Savant Capital LLC Has $1.21 Million Stock Holdings in Rockwell Automation, Inc. $ROK

Savant Capital LLC cut its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 48.2% during the fourth quarter, Holdings Channel reports. The firm owned 3,097 shares of the industrial products company’s stock after selling 2,876 shares during the quarter. Savant Capital LLC’s holdings in Rockwell Automation were worth $1,205,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. HBK Sorce Advisory LLC raised its position in shares of 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 worth $1,544,000 after purchasing an additional 27 shares during the period. Nations Financial Group Inc. IA ADV raised its position in shares of Rockwell Automation by 2.0% during the fourth quarter. Nations Financial Group Inc. IA ADV now owns 1,446 shares of the industrial products company’s stock worth $563,000 after purchasing an additional 28 shares during the period. Robertson Stephens Wealth Management LLC raised its position in shares of Rockwell Automation by 2.4% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 1,202 shares of the industrial products company’s stock worth $468,000 after purchasing an additional 28 shares during the period. Equitable Trust Co. raised its position in shares of Rockwell Automation by 1.1% during the third quarter. Equitable Trust Co. now owns 2,598 shares of the industrial products company’s stock worth $908,000 after purchasing an additional 29 shares during the period. Finally, Eukles Asset Management raised its position in shares of Rockwell Automation by 0.3% during the fourth quarter. Eukles Asset Management now owns 9,596 shares of the industrial products company’s stock worth $3,734,000 after purchasing an additional 29 shares during the period. 75.75% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

ROK has been the topic of a number of recent analyst reports. Weiss Ratings raised Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, March 25th. Citigroup lifted their price target on Rockwell Automation from $466.00 to $500.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Robert W. Baird lowered their price target on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a report on Monday, March 30th. Morgan Stanley reiterated an “overweight” rating and set a $525.00 price target on shares of Rockwell Automation in a report on Wednesday, May 6th. Finally, KeyCorp lifted their price target on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $449.16.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 1,200 shares of the business’s stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $400.00, for a total value of $480,000.00. Following the transaction, the senior vice president owned 4,437 shares in the company, valued at $1,774,800. The trade was a 21.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Matheus De A. G. Viera Bulho sold 1,250 shares of the business’s stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $387.50, for a total value of $484,375.00. Following the completion of the transaction, the senior vice president owned 1,734 shares in the company, valued at $671,925. This trade represents a 41.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 11,713 shares of company stock valued at $5,066,717. Corporate insiders own 0.76% of the company’s stock.

Rockwell Automation Stock Performance

Shares of ROK stock opened at $457.12 on Tuesday. The stock’s fifty day simple moving average is $410.85 and its 200-day simple moving average is $402.06. The company has a current ratio of 1.09, a quick ratio of 0.76 and a debt-to-equity ratio of 0.72. Rockwell Automation, Inc. has a 1-year low of $305.44 and a 1-year high of $463.48. The company has a market capitalization of $50.86 billion, a price-to-earnings ratio of 47.52, a P/E/G ratio of 2.89 and a beta of 1.57.

Rockwell Automation (NYSE:ROK) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating analysts’ consensus estimates of $2.88 by $0.42. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The firm had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. During the same quarter in the previous year, the company posted $2.45 earnings per share. The business’s quarterly revenue was up 11.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, sell-side analysts predict that Rockwell Automation, Inc. will post 13.01 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be paid a $1.38 dividend. The ex-dividend date is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a yield of 1.2%. Rockwell Automation’s payout ratio is 57.38%.

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.