ROK Rockwell Automation (ROK) Insider Trading, Ownership & Congress Trades
Industrials · Measuring & controlling devices, nec · CIK 0001024478
Form 144 · 5
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
801
13F, latest reported quarter
Conversions, 180 days
12
Codes C/M, not in net · $2.1M priced
What the filings say about ROK
Insiders, 180 days
-$5.5M net sold
9 sellers · 26% of sales under a 10b5-1 plan
Congress, 1 year
0 bought · 1 sold
Latest: sale, 2026-09-17
Planned sales (Form 144), 90 days
$1.2M
5 notices
Rockwell Automation insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, ROCKWELL AUTOMATION, INC insiders sold a net $5.5M of stock across 585 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 47 earlier Form 4 trades (code P or S) here by this insider (47 sales), the last on Feb 25, 2026.
- The trade is 2.2% of the 1,968 shares held after it.
- 3 other insiders sold within 30 days.
- 801 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Vice President and Treasurer Woods Isaac sold about $19.0K of ROK under a 10b5-1 plan on Sep 8, 2026; 3 other insiders sold within 30 days and 801 funds added in the latest 13F quarter.Context
- 47 earlier Form 4 trades (code P or S) here by this insider (47 sales), the last on Feb 25, 2026.
- The trade is 5.9% of the 1,858 shares held after it.
- 3 other insiders sold within 30 days.
- 801 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Vice President and Treasurer Woods Isaac sold about $47.6K of ROK under a 10b5-1 plan on Sep 8, 2026; 3 other insiders sold within 30 days and 801 funds added in the latest 13F quarter.Context
- 35 earlier Form 4 trades (code P or S) here by this insider (35 sales), the last on Aug 31, 2026.
- The trade is 46.1% of the 867 shares held after it.
- 3 other insiders sold within 30 days.
- 801 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP Software and Control Bulho Matheus De A G Viera sold about $168.1K of ROK under a 10b5-1 plan on Sep 2, 2026; 3 other insiders sold within 30 days and 801 funds added in the latest 13F quarter.Context
- 34 earlier Form 4 trades (code P or S) here by this insider (34 sales), the last on Apr 8, 2026.
- The trade is 36.9% of the 1,267 shares held after it.
- 3 other insiders sold within 30 days.
- 801 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP Software and Control Bulho Matheus De A G Viera sold about $199.4K of ROK under a 10b5-1 plan on Aug 31, 2026; 3 other insiders sold within 30 days and 801 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on May 5, 2022.
- The trade is 17.2% of the 6,385 shares held after it.
- 3 other insiders sold within 30 days.
- 801 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Watson Patricia A sold about $474.6K of ROK on Aug 27, 2026; 3 other insiders sold within 30 days and 801 funds added in the latest 13F quarter.585 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$5.5M over 180 days
-$1.2M over 90 days
below 68% of Industrials
Congress
no House purchase disclosed in the last 12 months
Funds
801 funds bought in last quarter
more than 93% of Industrials
Revenue
+0.9% year over year
below 67% of Industrials
Margin
10.4% net margin
more than 71% of Industrials
Buybacks
$754.0M repurchased, FY to 2026-06-30
more than 91% of Industrials
Short interest
3.3% of the float short (float per yahoo 2026-10-26) · 5.5 days to cover · settled 2026-09-30
more than 50% of Industrials
What changed in the last 30 days
Oct 13Rep. Kevin Hern sold $15K to $50K, disclosed 26 days after the trade
Why it matters
House members report a bracket, not an exact amount, and have 45 days to do it; the trade is weeks old when it becomes public.
