Insider Trading February 27, 2026

Rockwell Automation VP Executes $515,627 Stock Sale, Exercises Options for 900 Shares

Isaac Woods sold 1,271 shares and exercised options as the company posts fiscal Q1 beats amid valuation concerns

By Maya Rios ROK
Rockwell Automation VP Executes $515,627 Stock Sale, Exercises Options for 900 Shares
ROK

Isaac Woods, Vice President and Treasurer of Rockwell Automation, sold 1,271 shares of company stock on February 25, 2026, for roughly $515,627 and exercised stock options to acquire 900 shares valued at $228,613. The transactions occur as Rockwell reports a fiscal Q1 2026 earnings and revenue beat, faces a premium valuation and mixed analyst reactions.

Key Points

  • Isaac Woods sold 1,271 Rockwell Automation shares on February 25, 2026, for roughly $515,627 and exercised options to acquire 900 shares valued at $228,613.
  • Rockwell reported fiscal Q1 2026 EPS of $2.75 versus $2.46 expected and revenue of $2.11 billion versus $2.08 billion expected, yet the stock fell in pre-market trading.
  • InvestingPro flags the stock as overvalued relative to Fair Value, trading at a P/E of 46.39 and showing notable volatility; analysts gave mixed reactions including Goldman Sachs raising its target to $458 while keeping a Neutral rating.

Isaac Woods, who serves as Vice President and Treasurer at Rockwell Automation, INC (NYSE: ROK), completed the sale of 1,271 shares of common stock on February 25, 2026. The blocks were executed across price points between $402.3498 and $406.865, and additionally at $409.37, yielding aggregate proceeds of approximately $515,627.

The same set of transactions included the exercise of employee stock options that resulted in Woods acquiring 900 additional shares of Rockwell Automation common stock. Those option exercises were done at strike prices of $246.77 and $259.81, with a combined value of $228,613 associated with the acquired shares.

Following the February 25 activity, Woods' holdings in the company stand at 1,687 shares directly owned and an indirect holding of 468.2288 shares through a savings plan.

The insider sale and option exercises come while Rockwell Automation's share price has advanced approximately 44 percent over the past year. InvestingPro analysis cited in the company commentary indicates the stock is currently trading above its Fair Value. The company is shown to be trading at a price-to-earnings ratio of 46.39, a level described as a high earnings multiple in InvestingPro Tips. Those tips also note notable volatility in the stock and reference Rockwell's 56-year streak of dividend payments.

Rockwell reported its fiscal first-quarter 2026 results that exceeded consensus estimates. The company posted earnings per share of $2.75 versus a forecast of $2.46, and revenue of $2.11 billion compared with an expected $2.08 billion. Despite surpassing both earnings and revenue projections, the stock traded lower in pre-market activity following the release.

On the analyst front, Goldman Sachs raised its price target for Rockwell Automation to $458 while retaining a Neutral rating, citing conservative guidance. The firm's commentary highlighted relatively strong performance in the Software & Control and Lifecycle Services segments alongside pressures in the Intelligent Devices segment. Oppenheimer maintained its Perform rating, also noting that Rockwell exceeded consensus expectations for revenue and earnings. The company affirmed its fiscal year 2026 sales and margin outlook.

For readers seeking additional valuation and company analysis, Rockwell Automation is among more than 1,400 U.S. equities covered by InvestingPro Pro Research Reports referenced in the company information.


Context and implications

The personal transactions by a senior finance officer involve both proceeds from share sales and new shares acquired through option exercises. The firm's recent quarterly results and subsequent market and analyst responses provide the contemporaneous financial backdrop for the insider activity. Commentary from InvestingPro on valuation and volatility is presented alongside the company’s long-standing dividend record.

Risks

  • Valuation risk - InvestingPro analysis indicates the stock trades above Fair Value and at a high earnings multiple, which may concern valuation-sensitive investors; this impacts equity market participants.
  • Volatility risk - InvestingPro notes notable volatility in the stock, suggesting potential price swings that could affect traders and portfolio managers focused on industrials and automation.
  • Segment execution risk - While Software & Control and Lifecycle Services performed well, the Intelligent Devices segment showed weakness, presenting execution-related uncertainty for Rockwell’s industrial automation exposure.

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