Rockwell Automation, Inc. $ROK Shares Sold by Klein Pavlis & Peasley Financial Inc.

Klein Pavlis & Peasley Financial Inc. cut its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 27.2% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 6,909 shares of the industrial products company’s stock after selling 2,575 shares during the quarter. Rockwell Automation comprises 1.5% of Klein Pavlis & Peasley Financial Inc.’s portfolio, making the stock its 22nd biggest position. Klein Pavlis & Peasley Financial Inc.’s holdings in Rockwell Automation were worth $2,415,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of Rockwell Automation by 468.8% in the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 91 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 75 shares during the period. Rexford Capital Inc. purchased a new stake in Rockwell Automation in the second quarter valued at $33,000. Legend Financial Advisors Inc. acquired a new stake in Rockwell Automation during the 2nd quarter worth about $39,000. SBI Securities Co. Ltd. grew its position in Rockwell Automation by 48.7% during the 2nd quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 38 shares during the period. Finally, Financial Gravity Companies Inc. purchased a new position in shares of Rockwell Automation during the 2nd quarter valued at about $40,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Rockwell Automation

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

• Positive Sentiment: Morgan Stanley upgraded Rockwell to a buy (supporting upside expectations and investor confidence). Rockwell Automation (ROK) Receives a Buy from Morgan Stanley
• Positive Sentiment: Zacks highlights Rockwell’s strong history of earnings surprises and says the company has the attributes that make another beat likely — a positive for short‑term sentiment ahead of upcoming reports. Will Rockwell Automation (ROK) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Zacks also profiles ROK as a long‑term momentum stock, reinforcing investor interest from momentum/style investors. Why Rockwell Automation (ROK) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Zacks Research nudged several near‑term EPS estimates slightly higher (Q1 and Q4 adjustments), a modest fundamental positive that helps justify current multiple. MarketBeat / Zacks estimate notes
• Neutral Sentiment: Rockwell released its 2025 Sustainability Report — supportive for long‑term ESG positioning but unlikely to move near‑term trading materially. Rockwell Automation 2025 Sustainability Report Issued
• Neutral Sentiment: Coverage pieces (valuation checks and a Daktronics comparison) provide context for investors deciding between growth/momentum vs pure value plays; these are informative but not market‑moving. DAKT or ROK: Which Is the Better Value Stock Right Now?
• Negative Sentiment: JPMorgan raised its price target modestly to $404 but kept a neutral rating — the PT implies downside versus the current quote and signals caution from a major house. Benzinga note on JPMorgan price target
• Negative Sentiment: Zacks slightly trimmed FY2028 EPS estimates (tiny adjustment) — not a large fundamental change but contributes to mixed near‑term guidance/expectations. MarketBeat / Zacks estimate notes

Rockwell Automation Price Performance

Rockwell Automation stock opened at $415.75 on Friday. The stock has a market capitalization of $46.68 billion, a P/E ratio of 54.28, a P/E/G ratio of 2.81 and a beta of 1.52. The company’s fifty day moving average price is $396.62 and its 200 day moving average price is $364.95. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.77 and a current ratio of 1.14. Rockwell Automation, Inc. has a 1 year low of $215.00 and a 1 year high of $425.90.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings data on Thursday, November 6th. The industrial products company reported $3.34 earnings per share for the quarter, topping analysts’ consensus estimates of $2.94 by $0.40. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. The company had revenue of $4.63 billion during the quarter, compared to analysts’ expectations of $2.19 billion. During the same period in the prior year, the business posted $2.47 earnings per share. The firm’s revenue for the quarter was up 13.8% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. As a group, equities research analysts anticipate that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 17th were issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.3%. The ex-dividend date was Monday, November 17th. This is a positive change from Rockwell Automation’s previous quarterly dividend of $1.31. Rockwell Automation’s payout ratio is presently 72.06%.

Analyst Ratings Changes

A number of analysts have recently commented on ROK shares. TD Cowen upped their target price on Rockwell Automation from $275.00 to $330.00 and gave the stock a “hold” rating in a research note on Tuesday, December 2nd. Barclays boosted their price target on Rockwell Automation from $435.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Wells Fargo & Company raised their price objective on shares of Rockwell Automation from $380.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. Oppenheimer reiterated an “outperform” rating and issued a $391.00 target price on shares of Rockwell Automation in a research note on Friday, November 7th. Finally, Robert W. Baird increased their price target on shares of Rockwell Automation from $392.00 to $402.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, Rockwell Automation currently has a consensus rating of “Moderate Buy” and a consensus price target of $406.69.

Insider Activity at Rockwell Automation

In other Rockwell Automation news, VP Terry L. Riesterer sold 800 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $392.00, for a total transaction of $313,600.00. Following the completion of the transaction, the vice president owned 1,234 shares of the company’s stock, valued at $483,728. This represents a 39.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Matthew W. Fordenwalt sold 146 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $402.48, for a total value of $58,762.08. Following the completion of the sale, the senior vice president directly owned 4,437 shares in the company, valued at $1,785,803.76. This represents a 3.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 88,053 shares of company stock worth $34,718,919 in the last quarter. Corporate 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.