Rockwell Automation, Inc. $ROK Shares Purchased by Silvant Capital Management LLC

Silvant Capital Management LLC increased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 18.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 18,314 shares of the industrial products company’s stock after buying an additional 2,801 shares during the period. Silvant Capital Management LLC’s holdings in Rockwell Automation were worth $7,125,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in ROK. Lansforsakringar Fondforvaltning AB publ boosted its holdings in shares of Rockwell Automation by 7.1% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 61,834 shares of the industrial products company’s stock valued at $21,613,000 after acquiring an additional 4,086 shares in the last quarter. Oak Thistle LLC acquired a new position in Rockwell Automation in the 4th quarter worth approximately $1,556,000. Nordea Investment Management AB boosted its stake in Rockwell Automation by 20.7% in the 4th quarter. Nordea Investment Management AB now owns 744,814 shares of the industrial products company’s stock worth $291,073,000 after purchasing an additional 127,733 shares during the period. SG Americas Securities LLC boosted its stake in Rockwell Automation by 911.0% in the 4th quarter. SG Americas Securities LLC now owns 91,808 shares of the industrial products company’s stock worth $35,720,000 after purchasing an additional 82,727 shares during the period. Finally, Maridea Wealth Management LLC lifted its position in Rockwell Automation by 580.0% in the 4th quarter. Maridea Wealth Management LLC now owns 5,522 shares of the industrial products company’s stock worth $2,148,000 after buying an additional 4,710 shares in the last quarter. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation Trading Up 1.0%

Shares of NYSE ROK opened at $463.84 on Tuesday. Rockwell Automation, Inc. has a 1-year low of $305.44 and a 1-year high of $473.91. The company has a market cap of $51.61 billion, a PE ratio of 48.22, a P/E/G ratio of 2.94 and a beta of 1.57. The company has a current ratio of 1.09, a quick ratio of 0.76 and a debt-to-equity ratio of 0.72. The company has a 50-day moving average of $430.53 and a two-hundred day moving average of $407.59.

Rockwell Automation (NYSE:ROK) last announced its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The company had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The company’s revenue was up 11.9% on a year-over-year basis. During the same period in the previous year, the firm posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. As a group, equities analysts expect that Rockwell Automation, Inc. will post 13.01 earnings per share for the current fiscal year.

Rockwell Automation announced that its Board of Directors has initiated a stock buyback program on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to buy up to 2% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s leadership believes its shares are undervalued.

Rockwell Automation Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s payout ratio is 57.38%.

Insider Buying and Selling at Rockwell Automation

In other Rockwell Automation news, VP Scott Genereux sold 550 shares of Rockwell Automation stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $447.73, for a total transaction of $246,251.50. Following the transaction, the vice president directly owned 2,764 shares in the company, valued at approximately $1,237,525.72. The trade was a 16.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John M. Miller sold 1,054 shares of Rockwell Automation stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $426.02, for a total value of $449,025.08. Following the transaction, the vice president owned 5,615 shares in the company, valued at approximately $2,392,102.30. This represents a 15.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,308 shares of company stock valued at $5,339,812 over the last 90 days. Company insiders own 0.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on ROK shares. BNP Paribas Exane increased their target price on shares of Rockwell Automation from $495.00 to $515.00 in a research report on Wednesday, May 6th. Morgan Stanley reiterated an “overweight” rating and issued a $525.00 target price on shares of Rockwell Automation in a research note on Wednesday, May 6th. The Goldman Sachs Group raised their target price on Rockwell Automation from $448.00 to $487.00 in a report on Wednesday, May 6th. Mizuho set a $445.00 price target on Rockwell Automation in a report on Wednesday, May 6th. Finally, Jefferies Financial Group reissued a “hold” rating and issued a $380.00 price target (down from $490.00) on shares of Rockwell Automation in a report on Tuesday, March 31st. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $454.05.

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.