Northcape Wealth Management LLC Acquires Shares of 6,835 Rockwell Automation, Inc. $ROK

Northcape Wealth Management LLC bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) during the 2nd quarter, Holdings Channel.com reports. The fund bought 6,835 shares of the industrial products company’s stock, valued at approximately $3,384,000.

A number of other large investors have also modified their holdings of the business. Brighton Jones LLC purchased a new stake in shares of Rockwell Automation in the fourth quarter valued at approximately $281,000. AQR Capital Management LLC raised its position in Rockwell Automation by 75.9% in the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock worth $2,059,000 after acquiring an additional 3,513 shares in the last quarter. Empowered Funds LLC raised its position in Rockwell Automation by 142.7% in the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock worth $1,887,000 after acquiring an additional 4,295 shares in the last quarter. Acadian Asset Management LLC lifted its holdings in Rockwell Automation by 233.6% in the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock valued at $484,000 after acquiring an additional 1,315 shares during the period. Finally, Jump Financial LLC acquired a new stake in Rockwell Automation in the second quarter valued at $868,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

Rockwell Automation Stock Down 0.1%

Rockwell Automation stock opened at $433.18 on Thursday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. The firm has a market capitalization of $48.10 billion, a price-to-earnings ratio of 40.60, a price-to-earnings-growth ratio of 2.53 and a beta of 1.54. Rockwell Automation, Inc. has a fifty-two week low of $332.71 and a fifty-two week high of $497.36. The stock’s fifty day moving average is $462.93 and its two-hundred day moving average is $426.85.

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

Rockwell Automation declared 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 purchase up to 2% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Rockwell Automation Dividend Announcement

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

Insiders Place Their Bets

In other Rockwell Automation news, SVP Matthew W. Fordenwalt sold 377 shares of Rockwell Automation stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $460.51, for a total transaction of $173,612.27. Following the completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their ownership of the stock. The sale 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. Company insiders own 0.76% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on ROK. Zacks Research cut shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a research note on Thursday, July 30th. Sanford C. Bernstein increased their price target on shares of Rockwell Automation from $501.00 to $514.00 and gave the company a “market perform” rating in a report on Friday, August 14th. HSBC raised their price objective on shares of Rockwell Automation from $445.00 to $490.00 in a research note on Wednesday, May 6th. Wells Fargo & Company upped their target price on shares of Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. Finally, KeyCorp increased their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Nine investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $468.67.

Key Stories Impacting Rockwell Automation

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

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.