SUNB
Sunbelt Rentals Holdings, Inc.
$81.29
+2.43%
$34.6B
No data for this timeframe.
Vol
Market Cap$34.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (68%)
Reddit Sentiment50° Neutral
SEC Reports2
Exchange NYSE·Sector Services-Equipment Rental & Leasing, NEC·Inc. DE·CIK 0002083785·Prev Close $79.36
Recent Activity
May 12, 2026
short_interest
FTD: SUNB — 17,194 shares ($1.2M) failed to deliver
Settlement: 20260512, Price: $71.93, FTD Value: $1,236,764.42, SUNBELT RENTALS HLDGS INC COM
Mar 12, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. The 8-K filing includes Items 2.02 (Results o
8-K — Impact 4/10
Mar 3, 2026
SEC
{
"summary": "Sunbelt Rentals Holdings, Inc. completed its U.S. redomiciliation, becoming the parent of Ashtead Group
8-K — Impact 5/10
Mar 2, 2026
Insider
Pease Alexander W sold 44,841 shares
Chief Financial Officer @ $0.00 ($0.00)
Mar 2, 2026
Insider
Singleton James Louis sold 1,189 shares
Director @ $0.00 ($0.00)
Mar 2, 2026
Insider
Cesarone Nando sold 1,189 shares
Director @ $0.00 ($0.00)
Price Targets
$80.64
-3.6% upside
Hold
Current $83.63
Low $62.00
Median $80.00
High $115.00
14 analysts
$62.00
$115.00
Analyst Ratings
4Strong Buy
9Buy
3Hold
3Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Bernstein | INITIATE | Outperform |
| May 1, 2026 | JP Morgan | DOWNGRADE | Neutral → Underweight |
| Mar 26, 2026 | RBC Capital | MAINTAIN | Underperform → Underperform |
| Mar 16, 2026 | Citigroup | INITIATE | Buy |
| Mar 16, 2026 | B of A Securities | INITIATE | Underperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.79 ▼ -1.9% | $0.73 — $0.83 | 4 | |
| Next Q | $1.04 ▲ +1.0% | $1.04 — $1.04 | 1 | |
| Current FY | $3.42 ▼ -2.2% | $3.24 — $3.69 | 3 | |
| Next FY | $4.26 | $3.77 — $4.82 | 15% YoY | 8 |
Latest Reports
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 2, 2026 | Pease Alexander | A | $0.00 |
| Mar 2, 2026 | Singleton James | A | $0.00 |
| Mar 2, 2026 | Cesarone Nando | A | $0.00 |
| Mar 2, 2026 | Easterbrook Jill | A | $0.00 |
| Mar 2, 2026 | Twite Roy | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
14 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 2, 2026 | Pease Alexander W | Chief Financial Officer | A | 44,841 | $0.00 | $0.00 |
| Mar 2, 2026 | Singleton James Louis | Director | A | 1,189 | $0.00 | $0.00 |
| Mar 2, 2026 | Cesarone Nando | Director | A | 1,189 | $0.00 | $0.00 |
| Mar 2, 2026 | Easterbrook Jill | Director | A | 1,189 | $0.00 | $0.00 |
| Mar 2, 2026 | Twite Roy | Director | A | 1,189 | $0.00 | $0.00 |
| Mar 2, 2026 | Ribeiro Renata | Director | A | 1,189 | $0.00 | $0.00 |
| Mar 2, 2026 | Cockburn Angus | Director | A | 1,189 | $0.00 | $0.00 |
| Mar 2, 2026 | Horgan Brendan | Chief Executive Officer | A | 257,422 | $0.00 | $0.00 |
| Mar 2, 2026 | Lull Brad | EVP, Strategy & Business Dev | A | 29,079 | $0.00 | $0.00 |
| Mar 2, 2026 | Washburn John | Chief Operating Officer | A | 31,367 | $0.00 | $0.00 |
| Mar 2, 2026 | Walker Paul Ashton | Director | A | 1,189 | $0.00 | $0.00 |
| Mar 2, 2026 | Horgan Kyle | Executive VP, Specialty | A | 27,380 | $0.00 | $0.00 |
