RBC

RBC Bearings INC

NYSE · Ball & Roller Bearings · CIK 0001324948
$590.09 +0.06% $18.7B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)
Vol
Market Cap$18.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders8 funds
Inst. Value$2.4B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$684.0K
Reddit Sentiment77° Bullish
SEC Reports3
Exchange NYSE·Sector Ball & Roller Bearings·CIK 0001324948·Prev Close $589.76

Recent Activity

Jun 5, 2026 SEC
Two RBC Bearings directors sold a combined ~$684K in open-market sales on June 3, following derivative exercises by one.
CLUSTER — Impact 2/10
Jun 3, 2026 SEC
Edward Stewart, an affiliate of RBC Bearings, filed a Form 144 on June 3, 2026, indicating intent to sell 600 shares of
144 — Impact 2/10
Jun 3, 2026 Insider
Stewart Edward sold 600 shares
Director @ $0.00 ($0.00)
Jun 3, 2026 Insider
Stewart Edward sold 600 shares
Director @ $592.83 ($355.7K)
Jun 3, 2026 Insider
Stewart Edward sold 600 shares
Director @ $199.16 ($119.5K)
May 15, 2026 SEC
RBC Bearings reported strong fiscal Q4 2026 results with net sales of $518.0M (+18.3% YoY) and adjusted diluted EPS of $
8-K — Impact 7/10
Inst.
NORGES BANK — NEW
392,277 shares ($175.9M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
150,119 shares ($67.3M)

Price Targets

$616.29 +4.4% upside Hold
Current $590.09 Low $490.00 Median $640.00 High $680.00 7 analysts
$490.00 $680.00

Analyst Ratings

Buy75% buy · 12 analysts
3Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Truist Securities REITERATE Buy → Buy
May 19, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Mar 2, 2026 Keybanc MAINTAIN Overweight → Overweight
Feb 6, 2026 Truist Securities MAINTAIN Buy → Buy
Feb 6, 2026 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.40 ▲ +1.1% $3.32 — $3.50 20% YoY 7
Next Q $3.48 ▲ +1.7% $3.25 — $3.64 21% YoY 7
Current FY $14.36 ▲ +2.5% $13.80 — $14.76 16% YoY 8
Next FY $16.39 ▲ +1.5% $15.40 — $17.29 14% YoY 6

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.3B
FMR LLC$486.6MADD
NORGES BANK$175.9MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$113.5MNEW
MORGAN STANLEY$101.3MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Stewart EdwardM$0.00
Jun 3, 2026Stewart EdwardSELL$355.7K
Jun 3, 2026Stewart EdwardM$119.5K
Jun 3, 2026Boyan BarrySELL$328.4K
Jun 3, 2026Edwards RichardF$210.5K

