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
NeutralRegal Rexnord completed a CEO transition to Aamir Paul (from Schneider Electric) effective July 2026, while Q2 2026 delivered an EPS beat with maintained full-year guidance and robust order growth in data centers and aerospace. However, multiple analysts have trimmed price targets significantly (JPMorgan cut $240 to $196 in October; Simply Wall St revised down citing AI disruption risk to hardware margins), and three analysts recently lowered earnings estimates, creating near-term uncertainty despite solid operational momentum.
Red flags
- •Multiple analyst price target cuts in Q3/Q4 2026 (JPMorgan -18.33%, Deutsche Bank -3.1%)
- •Three analysts have recently revised earnings estimates downward from $10.70 FY2026 consensus
- •AI disruption risk flagged by analysts as threat to high-margin hardware business
- •CEO transition execution risk (new CEO from external company, unfamiliar with RRX culture/strategy)
- •Margin guidance dependent on tariff refund effects (21.3% excluding tariffs vs. 22.1% reported)
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% | +6.2% vs SPY +9.6% 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.