Wealthfront Advisers LLC Buys Shares of 9,769 Rockwell Automation, Inc. $ROK

Wealthfront Advisers LLC acquired a new stake in shares of Rockwell Automation, Inc. (NYSE:ROKFree Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 9,769 shares of the industrial products company’s stock, valued at approximately $4,836,000.

A number of other large investors have also recently made changes to their positions in ROK. Vanguard Group Inc. increased its stake in shares of Rockwell Automation by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock worth $5,527,249,000 after purchasing an additional 114,469 shares in the last quarter. BlackRock Inc. purchased a new position in shares of Rockwell Automation during the 2nd quarter valued at $6,129,376,000. State Street Corp lifted 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 valued at $1,943,844,000 after buying an additional 202,705 shares in the last quarter. Geode Capital Management LLC boosted its holdings in 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 period. Finally, Morgan Stanley boosted its holdings in 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 period. 75.75% of the stock is owned by hedge funds and other institutional investors.

Rockwell Automation Trading Down 0.3%

Shares of ROK opened at $431.97 on Friday. 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 debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. The company’s fifty day moving average is $462.41 and its 200 day moving average is $426.92. The stock has a market capitalization of $47.97 billion, a PE ratio of 40.48, a P/E/G ratio of 2.53 and a beta of 1.54.

Rockwell Automation (NYSE:ROKGet Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The business had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2.24 billion. During the same period last year, the company 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. Sell-side analysts expect that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s dividend payout ratio (DPR) is presently 51.73%.

Rockwell Automation announced that its board has authorized a stock buyback plan on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to buy up to 2% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Rockwell Automation News Summary

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

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Wells Fargo & Company raised their price target on Rockwell Automation from $360.00 to $440.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Evercore set a $485.00 price objective on Rockwell Automation in a research note on Wednesday, August 5th. BNP Paribas Exane increased their target price on Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday, May 6th. DA Davidson began coverage on Rockwell Automation in a research note on Tuesday, June 16th. They set a “neutral” rating and a $500.00 target price on the stock. Finally, Robert W. Baird set a $514.00 price target on Rockwell Automation in a research note on Wednesday, August 5th. Nine analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $468.67.

View Our Latest Analysis on Rockwell Automation

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 stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the completion of the sale, 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by company insiders.

Rockwell Automation Company Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Rockwell Automation (NYSE:ROK)

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