Rockwell Automation (ROK)

Clearpath Robotics Inc. • CUBIC-Modulsystem A/S • Rkneal, LLC • Rockwell Automation (China) Company Limited • Rockwell Automation Argentina S.A. • Rockwell Automation Asia Pacific Business Center PTE. Ltd. • Rockwell Automation Australia Ltd. • Rockwell Automation B.V. • Rockwell Automation Canada Ltd. • Rockwell Automation Control Solutions (Harbin) Co., Ltd. ...

IRS number

251797617

ROK stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$315.30

Low target

$240.00

High target

$350.00

Latest filings (excl ownership)

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DEFA14A

Additional proxy soliciting materials

20 Dec 24

Annual report to shareholders

12 Nov 24

Rockwell Automation Reports Fourth Quarter and Full Year 2024 Results; Introduces Fiscal 2025 Guidance

7 Aug 24

Rockwell Automation Reports Third Quarter 2024 Results; Updates Fiscal 2024 Guidance

7 Aug 24

8-K

Rockwell Automation Announces New Chief Financial Officer

17 Jul 24

Conflict minerals disclosure

31 May 24

Transcripts

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ROK

Earnings call transcript

2024 Q4

7 Nov 24

ROK

Earnings call transcript

2024 Q3

7 Aug 24

ROK

Earnings call transcript

2024 Q2

7 May 24

ROK

Earnings call transcript

2024 Q1

31 Jan 24

ROK

Earnings call transcript

2023 Q4

2 Nov 23

ROK

Earnings call transcript

2023 Q3

1 Aug 23

ROK

Earnings call transcript

2023 Q3

1 Aug 23

ROK

Earnings call transcript

2023 Q2

27 Apr 23

ROK

Earnings call transcript

2023 Q1

26 Jan 23

ROK

Earnings call transcript

2022 Q4

2 Nov 22

Latest ownership filings

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Isaac Woods

13 Jan 25

144

Notice of proposed sale of securities

Matthew W. Fordenwalt

10 Dec 24

Financial summary

Financial statements Chart ROK financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 24	Sep 23	Sep 22	Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	471.00 mm	471.00 mm	471.00 mm	471.00 mm	471.00 mm	471.00 mm
Cash burn (monthly)	(no burn)	50.78 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	204.26 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	266.74 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	5.3	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

ROK institutional ownership history Ownership history

80.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1143	1142	+0.1%
Opened positions	111	117	-5.1%
Closed positions	110	135	-18.5%
Increased positions	365	384	-4.9%
Reduced positions	431	406	+6.2%

13F shares	Current	Prev Q	Change
Total value	20.56 tn	21.79 tn	-5.7%
Total shares	90.60 mm	91.68 mm	-1.2%
Total puts	392.70 k	436.40 k	-10.0%
Total calls	396.80 k	337.80 k	+17.5%
Total put/call ratio	1.0	1.3	-23.4%

Largest owners	Shares	Value	Change
Vanguard	13.80 mm	$3.70 tn	-1.5%
BlackRock	9.06 mm	$2.43 tn	NEW
T. Rowe Price	6.68 mm	$1.79 bn	+11.6%
STT State Street	4.65 mm	$1.25 tn	+0.3%
Geode Capital Management	2.68 mm	$717.86 bn	+0.5%
Lazard Asset Management	2.55 mm	$684.50 mm	+13.9%
UBS UBS	1.95 mm	$524.39 bn	-4.2%
MS Morgan Stanley	1.95 mm	$523.56 bn	-3.6%
Amundi	1.64 mm	$437.44 bn	-18.7%
Charles Schwab Investment Management	1.56 mm	$417.80 bn	+33.5%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-9.06 mm	EXIT
BlackRock	9.06 mm	+9.06 mm	NEW
Norges Bank	0.00	-1.01 mm	EXIT
International Assets Investment Management	936.18 k	+933.03 k	+29591.7%
T. Rowe Price	6.68 mm	+696.63 k	+11.6%
Citadel Advisors	490.88 k	+490.07 k	+60353.0%
Charles Schwab Investment Management	1.56 mm	+390.78 k	+33.5%
JPM JPMorgan Chase & Co.	569.24 k	-377.76 k	-39.9%
Amundi	1.64 mm	-377.11 k	-18.7%
APG Asset Management	27.85 k	-340.84 k	-92.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

ROK insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
10 Jan 25	Isaac Woods	Common Stock	Sell	Dispose S	No	Yes	275.345	130	35.79 k	1,198
10 Jan 25	Isaac Woods	Common Stock	Sell	Dispose S	No	Yes	274.61	765	210.08 k	1,328
2 Jan 25	William P Gipson	RSU Common Stock	Grant	Acquire A	No	No	0	118	0.00	4,599
10 Dec 24	Robert L. Buttermore	Common Stock	Sell	Dispose S	No	Yes	298.895	1	298.90	2,245
10 Dec 24	Robert L. Buttermore	Common Stock	Sell	Dispose S	No	Yes	297.897	15	4.47 k	2,246
10 Dec 24	Robert L. Buttermore	Common Stock	Sell	Dispose S	No	Yes	297.0923	13	3.86 k	2,261
10 Dec 24	Robert L. Buttermore	Common Stock	Sell	Dispose S	No	Yes	296.0853	15	4.44 k	2,274
10 Dec 24	Robert L. Buttermore	Common Stock	Sell	Dispose S	No	Yes	294.8517	6	1.77 k	2,289
10 Dec 24	Matthew W. Fordenwalt	Common Stock	Sell	Dispose S	No	Yes	298.2475	1	298.25	2,838
10 Dec 24	Matthew W. Fordenwalt	Common Stock	Sell	Dispose S	No	Yes	297.7772	16	4.76 k	2,839