Central Pacific Bank Trust Division Increases Position in Rockwell Automation, Inc. $ROK

Central Pacific Bank Trust Division increased its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 51.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,662 shares of the industrial products company’s stock after acquiring an additional 2,597 shares during the period. Central Pacific Bank Trust Division’s holdings in Rockwell Automation were worth $3,793,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Vanguard Group Inc. grew its stake in Rockwell Automation by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock valued at $5,527,249,000 after purchasing an additional 114,469 shares during the period. State Street Corp raised its stake in shares of Rockwell Automation by 4.2% during the 4th quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock worth $1,943,844,000 after purchasing an additional 202,705 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Rockwell Automation by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock worth $1,133,397,000 after buying an additional 17,855 shares during the last quarter. Morgan Stanley boosted its holdings in shares of Rockwell Automation by 10.4% in the 4th quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock worth $1,136,801,000 after buying an additional 276,021 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its position in Rockwell Automation by 1.2% during the fourth quarter. Goldman Sachs Group Inc. now owns 2,104,985 shares of the industrial products company’s stock valued at $818,986,000 after buying an additional 24,719 shares during the period. 75.75% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the transaction, the senior vice president directly owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. This trade represents a 7.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Terry L. Riesterer sold 4,024 shares of Rockwell Automation stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $451.97, for a total transaction of $1,818,727.28. Following the completion of the transaction, the vice president owned 134 shares of the company’s stock, valued at $60,563.98. This represents a 96.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 5,673 shares of company stock valued at $2,540,847 over the last quarter. Company insiders own 0.76% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the stock. Evercore raised their price objective on shares of Rockwell Automation from $440.00 to $480.00 in a report on Wednesday, May 6th. BNP Paribas Exane boosted their target price on shares of Rockwell Automation from $495.00 to $515.00 in a research note on Wednesday, May 6th. KeyCorp increased their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Wall Street Zen lowered shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Barclays lifted their price target on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. Nine research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat, Rockwell Automation presently has a consensus rating of “Hold” and an average price target of $469.33.

Rockwell Automation Stock Down 7.3%

ROK stock opened at $445.66 on Wednesday. The stock has a fifty day moving average of $465.55 and a 200-day moving average of $424.93. Rockwell Automation, Inc. has a fifty-two week low of $305.44 and a fifty-two week high of $497.36. The company has a market capitalization of $49.59 billion, a price-to-earnings ratio of 46.33, a PEG ratio of 2.84 and a beta of 1.54. 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 (NYSE:ROK) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. The business had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The firm’s quarterly revenue was up 7.9% compared to the same quarter last year. During the same period in the previous year, the business posted $2.82 EPS. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, equities research analysts predict that Rockwell Automation, Inc. will post 13.06 earnings per share for the current year.

Rockwell Automation announced that its Board of Directors has authorized a stock buyback plan on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the industrial products company to purchase up to 2% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s leadership believes its stock is undervalued.

Rockwell Automation Dividend Announcement

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 $1.38 dividend. 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 (DPR) is presently 57.38%.

More Rockwell Automation News

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

• Positive Sentiment: Rockwell reported adjusted earnings of $3.49 per share on $2.31 billion in revenue, exceeding analyst estimates of approximately $3.38-$3.39 EPS and $2.24 billion in revenue. Sales increased 7.9% year over year, while EPS rose from $2.82 in the prior-year quarter. Rockwell Automation fiscal third-quarter earnings report
• Positive Sentiment: Margin expansion helped drive the earnings beat, and management raised its fiscal 2026 outlook to adjusted EPS of $13.00-$13.30 and revenue of approximately $9.0-$9.1 billion. The updated EPS range is slightly above the prior consensus forecast. Zacks Rockwell Automation earnings and guidance report
• Neutral Sentiment: The results call highlighted solid operating momentum, but investors are weighing the outlook against Rockwell’s premium valuation, with the stock trading at roughly 46 times earnings and near its recent highs. Rockwell Automation Q3 2026 earnings call transcript
• Negative Sentiment: Lifecycle Services was a key concern: reported revenue fell 12% and organic sales declined 2%, while its book-to-bill ratio was below 1.0 at 0.97. That suggests orders were not expanding the segment’s backlog and may signal softer demand in part of the business. Quiver Quantitative Rockwell Automation analysis
• Negative Sentiment: The guidance increase may have disappointed investors who expected a larger upgrade after Rockwell’s strong share-price performance. Reports also point to insider selling: executives recorded numerous sales and no open-market purchases during the past six months, adding a sentiment headwind.

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.