Key Points
- SVP Christopher Nardecchia sold 2,538 shares of ROK on May 5 at an average price of $446.43 for proceeds of about $1.13 million, executed under a pre‑arranged Rule 10b5‑1 plan and reducing his direct stake to 14,232 shares (a 15.13% ownership decrease).
- Rockwell beat Q2 estimates and raised FY‑26 guidance, reporting $3.30 EPS vs. $2.88 expected and $2.24B revenue vs. $2.16B, prompting a ~5.7% stock rally and multiple analyst price‑target upgrades.
- The company declared a quarterly dividend of $1.38 (annualized $5.52), implying a ~1.2% yield with a dividend payout ratio of ~63%, while institutional ownership remains high at roughly 75.8%.
Rockwell Automation, Inc. (NYSE:ROK - Get Free Report) VP Scott Genereux sold 550 shares of the firm's stock in a transaction that occurred on 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 $1,237,525.72. This represents a 16.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Scott Genereux also recently made the following trade(s):
- On Wednesday, February 25th, Scott Genereux sold 17,407 shares of Rockwell Automation stock. The stock was sold at an average price of $404.61, for a total transaction of $7,043,046.27.
Rockwell Automation Stock Up 5.7%
Shares of ROK opened at $460.89 on Thursday. Rockwell Automation, Inc. has a 12 month low of $277.66 and a 12 month high of $463.49. The firm's 50 day moving average is $385.85 and its 200-day moving average is $391.29. The stock has a market capitalization of $51.79 billion, a PE ratio of 47.91, a P/E/G ratio of 2.98 and a beta of 1.56. The company has a current ratio of 1.87, a quick ratio of 0.80 and a debt-to-equity ratio of 0.72.
Rockwell Automation (NYSE:ROK - Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.88 by $0.42. The business had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. The firm's revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter last year, the business posted $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Equities research analysts forecast that Rockwell Automation, Inc. will post 12.69 EPS for the current year.
Rockwell Automation Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 18th will be given a dividend of $1.38 per share. The ex-dividend date is Monday, May 18th. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. Rockwell Automation's dividend payout ratio (DPR) is currently 63.16%.
Analyst Ratings Changes
Several research firms recently issued reports on ROK. Stephens increased their price target on shares of Rockwell Automation from $425.00 to $475.00 and gave the stock an "overweight" rating in a research report on Friday, January 23rd. Argus upgraded shares of Rockwell Automation to a "strong-buy" rating in a research report on Friday, January 16th. Morgan Stanley reiterated an "overweight" rating and set a $525.00 price target on shares of Rockwell Automation in a research report on Wednesday. Robert W. Baird cut their target price on shares of Rockwell Automation from $435.00 to $410.00 and set an "outperform" rating on the stock in a research report on Monday, March 30th. Finally, Wall Street Zen lowered shares of Rockwell Automation from a "buy" rating to a "hold" rating in a research report on Saturday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $436.00.
Read Our Latest Stock Analysis on Rockwell Automation
Key Rockwell Automation News
Here are the key news stories impacting Rockwell Automation this week:
- Positive Sentiment: Beat-and-raise: Rockwell reported Q2 EPS and revenue above consensus and raised FY26 guidance (EPS 12.50–13.10, revenue above prior street expectations), a direct catalyst for the rally. Why Rockwell Automation (ROK) Is Up After Raising 2026 Guidance
- Positive Sentiment: Analyst upgrades and higher targets: Several firms raised forecasts and price targets after the print (Goldman, BNP Paribas, Evercore and others), helping momentum and validating management’s guidance lift. Analysts Raise Their Forecasts Following Upbeat Q2 Results
- Positive Sentiment: Structural demand tailwinds: Coverage highlights that Rockwell is benefiting from AI/data-center and Industry 4.0 spending (automation, controls, software), which supports stronger multi-year revenue and margin outlooks. Rockwell Automation: Benefiting From The AI Data Center Surge
- Neutral Sentiment: Mixed analyst sentiment: while many targets moved higher, some firms kept "neutral"/"equal weight" ratings or targets below the current price (e.g., JPMorgan, Wells Fargo, Rothschild), leaving room for divergence in near-term analyst guidance. JPMorgan Adjusts Price Target
- Neutral Sentiment: Insider transactions: several senior executives sold shares under pre‑arranged Rule 10b5‑1 plans; common for planned liquidity but worth noting for investors watching insider activity. Executive Insider Sale Filing
- Negative Sentiment: Risk disclosure: the company flagged heightened cyber and third‑party data‑privacy risks tied to global IT and cloud reliance — a longer‑term operational/financial risk investors should monitor. New Cyber / Data Privacy Risk Disclosure
Institutional Trading of Rockwell Automation
Hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC acquired a new position in shares of Rockwell Automation during the fourth quarter worth $281,000. AQR Capital Management LLC lifted its holdings in shares of Rockwell Automation by 75.9% during the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company's stock worth $2,059,000 after purchasing an additional 3,513 shares during the period. Empowered Funds LLC lifted its holdings in shares of Rockwell Automation by 142.7% during the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company's stock worth $1,887,000 after purchasing an additional 4,295 shares during the period. Acadian Asset Management LLC lifted its holdings in shares of Rockwell Automation by 233.6% during the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company's stock worth $484,000 after purchasing an additional 1,315 shares during the period. Finally, Jump Financial LLC acquired a new position in shares of Rockwell Automation during the second quarter worth $868,000. Institutional investors and hedge funds own 75.75% of the company's stock.
Rockwell Automation Company Profile
(
Get Free Report)
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.
Recommended Stories
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
