Analyst Upgrades Spark Interest: Recent discussions on X about Rockwell Automation (ROK) have centered on positive analyst upgrades, with price targets being raised by major firms. Many users are highlighting this as a sign of confidence in the company’s industrial automation and digital transformation initiatives. The stock’s recent performance, including hitting near all-time highs, is also fueling conversations.
Insider Sales Raise Questions: Another focal point on X is the recent insider sales by company executives, with some users questioning the timing given the stock’s strong run. While not necessarily indicative of a lack of faith, these moves are generating mixed reactions among followers. This has added a layer of intrigue to the ongoing discourse.
Innovation Drives Optimism: Lastly, Rockwell’s launch of new manufacturing platforms and cloud-based solutions is being praised on X as a forward-looking step. Posts reflect excitement about the company’s role in AI and automation trends, with many seeing long-term potential. The buzz around global expansion, including in Saudi Arabia, is also gaining traction.
Note: This discussion summary was generated from an AI condensation of post data.
Rockwell Automation Insider Trading Activity
Rockwell Automation insiders have traded $ROK stock on the open market 117 times in the past 6 months. Of those trades, 0 have been purchases and 117 have been sales.
Here’s a breakdown of recent trading of $ROK stock by insiders over the last 6 months:
- BLAKE D. MORET (President and CEO) has made 0 purchases and 13 sales selling 95,093 shares for an estimated $36,317,768.
- MATHEUS DE A G VIERA BULHO (SVP Software and Control) has made 0 purchases and 19 sales selling 6,415 shares for an estimated $2,552,862.
- JAMES P KEANE has made 0 purchases and 3 sales selling 3,000 shares for an estimated $1,068,192.
- REBECCA W HOUSE (SVP, CLO and Secretary) has made 0 purchases and 8 sales selling 2,420 shares for an estimated $972,910.
- TERRY L. RIESTERER (Vice President and Controller) has made 0 purchases and 9 sales selling 2,715 shares for an estimated $969,837.
- CYRIL PERDUCAT (SVP, Chief Technology Officer) has made 0 purchases and 9 sales selling 2,540 shares for an estimated $943,709.
- SCOTT GENEREUX (Sr.VP, Chief Revenue Officer) has made 0 purchases and 8 sales selling 1,936 shares for an estimated $778,247.
- TESSA M. MYERS (SVP, Intelligent Devices) has made 0 purchases and 7 sales selling 1,742 shares for an estimated $700,347.
- CHRISTOPHER NARDECCHIA (SVP, Chief Information Officer) has made 0 purchases and 7 sales selling 1,221 shares for an estimated $490,523.
- ISAAC WOODS (Vice President and Treasurer) has made 0 purchases and 12 sales selling 1,076 shares for an estimated $394,128.
- MATTHEW W. FORDENWALT (SVP Lifecycle Services) has made 0 purchases and 7 sales selling 870 shares for an estimated $349,652.
- ROBERT L. BUTTERMORE (SVP,Chief Supply Chain Officer) has made 0 purchases and 7 sales selling 644 shares for an estimated $258,802.
- JOHN M MILLER (VP and Chief IP Counsel) has made 0 purchases and 8 sales selling 147 shares for an estimated $59,086.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Rockwell Automation Revenue
Rockwell Automation had revenues of $2.3B in Q4 2025. This is an increase of 13.81% from the same period in the prior year.
You can track ROK financials on Quiver Quantitative's ROK stock page.
Rockwell Automation Hedge Fund Activity
We have seen 588 institutional investors add shares of Rockwell Automation stock to their portfolio, and 601 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,761,977 shares (-35.3%) from their portfolio in Q3 2025, for an estimated $615,863,820
- BLACKROCK, INC. added 1,059,228 shares (+12.1%) to their portfolio in Q3 2025, for an estimated $370,231,962
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 868,548 shares (+66.7%) to their portfolio in Q3 2025, for an estimated $303,583,582
- WELLINGTON MANAGEMENT GROUP LLP removed 651,010 shares (-99.6%) from their portfolio in Q3 2025, for an estimated $227,547,525
- UBS GROUP AG removed 642,235 shares (-24.6%) from their portfolio in Q3 2025, for an estimated $224,480,399
- LAZARD ASSET MANAGEMENT LLC removed 575,144 shares (-28.9%) from their portfolio in Q3 2025, for an estimated $201,030,082
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 488,125 shares (+971.4%) to their portfolio in Q3 2025, for an estimated $170,614,331
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rockwell Automation Government Contracts
We have seen $3,738,324 of award payments to $ROK over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 175' WLM COAST GUARD MACHINERY CONTROL SYSTEM COMPONENTS TO BE INSTALLED ON CGC IDA LEWIS.: $1,026,600
- ETHERNET/IP, HIGH CAPACITY, DUAL COPPER,: $482,417
- CONTROLLOGIX ETHERNET IP COMM MODULE: $329,840
- STEERING ENCLOSURE REV K: $303,539
- INDUSTRIAL CONTROL SYSTEM (ICS) HARDWARE: $300,344
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Rockwell Automation Analyst Ratings
Wall Street analysts have issued reports on $ROK in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 12/10/2025
- Baird issued a "Outperform" rating on 11/21/2025
- B of A Securities issued a "Buy" rating on 11/20/2025
- Morgan Stanley issued a "Overweight" rating on 11/10/2025
- Barclays issued a "Overweight" rating on 11/07/2025
- Oppenheimer issued a "Outperform" rating on 10/14/2025
- Keybanc issued a "Overweight" rating on 08/07/2025
To track analyst ratings and price targets for Rockwell Automation, check out Quiver Quantitative's $ROK forecast page.
Rockwell Automation Price Targets
Multiple analysts have issued price targets for $ROK recently. We have seen 13 analysts offer price targets for $ROK in the last 6 months, with a median target of $400.0.
Here are some recent targets:
- Saree Boroditsky from Jefferies set a target price of $470.0 on 12/10/2025
- Andrew Kaplowitz from Citigroup set a target price of $466.0 on 12/08/2025
- Julian Mitchell from Barclays set a target price of $435.0 on 12/04/2025
- Richard Eastman from Baird set a target price of $402.0 on 11/21/2025
- Andrew Obin from B of A Securities set a target price of $430.0 on 11/20/2025
- Stephen Tusa from JP Morgan set a target price of $400.0 on 11/11/2025
- Joshua Pokrzywinski from Morgan Stanley set a target price of $435.0 on 11/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
