SG Americas Securities LLC Raises Position in McGrath RentCorp $MGRC
SG Americas Securities LLC significantly increased its stake in McGrath RentCorp (NASDAQ:MGRC) by 240.3% in Q4 2025, now owning 31,308 shares valued at approximately $3.29 million. McGrath RentCorp reported strong Q4 results, surpassing analyst expectations for both EPS and revenue, and announced an increase in its quarterly dividend to $0.495 per share. Analysts generally rate the stock as a "Moderate Buy" with a consensus target price of $141.50.
McGrath RentCorp (NASDAQ:MGRC) Shares Pass Above 200 Day Moving Average - What's Next?
McGrath RentCorp (NASDAQ:MGRC) shares briefly surpassed their 200-day moving average of $110.59 but closed down about 4% at $107.53. The company recently beat Q4 earnings estimates with EPS of $2.02 and revenue of $256.8 million, and analysts hold a "Moderate Buy" consensus with an average target of $141.50. McGrath RentCorp also increased its quarterly dividend to $0.495, yielding approximately 1.8%.
MCGRATH RENTCORP (MGRC) strategy chief receives 2,265 RSU award via spouse holding
MCGRATH RENTCORP's Chief Strategy Officer, Kristina Van Trease, was awarded 2,265 restricted stock units (RSUs) through a spouse's holding under the 2016 Stock Incentive Plan. These RSUs vest over three years, with 33% on each of the first two anniversaries and 34% on the third. This grant increases the indirect holdings tied to company equity compensation to 7,236 units, consisting of 4,971 shares of common stock and the newly acquired unvested RSUs.
Executive at MCGRATH RENTCORP (MGRC) receives 2,265 restricted stock units in equity award
MCGRATH RENTCORP (MGRC) has granted Senior Vice President and Chief Accounting Officer David M. Whitney 2,265 restricted stock units (RSUs) as part of his equity compensation. These RSUs will vest over three years, with 33% vesting on the first and second anniversaries, and 34% on the third. Following this award, Whitney holds 4,971 common shares and 2,265 unvested RSUs, totaling 7,236 equity-linked interests in the company.
McGrath RentCorp (MGRC) CLO exercises 1,431 RSUs, withholds shares for taxes
McGrath RentCorp's Chief Legal Officer, Gilda Malek, exercised 1,431 restricted stock units (RSUs) on March 31, 2026. From these, 700 shares were withheld at a price of $110.28 per share to cover tax obligations, resulting in her direct ownership of 9,425 common shares. The RSUs vest in three annual installments and represent a right to receive common stock or its cash equivalent.
Liquidity Mapping Around (MGRC) Price Events
This article provides a liquidity mapping analysis for McGrath Rentcorp (NASDAQ: MGRC), highlighting key findings regarding resistance and support levels. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal strengths and offers access to real-time signals and personalized alerts for subscribers.
McGrath RentCorp Stock: Stable Leader in Equipment Rental Amid Evolving Sector Dynamics
McGrath RentCorp (MGRC) is presented as a reliable leader in the North American equipment rental market, offering modular solutions and mobile assets to diverse sectors. The company's diversified business model, strong market position, and focus on essential rentals suggest resilience against economic shifts, supported by consistent cash flows and dividends. Growth is expected to be driven by infrastructure spending, technological advancements, and increasing rental penetration.
McGrath RentCorp Stock: Stable Leader in Equipment Rental Amid Evolving Sector Dynamics
McGrath RentCorp (MGRC) provides modular buildings, storage containers, and specialty equipment in North America, serving diverse sectors. The company is noted for its resilient rental model, consistent cash flows, and dividend history, appealing to investors seeking stability in the industrial sector. MGRC differentiates itself through specialization, scale, and a focus on non-discretionary rentals, positioning it well for growth driven by infrastructure spending and technological advancements despite potential economic headwinds.
Vanguard realigns reporting; McGrath RentCorp (MGRC) shown as 0% ownership
The Vanguard Group filed an amended Schedule 13G/A for McGrath RentCorp (MGRC), reporting 0 shares and 0% beneficial ownership. This change is due to an internal realignment within Vanguard, where certain subsidiaries will now report their beneficial ownership separately, as permitted by SEC Release No. 34-39538.