| Mar 2, 2026 | Clark Barbara | SVP & Chief Accounting Officer | A | 13,929 | $0.00 | $0.00 |
| Mar 2, 2026 | Fuller-Andrews Lynne | EVP & General Counsel | A | 27,457 | $0.00 | $0.00 |
| Feb 27, 2026 | Twite Roy | Director | A | 1,550 | $0.00 | $0.00 |
| Feb 27, 2026 | Ribeiro Renata | Director | A | 600 | $0.00 | $0.00 |
| Feb 27, 2026 | Pease Alexander W | Chief Financial Officer | A | 22,477 | $0.00 | $0.00 |
| Feb 27, 2026 | Walker Paul Ashton | Director | A | 14,000 | $0.00 | $0.00 |
| Feb 27, 2026 | Horgan Brendan | Chief Executive Officer | A | 469,979 | $0.00 | $0.00 |
| Feb 27, 2026 | Horgan Brendan | Chief Executive Officer | A | 12,890 | $0.00 | $0.00 |
| Feb 27, 2026 | Lull Brad | EVP, Strategy & Business Dev | A | 53,706 | $0.00 | $0.00 |
| Feb 27, 2026 | Lull Brad | EVP, Strategy & Business Dev | A | 3,387 | $0.00 | $0.00 |
| Feb 27, 2026 | Pease Alexander W | Chief Financial Officer | A | 4,032 | $0.00 | $0.00 |
| Feb 27, 2026 | Washburn John | Chief Operating Officer | A | 42,239 | $0.00 | $0.00 |
| Feb 27, 2026 | Washburn John | Chief Operating Officer | A | 3,762 | $0.00 | $0.00 |
| Feb 27, 2026 | Horgan Kyle | Executive VP, Specialty | A | 64,580 | $0.00 | $0.00 |
| Feb 27, 2026 | Horgan Kyle | Executive VP, Specialty | A | 3,115 | $0.00 | $0.00 |
| Feb 27, 2026 | Clark Barbara | SVP & Chief Accounting Officer | A | 22,412 | $0.00 | $0.00 |
| Feb 27, 2026 | Clark Barbara | SVP & Chief Accounting Officer | A | 3,166 | $0.00 | $0.00 |
| Feb 27, 2026 | Cockburn Angus | Director | A | 1,000 | $0.00 | $0.00 |
| Feb 27, 2026 | Fuller-Andrews Lynne | EVP & General Counsel | D | 1 | $0.00 | $0.00 |
| Feb 27, 2026 | Fuller-Andrews Lynne | EVP & General Counsel | A | 9,002 | $0.00 | $0.00 |
| Feb 27, 2026 | Fuller-Andrews Lynne | EVP & General Counsel | A | 3,370 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (68% buy). Based on 19 analysts: 4 strong buy, 9 buy, 3 hold, 3 sell, 0 strong sell.
Analyst Price Targets
$80.64 mean target
-3.6% upside
Hold (2.29)
$62.00 Low
$115.00 High
| Metric | Value |
|---|---|
| Current Price | $83.63 |
| Target Low | $62.00 |
| Target Mean | $80.64 |
| Target Median | $80.00 |
| Target High | $115.00 |
| # Analysts | 14 |
| Recommendation | Hold (2.29) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-04-30 |
$0.79 | $0.73 | $0.83 | — | -1.9% | 1↑ 0↓ | $2.6B | 4.1% | 4 |
| Next Q 2026-07-31 |
$1.04 | $1.04 | $1.04 | — | +1.0% | 1↑ 0↓ | $2.9B | 4.5% | 1 |
| Current FY 2026-04-30 |
$3.42 | $3.24 | $3.69 | — | -2.2% | 1↑ 0↓ | $11.0B | 2.3% | 3 |
| Next FY 2027-04-30 |
$4.26 | $3.77 | $4.82 | 15.2% | — | 1↑ 0↓ | $11.6B | 4.7% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.786 | |
| 7d ago | $0.802 | -0.015 |
| 30d ago | $0.802 | -0.015 |
| 60d ago | $0.000 | +0.786 |
| 90d ago | $0.000 | +0.786 |
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 5 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Bernstein | INITIATE | — | Outperform |
| May 1, 2026 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Mar 26, 2026 | RBC Capital | MAINTAIN | Underperform | Underperform |
