Rockwell Automation, Inc.
At today's price, Rockwell Automation, Inc. (ROK) is priced for today's economics sustained for ~8.8 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Rockwell sells the control layer that factories, data centers, and semiconductor fabs cannot run without, and the segment that should be its growth engine, Software & Control, was $2,187M of the $8,264M FY2024 base while the hardware-heavy Intelligent Devices segment at $3,804M still carries the company. • The price assumes company-wide operating income compounds at close to its self-funding ceiling for roughly nine years, an outcome only about 16% of comparable fast-growers have sustained tha
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1,374 institutional managers reported holding ROK in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 42%. 121 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 3.5M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ROK has cut its share count 3.4% over the past five years, spending $2.29B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 8 years straight; the current rate is $5.24 a share annually. Cash returned over the past three years: $1.61B in dividends and $1.67B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ROK over the trailing three years: 2024: 3 buys totaling $2.99M. 23 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ROK's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-04-28 | +4.7% | +16.3% |
| 2023-08-02 | -9.5% | -5.1% |
| 2023-11-09 | -1.2% | +18.7% |
| 2024-02-01 | -14.4% | +5.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ROK's latest 8-K filings: 2026-05-05 (items 2.02, 9.01); 2026-04-17 (items 5.02, 9.01); 2026-02-17 (items 5.02, 9.01); 2026-02-13 (items 5.07); 2026-02-05 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.