Ceredex Value Advisors LLC Acquires Shares of 26,097 Rockwell Automation, Inc. $ROK

Ceredex Value Advisors LLC bought a new stake in Rockwell Automation, Inc. (NYSE:ROK) during the second quarter, HoldingsChannel.com reports. The institutional investor bought 26,097 shares of the industrial products company’s stock, valued at approximately $12,920,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Castle Rock Wealth Management LLC raised its stake in shares of 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 valued at $501,000 after purchasing an additional 22 shares in the last quarter. Richards Merrill & Peterson Inc. increased its holdings in Rockwell Automation by 1.9% in the first quarter. Richards Merrill & Peterson Inc. now owns 1,358 shares of the industrial products company’s stock valued at $487,000 after buying an additional 25 shares during the last quarter. Cidel Asset Management Inc. raised its stake 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 valued at $206,000 after buying an additional 25 shares in the last quarter. HBK Sorce Advisory LLC lifted its holdings in Rockwell Automation by 0.7% during the 4th quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock worth $1,544,000 after buying an additional 27 shares during the last quarter. Finally, Johnson Investment Counsel Inc. lifted its holdings in Rockwell Automation by 1.9% during the 4th quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock worth $549,000 after buying an additional 27 shares during the last quarter. Institutional investors own 75.75% of the company’s stock.

Rockwell Automation Stock Down 0.3%

NYSE:ROK opened at $431.97 on Friday. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. The stock has a 50 day moving average of $462.41 and a 200-day moving average of $426.92. The firm has a market capitalization 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 52 week low of $332.71 and a 52 week high of $497.36.

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

Rockwell Automation Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be paid 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 (DPR) is presently 51.73%.

Rockwell Automation declared that its board has initiated a share repurchase plan on Tuesday, June 9th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the industrial products company to purchase up to 2% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s leadership believes its stock is undervalued.

Key Stories Impacting Rockwell Automation

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

Analysts Set New Price Targets

ROK has been the subject of a number of research analyst reports. Zacks Research downgraded Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. DA Davidson began coverage on Rockwell Automation in a research note on Tuesday, June 16th. They set a “neutral” rating and a $500.00 price objective on the stock. KeyCorp lifted their price objective on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. Barclays boosted their target price on shares of Rockwell Automation from $400.00 to $480.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Finally, Sanford C. Bernstein increased their target price on shares of Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a report on Friday, August 14th. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $468.67.

Insider Transactions at Rockwell Automation

In other news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the completion of the transaction, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.76% of the company’s stock.

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.