Stephens Investment Management Group LLC Trims Stake in RBC Bearings Incorporated $RBC
Stephens Investment Management Group LLC reduced its stake in RBC Bearings Incorporated by 2.7% in the first quarter, selling 7,269 shares but maintaining RBC as its second-largest holding, valued at $143.9 million. This adjustment comes as RBC Bearings delivered strong quarterly results, exceeding analyst expectations for both EPS and revenue, significantly increasing revenue year-over-year. Despite recent insider selling and some analyst downgrades, the consensus rating for RBC Bearings remains a "Moderate Buy" with a target price below its current trading value.
RBC Bearings Insiders Sold US$1.8m Of Shares Suggesting Hesitancy
This article analyzes recent insider selling of RBC Bearings shares, totaling US$1.8 million over the last year, with a significant amount occurring in the last three months. While insider selling doesn't always signal negative prospects, a larger volume of sales compared to purchases could indicate some hesitancy from those with intimate knowledge of the company. The analysis also briefly touches on RBC Bearings' valuation and future earnings potential.
SG Americas Securities LLC Sells 6,614 Shares of RBC Bearings Incorporated $RBC
SG Americas Securities LLC significantly reduced its stake in RBC Bearings Incorporated by 73% in the first quarter, selling 6,614 shares. Despite this, other institutional investors increased their positions, and analysts generally maintain a "Moderate Buy" rating with a $584 average price target. The company also reported strong quarterly earnings and revenue, beating consensus estimates.
Rep. Gilbert Ray Cisneros, Jr. Sells Off RBC Bearings Incorporated (NYSE:RBC) Shares
Rep. Gilbert Ray Cisneros, Jr. (D-CA) recently sold between $1,001 and $15,000 worth of RBC Bearings (NYSE:RBC) shares on June 30, according to a July 2 filing. RBC Bearings stock is currently trading around $603.70, having shown strong performance, including exceeding quarterly EPS expectations. Analysts have a "Moderate Buy" consensus rating for RBC Bearings, with an average price target of $584, though some firms have adjusted their ratings or targets.
RBC Bearings and its growth path. How the motion-control specialist fits into industrial portfolios
RBC Bearings is a specialist in engineered bearings and motion-control components, serving demanding industrial and aerospace applications globally. The company's business model relies on engineering expertise, long-term customer relationships, and recurring demand for replacement parts. Its growth is driven by trends in industrial automation, infrastructure investment, and the aerospace sector, making it an attractive consideration for industrial portfolios.
RBC Bearings Incorporated $RBC Holdings Decreased by Conestoga Capital Advisors LLC
Conestoga Capital Advisors LLC significantly reduced its stake in RBC Bearings Incorporated (NYSE:RBC) by 26.5% in the first quarter, selling 155,101 shares, though RBC still remains its largest holding, valued at $233.2 million. Despite this, analysts maintain a "Moderate Buy" consensus, with a target price of $584, and the company recently surpassed earnings and revenue estimates. Insider selling by directors Edward Stewart and Dolores J. Ennico was also noted.
RBC Bearings Inc (RBC) Shares Fall 3.7% -- GF Value Says Still Overvalued
RBC Bearings Inc (RBC) shares fell 3.7% on July 1, 2026, closing at $620.47, despite a 38.4% year-to-date increase and a 62.7% gain over the past year. GuruFocus's GF Value estimates the stock to be 83.9% overvalued at $337.42, with a strong GF Score of 80/100, primarily driven by high growth and momentum but low valuation. Insider activity shows a bearish trend, with $1.4 million in shares sold and no purchases, suggesting insiders may also view the stock as overpriced.
Carmel Capital Management L.L.C. Increases Stake in RBC Bearings Incorporated $RBC
Carmel Capital Management L.L.C. significantly increased its stake in RBC Bearings Incorporated by 24.9% in the first quarter of 2026, bringing its total holding to 24,708 shares valued at $13.4 million. This increase follows strong quarterly results from RBC Bearings, which exceeded EPS and revenue expectations. Despite insider selling by executives, analysts maintain a "Moderate Buy" consensus for the stock with an average price target of $584.00.
