ROCKWELL AUTOMATION LEADS NEW ERA OF MANUFACTURING WITH ELASTIC MES OFFERINGS, UNIFYING OT AND IT ON CLOUD-BASED, RESILIENT PLATFORM

Rhea-AI Summary

Bank Hapoalim completed a customer share distribution program on Sept. 22, 2025, with shares appearing in eligible customers' accounts the same day.

More than 1 million customers were offered a choice of a NIS 100 grant or two shares (valued at NIS 124.5 as of Sept. 18, 2025). Approximately 593,000 customers (owners of ~440,000 accounts) made a choice; about 394,000 customers (owners of ~288,000 accounts) elected to receive two shares. Around 60% of share recipients had not previously held securities in their bank accounts. Selected customers who chose the grant or made no selection received NIS 100 today. Shares are exempt from fees for 20 years or until sale.

Positive

• Approximately 394,000 customers chose to receive two shares
• Two-share value at NIS 124.5 versus NIS 100 cash alternative
• Program reached customers across 1,207 towns nationwide
• 60% of share recipients were new to holding securities

Negative

• None.

Key Figures

Customer grant option NIS 100 Monetary grant offered per eligible customer in 2025 program

Share option value NIS 124.5 Value of two Bank Hapoalim shares as of Sep 18, 2025

Eligible customers Over 1,000,000 customers Customers offered either NIS 100 grant or two shares

Opted in to program Approximately 593,000 customers Customers choosing either grant or shares from over 1M eligible

Chose shares Approximately 394,000 customers Customers electing two shares rather than cash grant

Non-investor participation About 60% Share-choosing customers who had not previously held securities

Average age 46 years Average age of customers who chose to receive shares

Towns represented 1,207 towns Locations of customers who opted to receive shares

Market Reality Check

$402.22 Last Close

Volume Volume 819,761 is below the 1,102,007 share 20-day average, indicating muted trading interest pre-announcement. normal

Technical Shares trade above the 200-day MA of 322.27, reflecting a longer-term uptrend into this news.

Peers on Argus

ROK slipped 0.51% with peers also modestly lower: XYL -0.31%, IR -0.58%, OTIS -0.51%, AME -0.02%, SYM -0.05%. The move looks broadly in line with peers, though no momentum scanner signals or peer news confirm a strong sector-wide catalyst.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 18	Capex expansion plan	Positive	-1.1%	Announced $2B five-year investment and major new Wisconsin manufacturing campus.
Nov 13	AI product partnership	Positive	-3.8%	Integrated NVIDIA Nemotron with FactoryTalk for edge-based generative AI in automation.
Nov 12	Cybersecurity suite launch	Positive	+0.6%	Launched SecureOT platform and services to strengthen industrial cybersecurity resilience.
Nov 06	Earnings and guidance	Positive	+2.7%	Reported Q4 and FY25 results with higher adjusted EPS and FY26 growth guidance.
Oct 30	Dividend increase	Positive	+0.7%	Raised quarterly dividend to $1.38 per share, signaling confidence in cash generation.

Pattern Detected

Recent company-specific news skews positive, with three of the last five announcements seeing share price gains, while two innovation-focused updates coincided with modest sell-offs.

Recent Company History

This announcement follows a series of strategic moves in late 2025. On Oct 30, Rockwell raised its dividend to $1.38 per share, and on Nov 6 reported Q4 sales of $2,316M and full-year sales of $8,342M, with strong adjusted EPS growth. Mid-November brought launches in cybersecurity (SecureOT on Nov 12) and edge-based generative AI with NVIDIA on Nov 13. On Nov 18, Rockwell outlined a $2 billion five-year investment including a major new Wisconsin manufacturing site, framing today’s cloud-focused MES launch as another step in its digital-industrial buildout.

Market Pulse Summary

This announcement highlights Rockwell’s push to modernize manufacturing via cloud-based, resilient MES that unifies OT and IT systems. It follows recent moves in cybersecurity, AI-enabled design tools, and a multi-year $2 billion investment plan, indicating continued emphasis on digital industrial capabilities. Investors may watch how quickly these offerings translate into bookings, how they influence margins relative to past guidance, and whether customer adoption mirrors prior cybersecurity and automation launches over the past few months.

Key Terms

capital market financial

"contributing to deeper knowledge and better exposure to the Israeli capital market"

A capital market is the system and places where businesses, governments and other organizations raise long-term money by selling stocks and bonds, and where investors buy and sell those securities. Like a town marketplace where sellers raise funds and buyers choose what to back, capital markets determine how easily organizations get financing, the cost of that financing, and the potential returns and liquidity investors can expect—key drivers of company growth and share prices.

securities financial

"had not previously held securities in their bank accounts"

Securities are financial investments that represent a claim on part of a company's assets or earnings, such as stocks or bonds. They are like certificates proving ownership or debt, which can be bought and sold in financial markets. Securities matter to investors because they offer opportunities to grow wealth, earn income, or manage risk through different types of investments.

equity compensation financial

"as part of equity compensation from Rockwell Automation"

Equity compensation is pay given to employees, executives or contractors in the form of company ownership—such as stock, stock options or restricted shares—rather than just cash. It matters to investors because it can align workers' incentives with shareholders (like paying someone in slices of the same pie they help grow), but it also increases the number of shares outstanding and company expenses, affecting ownership percentages and earnings per share.

restricted stock financial

"shares to be sold were acquired on 12/08/2025 via a restricted stock lapse"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

shares outstanding financial

"there were 112,273,567 Rockwell Automation shares outstanding at the time"

Shares outstanding are the total number of a company’s stock units held by all shareholders, including institutional investors and company insiders — think of them as the total number of slices of the company’s ownership pie. Investors use this number to calculate how much of the company each share represents, and it directly affects per-share measures like earnings per share, ownership percentage and valuation; when the slice count changes, an investor’s claim and the company’s per-share metrics change too.

