Rockwell Automation
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: 388 | Existing positions reduced: 421
2.79% less ownership
Funds ownership: 82.87% [Q4 2024] → 80.08% (-2.79%) [Q1 2025]
4% less funds holding
Funds holding: 1,194 [Q4 2024] → 1,148 (-46) [Q1 2025]
16% less first-time investments, than exits
New positions opened: 119 | Existing positions closed: 141
16% less capital invested
Capital invested by funds: $27.9B [Q4 2024] → $23.4B (-$4.53B) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Oppenheimer Noah Kaye | 5%upside $371 | Outperform Maintained | 17 Jul 2025 |
Stephens & Co. Tommy Moll | 6%upside $375 | Overweight Maintained | 16 Jul 2025 |
B of A Securities Andrew Obin | 16%upside $410 | Buy Upgraded | 16 Jul 2025 |
Keybanc Steve Barger | 5%upside $370 | Overweight Maintained | 15 Jul 2025 |
Citigroup Andrew Kaplowitz | 11%upside $392 | Buy Maintained | 14 Jul 2025 |
Financial journalist opinion
Based on 8 articles about ROK published over the past 30 days