Reddit Sentiment

77°
Bullish
Bearish Neutral Bullish
11 mentions 8 bullish 0 bearish
8 institutional holders with $2.4B total value (5,264,298 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,901,998$1.3B55.1%
2FMR LLC1,085,147$486.6M20.6%ADD +90.6%
3NORGES BANK392,277$175.9M7.5%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC253,212$113.5M4.8%NEW
5MORGAN STANLEY225,807$101.3M4.3%TRIM -34.2%
6WELLS FARGO & COMPANY/MN184,553$82.8M3.5%
7TWO SIGMA INVESTMENTS, LP150,119$67.3M2.9%DOUBLED +272.8%
8BANK OF AMERICA CORP /DE/71,185$31.9M1.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW392,277$175.9M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED40,273150,119+272.8%$67.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT8,0000-100.0%$0.002025-Q4
UBS Group AGTRIM106,82252,209-51.1%$20.4M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED4,26640,273+844.0%$15.7M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT35,8008,000-77.7%$3.1M2025-Q3
NORGES BANKEXIT356,2320-100.0%$0.002025-Q3
FMR LLCADD486,969928,104+90.6%$357.1M2025-Q2
NORGES BANKNEW356,232$137.1M2025-Q2
UBS Group AGADD61,219106,822+74.5%$41.1M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT24,1584,266-82.3%$1.6M2025-Q2
FMR LLCDOUBLED167,341486,969+191.0%$156.7M2025-Q1
UBS Group AGTRIM120,55861,219-49.2%$19.7M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED11,95824,158+102.0%$7.8M2025-Q1
NORGES BANKEXIT294,7910-100.0%$0.002025-Q1
NORGES BANKADD196,109294,791+50.3%$88.2M2024-Q4
MORGAN STANLEYTRIM321,601211,468-34.2%$63.3M2024-Q4
UBS Group AGDOUBLED8,775120,558+1273.9%$36.1M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM73,90041,900-43.3%$12.5M2024-Q4
CITADEL ADVISORS LLCTRIM66,33116,869-74.6%$5.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW296,011$88.6M2024-Q3
12 unique insiders with 2 transactions. Net insider value: -$684.0K ($0.00 bought, $684.0K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Stewart EdwardDirectorM600$0.00$0.00
Jun 3, 2026Stewart EdwardDirectorSELL600$592.83$355.7K
Jun 3, 2026Stewart EdwardDirectorM600$199.16$119.5K
Jun 3, 2026Boyan Barry C.DirectorSELL555$591.63$328.4K
Jun 3, 2026Edwards Richard JV.P. and General ManagerF364$578.34$210.5K
Jun 3, 2026Sullivan Robert MVice President and CFOF272$578.34$157.3K
Jun 3, 2026Feeney John J.Vice President and SecretaryF95$578.34$54.9K
Jun 1, 2026Edwards Richard JV.P. and General ManagerF91$571.96$52.0K
Jun 1, 2026Sullivan Robert MVice President and CFOF197$571.96$112.7K
Jun 1, 2026BERGERON DANIEL AVice President and COOF1,630$571.96$932.3K
Jun 1, 2026Feeney John J.Vice President and SecretaryF36$571.96$20.6K
Jun 1, 2026HARTNETT MICHAEL JPresident and CEOF4,892$571.96$2.8M
May 28, 2026BERGERON DANIEL AVice President and COOF741$577.42$427.9K
May 28, 2026Edwards Richard JV.P. and General ManagerF53$577.42$30.6K
May 28, 2026Feeney John J.Vice President and SecretaryF26$577.42$15.0K
May 23, 2026HARTNETT MICHAEL JPresident and CEOF2,653$559.95$1.5M
May 23, 2026BERGERON DANIEL AVice President and COOF1,041$559.95$582.9K
May 23, 2026Edwards Richard JV.P. and General ManagerF46$559.95$25.8K
May 23, 2026Feeney John J.Vice President and SecretaryF32$559.95$17.9K
May 19, 2026Edwards Richard JV.P. and General ManagerA132$0.00$0.00
May 19, 2026Edwards Richard JV.P. and General ManagerA623$0.00$0.00
May 19, 2026Sullivan Robert MVice President and CFOA1,233$0.00$0.00
May 19, 2026Sullivan Robert MVice President and CFOA2,506$0.00$0.00
May 19, 2026Feeney John J.Vice President and SecretaryA160$0.00$0.00
May 19, 2026Feeney John J.Vice President and SecretaryA160$0.00$0.00
May 19, 2026BERGERON DANIEL AVice President and COOA5,819$0.00$0.00
May 19, 2026BERGERON DANIEL AVice President and COOF921$565.22$520.6K
May 19, 2026HARTNETT MICHAEL JPresident and CEOA22,140$0.00$0.00
May 19, 2026HARTNETT MICHAEL JPresident and CEOF10,260$565.22$5.8M
May 19, 2026Elmy Frederick J.DirectorA344$0.00$0.00
May 19, 2026Elmy Frederick J.DirectorA647$0.00$0.00
May 19, 2026Boyan Barry C.DirectorA344$0.00$0.00
May 19, 2026Boyan Barry C.DirectorA647$0.00$0.00
May 19, 2026Ennico Dolores JDirectorA344$0.00$0.00
May 19, 2026Ennico Dolores JDirectorA647$0.00$0.00
May 19, 2026Stewart EdwardDirectorA344$0.00$0.00
May 19, 2026Kaplan Steven H.DirectorA647$0.00$0.00
May 19, 2026Stewart EdwardDirectorA647$0.00$0.00
May 19, 2026Faghri AmirDirectorA344$0.00$0.00
May 19, 2026Faghri AmirDirectorA647$0.00$0.00
May 19, 2026Kaplan Steven H.DirectorA344$0.00$0.00
May 19, 2026CROWELL RICHARD RDirectorA344$0.00$0.00
May 19, 2026CROWELL RICHARD RDirectorA647$0.00$0.00
Feb 8, 2026Feeney John J.Vice President and SecretaryF34$544.02$18.5K
Nov 4, 2025CROWELL RICHARD RDirectorG4,700$427.24$2.0M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (75% buy). Based on 12 analysts: 3 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$616.29 mean target +4.4% upside Hold (1.89)
$490.00 Low $680.00 High
MetricValue
Current Price$590.09
Target Low$490.00
Target Mean$616.29
Target Median$640.00
Target High$680.00
# Analysts7
RecommendationHold (1.89)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.40 $3.32 $3.50 19.9% +1.1% 2↑ 2↓ $0.5B 15.3% 7
Next Q
2026-09-30
$3.48 $3.25 $3.64 21.0% +1.7% 3↑ 1↓ $0.5B 12.8% 7
Current FY
2027-03-31
$14.36 $13.80 $14.76 15.9% +2.5% 5↑ 0↓ $2.1B 12.7% 8
Next FY
2028-03-31
$16.39 $15.40 $17.29 14.1% +1.5% 3↑ 0↓ $2.3B 11.2% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.405
7d ago$3.405
30d ago$3.367+0.038
60d ago$3.372+0.032
90d ago$3.372+0.032
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Truist Securities REITERATE Buy Buy
May 19, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 2, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 6, 2026 Truist Securities MAINTAIN Buy Buy
Feb 6, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 7, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 6, 2026 Keybanc MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263630075%
May 1, 20263630075%
Apr 1, 20263630075%
Mar 1, 20263630075%
Feb 1, 20263630075%
Jan 1, 20263630075%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

