Market Cap
$2.8B
MGRC
MCGRATH RENTCORP
$117.56 ▲ +2.23%
Prev close $114.99Market cap$2.8B
12-mo target$145.40 (+23.7%)
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions16 Institutional Exits Services
Snapshot
The big-picture read on MGRC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$1.8B
Inst. Activity
30 buys / 16 sells
Insider Activity
$0.00 buy / $4.4M sell
Insider Net $
-$4.4M
SEC Reports
10
Price chart 30d +7.0%
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.
Aug 20, 2026 SEC Aug 14, 2026 SEC
Three MGRC insiders, including the CEO, sold a total of $938K in open-market sales over an 8-day window. At a $2.9B mark
CLUSTER — Impact 2/10
Aug 18, 2026 Insider
Aug 14, 2026 SEC Wescott Tara sold 1,325 shares
SVP, Chief HR Officer @ $122.00 ($161.7K)
CEO Philip Hawkins and VP John Skenesky sold a combined $776K in MGRC stock on August 11-12, 2026. The CEO's $536K sale
CLUSTER — Impact 2/10
Two insiders at McGrath RentCorp (MGRC) sold a combined ~$777K in stock, representing just 0.027% of the $2.9B market ca
CLUSTER — Impact 2/10
Aug 12, 2026 Insider
Skenesky John P disposed of 6,077 shares
VP and Division Manager @ $120.54 ($732.5K)
Aug 11, 2026 Insider
Hawkins Philip B sold 4,430 shares
President and CEO @ $120.91 ($535.6K)
Jul 29, 2026 earnings_calendar
MGRC Q2 2026 Earnings Scheduled — 2026-07-29
Jun 30, 2026 Inst.
FMR LLC — ADD
631,856 shares ($76.5M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Feb 12, 2026 | Barclays | INITIATE | Overweight | 54% |
| Sep 18, 2025 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Nov 22, 2024 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Oct 25, 2024 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Oct 6, 2023 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Feb 23, 2023 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Feb 2, 2023 | Sidoti & Co. | UPGRADE | Buy | 36% |
| Nov 16, 2022 | Sidoti & Co. | DOWNGRADE | Neutral | 36% |
| Aug 12, 2020 | Oppenheimer | UPGRADE | Outperform | 52% |
| Feb 4, 2020 | Sidoti & Co. | MAINTAIN | Buy | 36% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Aug 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Jul 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Jun 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% |
Price targets
Where 5 covering analysts think MGRC trades over the next 12 months.
$145.40 +23.7% upside Strong Buy
Current$117.56 Low$140.00 Median$146.00 High$150.00 5 analysts
$140.00$150.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 8 neutral · avg impact 3.2/10.
NEUTRALCLUSTER2/10
Three MGRC insiders, including the CEO, sold a total of $938K in open-market sales over an 8-day win
Aug 20, 2026
NEUTRALCLUSTER2/10
CEO Philip Hawkins and VP John Skenesky sold a combined $776K in MGRC stock on August 11-12, 2026. T
Aug 14, 2026
NEUTRALCLUSTER2/10
Two insiders at McGrath RentCorp (MGRC) sold a combined ~$777K in stock, representing just 0.027% of
Aug 14, 2026
BEARISH8-K6/10
McGrath RentCorp reported Q2 2026 total revenue of $221.1M (-6% YoY) and diluted EPS of $1.37 (-6.2%
Jul 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jul 29, 2026
earnings_calendar
MGRC Q2 2026 Earnings Scheduled — 2026-07-29
Apr 29, 2026
earnings_calendar
MGRC Q1 2026 Earnings Scheduled — 2026-04-29
Feb 25, 2026
earnings_calendar
MGRC Q4 2025 Earnings After Market Close — 2026-02-25
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 | $1.84 | $1.74–$1.98 | 7.3% | +0.4% | 1↑ 2↓ | $0.3B | 4 |
