Stewardship Concepts Financial Services LLC Makes New $793,000 Investment in Rockwell Automation, Inc. $ROK

Stewardship Concepts Financial Services LLC acquired a new stake in Rockwell Automation, Inc. (NYSE:ROK) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,032 shares of the industrial products company’s stock, valued at approximately $793,000. Rockwell Automation accounts for approximately 0.7% of Stewardship Concepts Financial Services LLC’s holdings, making the stock its 27th largest holding.

A number of other hedge funds also recently made changes to their positions in ROK. Lansforsakringar Fondforvaltning AB publ lifted its position in Rockwell Automation by 7.1% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company’s stock worth $21,613,000 after acquiring an additional 4,086 shares during the last quarter. Bessemer Group Inc. boosted its holdings in shares of Rockwell Automation by 180.5% during the third quarter. Bessemer Group Inc. now owns 5,842 shares of the industrial products company’s stock worth $2,042,000 after acquiring an additional 3,759 shares during the period. Maridea Wealth Management LLC grew its position in shares of Rockwell Automation by 580.0% in the fourth quarter. Maridea Wealth Management LLC now owns 5,522 shares of the industrial products company’s stock valued at $2,148,000 after purchasing an additional 4,710 shares during the last quarter. Nordea Investment Management AB grew its position in shares of Rockwell Automation by 20.7% in the fourth quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock valued at $291,073,000 after purchasing an additional 127,733 shares during the last quarter. Finally, Brighton Jones LLC bought a new position in shares of Rockwell Automation during the fourth quarter worth approximately $281,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, SVP Tessa M. Myers sold 1,985 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $409.37, for a total value of $812,599.45. Following the completion of the transaction, the senior vice president owned 4,036 shares of the company’s stock, valued at $1,652,217.32. The trade was a 32.97% 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. Also, VP Isaac Woods sold 1,271 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $405.69, for a total transaction of $515,631.99. Following the sale, the vice president directly owned 1,687 shares of the company’s stock, valued at $684,399.03. This represents a 42.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 48,727 shares of company stock valued at $19,786,132 in the last ninety days. Insiders own 0.76% of the company’s stock.

Rockwell Automation Stock Down 0.1%

NYSE ROK opened at $364.75 on Friday. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. The company has a market cap of $40.98 billion, a price-to-earnings ratio of 41.73, a PEG ratio of 2.61 and a beta of 1.54. The company has a 50 day moving average of $387.34 and a 200-day moving average of $382.20. Rockwell Automation, Inc. has a 1-year low of $215.00 and a 1-year high of $438.72.

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

Rockwell Automation Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Monday, February 23rd were issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Monday, February 23rd. Rockwell Automation’s dividend payout ratio is 63.16%.

Analysts Set New Price Targets

Several research firms recently weighed in on ROK. Morgan Stanley reissued an “overweight” rating and set a $460.00 price target on shares of Rockwell Automation in a report on Sunday, February 8th. Robert W. Baird decreased their price objective on Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating on the stock in a report on Monday, March 30th. Evercore started coverage on Rockwell Automation in a research report on Monday, December 15th. They set an “in-line” rating and a $440.00 price objective on the stock. The Goldman Sachs Group raised Rockwell Automation from a “sell” rating to a “neutral” rating and lifted their target price for the stock from $329.00 to $448.00 in a report on Tuesday, December 16th. Finally, Oppenheimer cut shares of Rockwell Automation from an “outperform” rating to a “market perform” rating in a research report on Tuesday, January 20th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $406.67.

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.