Sterling Capital Management LLC Reduces Stock Position in RBC Bearings Incorporated $RBC
Sterling Capital Management LLC significantly reduced its stake in RBC Bearings Incorporated by 44.1% in the first quarter, now holding 2,452 shares valued at approximately $1.33 million. Despite this, analysts maintain a "Moderate Buy" rating for RBC Bearings with an average target price of $584, though some firms have downgraded their recommendations. The company recently reported strong quarterly revenue growth and beat earnings expectations, but has also seen insider selling by directors.
RBC Bearings Incorporated(NYSE: RBC) dropped from Russell 1000 Dynamic Index
RBC Bearings Incorporated (NYSE: RBC) has been removed from the Russell 1000 Dynamic Index. This news follows a series of recent insider stock sales and analyst target price adjustments for the company. RBC Bearings is an international manufacturer of engineered precision bearings and components for industrial and aerospace/defense sectors.
RBC Bearings’ Russell 1000 Dynamic Exit Might Change The Case For Investing In RBC Bearings (RBC)
RBC Bearings (RBC) was recently removed from the Russell 1000 Dynamic Index, which could affect its institutional investor base and liquidity but doesn't alter its core operating catalysts. The company reported sales of US$1,870.9 million and net income of US$287.6 million for Q4 and full year FY2026. Despite potential near-term trading shifts, RBC Bearings' growth narrative projects $2.6 billion revenue and $554.5 million earnings by 2029, with a fair value of $616.29.
Wasatch Advisors LP Has $312.82 Million Holdings in RBC Bearings Incorporated $RBC
Wasatch Advisors LP significantly reduced its stake in RBC Bearings Incorporated by 42.6% in the first quarter, despite the company exceeding earnings and revenue expectations. Following the sale of 427,371 shares, Wasatch now holds 575,966 shares of RBC Bearings, valued at approximately $312.8 million. The stock saw a 2.9% dip, and insider selling by a director and a VP also occurred, though analyst sentiment remains a "Moderate Buy."
9,200 Shares in RBC Bearings Incorporated $RBC Purchased by Louisiana State Employees Retirement System
The Louisiana State Employees Retirement System recently acquired 9,200 shares of RBC Bearings (NYSE:RBC) valued at approximately $5.0 million during the first quarter. This comes amidst strong quarterly results for RBC Bearings, with the company beating analyst expectations on both earnings and revenue. While there has been some insider selling, analysts maintain a "Moderate Buy" rating with a consensus target price of $584.
The RA Series Spherical Roller Bearings from RBC Bearings Inc. - compact load carriers for demanding
RBC Bearings Inc. is highlighted for its RA Series Spherical Roller Bearings, which are designed to handle high radial loads and angular misalignment in demanding industrial applications. These compact, self-aligning bearings are suitable for heavy-duty gearboxes and conveyors, offering an upgrade path for existing industrial drives. Despite being more complex and costly than standard ball bearings, their durability and compatibility with RBC's housing and seal systems make them valuable for heavy industry, including steel mills and bulk material terminals.
[144] RBC Bearings INC SEC Filing
This article announces an SEC Form 144 filing by RBC Bearings INC, detailing a proposed sale of 225 common shares with an aggregate market value of $147,000. The shares were acquired through RSU Vesting on February 6, 2026, and are expected to be sold on June 25, 2026, via Merrill Lynch on the NYSE. The filing indicates a neutral impact and sentiment.
