Notis McConarty Edward Takes Position in Rockwell Automation, Inc. $ROK

Notis McConarty Edward bought a new position in Rockwell Automation, Inc. (NYSE:ROK) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 15,796 shares of the industrial products company’s stock, valued at approximately $7,820,000. Rockwell Automation comprises 3.4% of Notis McConarty Edward’s holdings, making the stock its 10th biggest holding.

Several other institutional investors also recently bought and sold shares of the stock. Castle Rock Wealth Management LLC boosted its position in Rockwell Automation by 2.2% in the 2nd quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock worth $501,000 after purchasing an additional 22 shares in the last quarter. Richards Merrill & Peterson Inc. lifted its stake in shares of Rockwell Automation by 1.9% in the 1st quarter. Richards Merrill & Peterson Inc. now owns 1,358 shares of the industrial products company’s stock valued at $487,000 after purchasing an additional 25 shares during the period. Cidel Asset Management Inc. boosted its holdings in Rockwell Automation by 4.6% during the first quarter. Cidel Asset Management Inc. now owns 574 shares of the industrial products company’s stock worth $206,000 after buying an additional 25 shares in the last quarter. HBK Sorce Advisory LLC grew its position in Rockwell Automation by 0.7% during the fourth quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock valued at $1,544,000 after buying an additional 27 shares during the period. Finally, Johnson Investment Counsel Inc. increased its holdings in Rockwell Automation by 1.9% in the fourth quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock valued at $549,000 after buying an additional 27 shares in the last quarter. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Rockwell Automation Stock Performance

NYSE:ROK opened at $433.18 on Thursday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. The stock has a market capitalization of $48.10 billion, a PE ratio of 40.60, a P/E/G ratio of 2.53 and a beta of 1.54. Rockwell Automation, Inc. has a fifty-two week low of $332.71 and a fifty-two week high of $497.36. The company has a fifty day moving average of $462.93 and a two-hundred day moving average of $426.85.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.38 by $0.11. The business had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The company’s revenue for the quarter was up 7.9% compared to the same quarter last year. During the same quarter last year, the business earned $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, research analysts forecast that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.

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

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. Rockwell Automation’s dividend payout ratio (DPR) is currently 51.73%.

Insider Transactions at Rockwell Automation

In related news, SVP Matthew W. Fordenwalt sold 377 shares of Rockwell Automation stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the sale, the senior vice president directly owned 4,437 shares in the company, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.76% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on ROK. Barclays upped their price objective on shares of Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. KeyCorp lifted their price target on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. BNP Paribas Exane upped their price target on Rockwell Automation from $495.00 to $515.00 in a report on Wednesday, May 6th. The Goldman Sachs Group increased their price target on Rockwell Automation from $448.00 to $487.00 in a research report on Wednesday, May 6th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $525.00 price objective on shares of Rockwell Automation in a report on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $468.67.

Rockwell Automation News Summary

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

• Positive Sentiment: Zacks raised most earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

Rockwell Automation 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.