McGrath First Quarter Earnings and Conference Call Scheduled for April 29, 2026
McGrath RentCorp (Nasdaq: MGRC) has announced that it will release its first-quarter financial results for the period ending March 31, 2026, after market close on Wednesday, April 29, 2026. The company will host a conference call on the same day at 5:00 p.m. Eastern Time to discuss these results, accessible via phone or webcast. McGrath RentCorp is a business-to-business rental company focusing on modular solutions and electronic test equipment, known for its sustained profitable growth and 35 consecutive years of annual dividend increases.
McGrath RentCorp stock faces scrutiny amid modular rental sector shifts and acquisition rumors
McGrath RentCorp (MGRC) is under investor scrutiny as its peer, Willscot Mobile Mini, faces earnings pressures and projected negative net income for 2026. This highlights the modular rental sector's volatility, yet McGrath's stronger balance sheet and focus on stable industrial leasing make it appealing to DACH investors seeking diversification. The article also discusses potential M&A activity in the fragmented rental sector and emphasizes McGrath's resilience due to its asset utilization rates and US-centric operations.
MGRC PE Ratio & Valuation, Is MGRC Overvalued
McGrath RentCorp (MGRC) is currently considered undervalued based on its forward P/E ratio of 16.34, which is below its five-year average of 19.34. The fair price for MGRC is estimated to be between $110.18 and $132.39, indicating it is undervalued by 3.94% compared to its current price of $105.84. The article also details MGRC's P/B ratio, FCF yield, and how its P/S ratio compares to competitors.
MGRC SEC Filings - Mcgrath Rentcorp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of McGrath Rentcorp (MGRC) SEC filings, including 10-K, 10-Q, and 8-K reports, along with insider trading information. It details the company's business model as a North American rental company focusing on modular solutions, portable storage, and electronic test equipment. The page also features AI-powered summaries of recent filings, such as Q3 2025 results, bond issuances, and insider stock transactions by CEO Joseph F. Hanna and CFO Keith E. Pratt.
Why (MGRC) Price Action Is Critical for Tactical Trading
The article analyzes Mcgrath Rentcorp (MGRC) stock, highlighting divergent sentiment across different time horizons and an exceptional risk-reward short setup. It details AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The analysis suggests choppy conditions for MGRC, providing specific entry, target, and stop-loss levels for tactical trading.
McGrath RentCorp’s Updated Outlook Triggers Buy-the-Rumor, Sell-the-News Reaction While TRS-RenTelco’s Rebound Remains Crucial for Growth
McGrath RentCorp reported strong Q4 results, exceeding analyst expectations with increased net earnings and Adjusted EBITDA, largely due to operational efficiency and a rebound in its TRS-RenTelco division. However, the stock experienced a "buy the rumor, sell the news" reaction, falling 4.5% due to cautious future guidance for 2026, which signaled slower revenue growth. Investors are now assessing whether this conservative outlook is strategic or indicative of broader economic challenges, and if the recovery in TRS-RenTelco can drive future growth despite market skepticism.
Plan move shifts 5,966 McGrath RentCorp (MGRC) shares in KSOP
McGrath RentCorp's Chief Strategy Officer, Kristina Van Trease, reported an internal plan-related reallocation of 5,966 shares of Common Stock within the company's KSOP. This transaction, coded as an "other" restructuring, resulted in 7,334 shares being held indirectly in the plan. The acquisition was part of a diversification election within their Employee Stock Ownership and 401(k) Plan, with proceeds remaining within the plan.
[Form 4] MCGRATH RENTCORP Insider Trading Activity
David M. Whitney, SVP and Chief Accounting Officer of MCGRATH RENTCORP, reported an internal retirement plan transaction involving the acquisition of 5,966 shares of common stock at $104 per share. These shares are held indirectly through a spouse's KSOP account, bringing the total indirect holdings to 7,334 shares. The transaction was a diversification election within the Employee Stock Ownership and 401(k) Plan, with proceeds remaining in the plan rather than an open-market trade.