77°
Bullish
Bearish Neutral Bullish
11 mentions 8 bullish 0 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 3, 2026371° Bullish303
Jun 3, 2026160° Warm101
May 30, 2026156° Neutral001
May 30, 2026156° Neutral001
Mar 21, 2026160° Warm101
Mar 21, 2026160° Warm101
Feb 24, 2026258° Warm102
Feb 1, 2026160° Warm101

Recent Reddit Threads

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r/investing Bullish 2mo ago
Switching from RBC Wealth Management to Fidelity/Schwab etc.
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2d 8h ago
RBC Capital reiterates Meta stock Outperform rating on AI opportunity
▲ 1 💬 1 ⚡ 0.5
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Imperial Oil’s Massive 5-Year Rally Now Raising Red Flags
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Imperial Oil Downgraded by RBC “Valuation Is Stretched” After 470% Run
▲ 6 💬 0 ⚡ 0.0
r/options Bullish 4mo ago
RBC to IBRK
▲ 0 💬 14
May 15, 2026
earnings_calendar
RBC Q4 2026 Earnings After Market Close — 2026-05-15
May 11, 2026
dark_pool
Dark Pool: RBC — 0.5M shares, 28,266 trades
Week starting 2026-05-11. Total ATS volume: 490,974 shares across 28,266 trades.
May 4, 2026
dark_pool
Dark Pool: RBC — 0.3M shares, 19,628 trades
Week starting 2026-05-04. Total ATS volume: 290,885 shares across 19,628 trades.
Apr 27, 2026
dark_pool
Dark Pool: RBC — 0.3M shares, 19,555 trades
Week starting 2026-04-27. Total ATS volume: 292,093 shares across 19,555 trades.
Apr 20, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 16,778 trades
Week starting 2026-04-20. Total ATS volume: 235,731 shares across 16,778 trades.
Apr 13, 2026
dark_pool
Dark Pool: RBC — 0.3M shares, 21,677 trades
Week starting 2026-04-13. Total ATS volume: 282,585 shares across 21,677 trades.
Apr 6, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 14,585 trades
Week starting 2026-04-06. Total ATS volume: 202,896 shares across 14,585 trades.
Mar 30, 2026
dark_pool
Dark Pool: RBC — 0.1M shares, 11,985 trades
Week starting 2026-03-30. Total ATS volume: 148,728 shares across 11,985 trades.
Mar 23, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 14,324 trades
Week starting 2026-03-23. Total ATS volume: 208,421 shares across 14,324 trades.
Mar 16, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 12,827 trades
Week starting 2026-03-16. Total ATS volume: 188,457 shares across 12,827 trades.
Mar 9, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 13,200 trades
Week starting 2026-03-09. Total ATS volume: 182,647 shares across 13,200 trades.
Mar 2, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 15,513 trades
Week starting 2026-03-02. Total ATS volume: 221,033 shares across 15,513 trades.
Feb 23, 2026
dark_pool
Dark Pool: RBC — 0.3M shares, 13,056 trades
Week starting 2026-02-23. Total ATS volume: 301,141 shares across 13,056 trades.
Feb 16, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 10,170 trades
Week starting 2026-02-16. Total ATS volume: 150,427 shares across 10,170 trades.
Feb 9, 2026
dark_pool
Dark Pool: RBC — 0.4M shares, 16,479 trades
Week starting 2026-02-09. Total ATS volume: 358,970 shares across 16,479 trades.