MASTERINVEST Kapitalanlage GmbH Has $2.40 Million Stock Position in Rockwell Automation, Inc. $ROK

MASTERINVEST Kapitalanlage GmbH grew its position in Rockwell Automation, Inc. (NYSE:ROK) by 73.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,105 shares of the industrial products company’s stock after buying an additional 2,595 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Rockwell Automation were worth $2,403,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. State Street Corp increased its stake in shares of Rockwell Automation by 0.9% in the 3rd quarter. State Street Corp now owns 4,793,425 shares of the industrial products company’s stock valued at $1,675,446,000 after buying an additional 42,809 shares during the period. Northern Trust Corp grew its stake in shares of Rockwell Automation by 3.6% during the third quarter. Northern Trust Corp now owns 1,423,449 shares of the industrial products company’s stock worth $497,538,000 after purchasing an additional 49,477 shares during the period. Invesco Ltd. grew its stake in shares of Rockwell Automation by 12.0% during the third quarter. Invesco Ltd. now owns 1,235,788 shares of the industrial products company’s stock worth $431,945,000 after purchasing an additional 132,637 shares during the period. Holocene Advisors LP grew its stake in shares of Rockwell Automation by 14.1% during the third quarter. Holocene Advisors LP now owns 989,429 shares of the industrial products company’s stock worth $345,835,000 after purchasing an additional 122,437 shares during the period. Finally, Fisher Asset Management LLC grew its stake in shares of Rockwell Automation by 3.8% during the third quarter. Fisher Asset Management LLC now owns 822,501 shares of the industrial products company’s stock worth $287,489,000 after purchasing an additional 29,998 shares during the period. 75.75% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Rockwell Automation news, SVP Rebecca W. House sold 12,100 shares of Rockwell Automation stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $404.27, for a total transaction of $4,891,667.00. Following the transaction, the senior vice president directly owned 12,200 shares in the company, valued at approximately $4,932,094. The trade was a 49.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Tessa M. Myers sold 1,985 shares of Rockwell Automation 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 transaction, the senior vice president owned 4,036 shares in the company, valued at approximately $1,652,217.32. This represents a 32.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 51,375 shares of company stock valued at $20,828,717. Company insiders own 0.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. TD Cowen lifted their price objective on Rockwell Automation from $330.00 to $350.00 and gave the stock a “hold” rating in a research note on Friday, February 20th. Oppenheimer cut Rockwell Automation from an “outperform” rating to a “market perform” rating in a research note on Tuesday, January 20th. Wells Fargo & Company decreased their price objective on Rockwell Automation from $410.00 to $360.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 1st. Morgan Stanley reaffirmed an “overweight” rating and set a $460.00 price objective on shares of Rockwell Automation in a research note on Sunday, February 8th. Finally, The Goldman Sachs Group decreased their price objective on Rockwell Automation from $458.00 to $448.00 and set a “neutral” rating for the company in a research note on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, Rockwell Automation has an average rating of “Moderate Buy” and a consensus target price of $406.67.

Rockwell Automation Stock Performance

ROK stock opened at $415.77 on Friday. The business’s 50-day moving average price is $382.02 and its two-hundred day moving average price is $385.43. 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 firm has a market cap of $46.72 billion, a PE ratio of 47.57, a P/E/G ratio of 2.88 and a beta of 1.54. Rockwell Automation, Inc. has a 1-year low of $222.06 and a 1-year high of $438.72.

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

Rockwell Automation Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be issued a dividend of $1.38 per share. The ex-dividend date is Monday, May 18th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s payout ratio is currently 63.16%.

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.