Regents Gate Capital LLP Takes Position in Rockwell Automation, Inc. $ROK

Regents Gate Capital LLP purchased a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 3,252 shares of the industrial products company’s stock, valued at approximately $1,137,000.

A number of other hedge funds also recently modified their holdings of the stock. Brighton Jones LLC bought a new position in Rockwell Automation during the fourth quarter valued at $281,000. AQR Capital Management LLC raised its stake in shares of Rockwell Automation by 75.9% in the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after buying an additional 3,513 shares during the period. Empowered Funds LLC lifted its position in shares of Rockwell Automation by 142.7% during the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after buying an additional 4,295 shares during the last quarter. Acadian Asset Management LLC lifted its position in shares of Rockwell Automation by 233.6% during the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after buying an additional 1,315 shares during the last quarter. Finally, Savvy Advisors Inc. grew its stake in shares of Rockwell Automation by 17.5% during the 2nd quarter. Savvy Advisors Inc. now owns 1,133 shares of the industrial products company’s stock worth $376,000 after acquiring an additional 169 shares during the period. Institutional investors 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: Rockwell opened a new Customer Experience Center in Bologna, Italy — a commercial/technical showcase that can help win European automation deals and deepen customer relationships. Read More.
• Positive Sentiment: Recent fundamentals remain strong: Rockwell beat Q4 estimates and set FY2026 EPS guidance of $11.40–$12.20, supporting the view of continued revenue and margin strength (investors should weigh this against valuation). Read More.
• Negative Sentiment: SVP Christopher Nardecchia sold 14,465 shares at ~$410.01 (~$5.93M); his direct holdings dropped ~50.4%. This large sale was disclosed via SEC filing. Read More.
• Negative Sentiment: VP Scott Genereux sold 17,407 shares at ~$404.61 (~$7.04M), cutting his stake by ~84.0% — another sizable insider exit. Read More.
• Negative Sentiment: SVP Rebecca W. House sold 12,100 shares at ~$404.27 (~$4.89M), reducing her holdings by ~49.8%. Read More.
• Negative Sentiment: SVP Christopher (other exec) — Tessa M. Myers sold 1,985 shares at ~$409.37 (~$812.6K), trimming her position ~33%. Read More.
• Negative Sentiment: SVP Matthew W. Fordenwalt sold 1,200 shares at ~$404.21 (~$485K), a ~21.3% reduction in his holding. Read More.
• Negative Sentiment: VP Isaac Woods sold 1,271 shares at ~$405.69 (~$515.6K), cutting his stake ~43.0%. Read More.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. JPMorgan Chase & Co. lifted their price objective on Rockwell Automation from $400.00 to $404.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Jefferies Financial Group lifted their target price on shares of Rockwell Automation from $450.00 to $470.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Morgan Stanley reissued an “overweight” rating and issued a $460.00 price target on shares of Rockwell Automation in a research report on Sunday, February 8th. Mizuho upped their price target on shares of Rockwell Automation from $380.00 to $400.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Finally, Evercore started coverage on shares of Rockwell Automation in a report on Monday, December 15th. They issued an “in-line” rating and a $440.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $418.33.

Rockwell Automation Trading Down 1.0%

Shares of ROK opened at $407.02 on Monday. The business’s 50-day moving average price is $407.47 and its 200-day moving average price is $378.59. Rockwell Automation, Inc. has a twelve month low of $215.00 and a twelve month high of $438.72. The stock has a market cap of $45.73 billion, a PE ratio of 46.57, a P/E/G ratio of 2.91 and a beta of 1.53. The company has a quick ratio of 0.80, a current ratio of 1.16 and a debt-to-equity ratio of 0.68.

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

Rockwell Automation Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Monday, February 23rd will be given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Monday, February 23rd. Rockwell Automation’s payout ratio is 63.16%.

Insider Activity

In related news, CEO Blake D. Moret sold 5,564 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $402.02, for a total transaction of $2,236,839.28. Following the completion of the transaction, the chief executive officer directly owned 94,585 shares in the company, valued at $38,025,061.70. The trade was a 5.56% 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, SVP Matheus De A. G. Viera Bulho sold 2,370 shares of the company’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $403.45, for a total value of $956,176.50. Following the completion of the transaction, the senior vice president owned 1,964 shares in the company, valued at $792,375.80. This represents a 54.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 73,959 shares of company stock worth $29,938,428. Company insiders own 0.76% of the company’s stock.

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.