Oxford Financial Group LTD. LLC Invests $971,000 in Rockwell Automation, Inc. $ROK

Oxford Financial Group LTD. LLC purchased a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 1,962 shares of the industrial products company’s stock, valued at approximately $971,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Flputnam Investment Management Co. purchased a new position in Rockwell Automation during the 2nd quarter worth $1,001,000. Mandatum Life Insurance Co Ltd lifted its holdings in Rockwell Automation by 26.9% in the first quarter. Mandatum Life Insurance Co Ltd now owns 22,200 shares of the industrial products company’s stock valued at $7,967,000 after acquiring an additional 4,700 shares during the period. Brighton Jones LLC acquired a new stake in Rockwell Automation in the fourth quarter valued at $281,000. Handelsbanken Fonder AB boosted its position in shares of Rockwell Automation by 24.6% during the 4th quarter. Handelsbanken Fonder AB now owns 169,457 shares of the industrial products company’s stock worth $65,931,000 after purchasing an additional 33,413 shares in the last quarter. Finally, Crossmark Global Holdings Inc. boosted its position in shares of Rockwell Automation by 197.9% during the 4th quarter. Crossmark Global Holdings Inc. now owns 13,905 shares of the industrial products company’s stock worth $5,410,000 after purchasing an additional 9,238 shares in the last quarter. 75.75% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on ROK. JPMorgan Chase & Co. increased their price target on shares of Rockwell Automation from $404.00 to $417.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. DA Davidson started coverage on shares of Rockwell Automation in a report on Tuesday, June 16th. They issued a “neutral” rating and a $500.00 target price for the company. KeyCorp lifted their price target 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. Mizuho set a $445.00 price target on Rockwell Automation in a research note on Wednesday, May 6th. Finally, Robert W. Baird set a $514.00 price target on Rockwell Automation in a report on Wednesday, August 5th. Nine equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $468.67.

Rockwell Automation Price Performance

Shares of NYSE:ROK opened at $431.97 on Friday. 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 business’s fifty day moving average price is $462.41 and its two-hundred day moving average price is $426.92. The stock has a market cap of $47.97 billion, a PE ratio of 40.48, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54. Rockwell Automation, Inc. has a one year low of $332.71 and a one year high of $497.36.

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

Rockwell Automation Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be issued a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Monday, August 17th. Rockwell Automation’s dividend payout ratio is 51.73%.

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

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the sale, the senior vice president directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.76% of the company’s stock.

Key Rockwell Automation News

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

• Positive Sentiment: Zacks raises 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. The firm also raised estimates for several individual quarters, including Q4 2026, Q2–Q4 2027 and Q1–Q3 2028. These revisions suggest improving expectations for Rockwell Automation’s industrial automation demand and earnings growth. Zacks Research estimates for Rockwell Automation
• Neutral Sentiment: Thailand customer and industry event: Rockwell Automation brought manufacturing leaders together at ROKLive Bangkok 2026 to discuss smart manufacturing, automation and digital transformation. The event reinforces the company’s regional customer engagement and growth strategy, but it does not include a new contract, financial target or other immediate earnings catalyst. Rockwell Automation ROKLive Bangkok 2026
• Negative Sentiment: Near-term estimate trimmed and rating remains cautious: Zacks lowered its Q1 2027 EPS forecast slightly to $2.97 from $2.99 and maintained a “Hold” rating. With Rockwell Automation trading at a relatively elevated earnings multiple, investors may require stronger revisions or a rating upgrade before pushing the shares higher. Rockwell Automation analyst estimates and rating

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.