J. Safra Sarasin Holding AG Has $1.28 Million Holdings in Rockwell Automation, Inc. $ROK

J. Safra Sarasin Holding AG increased its position in shares of Rockwell Automation, Inc. (NYSE:ROK) by 137.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,290 shares of the industrial products company’s stock after buying an additional 1,906 shares during the period. J. Safra Sarasin Holding AG’s holdings in Rockwell Automation were worth $1,280,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of ROK. Lansforsakringar Fondforvaltning AB publ raised its position in shares of Rockwell Automation by 7.1% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company’s stock worth $21,613,000 after acquiring an additional 4,086 shares in the last quarter. Bessemer Group Inc. boosted its position in shares of Rockwell Automation by 180.5% during the 3rd quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company’s stock valued at $2,042,000 after purchasing an additional 3,759 shares in the last quarter. Nordea Investment Management AB boosted its position in shares of Rockwell Automation by 20.7% during the 4th quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock valued at $291,073,000 after purchasing an additional 127,733 shares in the last quarter. Maridea Wealth Management LLC grew its stake in Rockwell Automation by 580.0% during the fourth quarter. Maridea Wealth Management LLC now owns 5,522 shares of the industrial products company’s stock worth $2,148,000 after purchasing an additional 4,710 shares during the period. Finally, Brighton Jones LLC acquired a new stake in Rockwell Automation during the fourth quarter worth approximately $281,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Tessa M. Myers sold 1,985 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $409.37, for a total transaction of $812,599.45. Following the completion of the sale, the senior vice president owned 4,036 shares in the company, valued at approximately $1,652,217.32. The trade was a 32.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Christopher Nardecchia sold 14,465 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the transaction, the senior vice president owned 14,232 shares in the company, valued at approximately $5,835,262.32. The trade was a 50.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 49,228 shares of company stock worth $19,992,391 in the last quarter. Insiders own 0.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on ROK. Weiss Ratings raised Rockwell Automation from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, March 25th. KeyCorp reaffirmed an “overweight” rating and set a $470.00 price objective on shares of Rockwell Automation in a research report on Friday, February 6th. Citigroup lifted their price objective on shares of Rockwell Automation from $439.00 to $466.00 and gave the company a “buy” rating in a research note on Monday, December 8th. Zacks Research downgraded shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Finally, Morgan Stanley reissued an “overweight” rating and set a $460.00 target price on shares of Rockwell Automation in a research note on Sunday, February 8th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $406.67.

Rockwell Automation Stock Up 2.9%

ROK stock opened at $369.25 on Thursday. The stock’s 50 day simple moving average is $389.62 and its 200 day simple moving average is $381.92. Rockwell Automation, Inc. has a fifty-two week low of $215.00 and a fifty-two week high of $438.72. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.80 and a current ratio of 1.16. The company has a market cap of $41.49 billion, a P/E ratio of 42.25, a price-to-earnings-growth ratio of 2.56 and a beta of 1.54.

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

Rockwell Automation Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Monday, February 23rd were issued a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Monday, February 23rd. Rockwell Automation’s dividend payout ratio (DPR) is currently 63.16%.

Rockwell Automation News Roundup

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

• Positive Sentiment: Barclays trimmed its price target to $400 but kept an “overweight” rating, signaling continued conviction in ROK’s longer‑term growth even after pulling back near‑term expectations. Barclays adjusts price target
• Positive Sentiment: Robert W. Baird lowered its target to $410, which still implies meaningful upside versus current levels — a vote that ROK’s fundamentals remain attractive to some buy‑side analysts. Baird lowers price target
• Neutral Sentiment: Rockwell launched a new season of its ROKStudios video series on the automation→autonomy journey — positive for branding and customer engagement but unlikely to move near‑term earnings. ROKStudios video series
• Neutral Sentiment: Recent coverage taking a fresh look at ROK’s valuation after a rebound—useful context for investors assessing whether current multiples (still elevated) are justified by growth and software momentum. Valuation analysis
• Negative Sentiment: Jefferies downgraded ROK from Buy to Hold and slashed its target (reports show reductions to $380 and commentary citing limited re‑rating potential), a headline that pressured sentiment and highlights concerns about valuation vs. growth. Jefferies downgrade
• Negative Sentiment: Wells Fargo cut its price target to $360 and moved to an “equal weight” stance — a direct downgrade in expected near‑term upside that may add selling pressure. Wells Fargo price target cut
• Negative Sentiment: Critical retail/strategy pieces (e.g., “3 Reasons ROK is Risky”) are amplifying worries about valuation and competition, which can sway momentum traders and retail flows. Critical article

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.