Slow Capital Inc. Makes New $1.66 Million Investment in Rockwell Automation, Inc. $ROK

Slow Capital Inc. bought a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 4,754 shares of the industrial products company’s stock, valued at approximately $1,662,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Capital Investment Advisors LLC increased its holdings in Rockwell Automation by 5.7% during the second quarter. Capital Investment Advisors LLC now owns 2,192 shares of the industrial products company’s stock valued at $728,000 after buying an additional 119 shares during the last quarter. Patton Fund Management Inc. purchased a new position in shares of Rockwell Automation during the 2nd quarter worth $294,000. Brighton Jones LLC bought a new stake in shares of Rockwell Automation during the 4th quarter valued at $281,000. Ferguson Wellman Capital Management Inc. purchased a new stake in shares of Rockwell Automation in the 3rd quarter worth $777,000. Finally, Schroder Investment Management Group increased its stake in shares of Rockwell Automation by 796.0% in the 2nd quarter. Schroder Investment Management Group now owns 97,367 shares of the industrial products company’s stock worth $32,342,000 after purchasing an additional 86,500 shares in the last quarter. 75.75% of the stock is currently owned by hedge funds and other institutional investors.

Rockwell Automation Trading Down 1.3%

Rockwell Automation stock opened at $415.75 on Tuesday. Rockwell Automation, Inc. has a 1 year low of $215.00 and a 1 year high of $425.90. The firm’s 50 day moving average price is $397.10 and its 200-day moving average price is $365.77. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.14 and a quick ratio of 0.77. The stock has a market cap of $46.68 billion, a P/E ratio of 54.28, a PEG ratio of 2.77 and a beta of 1.52.

Rockwell Automation (NYSE:ROK) last posted its earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share for the quarter, beating the consensus estimate of $2.94 by $0.40. The company had revenue of $4.63 billion during the quarter, compared to analysts’ expectations of $2.19 billion. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. Rockwell Automation’s quarterly revenue was up 13.8% on a year-over-year basis. During the same period last year, the company posted $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. On average, equities analysts predict that Rockwell Automation, Inc. will post 9.35 earnings per share for the current fiscal year.

Rockwell Automation Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 17th were given a $1.38 dividend. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Monday, November 17th. Rockwell Automation’s dividend payout ratio (DPR) is presently 72.06%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on ROK. Oppenheimer lowered Rockwell Automation from an “outperform” rating to a “market perform” rating in a report on Tuesday. Wells Fargo & Company lifted their price objective on Rockwell Automation from $380.00 to $410.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. Bank of America increased their target price on shares of Rockwell Automation from $410.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Evercore ISI assumed coverage on shares of Rockwell Automation in a research note on Monday, December 15th. They set an “in-line” rating and a $440.00 target price on the stock. Finally, JPMorgan Chase & Co. upped their price target on shares of Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $406.69.

Insider Activity at Rockwell Automation

In related news, SVP Tessa M. Myers sold 1,020 shares of the firm’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.07, for a total value of $410,111.40. Following the completion of the transaction, the senior vice president directly owned 6,021 shares of the company’s stock, valued at approximately $2,420,863.47. This trade represents a 14.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Rebecca W. House sold 1,698 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $402.06, for a total transaction of $682,697.88. Following the sale, the senior vice president directly owned 12,200 shares in the company, valued at approximately $4,905,132. The trade was a 12.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 88,053 shares of company stock valued at $34,718,919 in the last 90 days. 0.76% of the stock is currently owned by insiders.

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.