ROCKWELL AUTOMATION, INC (ROK)

Rockwell Automation, Inc. engages in the provision of industrial automation and information services. It operates through the following segments: Intelligent Devices, Software and Control, and Lifecycle Services. The Intelligent Devices segment combines a portfolio of smart products that create the foundation of an agile, resilient, and sustainable production system. The Software and Control segment contains a portfolio of production automation and production operations platforms, including hardware and software. The Lifecycle Services segment offers a portfolio of professionally delivered services and value-added solutions. The company was founded by Lynde Bradley and Stanton Allen in 1903 and is headquartered in Milwaukee, WI.

Address

1201 SOUTH 2ND STREET
MILWAUKEE, WI 53204

Founded

1903

Number of Employees

29,000

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s )
$540,383 $560,931 $459,848 $464,685 $1,584,738 $807,407 $242,430 $263,136 $407,655 $275,405 $355,843 $542,042
Average Price $114.97 $111.29 $111.67 $170.75 $176.23 $167.49 $199.57 $280.25 $222.25 $281.92 $275.97 $162.70
# Shares Purchased 4,700,274 5,040,252 4,118,080 2,721,394 8,992,463 4,820,683 1,214,791 938,939 1,834,249 976,904 1,289,403 3,331,585
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date 127.9% 135.4% 134.6% 53.4% 48.7% 56.4% 31.3% -6.5% 17.9% -7.1% -5.1% 61.0%
S&P 500 Return to Date 181.9% 173.0% 168.6% 129.7% 104.9% 93.1% 74.8% 31.7% 37.3% 31.3% 7.4% 94.0%
Excess Total Return -54.0% -37.5% -34.0% -76.3% -56.2% -36.7% -43.6% -38.2% -19.4% -38.4% -12.5% -32.9%
Quartile Rank
Percentile Rank 64% 67% 67% 57% 57% 62% 47% 40% 62% 30% 31% 75%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.