Rockwell Automation Ownership

ROK Stock  USD 278.30  0.00  0.00%   
Rockwell Automation owns a total of 112.9 Million outstanding shares. The majority of Rockwell Automation outstanding shares are owned by third-party entities. These institutional holders are usually referred to as non-private investors looking to secure positions in Rockwell Automation to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Rockwell Automation. Please pay attention to any change in the institutional holdings of Rockwell Automation as this could imply that something significant has changed or is about to change at the company. Please note that on July 15, 2024, Representative Kevin Hern of US Congress acquired under $15k worth of Rockwell Automation's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
114.2 M
Current Value
113.7 M
Avarage Shares Outstanding
180.6 M
Quarterly Volatility
52.7 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Rockwell Automation in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Rockwell Automation, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividend Paid And Capex Coverage Ratio is expected to rise to 1.28 this year, although the value of Dividends Paid will most likely fall to about 298.4 M. Common Stock Shares Outstanding is expected to rise to about 147.6 M this year. Net Income Applicable To Common Shares is expected to rise to about 1.7 B this year.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rockwell Automation. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.
For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.

Rockwell Stock Ownership Analysis

About 85.0% of the company shares are owned by institutional investors. The company recorded earning per share (EPS) of 8.29. Rockwell Automation last dividend was issued on the 18th of November 2024. The entity had 2:1 split on the 14th of April 1987. Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin. Rockwell Automation operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 26000 people. To find out more about Rockwell Automation contact Blake Moret at 414 382 2000 or learn more at https://www.rockwellautomation.com.
Besides selling stocks to institutional investors, Rockwell Automation also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Rockwell Automation's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Rockwell Automation's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Rockwell Automation Quarterly Liabilities And Stockholders Equity

11.23 Billion

Rockwell Automation Insider Trades History

Less than 1% of Rockwell Automation are currently held by insiders. Unlike Rockwell Automation's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Rockwell Automation's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Rockwell Automation's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Rockwell Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Rockwell Automation is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Rockwell Automation backward and forwards among themselves. Rockwell Automation's institutional investor refers to the entity that pools money to purchase Rockwell Automation's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Goldman Sachs Group Inc2024-06-30
1.4 M
Northern Trust Corp2024-09-30
1.2 M
Ubs Asset Mgmt Americas Inc2024-09-30
1.1 M
Alecta Pensionsforsakring, Omsesidigt2024-09-30
1.1 M
Amvescap Plc.2024-06-30
1.1 M
Legal & General Group Plc2024-06-30
M
Norges Bank2024-06-30
M
Sumitomo Mitsui Trust Group Inc2024-09-30
986.8 K
Jpmorgan Chase & Co2024-06-30
947 K
Vanguard Group Inc2024-09-30
13.8 M
Blackrock Inc2024-06-30
9.1 M
Note, although Rockwell Automation's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Rockwell Automation Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Rockwell Automation insiders, such as employees or executives, is commonly permitted as long as it does not rely on Rockwell Automation's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Rockwell Automation insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Bulho Matheus De A G Viera over three weeks ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over a month ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over a month ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over a month ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over a month ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over a month ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over a month ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over a month ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over a month ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over two months ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over two months ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3
 
Bulho Matheus De A G Viera over two months ago
Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3

Rockwell Automation's latest congressional trading

Congressional trading in companies like Rockwell Automation, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Rockwell Automation by those in governmental positions are based on the same information available to the general public.
2024-07-15Representative Kevin HernAcquired Under $15KVerify
2024-05-14Senator Tommy TubervilleAcquired Under $15KVerify
2023-11-16Senator Tommy TubervilleAcquired Under $15KVerify
2023-11-15Senator Tommy TubervilleAcquired Under $15KVerify

Rockwell Automation Outstanding Bonds

Rockwell Automation issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Rockwell Automation uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Rockwell bonds can be classified according to their maturity, which is the date when Rockwell Automation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Rockwell Automation Corporate Filings

F4
20th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13A
14th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
10K
12th of November 2024
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
8K
7th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

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When determining whether Rockwell Automation is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Rockwell Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Rockwell Automation Stock. Highlighted below are key reports to facilitate an investment decision about Rockwell Automation Stock:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rockwell Automation. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.
For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.
You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Is Electrical Components & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Rockwell Automation. If investors know Rockwell will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Rockwell Automation listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.20)
Dividend Share
5
Earnings Share
8.29
Revenue Per Share
72.493
Quarterly Revenue Growth
(0.21)
The market value of Rockwell Automation is measured differently than its book value, which is the value of Rockwell that is recorded on the company's balance sheet. Investors also form their own opinion of Rockwell Automation's value that differs from its market value or its book value, called intrinsic value, which is Rockwell Automation's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Rockwell Automation's market value can be influenced by many factors that don't directly affect Rockwell Automation's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Rockwell Automation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Rockwell Automation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Rockwell Automation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.