Rockwell Automation (ROK)

• Market cap: $39.2B
• 1 day: 1.13%
• 5 days: -0.24%
• 1 month: 1.67%
• 3 months: 8.32%
• 6 months: 35.03%
• Year to date: 24.09%
• 1 year: 32.66%
• 5 years: 59.19%
• 10 years: 235.83%
• 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 Q2 regulatory disclosures by fund managers ($100M+ AUM)

155% more call options, than puts

Call options by funds: $312M | Put options by funds: $122M

131% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 83

33% more capital invested

Capital invested by funds: $23.4B [Q1] → $31.1B (+$7.63B) [Q2]

8% more funds holding

Funds holding: 1,158 [Q1] → 1,255 (+97) [Q2]

2.66% more ownership

Funds ownership: 80.32% [Q1] → 82.98% (+2.66%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 9 [Q1] → 9 (+0) [Q2]

19% less repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 468

Research analyst outlook

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

• Low target: $345
• Avg. target: $376
• High target: $410

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

Barclays Julian Mitchell	$370	Overweight Maintained	14 Aug 2025
Wells Fargo Joseph O'Dea	$345	Equal-Weight Downgraded	8 Aug 2025
Keybanc Ken Newman	$380	Overweight Maintained	7 Aug 2025
Oppenheimer Noah Kaye	$363	Outperform Maintained	7 Aug 2025
Stephens & Co. Tommy Moll	$375	Overweight Maintained	16 Jul 2025