| Next Q | $2.05 | $1.96–$2.14 | 1.0% | +4.5% | 4↑ 0↓ | $0.3B | 4 |
| Current FY | $6.35 | $6.25–$6.42 | -0.1% | +0.2% | 2↑ 1↓ | $1.0B | 4 |
| Next FY | $6.95 | $6.67–$7.10 | 9.4% | -0.9% | 0↑ 3↓ | $1.0B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.845 | — |
| 7d ago | $1.837 | +0.008 |
| 30d ago | $1.837 | +0.008 |
| 60d ago | $1.837 | +0.008 |
| 90d ago | $1.837 | +0.008 |
Institutional ownership
Which big funds own MGRC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.8B total value (15,143,644 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 30 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,089,066 | $252.8M | 13.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,424,824 | $172.4M | 9.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,105,970 | $133.9M | 7.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 975,053 | $118.0M | 6.4% | — |
| VICTORY CAPITAL MANAGEMENT INC | 705,334 | $85.4M | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 676,028 | $81.8M | 4.5% | — |
| FMR LLC | 631,856 | $76.5M | 4.2% | ADD +90.0% |
| STATE STREET CORP | 629,987 | $76.2M | 4.2% | — |
| MORGAN STANLEY | 453,886 | $54.9M | 3.0% | — |
| LOOMIS SAYLES & CO L P | 377,251 | $45.7M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 332,495 | 631,856 | +90.0% | $76.5M |
| Alyeska Investment Group, L.P. | ADD | 237,506 | 330,702 | +39.2% | $40.0M |
| BROWN ADVISORY INC | NEW | — | 186,453 | — | $22.6M |
| Nuveen, LLC | ADD | 135,417 | 178,649 | +31.9% | $21.6M |
| LONDON CO OF VIRGINIA | NEW | — | 162,617 | — | $19.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 87,000 | 150,537 | +73.0% | $18.2M |
| Allianz Asset Management GmbH | TRIM | 242,758 | 143,737 | -40.8% | $17.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 21,657 | 137,699 | +535.8% | $16.7M |
| Qube Research & Technologies Ltd | TRIM | 155,508 | 104,585 | -32.7% | $12.7M |
| Russell Investments Group, Ltd. | DOUBLED | 18,934 | 68,425 | +261.4% | $8.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$4.4M — $0.00 bought, $4.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Wescott Tara | SVP, Chief HR Officer | SELL | 1,325 | $122.00 | $161.7K |
| Aug 12, 2026 | Skenesky John P | VP and Division Manager | J | 6,077 | $120.54 | $732.5K |
| Aug 11, 2026 | Hawkins Philip B | President and CEO | SELL | 4,430 | $120.91 | $535.6K |
| Aug 11, 2026 | Hawkins Philip B | President and CEO | SELL | 5 | $124.00 | $620.00 |
| Aug 11, 2026 | Skenesky John P | VP and Division Manager | SELL | 2,000 | $120.41 | $240.8K |
| Jul 1, 2026 | HANNA JOSEPH F | Director | SELL | 4,803 | $120.51 | $578.8K |
| Jul 1, 2026 | HANNA JOSEPH F | Director | SELL | 460 | $119.21 | $54.8K |
| Jul 1, 2026 | HANNA JOSEPH F | Director | SELL | 2,237 | $121.23 | $271.2K |
| Jun 26, 2026 | Lieffrig John | VP and Division Manager | SELL | 500 | $125.00 | $62.5K |
| Jun 25, 2026 | Lieffrig John | VP and Division Manager | SELL | 2,000 | $125.00 | $250.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MGRC.
Shares short
519,228
Settlement Sep 15, 2026
Change vs prior
+7.1%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All MGRC filing & press-release reports (10)
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 14, 2026
- 8-K reportJul 29, 2026
- CLUSTER reportJul 3, 2026
- CLUSTER reportJun 16, 2026
- CLUSTER reportMay 19, 2026
- 8-K reportMay 11, 2026
- DEFA14A reportApr 24, 2026
- 8-K reportFeb 25, 2026