Venture Visionary Partners LLC Boosts Stock Position in Rockwell Automation, Inc. $ROK

Venture Visionary Partners LLC boosted its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 28.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,662 shares of the industrial products company’s stock after buying an additional 1,709 shares during the quarter. Venture Visionary Partners LLC’s holdings in Rockwell Automation were worth $2,981,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Manchester Capital Management LLC increased its holdings in Rockwell Automation by 97.5% in 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. First Horizon Corp purchased a new position in Rockwell Automation in the fourth quarter valued at $32,000. BOK Financial Private Wealth Inc. purchased a new position in Rockwell Automation in the fourth quarter valued at $33,000. Fortitude Family Office LLC increased its holdings in Rockwell Automation by 109.5% in the fourth quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after buying an additional 46 shares during the last quarter. Finally, Ameriflex Group Inc. increased its holdings 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 buying an additional 50 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, SVP Christopher Nardecchia sold 2,538 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $446.43, for a total transaction of $1,133,039.34. Following the completion of the sale, the senior vice president owned 14,232 shares in the company, valued at approximately $6,353,591.76. This represents a 15.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Matthew W. Fordenwalt sold 377 shares of the stock in a transaction dated Thursday, June 4th. The stock was 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 $2,043,282.87. This trade represents a 7.83% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 12,308 shares of company stock valued at $5,339,812. Corporate insiders own 0.76% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Wall Street Zen lowered Rockwell Automation from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Sanford C. Bernstein initiated coverage on shares of Rockwell Automation in a research note on Tuesday, June 9th. They issued a “market perform” rating and a $501.00 price objective for the company. Citigroup upped their price objective on shares of Rockwell Automation from $466.00 to $500.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. KeyCorp upped their price objective on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Finally, Wells Fargo & Company upped their price objective on shares of Rockwell Automation from $360.00 to $440.00 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $454.05.

Rockwell Automation Stock Performance

NYSE ROK opened at $463.84 on Tuesday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76. Rockwell Automation, Inc. has a 1 year low of $305.44 and a 1 year high of $473.91. The company has a market capitalization of $51.61 billion, a PE ratio of 48.22, a P/E/G ratio of 2.94 and a beta of 1.57. The company has a fifty day moving average of $430.53 and a two-hundred day moving average of $407.59.

Rockwell Automation (NYSE:ROK) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share (EPS) for the quarter, beating 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 company had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.16 billion. During the same quarter in the prior year, the firm posted $2.45 earnings per share. Rockwell Automation’s revenue for the quarter was up 11.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. As a group, analysts expect that Rockwell Automation, Inc. will post 13.01 earnings per share for the current year.

Rockwell Automation announced that its Board of Directors has authorized a stock repurchase program on Tuesday, June 9th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the industrial products company to buy up to 2% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its shares are undervalued.

Rockwell Automation Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be paid a dividend of $1.38 per share. The ex-dividend date is Monday, August 17th. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. Rockwell Automation’s dividend payout ratio is 57.38%.

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.