RBC Bearings (RBC) Tests Its Premium As Aerospace Growth Story Meets Valuation Questions
RBC Bearings (RBC) is attracting investor attention, with its stock recently closing at $648.89. While the company boasts strong financial performance with annual revenue of $1.87 billion, a significant portion from its Industrial and Aerospace/Defense segments, and impressive share price growth over multiple timeframes, its current valuation is being questioned. Analysts suggest RBC Bearings is 5.3% overvalued, with a fair value estimate of $616.29, driven by expectations of continued growth in aerospace and defense despite potential risks like integration setbacks.
RBC Bearings (RBC) VP Feeney sells 225 shares, retains options stake
John J. Feeney, Vice President and Secretary of RBC Bearings Inc., sold 225 shares of common stock at $657.9401 per share. Despite this sale, he retains a significant equity stake in the company, holding 2,378 common shares, including 1,180 restricted shares, and multiple stock options with expiration dates extending to 2033. This transaction is characterized as routine portfolio activity rather than a significant shift in his overall equity exposure.
RBC Bearings (RBC) director mixes option exercises with 600-share sale
RBC Bearings director Dolores J. Ennico exercised stock options to acquire 600 shares and subsequently sold those 600 shares in an open-market transaction at $636.1144 per share. After these transactions, she directly holds 7,254 Common Stock shares. The report also details her remaining unvested options with various exercise prices and vesting schedules stretching to 2033.
RBC Bearings Insider Sold Shares Worth $381,669, According to a Recent SEC Filing
An insider at RBC Bearings (NYSE:RBC) sold shares valued at $381,669, as disclosed in a recent SEC filing. The company, an international manufacturer of engineered precision bearings, also saw a similar insider share sale earlier in June. This news comes amidst various analyst target adjustments and earnings reports for the company.
RBC Bearings reports new employment agreement for Dr. Hartnett; amendment for Mr. Bergeron
RBC Bearings (RBC) has announced a new employment agreement for Dr. Hartnett and an amendment to Mr. Bergeron’s existing employment agreement, as detailed in an SEC filing. This information, including roles, effective dates, and reasons for the changes, was not disclosed in the brief summary. The changes were reported in an 8-K filing on June 24, 2026.
RBC Bearings (NYSE: RBC) raises CEO and COO base salaries 3%
RBC Bearings (NYSE: RBC) has updated the compensation arrangements for its CEO, Dr. Michael J. Hartnett, and COO, Daniel A. Bergeron. Both executives received a 3.0% increase in their annual base salaries, effective June 1, 2026, bringing Dr. Hartnett's salary to $1,591,350 and Mr. Bergeron's to $713,482. The updated agreements also include modifications to performance-based compensation, equity award sizing based on a six-month average stock price, and alignment of ROIC definitions with historical company practice.
[144] RBC Bearings INC SEC Filing
This article reports on an SEC Form 144 filing by RBC Bearings INC. The filing indicates a proposed sale of 600 common shares with an aggregate market value of $380,000, acquired through stock options in 2020 and 2021, to be sold on June 24, 2026, through Merrill Lynch. The filing also states no prior sales by the filer in the past three months.
Rockefeller Capital Management L.P. Acquires 3,226 Shares of RBC Bearings Incorporated $RBC
Rockefeller Capital Management L.P. increased its stake in RBC Bearings Incorporated (NYSE:RBC) by 7.1% in the fourth quarter, acquiring an additional 3,226 shares, bringing its total holding to 48,359 shares valued at $21.7 million. Many other institutional investors have also boosted their positions in RBC Bearings, including Norges Bank and Artisan Partners. This comes as RBC Bearings reported strong quarterly results, exceeding analyst expectations for both EPS and revenue, with analysts maintaining a "Moderate Buy" consensus rating for the stock.
RBC Bearings (RBC) director sells 350 shares, retains options and RSUs
Steven H. Kaplan, a director at RBC Bearings (RBC), has sold 350 shares of Common Stock in an open-market transaction for $631.795 per share. Following this sale, Kaplan directly holds 1,378 Common shares. The director also retains several options to purchase Common Stock with various exercise prices and expiration dates, as well as restricted stock units slated to vest in tranches between 2027 and 2029.
