Market Cap
$30.2B
SUNB
Sunbelt Rentals Holdings, Inc.
$75.72 ▲ +0.15%
Prev close $75.61Market cap$30.2B
ConsensusBuy
12-mo target$88.57 (+16.8%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits Services
Snapshot
The big-picture read on SUNB right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (70%)
Inst. Holders
50 funds
Inst. Value
$20.4B
Inst. Activity
37 buys / 13 sells
Social Sentiment
58° Warm
SEC Reports
5
Price chart 30d +12.8%
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 19, 2026 Insider
Horgan Brendan surrendered for taxes 3,700 shares
Chief Executive Officer @ $73.59 ($272.3K)
Sep 18, 2026 Insider
Walker Paul Ashton was granted 9 shares
Director
Sep 18, 2026 Insider
Ribeiro Renata was granted 9 shares
Director
Sep 15, 2026 short_interest_report
Sep 9, 2026 SEC Short Interest: SUNB down 58% to 8.6M shares
Settlement 2026-09-15 | Days to cover: 1.00 | ≈2.10% of shares outstanding (est.)
Sunbelt Rentals reported record Q1 FY2027 results with total revenue up 11.2% to $3,115M (above $2.99B consensus), GAAP
8-K — Impact 7/10
The bankruptcy court denied Sunbelt Rentals' motion for summary judgment in its adversary proceeding seeking to except a
COURT-RULING — Impact 2/10
Jul 31, 2026 Event
Jul 3, 2026 SEC Sunbelt Rentals, Inc. v. Anderson
Court ruling (cob) — Docket: 1:25-ap-01301
Sunbelt Rentals appointed Cynthia T. Jamison as a non-executive director, effective August 1, 2026, filling a newly crea
8-K — Impact 2/10
Analyst ratings buy % +7.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
70% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 17, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Sep 17, 2026 | Goldman Sachs | UPGRADE | Buy | 54% |
| Sep 10, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Sep 10, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Sep 10, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Sep 2, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Aug 17, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Jun 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 24, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Jun 22, 2026 | RBC Capital | UPGRADE | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 4 | 2 | 0 | 70% | |
| Aug 1, 2026 | 4 | 9 | 4 | 2 | 0 | 68% | |
| Jul 1, 2026 | 4 | 9 | 4 | 2 | 0 | 68% | |
| Jun 1, 2026 | 4 | 9 | 3 | 3 | 0 | 68% | |
| May 1, 2026 | 3 | 9 | 4 | 2 | 0 | 67% | |
| Apr 1, 2026 | 3 | 8 | 4 | 2 | 0 | 65% |
Price targets
Where 15 covering analysts think SUNB trades over the next 12 months.
$88.57 +16.8% upside Buy
Current$75.80 Low$71.00 Median$90.00 High$115.00 15 analysts
$71.00$115.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
58°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 4.0/10.
BULLISH8-K7/10
Sunbelt Rentals reported record Q1 FY2027 results with total revenue up 11.2% to $3,115M (above $2.9
Sep 9, 2026
NEUTRALCOURT-RULING2/10
The bankruptcy court denied Sunbelt Rentals' motion for summary judgment in its adversary proceeding
Aug 2, 2026
NEUTRAL8-K2/10
Sunbelt Rentals appointed Cynthia T. Jamison as a non-executive director, effective August 1, 2026,
Jul 3, 2026
NEUTRAL8-K4/10
Analysis based on filing metadata only — document content was unavailable. The 8-K filing includes I
Mar 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_interest_report
Short Interest: SUNB down 58% to 8.6M shares
Settlement 2026-09-15 | Days to cover: 1.00 | ≈2.10% of shares outstanding (est.)
Sep 11, 2026
ftd
FTD: SUNB — 717,323 shares ($52.5M) failed to deliver
Settlement: 20260911, Price: $73.18, FTD Value: $52,493,697.14, SUNBELT RENTALS HLDGS INC COM
Sep 9, 2026
earnings_calendar
SUNB Q1 2027 Earnings Scheduled — 2026-09-09
Sep 7, 2026
dark_pool
Dark Pool: SUNB — 10.0M shares, 101,122 trades
Week starting 2026-09-07. Total ATS volume: 10,038,315 shares across 101,122 trades.
