Integrated Investment Consultants LLC Trims Position in Rockwell Automation, Inc. $ROK

Integrated Investment Consultants LLC reduced its position in Rockwell Automation, Inc. (NYSE:ROK) by 57.4% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 878 shares of the industrial products company’s stock after selling 1,182 shares during the period. Integrated Investment Consultants LLC’s holdings in Rockwell Automation were worth $315,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Norges Bank acquired a new position in Rockwell Automation in the fourth quarter valued at $615,596,000. Northwestern Mutual Wealth Management Co. boosted its stake in Rockwell Automation by 5,925.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company’s stock worth $352,572,000 after buying an additional 891,153 shares during the last quarter. Eurizon Capital SGR S.p.A. purchased a new stake in Rockwell Automation in the 4th quarter valued at about $156,017,000. Invesco Ltd. grew its holdings in Rockwell Automation by 25.0% in the 4th quarter. Invesco Ltd. now owns 1,545,104 shares of the industrial products company’s stock valued at $601,154,000 after buying an additional 309,316 shares during the period. Finally, Balyasny Asset Management L.P. increased its stake in shares of Rockwell Automation by 1,666.2% during the 3rd quarter. Balyasny Asset Management L.P. now owns 321,722 shares of the industrial products company’s stock valued at $112,451,000 after acquiring an additional 303,506 shares during the last quarter. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Rockwell Automation Price Performance

Rockwell Automation stock opened at $481.31 on Monday. The firm has a fifty day moving average of $465.17 and a 200-day moving average of $424.27. Rockwell Automation, Inc. has a 52-week low of $305.44 and a 52-week high of $497.36. The company has a quick ratio of 0.76, a current ratio of 1.09 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $53.56 billion, a P/E ratio of 50.03, a PEG ratio of 2.84 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share 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 business had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. During the same quarter in the previous year, the business posted $2.45 EPS. The business’s quarterly 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. As a group, analysts predict that Rockwell Automation, Inc. will post 13.06 EPS for the current year.

Rockwell Automation announced that its Board of Directors has initiated a share buyback program on Tuesday, June 9th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the industrial products company to purchase up to 2% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board believes its shares are undervalued.

Rockwell Automation Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Monday, August 17th. Rockwell Automation’s dividend payout ratio (DPR) is presently 57.38%.

Insider Buying and Selling at Rockwell Automation

In related news, VP John M. Miller sold 1,054 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $426.02, for a total transaction of $449,025.08. Following the transaction, the vice president directly owned 5,615 shares of the company’s stock, valued at approximately $2,392,102.30. The trade was a 15.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Scott Genereux sold 550 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $447.73, for a total transaction of $246,251.50. Following the completion of the sale, 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. 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 9,361 shares of company stock worth $4,189,886. Insiders own 0.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. Robert W. Baird raised their target price on shares of Rockwell Automation from $470.00 to $527.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st. KeyCorp upped their price target on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Barclays lifted their price target on shares of Rockwell Automation from $400.00 to $480.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. DA Davidson began coverage on shares of Rockwell Automation in a research note on Tuesday, June 16th. They set a “neutral” rating and a $500.00 price objective for the company. Finally, Mizuho set a $445.00 price objective on Rockwell Automation in a report on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat.com, Rockwell Automation presently has a consensus rating of “Hold” and an average target price of $469.33.

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.