Rockwell Automation Gains Momentum as Prudential PLC Expands Its Stake

Institutional Investors Strengthen Their Positions

Prudential PLC increased its Rockwell Automation stake by 32.4% in the second quarter.
The firm now holds 16,893 shares worth $5.61 million.
Other institutional investors also added positions and showed rising confidence.
Cumberland Partners entered Rockwell with a $253,000 stake.
Ensign Peak Advisors grew its position by 7.2% to 29,934 shares.
Quilter Plc expanded its holdings to 362,520 shares worth $120.4 million.
Sierra Legacy Group lifted its stake by 30.4% to 6,436 shares.
TD Waterhouse Canada mildly increased its position by 1.6%.
Overall, institutions now control 75.75% of Rockwell shares.

Rockwell Stock Shows Strong Performance

Rockwell shares opened at $378.77 on Friday.
The stock trades above its 50-day and 200-day averages.
Rockwell currently holds a $42.53 billion market value.
Its P/E ratio stands at 44.46 with a PEG of 3.30.
The company maintains a solid balance sheet with steady ratios.
The 12-month range sits between $215.00 and $398.20.

Earnings Beat Highlights Growing Industrial Strength

Rockwell delivered $3.34 EPS in the recent quarter.
The result beat analyst expectations by $0.40.
The company generated $2.32 billion in quarterly revenue.
Revenue increased 13.8% year-over-year.
Rockwell achieved a 30.14% return on equity.
Its net margin reached 12.03%.
Leadership expects FY2026 EPS between 11.20 and 12.20.

Rockwell Raises Its Dividend Again

Rockwell increased its quarterly dividend to $1.38.
The payment occurs on December 10th.
The annual payout now totals $5.52 per share.
Yield sits at 1.5% after the latest increase.
Rockwell maintains a dividend payout ratio of 72.06%.

Insider Transactions Attract Investor Attention

Director James P. Keane sold 3,000 shares in late August.
The transaction totaled $1.06 million at $356.06 per share.
He now holds 9,192 shares after the sale.
Vice President Isaac Woods also reduced his position.
He sold 365 shares at $348.44 each.
Insiders sold 92,075 shares in the past 90 days.
Insiders now hold 0.68% of total company shares.

Analysts Maintain Positive Outlook

Major banks increased their price targets this month.
Wells Fargo lifted its target to $380.
Robert W. Baird raised its outlook to $402.
KeyCorp increased its projection to $380.
JPMorgan boosted its target to $400.
Analysts currently rate Rockwell a “Moderate Buy.”
The average target price stands at $371.44.

Rockwell Strengthens Its Position in Industrial Automation

Rockwell continues shaping the global automation landscape.
The company drives innovation across hardware, software, and services.
Its segments include Intelligent Devices, Software & Control, and Lifecycle Services.
Rockwell supports customers across North America and global industrial markets.