Rockwell Automation (ROK)

• Market cap: $26.3B
• 1 day: 1.83%
• 5 days: 1.36%
• 1 month: -11.34%
• 3 months: -18.95%
• 6 months: -14.80%
• Year to date: -17.30%
• 1 year: -16.64%
• 5 years: 37.78%
• 10 years: 106.83%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

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

67% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 105

19% more call options, than puts

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

16% more capital invested

Capital invested by funds: $24B [Q3] → $27.9B (+$3.82B) [Q4]

12% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 367

4% more funds holding

Funds holding: 1,141 [Q3] → 1,185 (+44) [Q4]

3.08% more ownership

Funds ownership: 79.71% [Q3] → 82.8% (+3.08%) [Q4]

Research analyst outlook

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

• Low target: $201 13% downside
• Avg. target: $291 25% upside
• High target: $345 49% upside

10 analyst ratings

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

Citigroup Andrew Kaplowitz 15% 1-year accuracy 13 / 88 met price target	22% upside $283	Buy Maintained	14 Apr 2025
Barclays Julian Mitchell 35% 1-year accuracy 44 / 124 met price target	12% upside $260	Equal-Weight Maintained	10 Apr 2025
JP Morgan Stephen Tusa 42% 1-year accuracy 15 / 36 met price target	13% downside $201	Underweight Maintained	8 Apr 2025
Keybanc Ken Newman 27% 1-year accuracy 4 / 15 met price target	18% upside $275	Overweight Maintained	8 Apr 2025
Loop Capital Chris Dankert 22% 1-year accuracy 4 / 18 met price target	21% upside $280	Hold Maintained	25 Feb 2025