| Mar 16, 2026 | Citigroup | INITIATE | — | Buy |
| Mar 16, 2026 | B of A Securities | INITIATE | — | Underperform |
| Mar 13, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Mar 10, 2026 | Barclays | INITIATE | — | Overweight |
| Mar 5, 2026 | JP Morgan | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 9 | 3 | 3 | 0 | 68% | |
| May 1, 2026 | 3 | 9 | 4 | 2 | 0 | 67% | |
| Apr 1, 2026 | 3 | 8 | 4 | 2 | 0 | 65% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 12, 2026
short_interest
FTD: SUNB — 17,194 shares ($1.2M) failed to deliver
Settlement: 20260512, Price: $71.93, FTD Value: $1,236,764.42, SUNBELT RENTALS HLDGS INC COM
May 7, 2026
short_interest
FTD: SUNB — 82,453 shares ($6.3M) failed to deliver
Settlement: 20260507, Price: $76.63, FTD Value: $6,318,373.39, SUNBELT RENTALS HLDGS INC COM
Apr 30, 2026
short_interest
FTD: SUNB — 7,947 shares ($0.6M) failed to deliver
Settlement: 20260430, Price: $73.28, FTD Value: $582,356.16, SUNBELT RENTALS HLDGS INC COM
Apr 28, 2026
short_interest
FTD: SUNB — 20,000 shares ($1.5M) failed to deliver
Settlement: 20260428, Price: $74.62, FTD Value: $1,492,400, SUNBELT RENTALS HLDGS INC COM
Apr 24, 2026
short_interest
FTD: SUNB — 7,960 shares ($0.6M) failed to deliver
Settlement: 20260424, Price: $76.35, FTD Value: $607,746, SUNBELT RENTALS HLDGS INC COM
Apr 21, 2026
short_interest
FTD: SUNB — 17,279 shares ($1.2M) failed to deliver
Settlement: 20260421, Price: $72.34, FTD Value: $1,249,962.86, SUNBELT RENTALS HLDGS INC COM
Apr 20, 2026
short_interest
FTD: SUNB — 37,880 shares ($2.7M) failed to deliver
Settlement: 20260420, Price: $71.59, FTD Value: $2,711,829.2, SUNBELT RENTALS HLDGS INC COM
Apr 17, 2026
short_interest
FTD: SUNB — 37,355 shares ($2.5M) failed to deliver
Settlement: 20260417, Price: $66.61, FTD Value: $2,488,216.55, SUNBELT RENTALS HLDGS INC COM
Apr 16, 2026
short_interest
FTD: SUNB — 37,355 shares ($2.5M) failed to deliver
Settlement: 20260416, Price: $67.76, FTD Value: $2,531,174.8, SUNBELT RENTALS HLDGS INC COM
Apr 15, 2026
short_interest
FTD: SUNB — 74,173 shares ($5.1M) failed to deliver
Settlement: 20260415, Price: $68.78, FTD Value: $5,101,618.94, SUNBELT RENTALS HLDGS INC COM
Apr 13, 2026
short_interest
FTD: SUNB — 114,523 shares ($7.8M) failed to deliver
Settlement: 20260413, Price: $68.16, FTD Value: $7,805,887.68, SUNBELT RENTALS HLDGS INC COM
Apr 10, 2026
short_interest
FTD: SUNB — 28,752 shares ($1.9M) failed to deliver
Settlement: 20260410, Price: $67.61, FTD Value: $1,943,922.72, SUNBELT RENTALS HLDGS INC COM
Apr 2, 2026
short_interest
FTD: SUNB — 38,237 shares ($2.5M) failed to deliver
Settlement: 20260402, Price: $64.45, FTD Value: $2,464,374.65, SUNBELT RENTALS HLDGS INC COM
Apr 1, 2026
short_interest
FTD: SUNB — 42,150 shares ($2.7M) failed to deliver
Settlement: 20260401, Price: $65.09, FTD Value: $2,743,543.5, SUNBELT RENTALS HLDGS INC COM
Mar 31, 2026
short_interest
FTD: SUNB — 52,448 shares ($3.4M) failed to deliver
Settlement: 20260331, Price: $64.10, FTD Value: $3,361,916.8, SUNBELT RENTALS HLDGS INC COM