ROK Rockwell Automation Dashboard

Rockwell Automation, Inc. engages in the provision of industrial automation and information services. It operates through the following segments: Architecture and Software, and Control Products and Solutions . The Architecture and Software segment contains hardware, software, and communication components of its integrated control and information architecture which are capable of controlling the customer's industrial processes and connecting with their business enterprise. The Control Products and Solutions segment combines a portfolio of intelligent motor control and industrial control products, application expertise, and project management capabilities. The company was founded in 1928 and is headquartered in Milwaukee, WI.

Company profile

Ticker

ROK

Exchange

NYSE

Website

www.rockwellautomation.com/

CEO

Blake Moret

Incorporated

Delaware

Location

Wisconsin

Fiscal year end

Sep 30

Sector

Manufacturing > Optical Instrument and Lens Manufacturing

Industry (SIC)

Measuring & Controlling Devices, NEC

Thermo Fisher Scientific • Trimble • Cubic • MTS Systems • Faro • Sandbridge Acquisition • Onto Innovation • Geospace Technologies • HighCape Capital Acquisition • Image Sensing Systems ...

Former names

NEW ROCKWELL INTERNATIONAL CORP, ROCKWELL AUTOMATION INC, ROCKWELL AUTOMATION INC, ROCKWELL INTERNATIONAL CORP

SEC CIK

0001024478

Corporate docs

Articles of Incorporation & Bylaws

IRS number

251797617

ROK stock data

S&P 500

1M 1Y 2Y 5Y

News

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Deutsche Bank Maintains Hold on Rockwell Automation, Raises Price Target to $268

13 Apr 21

Deutsche Bank analyst Nicole Deblase maintains Rockwell Automation (NYSE:ROK) with a Hold and raises the price target from $242 to $268.

Barclays Maintains Equal-Weight on Rockwell Automation, Raises Price Target to $269

6 Apr 21

Barclays analyst Julian Mitchell maintains Rockwell Automation (NYSE:ROK) with a Equal-Weight and raises the price target from $265 to $269.

Stocks That Hit 52-Week Highs On Monday

29 Mar 21

Monday's morning session saw 201 companies set new 52-week highs.

Stocks That Hit 52-Week Highs On Friday

26 Mar 21

Morgan Stanley Maintains Overweight on Rockwell Automation, Raises Price Target to $300

23 Mar 21

Press releases

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Rockwell Automation to Report Second Quarter Fiscal 2021 Results

13 Apr 21

Rockwell Automation, Inc. (NYSE:ROK) is scheduled to report its second quarter fiscal 2021 results on Wednesday, April 28, before the market opens. The release will be posted on the Rockwell Automation Investor

Rockwell Automation to Present at Bank of America Global Industrials Conference

9 Mar 21

Rockwell Automation (NYSE:ROK) Chairman and CEO, Blake Moret, and SVP and Chief Financial Officer, Nick Gangestad, will present at Bank of America Global Industrials Conference on Wednesday, March 17, 2021. The

FANUC and Rockwell Automation Form Coalition to Quickly Address Manufacturing Skills Gap with Robotics and Automation Apprenticeship Programs

23 Feb 21

FANUC America and Rockwell Automation officially formed a coalition to kick off accelerated work and learn apprenticeship programs designed to upskill current and future workers for jobs in advanced manufacturing,

Rockwell Automation Announces New Chief Financial Officer

16 Feb 21

Rockwell Automation Declares Quarterly Dividend of $1.07 Per Share on Common Stock

3 Feb 21

Calendar

26 Jan 21

13 Apr 21

30 Sep 21

Financial summary

Financial statements Chart ROK financial data

Quarter (USD)	Dec 20	Jun 20	Mar 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 20	Sep 19	Sep 18	Sep 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Recent insider trades

