Westwood Holdings Group Inc. Sells 1,301 Shares of Rockwell Automation, Inc. $ROK

16 Dec 2025, 08:36 by Jessica Moore · The Cerbat Gem

Westwood Holdings Group Inc. lowered its position in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 26.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,575 shares of the industrial products company’s stock after selling 1,301 shares during the period. Westwood Holdings Group Inc.’s holdings in Rockwell Automation were worth $1,188,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Advisors Capital Management LLC grew its position in Rockwell Automation by 1.7% in the second quarter. Advisors Capital Management LLC now owns 2,066 shares of the industrial products company’s stock worth $686,000 after acquiring an additional 34 shares in the last quarter. Aviso Financial Inc. lifted its stake in shares of Rockwell Automation by 4.4% in the 2nd quarter. Aviso Financial Inc. now owns 859 shares of the industrial products company’s stock valued at $285,000 after purchasing an additional 36 shares during the last quarter. Howe & Rusling Inc. boosted its holdings in Rockwell Automation by 4.9% in the first quarter. Howe & Rusling Inc. now owns 794 shares of the industrial products company’s stock worth $205,000 after purchasing an additional 37 shares in the last quarter. IFP Advisors Inc increased its position in Rockwell Automation by 2.7% during the second quarter. IFP Advisors Inc now owns 1,427 shares of the industrial products company’s stock worth $476,000 after buying an additional 37 shares during the last quarter. Finally, SBI Securities Co. Ltd. increased its position in Rockwell Automation by 48.7% during the second quarter. SBI Securities Co. Ltd. now owns 116 shares of the industrial products company’s stock worth $39,000 after buying an additional 38 shares during the last quarter. Institutional investors own 75.75% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Cyril Perducat sold 804 shares of Rockwell Automation stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $402.05, for a total transaction of $323,248.20. Following the sale, the senior vice president owned 5,858 shares of the company’s stock, valued at approximately $2,355,208.90. This trade represents a 12.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Terry L. Riesterer sold 225 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $402.13, for a total value of $90,479.25. Following the sale, the vice president owned 2,034 shares in the company, valued at approximately $817,932.42. This represents a 9.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 87,253 shares of company stock valued at $34,405,319 in the last quarter. 0.68% of the stock is currently owned by insiders.

Rockwell Automation Stock Down 0.8%

ROK opened at $401.77 on Tuesday. The business has a 50 day moving average of $373.93 and a 200-day moving average of $352.03. The stock has a market capitalization of $45.11 billion, a price-to-earnings ratio of 52.45, a P/E/G ratio of 2.72 and a beta of 1.50. The company has a current ratio of 1.14, a quick ratio of 0.77 and a debt-to-equity ratio of 0.70. Rockwell Automation, Inc. has a 1-year low of $215.00 and a 1-year high of $415.89.

Rockwell Automation (NYSE:ROK – Get Free Report) last announced its earnings results on Thursday, November 6th. The industrial products company reported $3.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.94 by $0.40. The business had revenue of $4.63 billion for the quarter, compared to analyst estimates of $2.19 billion. Rockwell Automation had a net margin of 10.42% and a return on equity of 32.69%. Rockwell Automation’s revenue was up 13.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.47 earnings per share. Rockwell Automation has set its FY 2026 guidance at 11.200-12.200 EPS. As a group, sell-side analysts anticipate that Rockwell Automation, Inc. will post 9.35 earnings per share for the current year.

Rockwell Automation Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 17th were given a dividend of $1.38 per share. This is an increase from Rockwell Automation’s previous quarterly dividend of $1.31. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Monday, November 17th. Rockwell Automation’s dividend payout ratio (DPR) is currently 72.06%.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. JPMorgan Chase & Co. boosted their price target on Rockwell Automation from $357.00 to $400.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 11th. Citigroup raised their price objective on Rockwell Automation from $439.00 to $466.00 and gave the company a “buy” rating in a research note on Monday, December 8th. Barclays upped their target price on Rockwell Automation from $417.00 to $435.00 and gave the stock an “overweight” rating in a research report on Thursday, December 4th. Weiss Ratings reissued a “hold (c)” rating on shares of Rockwell Automation in a research report on Monday, December 8th. Finally, TD Cowen upped their price objective on shares of Rockwell Automation from $275.00 to $330.00 and gave the stock a “hold” rating in a report on Tuesday, December 2nd. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $403.31.

View Our Latest Stock Analysis on ROK

Rockwell Automation Profile

(Free Report)

Rockwell Automation, Inc provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services.