Orange Investment Advisors Inc. Has $3.10 Million Stock Holdings in Rockwell Automation, Inc. $ROK

Orange Investment Advisors Inc. lessened its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 12.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 7,978 shares of the industrial products company’s stock after selling 1,149 shares during the quarter. Orange Investment Advisors Inc.’s holdings in Rockwell Automation were worth $3,104,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. First Horizon Corp bought a new stake in Rockwell Automation during the 4th quarter worth about $32,000. BOK Financial Private Wealth Inc. bought a new position in Rockwell Automation in the 4th quarter worth approximately $33,000. Fortitude Family Office LLC grew its holdings in Rockwell Automation by 109.5% during the fourth quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 46 shares during the period. Ameriflex Group Inc. increased its stake in Rockwell Automation by 100.0% in the third quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after purchasing an additional 50 shares in the last quarter. Finally, Dynamic Wealth Strategies LLC increased its stake in Rockwell Automation by 80.7% in the fourth quarter. Dynamic Wealth Strategies LLC now owns 103 shares of the industrial products company’s stock valued at $40,000 after purchasing an additional 46 shares in the last quarter. 75.75% of the stock is owned by institutional investors.

Insider Activity

In other Rockwell Automation news, VP Scott Genereux sold 550 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $447.73, for a total value of $246,251.50. Following the transaction, the vice president directly owned 2,764 shares of the company’s stock, valued at $1,237,525.72. This trade represents a 16.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Christopher Nardecchia sold 2,538 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $446.43, for a total transaction of $1,133,039.34. Following the sale, the senior vice president directly owned 14,232 shares of the company’s stock, valued at approximately $6,353,591.76. This trade represents a 15.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 60,141 shares of company stock worth $24,745,509. 0.76% of the stock is owned by insiders.

Key Headlines Impacting Rockwell Automation

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

• Positive Sentiment: Zacks Research lifted Rockwell Automation’s earnings forecasts for several periods, including FY2026, FY2027, and FY2028, signaling higher expected profitability and supporting the stock’s bullish tone.
• Positive Sentiment: The company continues to be viewed favorably in market commentary as a long-term momentum and “high-quality compounder” name, reinforcing positive sentiment around the stock.
• Neutral Sentiment: Rockwell Automation presented at the Wolfe Research 19th Annual Global Transportation & Industrials Conference, which may have helped keep investor attention on the stock but did not include a clearly reported new catalyst. Rockwell Automation, Inc. (ROK) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript
• Neutral Sentiment: A new global study highlighted that 90% of manufacturers say digital transformation is now essential, a trend that supports Rockwell Automation’s long-term end-market narrative. Rockwell Automation, Inc.: 90% of Manufacturers Say Digital Transformation Is Now Essential, According to New Global Study
• Negative Sentiment: VP John M. Miller sold 1,054 shares in a pre-arranged 10b5-1 transaction, which can weigh on sentiment even though the sale was routine and disclosed in advance. John M. Miller insider trade

Rockwell Automation Stock Performance

Shares of ROK stock opened at $440.65 on Friday. The company has a market capitalization of $49.03 billion, a price-to-earnings ratio of 45.81, a PEG ratio of 2.79 and a beta of 1.56. The company has a 50-day simple moving average of $397.69 and a 200 day simple moving average of $398.09. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.76 and a current ratio of 1.09. Rockwell Automation, Inc. has a 52 week low of $298.70 and a 52 week high of $463.48.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, topping the consensus estimate of $2.88 by $0.42. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The business had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.16 billion. During the same quarter in the previous year, the company earned $2.45 EPS. The business’s revenue was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, sell-side analysts predict that Rockwell Automation, Inc. will post 13.01 earnings per share for the current year.

Rockwell Automation Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be issued a $1.38 dividend. The ex-dividend date of this dividend is Monday, May 18th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s payout ratio is currently 57.38%.

Analysts Set New Price Targets

ROK has been the subject of several research analyst reports. Robert W. Baird decreased their price target on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a report on Monday, March 30th. Barclays increased their target price on Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Rothschild & Co Redburn lifted their price target on shares of Rockwell Automation from $365.00 to $378.00 in a research note on Wednesday, May 6th. The Goldman Sachs Group increased their price objective on shares of Rockwell Automation from $448.00 to $487.00 in a research report on Wednesday, May 6th. Finally, BNP Paribas Exane raised their price objective on shares of Rockwell Automation from $495.00 to $515.00 in a report on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $449.16.

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.