Sep 2, 2026
ftd
FTD: SUNB — 114,432 shares ($7.7M) failed to deliver
Settlement: 20260902, Price: $67.07, FTD Value: $7,674,954.24, SUNBELT RENTALS HLDGS INC COM
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 | $1.27 | $1.19–$1.37 | — | -0.0% | 0↑ 1↓ | $3.0B | 7 |
| Next Q | $0.92 | $0.85–$1.01 | 18.0% | +6.5% | 0↑ 2↓ | $2.8B | 6 |
| Current FY | $4.25 | $4.05–$4.58 | 14.1% | +4.1% | 1↑ 5↓ | $12.1B | 12 |
| Next FY | $4.43 | $3.94–$4.95 | 13.1% | +0.3% | 1↑ 1↓ | $12.9B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.032 | — |
| 7d ago | $1.029 | +0.003 |
| 30d ago | $1.032 | -0.000 |
| 60d ago | $1.030 | +0.002 |
| 90d ago | $1.040 | -0.008 |
Institutional ownership
Which big funds own SUNB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $20.4B total value (261,686,679 shares) as of 2026-Q2. Top holders: OP, NOMURA, DODGE. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| OP Asset Management Ltd | 94,790 | $0.00 | 0.0% | — |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| DODGE & COX | 54,761,610 | $4.1B | 20.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 30,658,847 | $2.3B | 11.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20,188,107 | $1.5B | 7.4% | — |
| BlackRock, Inc. | 15,155,059 | $1.1B | 5.6% | DOUBLED +3092.5% |
| PRUDENTIAL PLC | 174,669 | $943.0M | 4.6% | ADD +89.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 11,057,926 | $806.8M | 4.0% | — |
| HARRIS ASSOCIATES L P | 10,461,105 | $782.6M | 3.8% | — |
| Invesco Ltd. | 10,335,785 | $773.2M | 3.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 474,705 | 15,155,059 | +3092.5% | $1.1B |
| PRUDENTIAL PLC | ADD | 92,145 | 174,669 | +89.6% | $943.0M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 401,190 | 7,214,695 | +1698.3% | $545.4M |
| NORGES BANK | NEW | — | 7,273,452 | — | $530.1M |
| VANGUARD FIDUCIARY TRUST CO | ADD | 3,980,077 | 6,231,277 | +56.6% | $459.4M |
| STATE STREET CORP | DOUBLED | 3,700 | 5,894,914 | +159222.0% | $441.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 1,248,176 | 2,526,376 | +102.4% | $186.7M |
| GOLDMAN SACHS GROUP INC | ADD | 1,964,452 | 2,477,300 | +26.1% | $185.3M |
| JANE STREET GROUP, LLC | DOUBLED | 108,528 | 2,000,016 | +1742.9% | $149.6M |
| NORTHERN TRUST CORP | DOUBLED | 126,829 | 1,700,941 | +1241.1% | $127.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 19, 2026 | Horgan Brendan | Chief Executive Officer | TAX W/H | 3,700 | $73.59 | $272.3K |
| Sep 18, 2026 | Walker Paul Ashton | Director | AWARD | 9 | — | — |
| Sep 18, 2026 | Ribeiro Renata | Director | AWARD | 9 | — | — |
| Sep 18, 2026 | Twite Roy | Director | AWARD | 9 | — | — |
| Sep 18, 2026 | Cockburn Angus | Director | AWARD | 9 | — | — |
| Sep 18, 2026 | Horgan Brendan | Chief Executive Officer | AWARD | 196 | — | — |
| Sep 18, 2026 | Horgan Kyle | Executive VP, Specialty | AWARD | 31 | — | — |
| Sep 18, 2026 | Lull Brad | EVP, Strategy & Business Dev | AWARD | 31 | — | — |
| Sep 18, 2026 | JAMISON CYNTHIA T | Director | AWARD | 9 | — | — |
| Sep 18, 2026 | Singleton James Louis | Director | AWARD | 9 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SUNB.
Shares short
8,617,012
Settlement Sep 15, 2026
Change vs prior
-58.0%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All SUNB filing & press-release reports (5)
- 8-K reportSep 9, 2026
- COURT-RULING reportAug 2, 2026
- 8-K reportJul 3, 2026
- 8-K reportMar 12, 2026
- 8-K reportMar 3, 2026