AI-generated analysis. Not financial advice.

A celebratory launch event was held at TASE, marking the distribution of Bank Hapoalim shares to customers, the first initiative of its kind in Israel

TEL AVIV, Israel, Sept. 22, 2025 /PRNewswire/ -- A celebratory launch event was held yesterday at the Tel Aviv Stock Exchange (TASE: TASE), marking distribution of Bank Hapoalim shares to customers who had chosen to receive them, as part of a unique program announced by the bank.

The event, opening the last TASE trading day of the Jewish year 5785, was attended by TASE CEO Ittai Ben-Zeev, Bank Hapoalim CEO Yadin Antebi, members of the bank's board of management, bank managers and employees, and some of the participating customers of the bank.

The innovative program was introduced in late August, with over a million customers (owners of approximately 960,000 accounts) offered a choice of a monetary grant in the amount of NIS 100 or two shares of Bank Hapoalim (as of September 18, 2025, the value of the two shares was NIS 124.5). As a reminder, the shares can be sold at any time, and are exempt from fees for a period of twenty years, or until the sale of the two shares of the bank, whichever is earlier. The program is a component of the benefits granted by the bank to its customers in the third quarter of 2025, within the outline of reliefs presented by the Bank of Israel.

Of more than a million eligible customers, approximately 593,000 (owners of about 440,000 accounts) chose one of the options (a grant or the shares), of which approximately 394,000 customers (about two-thirds, owners of approximately 288,000 accounts) chose to receive two shares of Bank Hapoalim, at a value of NIS 124.5.

Eligibility for the program was initially examined at two record dates (June 30 and July 31); customers who did not meet the stated criteria, whether they were customers of other banks or of Bank Hapoalim, were offered another date (August 31) when they could qualify to receive the monetary grant or the shares. More than 35,000 customers took the opportunity to become eligible for the benefit after the program was announced.

Segmentation of the customers who chose to receive the shares reveals several interesting observations:

• About 60% of the customers who chose the shares had not previously held securities in their bank accounts.
• The average age of customers who chose to receive the shares was 46.
• The oldest customers who opted for the shares are 101 years old, while the youngest are 18 – the minimum age to qualify.
• The age group 46-55 had the highest percentage of customers who chose to receive the shares (70%), while the lowest percentage was in the age group 18-25 (58%).
• The percentage of customers who chose the shares was higher among men than among women (66% vs. 59%), while accounts jointly owned by men and women had an even higher rate (69%).
• The customers who opted for the shares live in 1,207 towns across Israel, from Metula in the farthest north to Eilat in the farthest south.
• The leading region in terms of customers choosing to receive the shares was central Israel (68%), followed by the south (65%), the Jerusalem region (63%), and the north (63%).

The shares will appear in the eligible recipients' accounts today; eligible customers who chose the monetary grant or made no selection will receive the grant, in the amount of NIS 100, in their accounts today.

 

Yadin Antebi, CEO of Bank Hapoalim: "We are proud to complete the share distribution process and give shares of Bank Hapoalim to hundreds of thousands of our customers today, making them our partners on a symbolic level. This innovative program, the first of its kind in Israel, drew great interest from the capital market and the public. We will continue to introduce unique, innovative, proactive developments for our customers."

Ittai Ben-Zeev, TASE CEO: "The bank's initiative to distribute its shares as a gift to its customers reflects thinking ahead and a true commitment to customers, as well as genuine financial education, contributing to deeper knowledge and better exposure to the Israeli capital market for the general public. The TASE sees this program as highly important, and as a component of the increasing sophistication and development of Israel's capital market, to the benefit of the public, the investors, and the companies themselves."

Contact:
Orna Goren
Head of Communication and Public Relations Unit
Tel: +972 76 8160405
tase.ir@tase.co.il

Photo - https://mma.prnewswire.com/media/2778030/TASE_Event.jpg

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SOURCE Tel Aviv Stock Exchange Ltd

FAQ

How many customers of Bank Hapoalim received two shares on Sept. 22, 2025?

About 394,000 customers (owners of approximately 288,000 accounts) chose to receive two shares.

What was the value of the two Bank Hapoalim shares offered on Sept. 18, 2025?

The two shares were valued at NIS 124.5 as of Sept. 18, 2025.

If I chose the cash option, when did I receive the NIS 100 grant from Bank Hapoalim?

Eligible customers who chose the grant or made no selection received the NIS 100 grant in their accounts on Sept. 22, 2025.

Are the two Bank Hapoalim shares subject to fees after distribution?

The distributed shares are exempt from fees for 20 years or until the shares are sold, whichever comes first.

What percentage of customers who received shares had no prior securities holdings?

About 60% of customers who chose the shares had not previously held securities in their bank accounts.