RBC Bearings Incorporated $RBC Stock Holdings Cut by T. Rowe Price Investment Management Inc.
T. Rowe Price Investment Management Inc. reduced its stake in RBC Bearings (NYSE:RBC) by 9.2% in the fourth quarter, selling 86,701 shares and holding 850,697 shares valued at $381.5 million. This comes despite RBC Bearings reporting strong quarterly results with EPS of $3.62 and revenue of $518.0 million, both exceeding analyst expectations. The stock currently holds a "Moderate Buy" consensus rating from analysts, with several firms raising price targets.
RBC Bearings stock hits all-time high at 635.7 USD By Investing.com
RBC Bearings (RBC) stock has reached an all-time high of $635.70, marking a significant 68.24% increase over the past year. Despite this surge, InvestingPro analysis suggests the stock is currently overvalued, trading at a P/E ratio of 68.92. This milestone follows the company's strong fiscal fourth quarter 2026 results, where it surpassed analyst expectations for both EPS and revenue.
RBC Gains From Strength in Aerospace & Defense Unit: Can It Sustain?
RBC Bearings Inc. is benefitting significantly from its Aerospace & Defense segment, driven by strong commercial aerospace growth and robust demand in the defense market. The company saw a 41.2% year-over-year increase in segment revenues in Q4 fiscal 2026 and holds a strong backlog. Despite this success, RBC's valuation is higher than the industry average, with a forward P/E ratio of 42.54X compared to the industry's 22.60X.
RBC Bearings stock hits all-time high at 635.7 USD
RBC Bearings (RBC) stock has soared to an all-time high of $635.70, reflecting a 68.24% increase over the past year. Despite this surge, its P/E ratio of 68.92 suggests it may be overvalued according to InvestingPro analysis. The company recently reported strong fiscal Q4 2026 results, surpassing analyst expectations for both EPS and revenue.
Bamco Inc. NY Has $135.92 Million Position in RBC Bearings Incorporated $RBC
Bamco Inc. NY has reported a significant stake in RBC Bearings Incorporated ($RBC), holding 303,110 shares valued at approximately $135.9 million, despite a 7.5% reduction in the fourth quarter. Analysts maintain a "Moderate Buy" rating for RBC Bearings, with an average price target of $584, following strong quarterly results where the company surpassed EPS and revenue estimates and traded near a 52-week high.
Boothbay Fund Management LLC Takes Position in RBC Bearings Incorporated $RBC
Boothbay Fund Management LLC has acquired a new stake in RBC Bearings Incorporated, purchasing 22,058 shares valued at approximately $9.9 million in the fourth quarter. The industrial products company has received a "Moderate Buy" consensus rating from analysts, with several firms raising price targets and the company reporting better-than-expected quarterly earnings of $3.62 per share on $518 million in revenue. Insider trading also shows a director selling a portion of their holdings.
Align Financial LLC Makes New Investment in RBC Bearings Incorporated $RBC
Align Financial LLC has made a new investment in RBC Bearings, purchasing 39,013 shares valued at approximately $17.5 million, representing 0.12% of the company. RBC Bearings recently reported strong quarterly results, exceeding revenue and EPS estimates. Wall Street analysts generally maintain a "Moderate Buy" rating with an average target price of $584, though one analyst downgraded the stock to "Hold."
RBC Bearings Inc (RBC) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
The article provides a revenue breakdown for RBC Bearings Inc. (RBC) by business segment and geographical region. It shows that Industrial and Aerospace are the two primary business segments, with Domestic and International categorizing its regional revenue. The data presented is updated as of April 2, and indicates past quarterly and annual financial figures.
RBC SEC Filings - Rbc Bearings Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Rbc Bearings Inc (RBC) SEC filings, including 10-K, 10-Q, 8-K, and insider trading reports. It highlights recent significant filings such as Vanguard's reported 5.23% stake, insider option exercises and share sales by executives, and RBC Bearings' strong Q3 financial results driven by the VACCO acquisition. The platform also offers AI-generated summaries, impact scoring, and sentiment analysis for each filing.
