Danske Bank A S Acquires New Stake in Rockwell Automation, Inc. $ROK

Danske Bank A S bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 93,552 shares of the industrial products company’s stock, valued at approximately $46,316,000.

A number of other institutional investors have also added to or reduced their stakes in ROK. Castle Rock Wealth Management LLC boosted its position in shares of Rockwell Automation by 2.2% during the 2nd quarter. Castle Rock Wealth Management LLC now owns 1,038 shares of the industrial products company’s stock valued at $501,000 after acquiring an additional 22 shares during the last quarter. Richards Merrill & Peterson Inc. increased its position in shares of Rockwell Automation by 1.9% in the first quarter. Richards Merrill & Peterson Inc. now owns 1,358 shares of the industrial products company’s stock worth $487,000 after purchasing an additional 25 shares during the last quarter. Cidel Asset Management Inc. raised its stake in Rockwell Automation by 4.6% in the first quarter. Cidel Asset Management Inc. now owns 574 shares of the industrial products company’s stock valued at $206,000 after purchasing an additional 25 shares in the last quarter. HBK Sorce Advisory LLC raised its stake in Rockwell Automation by 0.7% in the fourth quarter. HBK Sorce Advisory LLC now owns 3,719 shares of the industrial products company’s stock valued at $1,544,000 after purchasing an additional 27 shares in the last quarter. Finally, Johnson Investment Counsel Inc. lifted its position in Rockwell Automation by 1.9% during the fourth quarter. Johnson Investment Counsel Inc. now owns 1,412 shares of the industrial products company’s stock valued at $549,000 after purchasing an additional 27 shares during the last quarter. 75.75% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have commented on ROK. Evercore set a $485.00 price target on shares of Rockwell Automation in a research note on Wednesday, August 5th. Citigroup lowered their price objective on shares of Rockwell Automation from $555.00 to $536.00 and set a “buy” rating on the stock in a research report on Wednesday, August 5th. Sanford C. Bernstein lifted their price objective on shares of Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a report on Friday, August 14th. The Goldman Sachs Group upped their target price on shares of Rockwell Automation from $448.00 to $487.00 in a research report on Wednesday, May 6th. Finally, HSBC increased their target price on Rockwell Automation from $445.00 to $490.00 in a research note on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $468.67.

Insiders Place Their Bets

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the completion of the sale, the senior vice president directly owned 4,437 shares of the company’s stock, valued at $2,043,282.87. The trade was a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by corporate insiders.

Rockwell Automation News Summary

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

• Positive Sentiment: Zacks raised most earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. Estimates were also raised for several individual quarters, including Q4 2026, Q2-Q3 2027 and Q1-Q3 2028. The revisions suggest improving confidence in Rockwell’s earnings trajectory and provide a potential tailwind for ROK. Zacks Research earnings estimates
• Positive Sentiment: Jim Cramer described Rockwell as an attractive long-term opportunity. Although he called the stock’s chart “ugly,” Cramer recommended it as a strong long-term situation. That endorsement may support sentiment among retail and momentum-focused investors, even though it does not represent a change in company fundamentals. Jim Cramer commentary on Rockwell Automation
• Neutral Sentiment: ROKLive Bangkok highlighted growth opportunities but offered no major financial update. Rockwell brought Thai manufacturing leaders together to discuss smart manufacturing, industrial automation and digital transformation. The event reinforces demand for Rockwell’s automation solutions, but the report did not include new bookings, revenue guidance or material contract announcements. ROKLive Bangkok 2026 article
• Negative Sentiment: Analyst caution and valuation remain headwinds. Zacks maintained a “Hold” rating, while the broader consensus is also “Hold.” One Zacks revision trimmed Q1 2027 EPS modestly to $2.97 from $2.99. With Rockwell trading at roughly 34 times earnings and below its 50-day moving average, investors may be reluctant to add aggressively without stronger near-term catalysts. Rockwell Automation consensus Hold rating

Rockwell Automation Stock Down 0.1%

Shares of NYSE ROK opened at $433.18 on Thursday. Rockwell Automation, Inc. has a one year low of $332.71 and a one year high of $497.36. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.08 and a quick ratio of 0.74. The firm’s 50 day simple moving average is $462.93 and its two-hundred day simple moving average is $426.85. The stock has a market capitalization of $48.10 billion, a P/E ratio of 40.60, a PEG ratio of 2.53 and a beta of 1.54.

Rockwell Automation (NYSE:ROK) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, topping the consensus estimate of $3.38 by $0.11. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The firm had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.24 billion. During the same period last year, the firm posted $2.82 earnings per share. The business’s revenue was up 7.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, analysts expect that Rockwell Automation, Inc. will post 13.22 EPS for the current fiscal year.

Rockwell Automation Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Monday, August 17th. Rockwell Automation’s dividend payout ratio (DPR) is presently 51.73%.

Rockwell Automation announced that its board has authorized a share repurchase plan on Tuesday, June 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the industrial products company to buy up to 2% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

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.