ROK Smart Money
Rockwell Automation, Inc.
1W: +2.6%
1M: +1.8%
3M: -4.4%
YTD: +10.6%
1Y: +23.6%
3Y: +71.7%
5Y: +49.6%
$439.20
+9.31 (+2.17%)
Weekly Expected Move ±3.4%
$397
$412
$426
$441
$455
Credit Risk of going bust: lower than 84% of companies Debt: 6.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.45 (down 99.4%), Rockwell Automation, Inc. would be worth roughly what it owes.
Total debt $3.61B against a stock market value of $48.87B.
Distance to default 10.87 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.97B (short-term plus half of long-term), stock volatility 31.0%; Altman Z 5.87. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.45 (down 99.4%), Rockwell Automation, Inc. would be worth roughly what it owes.
Total debt $3.61B against a stock market value of $48.87B.
Distance to default 10.87 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.97B (short-term plus half of long-term), stock volatility 31.0%; Altman Z 5.87. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 20261,646
Institutions Holding
+84 vs prior
99.1%
Ownership
+30.64%
229
New
577
Increased
535
Reduced
92
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-08 | Woods Isaac | officer: vice president and treasurer | S-Sale | 110 | $432.83 | $48K | Filing |
| 2026-09-08 | Woods Isaac | officer: vice president and treasurer | S-Sale | 44 | $432.11 | $19K | Filing |
| 2026-09-02 | Bulho Matheus De A G Viera | officer: svp software and control | S-Sale | 400 | $420.14 | $168K | Filing |
| 2026-08-31 | Bulho Matheus De A G Viera | officer: svp software and control | S-Sale | 467 | $426.96 | $199K | Filing |
| 2026-08-27 | Watson Patricia A | director | S-Sale | 1,100 | $431.43 | $475K | Filing |
| 2026-08-20 | Rothe Christian E | officer: sr. vp and cfo | S-Sale | 590 | $434.30 | $256K | Filing |
| 2026-07-16 | Riesterer Terry L. | officer: vice president and controller | S-Sale | 281 | $453.24 | $127K | Filing |
| 2026-06-04 | Fordenwalt Matthew W. | officer: svp lifecycle services | S-Sale | 377 | $460.51 | $174K | Filing |
| 2026-06-02 | Fordenwalt Matthew W. | officer: svp lifecycle services | S-Sale | 218 | $456.34 | $99K | Filing |
| 2026-05-20 | MILLER JOHN M | officer: vp and chief ip counsel | S-Sale | 700 | $426.02 | $298K | Filing |
| 2026-05-20 | MILLER JOHN M | officer: vp and chief ip counsel | S-Sale | 354 | $426.02 | $151K | Filing |
| 2026-05-07 | Riesterer Terry L. | officer: vice president and controller | S-Sale | 2,924 | $452.02 | $1.3M | Filing |
| 2026-05-07 | Riesterer Terry L. | officer: vice president and controller | S-Sale | 1,100 | $451.83 | $497K | Filing |
| 2026-05-05 | GENEREUX SCOTT | officer: sr.vp, chief revenue officer | S-Sale | 550 | $447.73 | $246K | Filing |
| 2026-05-05 | Nardecchia Christopher | officer: svp, chief information officer | S-Sale | 550 | $450.04 | $248K | Filing |
| 2026-05-05 | Nardecchia Christopher | officer: svp, chief information officer | S-Sale | 1,402 | $447.37 | $627K | Filing |
| 2026-05-05 | Nardecchia Christopher | officer: svp, chief information officer | S-Sale | 586 | $440.82 | $258K | Filing |
| 2026-05-05 | Fordenwalt Matthew W. | officer: svp lifecycle services | S-Sale | 460 | $449.98 | $207K | Filing |
| 2026-05-05 | Fordenwalt Matthew W. | officer: svp lifecycle services | S-Sale | 140 | $448.26 | $63K | Filing |
| 2026-04-16 | ZAPICO DAVID A | director | A-Grant/Award | 229 | $— | $0 | Filing |
| 2026-04-13 | Fordenwalt Matthew W. | officer: svp lifecycle services | S-Sale | 1,200 | $400.00 | $480K | Filing |
| 2026-04-10 | Perducat Cyril | officer: svp, chief technology officer | S-Sale | 198 | $395.00 | $78K | Filing |
| 2026-04-08 | Bulho Matheus De A G Viera | officer: svp software and control | S-Sale | 1,250 | $387.50 | $484K | Filing |
| 2026-04-02 | Bulho Matheus De A G Viera | officer: svp software and control | S-Sale | 299 | $359.00 | $107K | Filing |
| 2026-03-02 | Buttermore Robert L. | officer: svp,chief supply chain officer | S-Sale | 1,672 | $398.34 | $666K | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-17 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-09-17 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-09-14 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-09-14 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-09-02 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-09-02 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-09-02 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-09-02 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-09-02 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-06-05 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-05-01 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-06 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-03 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-02 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-06 | Ro Khanna | House | Buy | $15,001 - $50,000 | Filing |
| 2025-04-08 | Rob Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-07 | Robert P. Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2025-03-24 | George Whitesides | House | Sell | $50,001 - $100,000 | Filing |
| 2025-03-23 | George Whitesides | House | Sell | $50,001 - $100,000 | Filing |
| 2025-02-25 | Rob Bresnahan | House | Buy | $1,001 - $15,000 | Filing |
| 2025-02-24 | Robert P. Bresnahan | House | Buy | $1,001 - $15,000 | Filing |
| 2025-02-21 | Tim Moore | House | Sell | $15,001 - $50,000 | Filing |
| 2025-02-20 | Tim Moore | House | Sell | $15,001 - $50,000 | Filing |
| 2024-09-09 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2024-06-10 | Kevin Hern | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,380,576 | $6.1B | +468,097 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,270,705 | $3.6B | -31,126 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,928,262 | $2.9B | +82,528 | 2026-06-30 | Filing |
| STATE STREET CORP | 5,323,990 | $2.6B | +265,978 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 3,132,604 | $1.5B | +74,607 | 2026-06-30 | Filing |
| MORGAN STANLEY | 3,040,314 | $1.5B | +216,767 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 2,919,588 | $1.4B | +1,011,222 | 2026-06-30 | Filing |
| UBS Group AG | 2,183,669 | $1.1B | +3,642 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,933,275 | $957M | +10,796 | 2026-06-30 | Filing |
| Invesco Ltd. | 1,820,740 | $901M | +135,071 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 1,524,563 | $755M | +1,524,563 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,524,563 | $755M | -13,127 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 1,437,183 | $712M | +18,240 | 2026-06-30 | Filing |
| NORGES BANK | 1,392,295 | $689M | +1,392,295 | 2026-06-30 | Filing |
| NORDEA INVESTMENT MANAGEMENT AB | 1,235,953 | $608M | +261,330 | 2026-06-30 | Filing |
| UBS AM, a distinct business unit of UBS | 1,074,596 | $532M | -74,067 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 1,036,484 | $513M | -10,305 | 2026-06-30 | Filing |
| Sumitomo Mitsui Trust Group, Inc. | 1,019,528 | $505M | +37,643 | 2026-06-30 | Filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 979,160 | $485M | +74,803 | 2026-06-30 | Filing |
| Fisher Asset Management, LLC | 959,431 | $475M | +32,343 | 2026-06-30 | Filing |