RBC SEC Filings - Rbc Bearings Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of SEC filings for RBC Bearings Inc. (RBC), including 10-K, 10-Q, and 8-K reports, along with insider trading information. Recent filings cover a shareholder's proposed stock sale, a director's initial beneficial ownership, a CFO's shareholdings after tax withholdings, and RBC Bearings' Q3 FY26 earnings report, highlighting increased sales and an amended credit facility. The article also provides summaries, impact scores, and sentiment analysis for each filing.
This Aerospace Supplier Breaks Out. Another Is On The Cusp.
Howmet Aerospace (HWM) surpassed a key buy point, driven by increased orders for commercial aerospace original equipment and demand for engine spare parts. Meanwhile, RBC Bearings (RBC) is nearing a buy point, with both companies benefiting from strong trends in the aerospace, defense, and data center sectors. This activity highlights a period of growth for aerospace suppliers.
[144] RBC Bearings INC SEC Filing
This article reports on an SEC Form 144 filing by RBC Bearings INC, indicating a proposed sale of 350 shares of common stock with an aggregate market value of $220,000. The shares were acquired by stock award on June 5, 2026, and the sale is scheduled for June 17, 2026, on the NYSE through Merrill Lynch. The filing also confirms no previous sales by the involved party in the past three months.
RBC Bearings Incorporated $RBC Shares Sold by Artisan Partners Limited Partnership
Artisan Partners Limited Partnership reduced its stake in RBC Bearings Incorporated by 3.6% in the fourth quarter, selling 22,523 shares but still holding a significant position. Despite this sale and a recent insider transaction by director Edward Stewart, RBC Bearings maintains a "Moderate Buy" consensus rating from analysts, with strong financial results including an 18.3% year-over-year revenue increase. The company's stock shows strong performance, opening at $620.72 with a market capitalization of $19.64 billion.
How RBC Bearings' Revenue Beat and EBITDA Miss Could Shape RBC Investors' Profitability Outlook
RBC Bearings reported strong revenue growth of 18.3% year-on-year, reaching US$518 million, primarily driven by its Aerospace & Defense and Industrial segments. Despite this top-line success, the company missed EBITDA forecasts, raising questions about profitability and cost control. This mixed performance, particularly concerning the integration of the VACCO acquisition, highlights the ongoing challenge for RBC Bearings to translate revenue growth into sustained EBITDA margins, influencing the long-term investment narrative.
RBC Bearings Inc (RBC) Financial Health: Profitability & Balance Sheet Analysis
RBC Bearings Inc (RBC) has a strong financial health score of 7.91, ranking 60th in its industry. The company reported a 18.35% year-over-year revenue increase to $518.00M and a 26.13% increase in net profit in its latest quarter, indicating stable financial status and high operating efficiency. Further details on specific financial metrics like cash and cash equivalents, operating profit, and free cash flow have not yet been disclosed.
RBC Bearings Inc (RBC) Institutional Confidence
RBC Bearings Inc (RBC) has an institutional shareholding score of 10.00, placing it first in its industry. The institutional shareholding proportion is 100.79%, a slight decrease from the previous quarter. Ron Baron is the largest institutional shareholder, holding 0.58% of outstanding shares.
RBC SMID Cap Growth Fund's RBC Bearings Inc(RBC) Holding History
The RBC SMID Cap Growth Fund holds 5,360 shares of RBC Bearings Inc (RBC), valued at $2.91 million, constituting 2.7% of its portfolio. Since its initial trade in Q1 2022, the fund has made several purchases and sales, resulting in an estimated gain of $2.87 million (147.58%) on its RBC holdings. The article details the historical transaction data and current estimated gains for the fund's investment in RBC Bearings.
