Stevens Capital Management LP Buys Shares of 1,247 Rockwell Automation, Inc. $ROK

Stevens Capital Management LP bought a new stake in Rockwell Automation, Inc. (NYSE:ROK) in the fourth quarter, Holdings Channel.com reports. The institutional investor bought 1,247 shares of the industrial products company’s stock, valued at approximately $485,000.

Other institutional investors have also recently added to or reduced their stakes in the company. First Horizon Corp acquired a new stake in Rockwell Automation in the fourth quarter valued at approximately $32,000. Fortitude Family Office LLC lifted its stake in Rockwell Automation by 109.5% in the fourth quarter. Fortitude Family Office LLC now owns 88 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 46 shares during the last quarter. Ameriflex Group Inc. lifted its stake in Rockwell Automation by 100.0% in the third quarter. Ameriflex Group Inc. now owns 100 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 50 shares during the last quarter. Sachetta LLC lifted its stake in shares of Rockwell Automation by 900.0% in the third quarter. Sachetta LLC now owns 120 shares of the industrial products company’s stock worth $42,000 after buying an additional 108 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Rockwell Automation in the third quarter worth $47,000. 75.75% of the stock is currently owned by institutional investors and hedge funds.

More Rockwell Automation News

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

• Positive Sentiment: Q2 beat and raised full-year guidance — Rockwell reported $3.30 EPS vs. ~$2.88 consensus and revenue of $2.24B (organic growth, margin gains). Management raised FY26 EPS guidance to $12.50–13.10 and revenue guidance above Street estimates, driving the rally. Why Rockwell Automation Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts revise forecasts upward — Multiple analysts raised earnings and price targets after the upbeat quarter, citing stronger AI/data-center and factory automation demand, which supports higher valuation assumptions. Analysts Raise Forecasts
• Positive Sentiment: Notable price-target increases from bullish shops — Several firms pushed targets materially higher (BNP Paribas Exane to $515, Goldman Sachs to $487, Evercore to $480), signaling institutional confidence in upside from the guidance beat. BNP Paribas PT Raise Goldman PT Raise Evercore PT Raise
• Neutral Sentiment: Insider sales disclosed but executed under 10b5-1 plans — Several executives (VP Scott Genereux; SVPs Christopher Nardecchia and Matthew Fordenwalt) sold shares on May 5th in pre-arranged plans. Planned sales reduce negative signal vs. ad-hoc selling but warrant monitoring. Genereux Insider Trade Nardecchia Insider Trade Fordenwalt Insider Trade
• Neutral Sentiment: Mixed broker actions — Some shops raised targets materially while others kept neutral/equal-weight ratings or more modest hikes (e.g., Wells Fargo, JPMorgan, Rothschild), producing a mixed short-term backdrop even as consensus estimates moved up. JPMorgan PT Adjust
• Negative Sentiment: New cyber and third‑party data-privacy risk disclosure — Rockwell flagged heightened cyber and third‑party risks tied to its global IT and cloud reliance; while common for industrial software players, this adds operational/legal risk that investors should watch. Cyber Risk Disclosure

Rockwell Automation Price Performance

NYSE:ROK opened at $460.89 on Thursday. The stock has a market cap of $51.79 billion, a P/E ratio of 47.91, a PEG ratio of 2.98 and a beta of 1.56. Rockwell Automation, Inc. has a one year low of $277.66 and a one year high of $463.49. The company has a fifty day moving average price of $385.85 and a 200 day moving average price of $391.29. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.87 and a quick ratio of 0.80.

Rockwell Automation (NYSE:ROK) last released its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating the consensus estimate of $2.88 by $0.42. The firm had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The business’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same period in the prior year, the company earned $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Analysts anticipate that Rockwell Automation, Inc. will post 12.69 earnings per share for the current year.

Rockwell Automation Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 18th will be issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Monday, May 18th. Rockwell Automation’s payout ratio is 63.16%.

Insider Transactions at Rockwell Automation

In other Rockwell Automation news, SVP Cyril Perducat sold 198 shares of the business’s stock in a transaction on Friday, April 10th. The shares were sold at an average price of $395.00, for a total value of $78,210.00. Following the sale, the senior vice president owned 6,241 shares of the company’s stock, valued at $2,465,195. The trade was a 3.08% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 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. Also, SVP Christopher Nardecchia sold 2,538 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $446.43, for a total transaction of $1,133,039.34. Following the completion of the sale, the senior vice president directly owned 14,232 shares in the company, valued at $6,353,591.76. This trade represents a 15.13% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 55,063 shares of company stock worth $22,477,756. 0.76% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Rothschild & Co Redburn boosted their target price on shares of Rockwell Automation from $365.00 to $378.00 in a research report on Wednesday. The Goldman Sachs Group lifted their price objective on Rockwell Automation from $448.00 to $487.00 in a research note on Wednesday. Wells Fargo & Company lifted their price objective on Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a research note on Wednesday. KeyCorp lifted their price objective on Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, Argus upgraded Rockwell Automation to a “strong-buy” rating in a research note on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $436.00.

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.