Eminence Capital LP Has $110.85 Million Stock Holdings in McGrath RentCorp $MGRC
Eminence Capital LP increased its stake in McGrath RentCorp (NASDAQ:MGRC) by 5.6% during the third quarter, now holding 944,972 shares valued at approximately $110.85 million. McGrath RentCorp reported strong quarterly earnings, beating consensus estimates with $2.02 EPS, and has raised its quarterly dividend to $0.495. Analysts project an EPS of 6.18 for the current fiscal year and have a consensus "Moderate Buy" rating for the company.
Anchor Capital Management Company LLC Has $12.73 Million Stake in McGrath RentCorp $MGRC
Anchor Capital Management Company LLC significantly increased its stake in McGrath RentCorp (NASDAQ:MGRC) by 28.4% in the third quarter, now owning 108,500 shares valued at $12.73 million, making it their 6th largest holding. McGrath RentCorp recently reported strong Q4 earnings, surpassing analyst expectations with $2.02 EPS and $256.76 million in revenue, and has also increased its quarterly dividend to $0.495. Analysts maintain a "Moderate Buy" rating for the company, projecting approximately $6.18 EPS for the current fiscal year.
McGrath RentCorp’s 2026 Guidance and Dividend Hike Might Change The Case For Investing In MGRC
McGrath RentCorp (MGRC) recently reported Q4 and full-year 2025 results, issuing 2026 revenue guidance of US$945 million to US$995 million and declaring a quarterly dividend increase to US$0.495 per share. Despite a decline in net income from 2024, the increased dividend and revenue guidance reflect management's confidence in the company's cash generation and rental-led business model. Analysts project a fair value of US$147.00, suggesting a 36% upside, though investors are advised to consider utilization risks and costs.
McGrath to Participate in the Sidoti Small Cap Conference
McGrath RentCorp (Nasdaq: MGRC) announced its participation in the virtual Sidoti Small Cap Conference on Thursday, March 19, 2026. The company is a leading North American business-to-business rental provider, offering modular solutions and electronic test equipment rentals. McGrath RentCorp emphasizes its commitment to customer experience, profitable growth, and 35 consecutive years of dividend increases.
Between McGrath RentCorp and United Rentals, Which Stock Looks Set to Break Out?
This article compares McGrath RentCorp (MGRC) and United Rentals (URI), suggesting MGRC as a potentially better investment. MGRC exhibits superior revenue growth and profitability compared to URI, despite URI showing higher past momentum. The analysis delves into growth, margins, momentum, and valuation multiples to argue MGRC's stronger financial position.
Between McGrath RentCorp and United Rentals, Which Stock Looks Set to Break Out?
This article compares McGrath RentCorp (MGRC) and United Rentals (URI), suggesting MGRC is a potentially better investment. It highlights MGRC's superior revenue growth, higher operating margins, and relatively lower valuation compared to URI. The analysis also includes a historical market performance comparison of both stocks against the S&P 500.
McGrath to Participate in the Sidoti Small Cap Conference
McGrath RentCorp, a leading business-to-business rental company, announced its participation in the virtual Sidoti Small Cap Conference on March 19, 2026. The company, founded in 1979, specializes in modular solutions through Mobile Modular and Mobile Modular Portable Storage, and offers electronic test equipment rental via TRS-RenTelco. McGrath RentCorp is known for its strong financial record, including 33 consecutive years of annual dividend increases.
McGrath RentCorp to join virtual Sidoti Small Cap event Mar. 19
McGrath RentCorp (Nasdaq: MGRC) announced its participation in the virtual Sidoti Small Cap Conference on Thursday, March 19, 2026. The company, a leading business-to-business rental provider founded in 1979, specializes in modular solutions and electronic test equipment rental. McGrath RentCorp has a history of profitable growth and 35 consecutive years of annual dividend increases.
Is 11.8% Fall In McGrath RentCorp (MGRC) Stock A Buying Opportunity?
