Bedell Frazier Investment Counselling LLC Has $4.17 Million Position in Rockwell Automation, Inc. $ROK

Bedell Frazier Investment Counselling LLC decreased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 25.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 11,929 shares of the industrial products company’s stock after selling 4,100 shares during the period. Bedell Frazier Investment Counselling LLC’s holdings in Rockwell Automation were worth $4,170,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Annis Gardner Whiting Capital Advisors LLC increased its position in shares of Rockwell Automation by 7.1% during the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 440 shares of the industrial products company’s stock worth $154,000 after acquiring an additional 29 shares in the last quarter. Equitable Trust Co. boosted its stake in Rockwell Automation by 1.1% during the 3rd quarter. Equitable Trust Co. now owns 2,598 shares of the industrial products company’s stock valued at $908,000 after purchasing an additional 29 shares during the last quarter. J. Safra Sarasin Holding AG boosted its stake in Rockwell Automation by 2.2% during the 3rd quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company’s stock valued at $484,000 after purchasing an additional 30 shares during the last quarter. Fragasso Financial Advisors Inc increased its holdings in Rockwell Automation by 3.6% during the 3rd quarter. Fragasso Financial Advisors Inc now owns 902 shares of the industrial products company’s stock worth $315,000 after purchasing an additional 31 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC raised its stake in shares of Rockwell Automation by 3.3% in the third quarter. Dynamic Advisor Solutions LLC now owns 1,015 shares of the industrial products company’s stock worth $355,000 after purchasing an additional 32 shares during the last quarter. 75.75% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

ROK has been the topic of several analyst reports. TD Cowen lifted their target price on Rockwell Automation from $330.00 to $350.00 and gave the company a “hold” rating in a research report on Friday, February 20th. Mizuho raised their price objective on Rockwell Automation from $380.00 to $400.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Argus upgraded shares of Rockwell Automation to a “strong-buy” rating in a research note on Friday, January 16th. Oppenheimer lowered shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $418.33.

Rockwell Automation Trading Down 1.0%

NYSE ROK opened at $407.02 on Friday. The business’s fifty day moving average is $407.47 and its 200-day moving average is $378.38. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.16 and a quick ratio of 0.80. The stock has a market capitalization of $45.73 billion, a price-to-earnings ratio of 46.57, a PEG ratio of 2.91 and a beta of 1.52. Rockwell Automation, Inc. has a one year low of $215.00 and a one year high of $438.72.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.75 earnings per share for the quarter, beating the consensus estimate of $2.46 by $0.29. The company had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.08 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The firm’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.83 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Equities research analysts predict that Rockwell Automation, Inc. will post 9.35 EPS for the current year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Monday, February 23rd will be paid a dividend of $1.38 per share. The ex-dividend date is Monday, February 23rd. This represents a $5.52 annualized dividend and a dividend yield of 1.4%. Rockwell Automation’s dividend payout ratio (DPR) is presently 63.16%.

More Rockwell Automation News

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

• Positive Sentiment: Rockwell opened a new Customer Experience Center in Bologna, Italy — a commercial/technical showcase that can help win European automation deals and deepen customer relationships. Read More.
• Positive Sentiment: Recent fundamentals remain strong: Rockwell beat Q4 estimates and set FY2026 EPS guidance of $11.40–$12.20, supporting the view of continued revenue and margin strength (investors should weigh this against valuation). Read More.
• Negative Sentiment: SVP Christopher Nardecchia sold 14,465 shares at ~$410.01 (~$5.93M); his direct holdings dropped ~50.4%. This large sale was disclosed via SEC filing. Read More.
• Negative Sentiment: VP Scott Genereux sold 17,407 shares at ~$404.61 (~$7.04M), cutting his stake by ~84.0% — another sizable insider exit. Read More.
• Negative Sentiment: SVP Rebecca W. House sold 12,100 shares at ~$404.27 (~$4.89M), reducing her holdings by ~49.8%. Read More.
• Negative Sentiment: SVP Christopher (other exec) — Tessa M. Myers sold 1,985 shares at ~$409.37 (~$812.6K), trimming her position ~33%. Read More.
• Negative Sentiment: SVP Matthew W. Fordenwalt sold 1,200 shares at ~$404.21 (~$485K), a ~21.3% reduction in his holding. Read More.
• Negative Sentiment: VP Isaac Woods sold 1,271 shares at ~$405.69 (~$515.6K), cutting his stake ~43.0%. Read More.

Insider Buying and Selling

In other news, SVP Matthew W. Fordenwalt sold 1,200 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $404.21, for a total transaction of $485,052.00. Following the transaction, the senior vice president owned 4,437 shares of the company’s stock, valued at $1,793,479.77. This represents a 21.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Scott Genereux sold 17,407 shares of Rockwell Automation stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.61, for a total value of $7,043,046.27. Following the completion of the sale, the vice president directly owned 3,314 shares of the company’s stock, valued at approximately $1,340,877.54. This trade represents a 84.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,959 shares of company stock worth $29,938,428 in the last three months. 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.