Engineered Components and Systems Stocks Q1 In Review: RBC Bearings (NYSE:RBC) Vs Peers
This article reviews the Q1 2026 performance of engineered components and systems stocks, highlighting RBC Bearings' strong revenue beat but missed EBITDA estimates, Arrow Electronics' top performance, and ESCO's weakest results. It also discusses Applied Industrial and Mayville Engineering's positive quarters, and briefly touches on market shifts from AI concerns to geopolitical risks.
Next Century Growth Investors LLC Has $16.49 Million Stock Holdings in RBC Bearings Incorporated $RBC
Next Century Growth Investors LLC reduced its stake in RBC Bearings Incorporated by 25.1% in the fourth quarter, now holding 36,764 shares valued at $16.49 million. Despite this, RBC Bearings reported strong quarterly results, beating analyst estimates with $3.62 EPS and $518 million in revenue, an 18.3% increase year-over-year. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating and several firms raising their price targets, indicating continued confidence in the company's growth prospects.
RBC Bearings Incorporated $RBC Shares Sold by GW&K Investment Management LLC
GW&K Investment Management LLC reduced its stake in RBC Bearings Incorporated by 7.6% in the fourth quarter, selling 29,907 shares. Despite this, RBC Bearings reported strong quarterly results, with EPS of $3.62 against estimates of $3.31 and an 18.3% year-over-year revenue increase to $518.0 million. The company's stock has seen mixed analyst sentiment, with one downgrade to "hold" amidst several "buy" ratings and increased price targets, and an insider selling 600 shares.
RBC Bearings Incorporated $RBC Shares Sold by Goldman Sachs Group Inc.
Goldman Sachs Group Inc. reduced its stake in RBC Bearings Incorporated by 17.6% in the fourth quarter, selling 51,550 shares but still owning 241,778 shares valued at $108.4 million. Despite the sale, analyst sentiment remains largely positive with a "Moderate Buy" consensus and an average price target of $584. RBC Bearings demonstrated strong financial performance, exceeding EPS and revenue estimates, with quarterly revenue growing 18.3% year-over-year.
3 Reasons We Love RBC Bearings (RBC)
RBC Bearings (RBC) has shown impressive financial performance, outperforming the S&P 500 with a 195% surge over five years. The company's success is attributed to its skyrocketing revenue growth, outstanding long-term EPS growth, and excellent free cash flow margin, making it a strong contender in the industrials sector. Despite its recent gains, the article encourages readers to consult a full research report to determine if now is a good time to invest.
3 Reasons We Love RBC Bearings (RBC)
RBC Bearings (RBC) has significantly outperformed the S&P 500, with a 195% surge over five years and 35.3% gain in the last six months. This strong performance is attributed to its impressive 25.2% annualized revenue growth, 26.2% annual EPS growth over five years, and an excellent 15.5% average free cash flow margin. The article suggests these factors make RBC a compelling investment in the industrials sector.
RBC Financials: Revenue Breakdown, Margins & Competitor Comparison
This article analyzes RBC Bearings Inc.'s financial performance, focusing on its revenue breakdown, profitability margins, and competitive standing. The company generates most of its revenue from the Industrial segment, and it maintains strong gross, operating, and net margins. A comparison with competitors MLI and VMI highlights RBC's superior gross margin, indicating strong pricing power and efficiency within the Industrial Machinery & Equipment industry.
Price to sales ratio of RBC Bearings Incorporated – XETR:B1X
This article provides the price-to-sales ratio for RBC Bearings Incorporated (XETR:B1X). It includes a link to the company's financial overview on TradingView. The page displays various market data and financial information.
Net income of RBC Bearings Incorporated – XETR:B1X
The article provides a financial snapshot of RBC Bearings Incorporated (XETR:B1X), specifically highlighting its net income. It indicates that the market is currently closed with no trades occurring. The content is presented within the context of TradingView's platform, offering various market data and community features.
