Rockwell Automation (ROK)

• Market cap: $30.3B
• 1 day: -0.45%
• 5 days: 5.15%
• 1 month: -5.72%
• 3 months: -7.72%
• 6 months: -0.93%
• Year to date: -4.56%
• 1 year: -7.94%
• 5 years: 77.00%
• 10 years: 136.95%
• Sector: Industrials
• Industry: Measuring & Controlling Devices

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 8 (+4) [Q4]

62% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 106

19% more call options, than puts

Call options by funds: $171M | Put options by funds: $143M

15% more capital invested

Capital invested by funds: $24.2B [Q3] → $27.9B (+$3.66B) [Q4]

11% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 368

3% more funds holding

Funds holding: 1,142 [Q3] → 1,180 (+38) [Q4]

2.55% more ownership

Funds ownership: 80.25% [Q3] → 82.8% (+2.55%) [Q4]

Research analyst outlook

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

• Low target: $240 10% downside
• Avg. target: $311 16% upside
• High target: $350 31% upside

10 analyst ratings

• positive: 6 60%
• neutral: 2 20%
• negative: 2 20%

Barclays Julian Mitchell 48% 1-year accuracy 63 / 132 met price target	4% upside $280	Equal-Weight Maintained	26 Mar 2025
Loop Capital Chris Dankert 35% 1-year accuracy 6 / 17 met price target	4% upside $280	Hold Maintained	25 Feb 2025
Morgan Stanley Joshua Pokrzywinski 0% 1-year accuracy 0 / 2 met price target	29% upside $345	Overweight Maintained	12 Feb 2025
Goldman Sachs Joe Ritchie 56% 1-year accuracy 14 / 25 met price target	8% upside $290	Sell Maintained	11 Feb 2025
Oppenheimer Noah Kaye 60% 1-year accuracy 33 / 55 met price target	19% upside $320	Outperform Maintained	11 Feb 2025