Philadelphia Trust Co. Sells 5,507 Shares of Rockwell Automation, Inc. $ROK

Philadelphia Trust Co. lessened its stake in Rockwell Automation, Inc. (NYSE:ROK) by 7.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 66,018 shares of the industrial products company’s stock after selling 5,507 shares during the period. Rockwell Automation accounts for 1.9% of Philadelphia Trust Co.’s portfolio, making the stock its 13th biggest holding. Philadelphia Trust Co.’s holdings in Rockwell Automation were worth $28,740,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of ROK. Confluence Wealth Services Inc. lifted its stake in shares of Rockwell Automation by 14.1% in the 3rd quarter. Confluence Wealth Services Inc. now owns 4,361 shares of the industrial products company’s stock worth $1,898,000 after acquiring an additional 540 shares during the period. Moneco Advisors LLC boosted its holdings in shares of Rockwell Automation by 1.4% in the third quarter. Moneco Advisors LLC now owns 2,991 shares of the industrial products company’s stock valued at $1,302,000 after acquiring an additional 42 shares in the last quarter. Lido Advisors LLC increased its stake in shares of Rockwell Automation by 12.6% during the third quarter. Lido Advisors LLC now owns 9,010 shares of the industrial products company’s stock valued at $3,922,000 after acquiring an additional 1,006 shares during the period. Csenge Advisory Group acquired a new position in shares of Rockwell Automation during the third quarter valued at approximately $230,000. Finally, 71 West Capital Partners increased its stake in shares of Rockwell Automation by 6.9% during the third quarter. 71 West Capital Partners now owns 970 shares of the industrial products company’s stock valued at $422,000 after acquiring an additional 63 shares during the period. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation News Roundup

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

• Positive Sentiment: CEO Blake Moret bought 4,000 shares for about $1.55 million at an average price of $386.36, increasing his holdings by 4.2%. The purchase may signal confidence after the stock’s recent decline. Article: Rockwell’s CEO Is Buying the 14% Crash
• Positive Sentiment: Rockwell introduced PanelView Pro, a high-performance terminal for manufacturing environments with a modular design and an easier migration path for existing FactoryTalk View ME users. The launch adds to its product offering, though its near-term financial contribution is not specified. Article: Rockwell Automation Introduces PanelView Pro
• Positive Sentiment: The company raised its quarterly dividend to $1.45 per share from $1.38, a shareholder-return boost that may support investor sentiment. Article: Rockwell Automation stock and dividend information
• Neutral Sentiment: Rockwell will present at Baird’s 2026 Global Industrial Conference. The appearance could provide updates, but no new business or financial details were reported. Article: Rockwell Automation to Present at Baird’s Conference
• Negative Sentiment: Recent quarterly revenue of $2.33 billion fell short of the $2.41 billion analyst estimate. Rockwell said a customer tariff-refund program reduced reported and organic sales growth by about four percentage points; the one-time factor helps explain the miss, but investors may still focus on weaker-than-expected sales. Article: Rockwell Automation CEO Buys Stock Amid Share Slump

Insider Activity

In other Rockwell Automation news, Director Patricia Watson sold 1,100 shares of the company’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $431.43, for a total transaction of $474,573.00. Following the completion of the sale, the director directly owned 6,385 shares of the company’s stock, valued at approximately $2,754,680.55. This represents a 14.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Christian Rothe sold 590 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $434.30, for a total transaction of $256,237.00. Following the sale, the chief financial officer directly owned 10,429 shares of the company’s stock, valued at $4,529,314.70. This represents a 5.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 2,711 shares of company stock worth $1,164,880. 0.76% of the stock is owned by company insiders.

Rockwell Automation Stock Performance

Shares of NYSE ROK opened at $396.82 on Wednesday. The company has a quick ratio of 1.35, a current ratio of 2.11 and a debt-to-equity ratio of 0.72. The stock has a market capitalization of $44.07 billion, a price-to-earnings ratio of 31.62, a PEG ratio of 2.73 and a beta of 1.51. The stock’s fifty day simple moving average is $428.00 and its 200 day simple moving average is $427.02. Rockwell Automation, Inc. has a 52-week low of $347.53 and a 52-week high of $497.36.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Thursday, November 5th. The industrial products company reported $3.88 EPS for the quarter, beating the consensus estimate of $3.69 by $0.19. Rockwell Automation had a return on equity of 41.79% and a net margin of 15.68%. The business had revenue of $2.33 billion during the quarter, compared to the consensus estimate of $2.41 billion. During the same period in the prior year, the business posted $3.34 earnings per share. Rockwell Automation’s revenue was up .7% compared to the same quarter last year. Rockwell Automation has set its FY 2027 guidance at 14.500-15.500 EPS. As a group, sell-side analysts forecast that Rockwell Automation, Inc. will post 14.94 earnings per share for the current fiscal year.

Rockwell Automation Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Monday, November 16th will be issued a dividend of $1.45 per share. This represents a $5.80 annualized dividend and a yield of 1.5%. The ex-dividend date is Monday, November 16th. This is a boost from Rockwell Automation’s previous quarterly dividend of $1.38. Rockwell Automation’s dividend payout ratio is presently 43.98%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Morgan Stanley set a $520.00 target price on Rockwell Automation in a research report on Friday, October 16th. Wells Fargo & Company assumed coverage on Rockwell Automation in a research note on Thursday, September 24th. They set an “equal weight” rating and a $426.00 price target for the company. Zacks Research cut Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 30th. DA Davidson lowered their price target on Rockwell Automation from $500.00 to $490.00 and set a “neutral” rating on the stock in a research report on Friday, August 21st. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on Rockwell Automation from $469.00 to $500.00 and gave the company a “hold” rating in a report on Wednesday, September 30th. Nine analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $471.33.

Rockwell Automation Company Profile

Rockwell Automation, Inc. is an industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. Its roots date to 1903, when it was founded as the Compression Rheostat Company. The company provides hardware, software and services that help manufacturers automate and manage industrial operations. Its offerings include control systems, sensors, motor-control products, industrial software and services for optimizing production and maintaining equipment. Its Allen-Bradley and FactoryTalk brands are among its best-known product lines.