Rockwell Automation, Inc. $ROK Shares Sold by Erste Asset Management GmbH

Erste Asset Management GmbH lessened its stake in shares of Rockwell Automation, Inc. (NYSE:ROK) by 73.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 8,221 shares of the industrial products company’s stock after selling 22,274 shares during the period. Erste Asset Management GmbH’s holdings in Rockwell Automation were worth $2,832,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Annis Gardner Whiting Capital Advisors LLC lifted its holdings 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 valued at $154,000 after purchasing an additional 29 shares during the last quarter. Equitable Trust Co. raised its holdings 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 worth $908,000 after buying an additional 29 shares during the period. J. Safra Sarasin Holding AG lifted its stake in Rockwell Automation by 2.2% during the third quarter. J. Safra Sarasin Holding AG now owns 1,384 shares of the industrial products company’s stock valued at $484,000 after buying an additional 30 shares in the last quarter. Fragasso Financial Advisors Inc boosted its holdings in shares of Rockwell Automation by 3.6% in the third quarter. Fragasso Financial Advisors Inc now owns 902 shares of the industrial products company’s stock worth $315,000 after buying an additional 31 shares during the period. Finally, Dynamic Advisor Solutions LLC increased its position 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 acquiring an additional 32 shares in the last quarter. 75.75% of the stock is owned by institutional investors.

Rockwell Automation News Roundup

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.

Rockwell Automation Price Performance

ROK opened at $407.02 on Friday. The stock has a fifty day moving average price of $407.47 and a 200 day moving average price of $378.38. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. Rockwell Automation, Inc. has a 1 year low of $215.00 and a 1 year high of $438.72. The stock has a market cap 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 (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, topping analysts’ consensus estimates of $2.46 by $0.29. The company had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.08 billion. Rockwell Automation had a return on equity of 34.92% and a net margin of 11.56%.The business’s quarterly revenue was up 11.9% on a year-over-year basis. During the same period last year, the business earned $1.83 EPS. Rockwell Automation has set its FY 2026 guidance at 11.400-12.200 EPS. Analysts forecast that Rockwell Automation, Inc. will post 9.35 EPS for the current fiscal year.

Rockwell Automation Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd will be paid a $1.38 dividend. The ex-dividend date is Monday, February 23rd. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. Rockwell Automation’s payout ratio is 63.16%.

Insider Buying and Selling

In other Rockwell Automation news, SVP Christopher Nardecchia sold 14,465 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the transaction, the senior vice president directly owned 14,232 shares of the company’s stock, valued at $5,835,262.32. This represents a 50.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Matthew W. Fordenwalt sold 1,200 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.21, for a total value of $485,052.00. Following the completion of the sale, the senior vice president directly 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 disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 73,959 shares of company stock valued at $29,938,428. 0.76% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

ROK has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. boosted their price target on shares of Rockwell Automation from $400.00 to $404.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Wells Fargo & Company boosted their target price on shares of Rockwell Automation from $380.00 to $410.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 7th. Weiss Ratings raised Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 20th. Robert W. Baird set a $430.00 price target on Rockwell Automation in a report on Friday, February 6th. Finally, TD Cowen increased their price objective on Rockwell Automation from $330.00 to $350.00 and gave the stock a “hold” rating in a research note on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $418.33.

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.