This article poses a question about whether the 11.8% fall in McGrath RentCorp (MGRC) stock presents a buying opportunity. The content provided is primarily a boilerplate layout for the Trefis website, offering navigation options and disclaimers about financial data, rather than an in-depth analysis of MGRC. The core question remains unanswered within the given text.
McGrath RentCorp’s 2026 Guidance and Dividend Hike Might Change The Case For Investing In MGRC
McGrath RentCorp recently reported its Q4 and full-year 2025 results, issuing 2026 revenue guidance between US$945 million and US$995 million and raising its quarterly dividend to US$0.495 per share. Despite a decline in full-year net income compared to 2024, the increased dividend and revenue guidance signal management's confidence in the company's cash-generating capabilities and its rental-led business model. Investors should monitor catalysts such as infrastructure demand and potential risks from softer fleet utilization and rising costs, while market analysts suggest a fair value with a notable upside.
Time To Buy The Dip In McGrath RentCorp Stock?
McGrath RentCorp (MGRC) stock has recently fallen by 11.8% in less than a month, prompting the question of whether this dip presents a buying opportunity. Historically, MGRC stock has shown a strong tendency to recover from similar sharp dips, with a median return of 44% in the 12 months following such events. The company also passes basic financial quality checks, including revenue growth, profitability, and balance sheet strength.
McGrath RentCorp’s 2026 Guidance and Dividend Hike Might Change The Case For Investing In MGRC
McGrath RentCorp recently reported its Q4 and full-year 2025 results, issuing 2026 revenue guidance between US$945 million and US$995 million and declaring a dividend increase to US$0.495 per share. Despite a decline in net income from 2024, management's confidence in the business's cash-generating capacity is reflected in the increased dividend and continued revenue growth. This article examines how these announcements might impact the investment outlook for MGRC, which has generated community fair value estimates suggesting a potential 36% upside.
Understanding Momentum Shifts in (MGRC)
This article analyzes Mcgrath Rentcorp (MGRC) using AI models, indicating weak near and mid-term sentiment but a neutral long-term outlook. It identifies a mid-channel oscillation pattern and an exceptional short setup targeting an 8.8% downside. The analysis provides specific trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, support, and resistance levels.
McGrath RentCorp $MGRC Shares Sold by TD Asset Management Inc
TD Asset Management Inc. significantly reduced its stake in McGrath RentCorp (NASDAQ:MGRC) by 80.7% in the third quarter, selling 13,572 shares. Despite this, institutional investors still hold a substantial 92.05% of the stock. McGrath RentCorp reported strong earnings, beating estimates with $2.02 EPS and $256.8 million in revenue, and increased its quarterly dividend to $0.495.
Assessing McGrath RentCorp (MGRC) Valuation After Recent Share Price Weakness
McGrath RentCorp (MGRC) has experienced recent share price weakness, with a 1.2% daily decline and a 4.5% weekly decline, though it still shows a 52.1% total return over five years. Despite the short-term dip, analysts predict a fair value of $147 per share, suggesting the stock is currently undervalued at $109.80, with a projected annual revenue growth of 3.9% over the next three years. However, potential risks such as softer demand and rising costs could impact future margins.
Assessing McGrath RentCorp (MGRC) Valuation After Recent Share Price Weakness
McGrath RentCorp (MGRC) has experienced recent stock price weakness, with declines over the past day, week, and month, though it shows a significant 52.1% total return over five years. Despite this pullback, the company's valuation, according to Simply Wall St's narrative, suggests it is 25.3% undervalued with a fair value of $147 per share, driven by projected annual revenue growth of 3.9% over the next three years. However, potential risks like softer demand and rising administrative costs could challenge these long-term valuation assumptions.
Victory Capital Management Inc. Acquires 29,644 Shares of McGrath RentCorp $MGRC
Victory Capital Management Inc. increased its stake in McGrath RentCorp (MGRC) by 3.4%, purchasing 29,644 additional shares, bringing its total holdings to 893,629 shares worth approximately $104.82 million. The acquisition follows McGrath RentCorp's strong third-quarter earnings, where it surpassed EPS and revenue expectations. Analysts currently rate MGRC as a "Moderate Buy" with an average target price of $141.50, and the company also increased its quarterly dividend.
