Vanguard Group Inc. Grows Stock Holdings in RB Global, Inc. $RBA

Vanguard Group Inc. boosted its stake in RB Global, Inc. (NYSE:RBA) (TSE:RBA) by 0.5% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 25,330,426 shares of the business services provider’s stock after purchasing an additional 124,926 shares during the period. Vanguard Group Inc. owned approximately 0.14% of RB Global worth $2,744,455,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. MJP Associates Inc. ADV raised its stake in shares of RB Global by 2.2% during the second quarter. MJP Associates Inc. ADV now owns 4,434 shares of the business services provider’s stock worth $471,000 after purchasing an additional 95 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in shares of RB Global by 21.9% in the 1st quarter. Geneos Wealth Management Inc. now owns 540 shares of the business services provider’s stock valued at $54,000 after purchasing an additional 97 shares in the last quarter. Archer Investment Corp grew its position in RB Global by 6.0% during the second quarter. Archer Investment Corp now owns 1,760 shares of the business services provider’s stock worth $187,000 after buying an additional 100 shares during the period. MassMutual Private Wealth & Trust FSB increased its holdings in RB Global by 12.9% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 938 shares of the business services provider’s stock valued at $102,000 after buying an additional 107 shares in the last quarter. Finally, California State Teachers Retirement System lifted its position in shares of RB Global by 1.1% during the 2nd quarter. California State Teachers Retirement System now owns 11,693 shares of the business services provider’s stock valued at $1,242,000 after acquiring an additional 124 shares during the period. 95.37% of the stock is owned by institutional investors and hedge funds.

Key RB Global News

Here are the key news stories impacting RB Global this week:

• Positive Sentiment: Company Q4 results: RB Global reported Q4 revenue of $1.20B and EPS of $1.11, beating consensus revenue and EPS estimates; management emphasized y/y revenue growth and improved margins. This beat is the primary, concrete positive catalyst for the stock rally. RB Global Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Market share gains & strategic investment narrative: A recent deep dive highlights RB Global’s market‑share gains and ongoing strategic investments (technology, footprint expansion) that management says support sustainable revenue growth and should help justify premium multiples. That narrative supports investor optimism beyond the quarter. RBA Q4 Deep Dive: Market Share Gains and Strategic Investments Shape Outlook
• Neutral Sentiment: Investor materials: The company’s earnings slide deck and presentation are available and provide detail on segment performance, margin drivers and capital allocation — useful for modeling but not an immediate surprise. Review slides for guidance implications. RB Global, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Headline summaries & metrics: Coverage from MarketBeat/Zacks reiterates the beat and lists key ratios (net margin, ROE) and valuation (high P/E). These summaries reinforce the fundamentals but add no new surprise. RB Global (RBA) Q4 Earnings and Revenues Top Estimates
• Negative Sentiment: Contradictory transcript headlines: Two third‑party transcripts ran headlines saying RB Global missed expectations (reported ~ $0.59 EPS vs $0.99 est.), which created short‑term confusion and could pressure sentiment if investors don’t reconcile numbers. This likely reflects differences between GAAP vs. adjusted/non‑GAAP measures or a transcription/labeling error — investors should compare the company press release and slide deck to the call transcript. RB Global, Inc. (NYSE:RBA) Q4 2025 Earnings Call Transcript RB Global, Inc. (RBA) Q4 2025 Earnings Call Transcript

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on RBA shares. Bank of America dropped their price objective on RB Global from $120.00 to $114.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Wall Street Zen downgraded RB Global from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Royal Bank Of Canada raised their price target on shares of RB Global from $137.00 to $146.00 and gave the stock an “outperform” rating in a research note on Wednesday. BMO Capital Markets boosted their price objective on shares of RB Global from $135.00 to $140.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of RB Global in a research note on Thursday, January 22nd. Six investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $129.29.

Insider Activity

In other news, CEO James Francis Kessler sold 20,742 shares of the stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $115.00, for a total transaction of $2,385,330.00. Following the completion of the transaction, the chief executive officer directly owned 107,569 shares in the company, valued at approximately $12,370,435. This represents a 16.17% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 4.32% of the stock is currently owned by insiders.

RB Global Trading Up 3.3%

RBA opened at $107.48 on Thursday. The firm’s 50 day moving average is $109.31 and its 200-day moving average is $107.77. The firm has a market capitalization of $19.98 billion, a P/E ratio of 52.69, a P/E/G ratio of 1.95 and a beta of 0.54. RB Global, Inc. has a 52-week low of $87.87 and a 52-week high of $119.58. The company has a quick ratio of 1.15, a current ratio of 1.23 and a debt-to-equity ratio of 0.46.

RB Global (NYSE:RBA) (TSE:RBA) last posted its quarterly earnings data on Tuesday, February 17th. The business services provider reported $1.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.12. RB Global had a net margin of 9.33% and a return on equity of 11.20%. The company had revenue of $1.20 billion during the quarter, compared to analysts’ expectations of $1.17 billion. During the same period in the prior year, the company posted $0.95 EPS. The firm’s revenue for the quarter was up 5.4% on a year-over-year basis. Analysts expect that RB Global, Inc. will post 2.5 EPS for the current fiscal year.

RB Global Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Monday, February 9th will be issued a dividend of $0.31 per share. The ex-dividend date is Monday, February 9th. This represents a $1.24 annualized dividend and a yield of 1.2%. RB Global’s payout ratio is currently 59.33%.

RB Global Profile

RB Global, Inc, an omnichannel marketplace, provides insights, services, and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide. Its marketplace brands include Ritchie Bros., an auctioneer of commercial assets and vehicles offering online bidding; IAA, a digital marketplace connecting vehicle buyers and sellers; Rouse Services, which provides asset management, data-driven intelligence, and performance benchmarking system; SmartEquip, a technology platform that supports customers' management of the equipment lifecycle; and Veritread, an online marketplace for heavy haul transport solution.