Watch ROK
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+22.9%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns ROK: institutional holders (13F)
13F holdings, latest reported quarter
12,380,576 sh
$6.1B
7,270,705 sh
$3.6B
5,928,262 sh
$2.9B
5,323,990 sh
$2.6B
3,132,604 sh
$1.5B
Congress trades in ROK
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-09-17 · disclosed 26 days later
$15,001 - $50,000
Sold 2026-09-14 · disclosed 11 days later
$15,001 - $50,000
Sold 2026-09-02 · disclosed 23 days later
$15,001 - $50,000
Sold 2025-04-08 · disclosed 20 days later
$1,001 - $15,000
Sold 2025-03-24 · disclosed 30 days later
$50,001 - $100,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
ROK planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
PATRICIA A WATSON
Filed 2026-09-17
$474.5K
Woods Isaac
Filed 2026-09-08
$66.6K
Bulho Matheus De A G Viera
Filed 2026-09-02
$168.1K
Bulho Matheus De A G Viera
Filed 2026-08-31
$199.4K
Rothe Christian E
Filed 2026-08-20
$256.2K
ROK mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Amana Income Fund
$135.3M position · as of 2026-05-31
5.8%
Sofi Agentic AI ETF
$528.6K position · as of 2026-05-31
4.7%
MONONGAHELA ALL CAP VALUE FUND
$1.9M position · as of 2026-07-31
4.0%
DAVENPORT CORE LEADERS FUND
$49.8M position · as of 2026-06-30
3.9%
Sterling Capital Equity Income Fund
$22.5M position · as of 2026-06-30
3.9%
VanEck Robotics ETF
$3.8M position · as of 2026-06-30
3.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Blake D. Moret
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$15.4M
$25.2M
$3.9M
+73%
+126%
2024
$16.4M
$3.3M
$3.2M
+30%
+91%
2023
$16.8M
$21.0M
$4.6M
+36%
+40%
2022
$11.0M
$5.4M
$3.6M
+1%
+7%
2021
$13.5M
$22.8M
$3.0M
+35%
+28%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $5.5M sold by insiders over 180 days, 801 funds added last quarter, $1.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
ROK financials
Revenue growth
+0.9%
XBRL, annual
Net margin
10.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$9.0B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM ROK
| FY Sep 2025 | $8.3B |
| FY Sep 2024 | $8.3B |
| FY Sep 2023 | $9.1B |
| FY Sep 2022 | $7.8B |
| FY Sep 2021 | $7.0B |
| Jun 2026 | $2.3B |
| Mar 2026 | $2.2B |
| Dec 2025 | $2.1B |
| Sep 2025 | $2.3B |
| Jun 2025 | $2.1B |
| Mar 2025 | $2.0B |
| Dec 2024 | $1.9B |
| Sep 2024 | $2.0B |
At each fiscal year end
Single quarter
Net margin, TTM
+13.4%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM ROK
| FY Sep 2025 | +10.4% |
| FY Sep 2024 | +11.5% |
| FY Sep 2023 | +15.3% |
| FY Sep 2022 | +12.0% |
| FY Sep 2021 | +19.4% |
| Jun 2026 | +17.6% |
| Mar 2026 | +15.6% |
| Dec 2025 | +14.5% |
| Sep 2025 | +6.0% |
| Jun 2025 | +13.8% |
| Mar 2025 | +12.6% |
| Dec 2024 | +9.8% |
| Sep 2024 | +11.8% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.5B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM ROK
| FY Sep 2025 | $1.4B |
| FY Sep 2024 | $639.0M |
| FY Sep 2023 | $1.2B |
| FY Sep 2022 | $682.0M |
| FY Sep 2021 | $1.1B |
| Jun 2026 | $654.0M |
| Mar 2026 | $275.0M |
| Dec 2025 | $170.0M |
| Sep 2025 | $405.0M |
| Jun 2025 | $489.0M |
| Mar 2025 | $171.0M |
| Dec 2024 | $293.0M |
| Sep 2024 | $367.0M |
At each fiscal year end
Single quarter
Debt to equity
0.74x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity ROK
| FY Sep 2025 | 0.72x |
| FY Sep 2024 | 0.82x |
| FY Sep 2023 | 0.81x |
| FY Sep 2022 | 1.28x |
| FY Sep 2021 | 1.45x |
| Jun 2026 | 0.74x |
| Mar 2026 | 0.73x |
| Dec 2025 | 0.70x |
| Sep 2025 | 0.72x |
| Jun 2025 | 0.76x |
| Mar 2025 | 0.75x |
| Dec 2024 | 0.85x |
| Sep 2024 | 0.82x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.67x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt ROK
| FY Sep 2025 | 0.59x |
| FY Sep 2024 | 0.30x |
| FY Sep 2023 | 0.48x |
| FY Sep 2022 | 0.24x |
| FY Sep 2021 | 0.36x |
| Jun 2026 | 0.67x |
| Mar 2026 | 0.60x |
| Dec 2025 | 0.54x |
| Sep 2025 | 0.59x |
| Jun 2025 | 0.58x |
| Mar 2025 | 0.50x |
| Dec 2024 | 0.42x |
| Sep 2024 | 0.30x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+34.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity ROK
| FY Sep 2025 | +24.3% |
| FY Sep 2024 | +27.0% |
| FY Sep 2023 | +44.1% |
| FY Sep 2022 | +36.4% |
| FY Sep 2021 | +79.5% |
| Jun 2026 | +34.5% |
| Mar 2026 | +31.3% |
| Dec 2025 | +27.8% |
| Sep 2025 | +24.3% |
| Jun 2025 | +28.6% |
| Mar 2025 | +26.0% |
| Dec 2024 | +26.4% |
| Sep 2024 | +27.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+10.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets ROK