Snyder Capital Management L P Raises Position in McGrath RentCorp $MGRC
Snyder Capital Management L P increased its stake in McGrath RentCorp (NASDAQ:MGRC) by 5.3% in the third quarter, bringing its total holdings to 383,013 shares valued at approximately $44.93 million. This comes as McGrath RentCorp reported strong quarterly earnings, beating analyst expectations with $2.02 EPS on revenues of $256.76 million, and also announced an increased quarterly dividend of $0.495 per share. Analysts generally hold a "Moderate Buy" rating on the stock with a consensus price target of $141.50.
Assessing McGrath RentCorp (MGRC) Valuation After Q4 2025 Growth Guidance And Dividend Increase
McGrath RentCorp (MGRC) reported strong Q4 2025 results with increased revenue and net income, alongside positive 2026 revenue guidance and a raised quarterly dividend. Despite some short-term stock pullbacks, the company shows long-term momentum and is currently deemed 24.4% undervalued with a fair value estimate of $147. Investors are encouraged to assess the complete narrative, including potential risks like softer demand and higher operating costs, using Simply Wall St's analysis tools.
[Form 4] MCGRATH RENTCORP Insider Trading Activity
McGrath RentCorp's Chief Strategy Officer, Kristina Van Trease, reported an acquisition of 2,700 restricted stock units (RSUs) directly and an additional 1,170 RSUs indirectly through her spouse. These equity awards vest over three years, with 33% on the first two anniversaries of the grant and 34% on the third. Each RSU represents the right to receive one share of stock or its cash equivalent upon vesting.
MGRC Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed overview of Mcgrath Rentcorp's (MGRC) financial performance and health, including its income statement, balance sheet, and cash flow for fiscal year 2025 and prior years. It highlights key metrics such as revenue, net income, EPS, and various financial ratios, noting that MGRC maintains strong profitability and cash generation despite some year-over-year declines in certain financial figures. The company's financial profile scores 73 out of 100, indicating good overall financial health.
Director at McGrath RentCorp (MGRC) awarded 1,300 restricted stock units
McGrath RentCorp director Bradley M. Shuster was granted 1,300 restricted stock units (RSUs) on February 27, 2026, as a stock incentive award. These RSUs will vest 100% on April 1, 2027, and each unit represents one share or its cash equivalent. Following this award, Shuster's total holdings in MGRC amount to 15,000 shares and units, comprising 13,700 outstanding shares and 1,300 unvested RSUs.
McGrath RentCorp (NASDAQ: MGRC) director granted 1,300 RSUs
McGrath RentCorp director Nicolas C. Anderson was granted 1,300 restricted stock units (RSUs) on February 27, 2026, under the company’s 2016 Stock Incentive Plan. These RSUs will vest 100% on April 1, 2027, converting into either common stock or cash. Following this grant, Anderson's total holdings in the company amount to 4,800 shares, comprising 3,500 common shares and 1,300 unvested RSUs.
Director Kimberly Ann Box awarded 1,300 RSUs at McGrath RentCorp (MGRC)
McGrath RentCorp director Kimberly Ann Box was granted 1,300 restricted stock units (RSUs) on February 27, 2026, under the 2016 Stock Incentive Plan. These RSUs will vest 100% on April 1, 2027. Following this grant, Box holds a total of 8,300 reported shares and units, comprising 7,000 common shares and 1,300 unvested RSUs.
Director at MCGRATH RENTCORP (MGRC) awarded 1,300 restricted stock units
MCGRATH RENTCORP director Smita Conjeevaram was awarded 1,300 restricted stock units (RSUs) under the 2016 Stock Incentive Plan. These RSUs, granted at a price of $0.00 per unit, will vest 100% on April 1, 2027, converting into common stock or an equivalent cash amount. Following this transaction, Conjeevaram holds 6,500 shares of common stock and 1,300 unvested RSUs.
