Robeco Institutional Asset Management B.V. Has $162.69 Million Holdings in Rockwell Automation, Inc. $ROK

Robeco Institutional Asset Management B.V. boosted its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 16.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 465,446 shares of the industrial products company’s stock after buying an additional 66,137 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Rockwell Automation were worth $162,687,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in ROK. Thurston Springer Miller Herd & Titak Inc. grew its stake in shares of Rockwell Automation by 468.8% in the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 75 shares during the period. Rexford Capital Inc. bought a new stake in shares of Rockwell Automation in the 2nd quarter worth about $33,000. Legend Financial Advisors Inc. acquired a new stake in shares of Rockwell Automation during the 2nd quarter worth about $39,000. SBI Securities Co. Ltd. boosted its position in Rockwell Automation by 48.7% in the second quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock valued at $39,000 after buying an additional 38 shares in the last quarter. Finally, Financial Gravity Companies Inc. acquired a new stake in shares of Rockwell Automation during the second quarter worth approximately $40,000. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ROK has been the subject of a number of research reports. Weiss Ratings restated a “hold (c)” rating on shares of Rockwell Automation in a research note on Monday, December 29th. Evercore ISI initiated coverage on Rockwell Automation in a research report on Monday, December 15th. They set an “in-line” rating and a $440.00 target price for the company. Oppenheimer reissued an “outperform” rating and set a $391.00 price objective on shares of Rockwell Automation in a report on Friday, November 7th. Jefferies Financial Group increased their price objective on shares of Rockwell Automation from $450.00 to $470.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Finally, Wall Street Zen upgraded Rockwell Automation from a “hold” rating to a “buy” rating in a research report on Sunday, September 21st. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $403.31.

Insider Buying and Selling

In other Rockwell Automation news, VP Scott Genereux sold 1,387 shares of Rockwell Automation stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.03, for a total transaction of $557,615.61. Following the completion of 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Rebecca W. House sold 1,698 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $402.06, for a total transaction of $682,697.88. Following the completion of the transaction, the senior vice president directly owned 12,200 shares in the company, valued at $4,905,132. The trade was a 12.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 88,053 shares of company stock worth $34,718,919. Corporate insiders own 0.76% of the company’s stock.

Rockwell Automation Stock Performance

Shares of Rockwell Automation stock opened at $404.81 on Tuesday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.14 and a quick ratio of 0.77. The firm has a market cap of $45.45 billion, a price-to-earnings ratio of 52.85, a price-to-earnings-growth ratio of 2.67 and a beta of 1.52. Rockwell Automation, Inc. has a one year low of $215.00 and a one year high of $415.89. The stock’s 50-day moving average is $388.15 and its 200-day moving average is $359.95.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share for the quarter, topping the consensus estimate of $2.94 by $0.40. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. The company had revenue of $4.63 billion during the quarter, compared to analysts’ expectations of $2.19 billion. During the same period last year, the business earned $2.47 EPS. The business’s quarterly revenue was up 13.8% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. Equities analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 17th were given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 1.4%. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. The ex-dividend date of this dividend was Monday, November 17th. Rockwell Automation’s payout ratio is currently 72.06%.

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.