Rockwell Automation, Inc. $ROK Stock Holdings Lifted by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. grew its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 91.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 9,657 shares of the industrial products company’s stock after acquiring an additional 4,615 shares during the period. Jefferies Financial Group Inc.’s holdings in Rockwell Automation were worth $3,375,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. grew its holdings 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 worth $32,000 after acquiring an additional 75 shares during the last quarter. Rexford Capital Inc. purchased a new stake in shares of Rockwell Automation during the second quarter valued at $33,000. Ameriflex Group Inc. lifted its holdings in shares of Rockwell Automation by 100.0% during 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 during the last quarter. SBI Securities Co. Ltd. boosted its position in shares of Rockwell Automation by 48.7% in the 2nd quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock valued at $39,000 after purchasing an additional 38 shares during the period. Finally, Financial Gravity Companies Inc. acquired a new position in shares of Rockwell Automation in the 2nd quarter valued at $40,000. 75.75% of the stock is owned by institutional investors.

Insider Activity at Rockwell Automation

In related news, VP Scott Genereux sold 17,407 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total value of $7,043,046.27. Following the transaction, the vice president owned 3,314 shares in the company, valued at approximately $1,340,877.54. This represents a 84.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Rebecca W. House sold 12,100 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the transaction, the senior vice president directly owned 12,200 shares in the company, valued at approximately $4,932,094. The trade was a 49.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 49,228 shares of company stock worth $19,992,391. 0.76% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Robert W. Baird set a $430.00 price objective on Rockwell Automation in a report on Friday, February 6th. Oppenheimer downgraded shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Weiss Ratings raised shares of Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 20th. Bank of America upped their price target on shares of Rockwell Automation from $410.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Finally, Citigroup raised their price objective on shares of Rockwell Automation from $439.00 to $466.00 and gave the stock a “buy” rating in a research note on Monday, December 8th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $418.33.

Rockwell Automation Trading Down 0.4%

Shares of NYSE:ROK opened at $373.91 on Wednesday. The firm has a fifty day moving average of $405.65 and a two-hundred day moving average of $380.60. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68. Rockwell Automation, Inc. has a 12-month low of $215.00 and a 12-month high of $438.72. The firm has a market capitalization of $42.01 billion, a P/E ratio of 42.78, a price-to-earnings-growth ratio of 2.68 and a beta of 1.53.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, topping analysts’ consensus estimates of $2.46 by $0.29. The business had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. Rockwell Automation’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the prior year, the business posted $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. On average, equities analysts expect that Rockwell Automation, Inc. will post 9.35 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd were given a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Monday, February 23rd. Rockwell Automation’s dividend payout ratio is presently 63.16%.

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.