| FY Sep 2025 | +7.7% |
| FY Sep 2024 | +8.5% |
| FY Sep 2023 | +12.6% |
| FY Sep 2022 | +8.7% |
| FY Sep 2021 | +15.1% |
| Jun 2026 | +10.8% |
| Mar 2026 | +9.8% |
| Dec 2025 | +8.9% |
| Sep 2025 | +7.7% |
| Jun 2025 | +8.7% |
| Mar 2025 | +8.1% |
| Dec 2024 | +8.3% |
| Sep 2024 | +8.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+30.3%
operating income after a 17.0% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital ROK
| FY Sep 2025 | +24.3% |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | +30.3% |
| Mar 2026 | +28.4% |
| Dec 2025 | +26.4% |
| Sep 2025 | +24.3% |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+27.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed ROK
| FY Sep 2025 | +22.1% |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | +27.3% |
| Mar 2026 | +26.0% |
| Dec 2025 | +23.8% |
| Sep 2025 | +22.1% |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
39.90x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing ROK
| FY Sep 2025 | 45.57x |
| FY Sep 2024 | 32.42x |
| FY Sep 2023 | 23.90x |
| FY Sep 2022 | 26.99x |
| FY Sep 2021 | 25.37x |
| Jun 2026 | 46.36x |
| Mar 2026 | 37.27x |
| Dec 2025 | 44.47x |
| Sep 2025 | 45.57x |
| Jun 2025 | 38.99x |
| Mar 2025 | 32.54x |
| Dec 2024 | 35.59x |
| Sep 2024 | 32.42x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$49.4B
market value at close 2026-10-23 on 2026-06-30 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value ROK
| FY Sep 2025 | $41.4B |
| FY Sep 2024 | $32.9B |
| FY Sep 2023 | $34.6B |
| FY Sep 2022 | $27.8B |
| FY Sep 2021 | $36.9B |
| Jun 2026 | $57.1B |
| Mar 2026 | $42.1B |
| Dec 2025 | $45.9B |
| Sep 2025 | $41.4B |
| Jun 2025 | $39.5B |
| Mar 2025 | $31.2B |
| Dec 2024 | $34.7B |
| Sep 2024 | $32.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+3.2%
TTM free cash flow over market value at close 2026-10-23
FCF yield ROK
| FY Sep 2025 | +3.5% |
| FY Sep 2024 | +2.1% |
| FY Sep 2023 | +3.7% |
| FY Sep 2022 | +2.7% |
| FY Sep 2021 | +3.3% |
| Jun 2026 | +2.7% |
| Mar 2026 | +3.4% |
| Dec 2025 | +2.8% |
| Sep 2025 | +3.5% |
| Jun 2025 | +3.5% |
| Mar 2025 | +3.7% |
| Dec 2024 | +3.0% |
| Sep 2024 | +2.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.57x
P/E over trailing EPS growth of 25%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing ROK
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | 0.48x |
| FY Sep 2022 | n/a |
| FY Sep 2021 | 0.79x |
| Jun 2026 | 1.83x |
| Mar 2026 | 1.75x |
| Dec 2025 | 4.96x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-09 | 2024-09 | 2023-09 | 2022-09 | |
|---|---|---|---|---|
| Revenue | $8.3B | $8.3B | $9.1B | $7.8B |
| Gross profit | $4.0B | $3.9B | $4.4B | $3.1B |
| Operating income | $1.7B | $1.6B | $1.9B | n/a |
| Net income | $869.0M | $953.0M | $1.4B | $932.2M |
| EPS (diluted) | 7.67 | 8.28 | 11.95 | 7.97 |
| Operating cash flow | $1.5B | $864.0M | $1.4B | $823.1M |
| Cash | $468.0M | $471.0M | $1.1B | $490.7M |
| Long-term debt | $2.6B | $2.6B | $2.9B | $2.9B |
| Buybacks | $425.0M | $595.0M | $312.0M | $301.3M |
| Dividends paid | $591.0M | $571.0M | $542.0M | $519.4M |
SEC XBRL, fiscal years, as known on 2026-10-27
ROK Stock Sonar score 6/7 axes
Find similar shapesCompareROK ranks highest on profitability (92nd percentile) and risk and compliance (64th), and lowest on insider conviction (16th), among Industrials peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
ROK filings, in plain words
Are Rockwell Automation insiders buying or selling ROK?
In the 180 days to 2026-10-27, Rockwell Automation insiders were net sellers, a net $5.5M across purchases and sales reported on Form 4, by 9 sellers.
Have members of Congress traded ROK?
Yes. In the year to 2026-10-27, 0 House members disclosed buying ROK and 1 House member disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-09-17.
Are there planned insider sales of ROK?
Yes. 5 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $1.2M of stock; the latest, by PATRICIA A WATSON, was filed 2026-09-17.
Read the full summary
In the 180 days to 2026-10-27, Rockwell Automation insiders were net sellers of ROK, a net $5.5M across purchases and sales reported on Form 4 by 9 sellers. 26% of the 19 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 0 members of Congress disclosed buying ROK and 1 member disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-09-17. Insiders filed 5 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $1.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