ROK insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
1 Apr 21	William P Gipson	RSU Common Stock	Grant	Aquire A	No	No	0	103	0	372
1 Apr 21	Holloman James Phillip	RSU Common Stock	Grant	Aquire A	No	No	0	103	0	11,577
8 Mar 21	Kulaszewicz Frank C	Common Stock	Sell	Dispose S	No	Yes	255.1404	100	25.51K	19,362
8 Mar 21	Kulaszewicz Frank C	Common Stock	Option exercise	Aquire M	No	Yes	192.86	100	19.29K	19,462
8 Mar 21	Kulaszewicz Frank C	Employee Stock Option Common Stock	Option exercise	Dispose M	No	Yes	192.86	100	19.29K	8,000
1 Mar 21	Nicholas C Gangestad	RSU Common Stock	Grant	Aquire A	No	No	0	15,925	0	15,925

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

ROK institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

76.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	953	896	+6.4%
Opened positions	139	80	+73.8%
Closed positions	82	70	+17.1%
Increased positions	330	321	+2.8%
Reduced positions	301	302	-0.3%

13F shares	Current	Prev Q	Change
Total value	22.29B	21.13B	+5.5%
Total shares	88.87M	88.88M	-0.0%
Total puts	194.1K	231.2K	-16.0%
Total calls	358.5K	387.1K	-7.4%
Total put/call ratio	0.5	0.6	-9.3%

Largest owners	Shares	Value	Change
Vanguard	11.4M	$2.86B	-2.3%
BLK Blackrock	8.65M	$2.17B	+2.6%
STT State Street	4.74M	$1.19B	-1.1%
UBS UBS Group AG - Registered Shares	2.93M	$735.77M	-4.6%
Alecta Pensionsforsakring, Omsesidigt	2.92M	$728.19M	0.0%
TROW T. Rowe Price	2.49M	$625.64M	-9.8%
JPM JPMorgan Chase & Co.	2.45M	$615.15M	-19.7%
Geode Capital Management	2.16M	$540.15M	+2.2%
BK Bank Of New York Mellon	1.85M	$464.34M	-6.0%
BAC Bank Of America	1.72M	$430.4M	-3.7%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	919.71K	+919.71K	NEW
IVZ Invesco	1.35M	+711.44K	+111.0%
JPM JPMorgan Chase & Co.	2.45M	-603.29K	-19.7%
AMP Ameriprise Financial	191.37K	-381.46K	-66.6%
Wellington Management	28.5K	-370.35K	-92.9%
B. Metzler seel. Sohn & Co. Holding	305.52K	+305.52K	NEW
Holocene Advisors	354.27K	+302.82K	+588.6%
Los Angeles Capital Management & Equity Research	299.72K	-299.01K	-49.9%
Liontrust Investment Partners	286.52K	+286.52K	NEW
GS Goldman Sachs	947.8K	-284.21K	-23.1%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Emerson Electric • Honeywell International • Schneider Electric • ABB

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

New words: absence, accommodate, advertising, alternative, andChief, arrive, artificial, awarded, Barcelona, broader, Canada, CECL, composition, comprised, computerized, criteria, ETZEL, EtzelSenior, exceeding, false, Fiix, identification, intelligence, Intelligent, LIBOR, Lifecycle, maintenance, maker, matter, meet, offering, ongoing, Ontario, optimization, organizational, Oylo, pace, past, predominantly, prepaid, President, Professional, proforma, promised, reached, reassigned, reassignment, recast, reorganization, repair, replace, replacement, RiestererVice, sharp, sharpened, Spain, spare, steven, stop, synergy, technical, Toronto, trademark, training, uptick, Vice, Visualization, writeoff

Removed: achieved, Architecture, ASC, assumption, ASU, attrition, carry, classification, consolidate, continuing, discounting, discussed, finance, forma, fully, funded, hand, historical, holder, hypothetical, informational, integrate, integrated, Inventory, isolation, led, licensing, Logix, MESTECH, noted, obtained, oilfield, package, patrick, permitted, plant, pro, ranging, recognizable, registration, relief, requiring, royalty, saved, specialist, specifically, sublease, Topic, unallocated, Undiscounted, unsettled

From filing 10-Q 2021 Q1