Silvant Capital Management LLC Invests $11.03 Million in Rockwell Automation, Inc. $ROK

Silvant Capital Management LLC bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 22,271 shares of the industrial products company’s stock, valued at approximately $11,026,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC purchased a new position in Rockwell Automation during the 4th quarter valued at about $281,000. AQR Capital Management LLC grew its holdings in Rockwell Automation by 75.9% during the 1st quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock worth $2,059,000 after acquiring an additional 3,513 shares in the last quarter. Empowered Funds LLC grew its stake in shares of Rockwell Automation by 142.7% during the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock worth $1,887,000 after purchasing an additional 4,295 shares in the last quarter. Acadian Asset Management LLC increased its holdings in shares of Rockwell Automation by 233.6% in the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after acquiring an additional 1,315 shares during the last quarter. Finally, Jump Financial LLC acquired a new stake in Rockwell Automation during the second quarter worth approximately $868,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Rockwell Automation Stock Performance

NYSE ROK opened at $431.97 on Friday. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. The company has a market capitalization of $47.97 billion, a PE ratio of 40.48, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54. The business’s 50-day moving average price is $462.41 and its 200 day moving average price is $426.92. Rockwell Automation, Inc. has a twelve month low of $332.71 and a twelve month high of $497.36.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, topping analysts’ consensus estimates of $3.38 by $0.11. The company had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. Rockwell Automation’s revenue was up 7.9% on a year-over-year basis. During the same quarter last year, the firm posted $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, research analysts predict that Rockwell Automation, Inc. will post 13.22 earnings per share for the current year.

Rockwell Automation Dividend Announcement

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 given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio is presently 51.73%.

Rockwell Automation announced that its Board of Directors has authorized a stock buyback plan on Tuesday, June 9th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the industrial products company to repurchase up to 2% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Wells Fargo & Company raised their price objective on Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 6th. The Goldman Sachs Group upped their price objective on shares of Rockwell Automation from $448.00 to $487.00 in a research report on Wednesday, May 6th. KeyCorp raised their target price on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Mizuho set a $445.00 target price on shares of Rockwell Automation in a research report on Wednesday, May 6th. Finally, Wall Street Zen cut shares of Rockwell Automation from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $468.67.

Insider Buying and Selling at Rockwell Automation

In related news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by corporate insiders.

Trending Headlines about Rockwell Automation

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

About Rockwell Automation

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.