Market Cap
$15.9B
RBC
RBC Bearings INC
$515.42 ▲ +1.36%
Prev close $508.49Market cap$15.9B
ConsensusStrong Buy
12-mo target$626.11 (+21.5%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)41 New Institutional Positions9 Institutional ExitsCongressional Activity (1) Industrials & Manufacturing
Snapshot
The big-picture read on RBC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$13.4B
Inst. Activity
41 buys / 9 sells
Insider Activity
$0.00 buy / $1.4M sell
Insider Net $
-$1.4M
Social Sentiment
79° Bullish
SEC Reports
7
Congressional
2 trades
Price chart 30d +5.0%
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 7, 2026 dark_pool
Aug 11, 2026 SEC Dark Pool: RBC — 0.4M shares, 22,013 trades
Week starting 2026-09-07. Total ATS volume: 360,706 shares across 22,013 trades.
RBC Bearings acquired the business assets of PSC Couplings, LLC, a disc coupling manufacturer, for $24.2 million in cash
8-K — Impact 3/10
RBC Bearings reported a strong fiscal Q1 2027 beat, with adjusted diluted EPS of $3.88 (13.2% above $3.43 consensus) and
8-K — Impact 7/10
Jul 16, 2026 Congress
Gilbert Cisneros sell
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
BAILLIE GIFFORD & CO — DOUBLED
760,468 shares ($489.8M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
414,675 shares ($267.1M)
Jun 30, 2026 Congress
Jun 26, 2026 SEC Gilbert Cisneros sell
$1,001 - $15,000 — House
Two directors sold a combined $603K in shares, representing a trivial 0.003% of RBC's $20.5B market cap. The sales are r
CLUSTER — Impact 2/10
Analyst ratings buy % +10.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Aug 4, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Raymond James | UPGRADE | Outperform | 54% |
| May 19, 2026 | Truist Securities | REITERATE | Buy | 55% |
| May 19, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Aug 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Jul 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Jun 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| May 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Apr 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Mar 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Feb 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% |
Price targets
Where 9 covering analysts think RBC trades over the next 12 months.
$626.11 +21.5% upside Strong Buy
Current$515.42 Low$500.00 Median$646.00 High$686.00 9 analysts
$500.00$686.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
79°
Bullish
BearishNeutralBullish
Recent posts
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Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 5 neutral · avg impact 3.7/10.
NEUTRAL8-K3/10
RBC Bearings acquired the business assets of PSC Couplings, LLC, a disc coupling manufacturer, for $
Aug 11, 2026
BULLISH8-K7/10
RBC Bearings reported a strong fiscal Q1 2027 beat, with adjusted diluted EPS of $3.88 (13.2% above
Jul 31, 2026
NEUTRALCLUSTER2/10
Two directors sold a combined $603K in shares, representing a trivial 0.003% of RBC's $20.5B market
Jun 26, 2026
NEUTRAL8-K3/10
RBC Bearings filed an 8-K to disclose amended employment agreements for CEO Michael Hartnett and COO
Jun 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: RBC — 0.4M shares, 22,013 trades
Week starting 2026-09-07. Total ATS volume: 360,706 shares across 22,013 trades.
Aug 31, 2026
dark_pool
Dark Pool: RBC — 0.4M shares, 21,741 trades
Week starting 2026-08-31. Total ATS volume: 363,566 shares across 21,741 trades.
Aug 24, 2026
dark_pool
Dark Pool: RBC — 0.5M shares, 25,593 trades
Week starting 2026-08-24. Total ATS volume: 452,700 shares across 25,593 trades.
Aug 17, 2026
dark_pool
Dark Pool: RBC — 0.4M shares, 23,490 trades
Week starting 2026-08-17. Total ATS volume: 399,958 shares across 23,490 trades.
Aug 10, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 17,195 trades
Week starting 2026-08-10. Total ATS volume: 249,762 shares across 17,195 trades.
