuesday, June 9th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the industrial products company to reacquire up to 2% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s leadership believes its shares are undervalued.

Rockwell Automation Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Monday, August 17th. Rockwell Automation’s dividend payout ratio (DPR) is currently 51.73%.

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.