McGrath RentCorp (MGRC) grants RSU awards to chief accounting officer
McGrath RentCorp's SVP and Chief Accounting Officer, David M. Whitney, was granted restricted stock unit (RSU) awards, totaling 1,170 direct and 2,700 indirect units. These RSUs, granted under the 2016 Stock Incentive Plan on February 27, 2026, vest over three years and represent equity compensation rather than a market purchase. The transaction is considered routine and aims to align compensation with the company's future performance.
McGrath RentCorp (MGRC) VP awarded 1,530 RSUs in equity grant
McGrath RentCorp VP and Division Manager John Lieffrig was awarded 1,530 restricted stock units (RSUs) under the 2016 Stock Incentive Plan, as detailed in a Form 4 SEC filing. These RSUs will vest over three years: 33% on the first anniversary, 33% on the second, and 34% on the third. Following this grant, Lieffrig's total holdings in the company amount to 26,051 shares, which include 24,521 outstanding shares and the new 1,530 unvested RSUs.
McGrath RentCorp (MGRC) grants VP John Skenesky 1,400 RSUs
McGrath RentCorp (MGRC) announced that VP and Division Manager John P. Skenesky was granted 1,400 restricted stock units (RSUs) on February 27, 2026. These RSUs will vest over three years: 33% on the first and second anniversaries, and 34% on the third anniversary of the grant date. Following this award, Skenesky now holds a total of 12,634 units and shares, comprising 11,234 outstanding shares and 1,400 unvested RSUs.
Should McGrath RentCorp’s Dividend Hike, Revenue Guidance and CEO Transition Require Action From MGRC Investors?
McGrath RentCorp (MGRC) recently reported stronger Q4 2025 revenues, issued 2026 revenue guidance, and increased its quarterly dividend for the 35th consecutive year, alongside announcing a CEO transition. While net income and EPS declined year-over-year in 2025, the company's focus on recurring rental income and shareholder returns is evident. Investors should consider these updates in the context of continued strong cash flow generation despite potential cyclical softness and the impact of utilization levels on future earnings performance.
Should McGrath RentCorp’s Dividend Hike, Revenue Guidance and CEO Transition Require Action From MGRC Investors?
McGrath RentCorp (MGRC) recently announced increased Q4 and full-year 2025 revenue, a raised quarterly dividend of US$0.495 per share, and a CEO transition, despite a dip in net income and EPS for 2025. This marks their 35th consecutive annual dividend increase, reinforcing their commitment to shareholder returns. The company's investment narrative hinges on its rental model's ability to generate cash flow, with fair value estimates ranging from US$111.66 to US$147, suggesting a potential upside.
Book value per share of McGrath RentCorp – DUS:MG8
This article provides financial data for McGrath RentCorp (DUS:MG8) on the Dusseldorf Stock Exchange, specifically focusing on its book value per share. It highlights the availability of market data, reference data, and SEC filings. The content appears to be a stub or a section from a larger financial platform like TradingView.
Should McGrath RentCorp’s Dividend Hike, Revenue Guidance and CEO Transition Require Action From MGRC Investors?
McGrath RentCorp (MGRC) recently reported stronger Q4 revenue, issued 2026 revenue guidance, increased its dividend for the 35th consecutive year, and announced a CEO transition. While 2025 net income declined, the company's focus on recurring rental income and shareholder returns remains evident through its dividend hike. Investors should weigh these positive developments against the risk of persistent low utilization in key segments and consider McGrath RentCorp's full narrative and fair value projections.
Is McGrath RentCorp (MGRC) Fairly Priced After Recent Share Price Weakness?
McGrath RentCorp (MGRC) has experienced recent share price weakness, with a 7.7% decline over the last year. Despite this, a Discounted Cash Flow analysis suggests the stock is approximately 1.1% undervalued, while a Price-to-Earnings (P/E) ratio comparison indicates it trades at a discount compared to its industry and a calculated "Fair Ratio." The article helps investors evaluate whether MGRC's current price of around US$110.67 offers good value.
