RRX
INSIDER SELLREGAL REXNORD CORP
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralRRX posted solid Q2 2026 results with 4.2% sales growth and 46.7% net income increase, benefiting from strong data center momentum (~$735M in Q4 2025 orders), but guidance was effectively cut and multiple analysts reduced price targets by 8-18% in October 2026, signaling investor concern about margin pressures from tariffs and supply chain headwinds.
Red flags
- •Guidance effectively cut despite solid Q2 results
- •Multiple price target reductions in October 2026 (JPMorgan -18%, another analyst -9%)
- •Wall Street Zen downgrade from Buy to Hold
- •Margin pressures from tariffs and rare earth supply chain issues
- •Stock fell below 50-day moving average
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Scarpelli Alexander P | SVP, Corp. Controller and CAO* | SELL | 170 | $176.24 | $0.03M | 2026-08-10 | ↗ |
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Viking Global | SC 13G | NEW | 5.4% | +14.5% vs SPY +16.5% abs | 2026-09-16 | ↗ |
| Viking Global | SC 13G | NEW | 5.0% | — | 2026-01-13 | ↗ |
Tracked Funds Holding (2)
| Fund | Manager | Shares Held | Position Value |
|---|---|---|---|
| Viking Global | Andreas Halvorsen | 2.1M | $501M |
| Point72 | Steve Cohen | 134K | $32M |
Quarter-end 13F positions for the tracked funds holding this stock.