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 | $3.52 | $3.38–$3.67 | 22.4% | +0.1% | 4↑ 1↓ | $0.5B | 9 |
| Next Q | $3.59 | $3.40–$3.72 | 18.2% | +0.2% | 3↑ 1↓ | $0.5B | 9 |
| Current FY | $14.70 | $13.55–$15.50 | 18.7% | +0.3% | 5↑ 1↓ | $2.1B | 10 |
| Next FY | $16.63 | $15.87–$18.50 | 13.1% | +0.0% | 4↑ 1↓ | $2.4B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.525 | — |
| 7d ago | $3.525 | — |
| 30d ago | $3.522 | +0.003 |
| 60d ago | $3.544 | -0.019 |
| 90d ago | $3.484 | +0.041 |
Institutional ownership
Which big funds own RBC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.4B total value (20,810,014 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 41 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,046,645 | $2.0B | 14.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,429,173 | $920.5M | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,326,855 | $854.6M | 6.4% | — |
| FMR LLC | 1,320,365 | $850.4M | 6.4% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,208,607 | $778.4M | 5.8% | — |
| STATE STREET CORP | 967,190 | $622.9M | 4.7% | — |
| BAILLIE GIFFORD & CO | 760,468 | $489.8M | 3.7% | DOUBLED +158.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 704,969 | $454.1M | 3.4% | — |
| Invesco Ltd. | 644,037 | $414.8M | 3.1% | — |
| Artisan Partners Limited Partnership | 568,008 | $365.8M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | DOUBLED | 294,232 | 760,468 | +158.5% | $489.8M |
| NORGES BANK | NEW | — | 414,675 | — | $267.1M |
| GOLDMAN SACHS GROUP INC | ADD | 279,748 | 362,970 | +29.7% | $233.8M |
| WASATCH ADVISORS LP | TRIM | 575,966 | 322,076 | -44.1% | $207.4M |
| Qube Research & Technologies Ltd | ADD | 80,275 | 143,894 | +79.3% | $92.7M |
| Nuveen, LLC | ADD | 58,040 | 97,375 | +67.8% | $62.7M |
| Neuberger Berman Group LLC | NEAR_EXIT | 429,938 | 87,717 | -79.6% | $56.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 55,709 | 78,430 | +40.8% | $50.5M |
| CITADEL ADVISORS LLC | DOUBLED | 20,661 | 72,138 | +249.2% | $46.5M |
| Point72 Asset Management, L.P. | NEW | — | 68,008 | — | $43.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 49 transactions. Net -$1.4M — $0.00 bought, $1.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 25, 2026 | Feeney John J. | Vice President and Secretary | SELL | 225 | $657.94 | $148.0K |
| Jun 24, 2026 | Ennico Dolores J | Director | SELL | 600 | $636.11 | $381.7K |
| Jun 24, 2026 | Ennico Dolores J | Director | EXERCISE | 200 | $127.33 | $25.5K |
| Jun 24, 2026 | Ennico Dolores J | Director | EXERCISE | 400 | $199.16 | $79.7K |
| Jun 17, 2026 | Kaplan Steven H. | Director | SELL | 350 | $631.80 | $221.1K |
| Jun 3, 2026 | Feeney John J. | Vice President and Secretary | TAX W/H | 95 | $578.34 | $54.9K |
| Jun 3, 2026 | Sullivan Robert M | Vice President and CFO | TAX W/H | 272 | $578.34 | $157.3K |
| Jun 3, 2026 | Edwards Richard J | V.P. and General Manager | TAX W/H | 364 | $578.34 | $210.5K |
| Jun 3, 2026 | Boyan Barry C. | Director | SELL | 555 | $591.63 | $328.4K |
| Jun 3, 2026 | Stewart Edward | Director | EXERCISE | 600 | $199.16 | $119.5K |
Congressional trades
RBC trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 16, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | RBC Bearings Inc | Sep 7, 2026(54d) |
| Jun 30, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | RBC Bearings Inc | Jul 3, 2026(4d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RBC.
Shares short
545,770
Settlement Sep 15, 2026
Change vs prior
+5.2%
Semi-monthly cycle
Days to cover
2.1
At avg daily volume
Of shares outstanding
≈1.7%
Estimate — not % of float
All RBC filing & press-release reports (7)
- 8-K reportAug 11, 2026
- 8-K reportJul 31, 2026
- CLUSTER reportJun 26, 2026
- 8-K reportJun 25, 2026
- CLUSTER reportJun 5, 2026
- 144 reportJun 3, 2026
- 8-K reportMay 15, 2026