Market Cap
$7.7B
RAL
Ralliant Corp
$74.25 ▲ +4.88%
Prev close $70.80Market cap$7.7B
ConsensusBuy
12-mo target$78.10 (+5.2%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on RAL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$6.5B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $3.9M sell
Insider Net $
-$3.9M
SEC Reports
4
Price chart 30d +20.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 Insider
Kazmi Amir A. was granted 1.5 shares
SVP - Chief Technology Officer @ $69.99 ($104.98)
Sep 23, 2026 Insider
Boatman Jonathon E. was granted 1.5 shares
SVP - Chief Legal Officer @ $69.99 ($104.98)
Sep 23, 2026 Insider
Osben Teo was granted 3.9 shares
Chief Accounting Officer @ $69.99 ($272.96)
Sep 16, 2026 short_volume
Sep 14, 2026 SEC Short Volume: RAL — 76.0% short (0.5M / 0.6M)
Short: 491,037 | Exempt: 308 | TRF Vol: 645,756 | Short Ratio: 76.0% | Off-exchange volume (dark poo
Director and Officer Tamara Newcombe filed a Form 144 on September 14, 2026, indicating intent to sell 12,936 shares of
144 — Impact 3/10
Ralliant Corp reported Q2 2026 revenue of $568M (+13% YoY) and adjusted EPS of $0.68, beating the $0.62 consensus by 9.7
8-K — Impact 7/10
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
2,365,461 shares ($174.2M)
Jun 30, 2026 Inst.
FULLER & THALER ASSET — NEW
2,255,379 shares ($166.1M)
Analyst ratings buy % +7.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 9, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 31, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 31, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Jul 20, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 24, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 5 | 1 | 0 | 60% | |
| Aug 1, 2026 | 3 | 6 | 5 | 1 | 0 | 60% | |
| Jul 1, 2026 | 3 | 6 | 5 | 1 | 0 | 60% | |
| Jun 1, 2026 | 3 | 6 | 6 | 1 | 0 | 56% | |
| May 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Apr 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Mar 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Feb 1, 2026 | 3 | 6 | 6 | 1 | 0 | 56% |
Price targets
Where 10 covering analysts think RAL trades over the next 12 months.
$78.10 +5.2% upside Buy
Current$74.26 Low$58.00 Median$80.00 High$85.00 10 analysts
$58.00$85.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 4.8/10.
NEUTRAL1443/10
Director and Officer Tamara Newcombe filed a Form 144 on September 14, 2026, indicating intent to se
Sep 14, 2026
BULLISH8-K7/10
Ralliant Corp reported Q2 2026 revenue of $568M (+13% YoY) and adjusted EPS of $0.68, beating the $0
Jul 30, 2026
MIXED8-K6/10
Ralliant reported Q1 2026 revenue of $534.6M (+11% YoY) and GAAP EPS of $0.39, beating the Street co
May 12, 2026
NEUTRALDEFA14A3/10
Ralliant Corp is holding its 2026 annual meeting virtually on June 5, 2026, to elect three Class I d
Apr 23, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 16, 2026
short_volume
Short Volume: RAL — 76.0% short (0.5M / 0.6M)
Short: 491,037 | Exempt: 308 | TRF Vol: 645,756 | Short Ratio: 76.0% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: RAL — 77.1% short (0.4M / 0.5M)
Short: 387,516 | Exempt: 0 | TRF Vol: 502,311 | Short Ratio: 77.1% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: RAL up 31% to 5.3M shares
Settlement 2026-09-15 | Days to cover: 3.37 | ≈4.80% of shares outstanding (est.)
