Trillium Asset Management LLC Takes Position in Rockwell Automation, Inc. $ROK

Trillium Asset Management LLC purchased a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 46,147 shares of the industrial products company’s stock, valued at approximately $22,848,000.

A number of other institutional investors and hedge funds have also modified their holdings of ROK. MV Capital Management Inc. acquired a new position in Rockwell Automation during the fourth quarter worth $28,000. Manchester Capital Management LLC grew its holdings in Rockwell Automation by 97.5% in the fourth quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 39 shares during the last quarter. First Horizon Corp purchased a new position in shares of Rockwell Automation in the fourth quarter valued at $32,000. BOK Financial Private Wealth Inc. purchased a new position in shares of Rockwell Automation in the fourth quarter valued at $33,000. Finally, TD Capital Management LLC acquired a new position in shares of Rockwell Automation during the 4th quarter worth $33,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation News Summary

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

Rockwell Automation Stock Performance

Shares of NYSE ROK opened at $431.97 on Friday. The company has a 50-day simple moving average of $462.41 and a 200-day simple moving average of $426.92. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. The company has a market cap 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. Rockwell Automation, Inc. has a 12 month low of $332.71 and a 12 month high of $497.36.

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

Rockwell Automation declared that its board has authorized a stock buyback program on Tuesday, June 9th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the industrial products company to purchase up to 2% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s management believes its stock is undervalued.

Rockwell Automation Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio is currently 51.73%.

Insider Buying and Selling at Rockwell Automation

In other news, SVP Matthew W. Fordenwalt sold 377 shares of the firm’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the sale, the senior vice president owned 4,437 shares in the company, valued at $2,043,282.87. This trade represents a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. BNP Paribas Exane boosted their price objective on shares of Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday, May 6th. Wall Street Zen downgraded shares of Rockwell Automation from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Weiss Ratings restated a “buy (b-)” rating on shares of Rockwell Automation in a research report on Thursday, June 18th. Zacks Research downgraded shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Finally, Mizuho set a $445.00 price target on shares of Rockwell Automation in a research report on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Rockwell Automation presently has an average rating of “Hold” and an average price target of $468.67.

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.