Rockwell Automation (ROK)

• Market cap: $35.8B
• 1 day: -2.24%
• 5 days: -2.36%
• 1 month: 3.03%
• 3 months: 24.51%
• 6 months: 6.95%
• Year to date: 13.16%
• 1 year: 21.91%
• 5 years: 51.01%
• 10 years: 156.54%
• Sector: Industrials
• Industry: Specialty Industrial Machinery

About: With roots tracing back to the early 1900s, Rockwell Automation is the successor to Rockwell International, which spun off its avionics segment in 2001. It is a pure-play industrial automation company that operates through three segments. Its largest segment by revenue, intelligent devices, sells factory floor-level devices such as motors, drives, sensors, relays, and actuators. Its software and control segment sells visualization, simulation, and human-machine interface software and control products such as programmable controllers, computers, and operator terminals. Its smallest segment, lifecycle services, offers digital consulting, engineered-to-order services, and other outsourced services such as remote monitoring, cybersecurity, and asset and plant maintenance and optimization.

Employees: 27,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

111% more call options, than puts

Call options by funds: $184M | Put options by funds: $87.3M

13% more funds holding in top 10

Funds holding in top 10: 8 [Q4 2024] → 9 (+1) [Q1 2025]

8% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 420

2.84% less ownership

Funds ownership: 82.87% [Q4 2024] → 80.03% (-2.84%) [Q1 2025]

4% less funds holding

Funds holding: 1,193 [Q4 2024] → 1,144 (-49) [Q1 2025]

16% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 140

16% less capital invested

Capital invested by funds: $27.9B [Q4 2024] → $23.3B (-$4.55B) [Q1 2025]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $290 9% downside
• Avg. target: $327 3% upside
• High target: $371 17% upside

7 analyst ratings

• positive: 5 71%
• neutral: 2 29%
• negative: 0 0%

Keybanc Ken Newman	13% upside $360	Overweight Maintained	13 Jun 2025
Citigroup Andrew Kaplowitz	17% upside $371	Buy Maintained	4 Jun 2025
Barclays Julian Mitchell	10% upside $350	Overweight Upgraded	30 May 2025
JP Morgan Stephen Tusa	6% downside $299	Neutral Maintained	16 May 2025
Loop Capital Chris Dankert	9% downside $290	Hold Maintained	15 May 2025