Sep 14, 2026
short_volume
Short Volume: RAL — 73.2% short (0.5M / 0.7M)
Short: 493,525 | Exempt: 0 | TRF Vol: 674,538 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: RAL — 74.0% short (0.4M / 0.5M)
Short: 400,690 | Exempt: 0 | TRF Vol: 541,824 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.77 | $0.73–$0.80 | 27.8% | +0.1% | 10↑ 0↓ | $0.6B | 11 |
| Next Q | $0.85 | $0.81–$0.90 | 23.1% | +0.2% | 10↑ 0↓ | $0.6B | 11 |
| Current FY | $2.88 | $2.85–$2.94 | 7.2% | +0.9% | 10↑ 0↓ | $2.3B | 7 |
| Next FY | $3.35 | $3.17–$3.69 | 16.3% | +1.3% | 10↑ 0↓ | $2.4B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.766 | — |
| 7d ago | $0.766 | — |
| 30d ago | $0.766 | +0.001 |
| 60d ago | $0.768 | -0.001 |
| 90d ago | $0.686 | +0.080 |
Institutional ownership
Which big funds own RAL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.5B total value (88,606,550 shares) as of 2026-Q2. Top holders: BlackRock,, DODGE, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 14,117,630 | $1.0B | 15.9% | — |
| DODGE & COX | 14,005,203 | $1.0B | 15.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,676,579 | $565.2M | 8.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,056,526 | $372.3M | 5.7% | — |
| MILLENNIUM MANAGEMENT LLC | 4,504,829 | $331.7M | 5.1% | — |
| STATE STREET CORP | 3,822,557 | $281.4M | 4.3% | — |
| FLOSSBACH VON STORCH SE | 3,021,324 | $222.5M | 3.4% | — |
| MORGAN STANLEY | 2,365,461 | $174.2M | 2.7% | ADD +49.0% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,255,379 | $166.1M | 2.5% | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,937,397 | $142.7M | 2.2% | ADD +32.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,587,597 | 2,365,461 | +49.0% | $174.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 2,255,379 | — | $166.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,463,778 | 1,937,397 | +32.4% | $142.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 768,221 | 1,692,797 | +120.4% | $124.6M |
| NORGES BANK | NEW | — | 1,622,772 | — | $119.5M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 38,404 | 1,371,098 | +3470.2% | $101.0M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 371,082 | 829,602 | +123.6% | $61.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 77,670 | 711,817 | +816.5% | $52.4M |
| Nuveen, LLC | ADD | 447,932 | 596,068 | +33.1% | $43.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 330,906 | 570,428 | +72.4% | $42.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$3.9M — $0.00 bought, $3.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Kazmi Amir A. | SVP - Chief Technology Officer | AWARD | 1.5 | $69.99 | $104.98 |
| Sep 23, 2026 | Boatman Jonathon E. | SVP - Chief Legal Officer | AWARD | 1.5 | $69.99 | $104.98 |
| Sep 23, 2026 | Osben Teo | Chief Accounting Officer | AWARD | 3.9 | $69.99 | $272.96 |
| Sep 23, 2026 | Newcombe Tamara S. | President and CEO | AWARD | 10.5 | $69.99 | $734.89 |
| Sep 23, 2026 | Reynolds Neill | SVP - Chief Financial Officer | AWARD | 1.7 | $69.99 | $118.98 |
| Sep 23, 2026 | Bick Karen M. | SVP - Chief People Officer | AWARD | 3.5 | $69.99 | $244.96 |
| Sep 14, 2026 | Newcombe Tamara S. | President and CEO | EXERCISE | 9,633 | $31.86 | $306.9K |
| Sep 14, 2026 | Newcombe Tamara S. | President and CEO | EXERCISE | 3,303 | $31.86 | $105.2K |
| Sep 14, 2026 | Newcombe Tamara S. | President and CEO | SELL | 12,936 | $65.30 | $844.7K |
| Aug 17, 2026 | Bick Karen M. | SVP - Chief People Officer | SELL | 6,062 | $72.00 | $436.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RAL.
Shares short
5,311,461
Settlement Sep 15, 2026
Change vs prior
+31.4%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
Of shares outstanding
≈4.8%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Jul 30, 2026 | M | Volatility Pause | Resumed |
All RAL filing & press-release reports (4)
- 144 reportSep 14, 2026
- 8-K reportJul 30, 2026
- 8-K reportMay 12, 2026
- DEFA14A reportApr 23, 2026