RBC
RBC Bearings INC
$603.64
-0.63%
$19.1B
No data for this timeframe.
Vol
Market Cap$19.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$11.2B
Inst. Activity31 buys / 17 sells
Insider Activity0B / 2S
Insider Net $-$684.0K
Reddit Sentiment83° Bullish
SEC Reports3
Recent Activity
Jun 5, 2026
SEC
Two RBC Bearings directors sold a combined ~$684K in open-market sales on June 3, following derivative exercises by one.
CLUSTER — Impact 2/10
Jun 3, 2026
SEC
Edward Stewart, an affiliate of RBC Bearings, filed a Form 144 on June 3, 2026, indicating intent to sell 600 shares of
144 — Impact 2/10
Jun 3, 2026
Insider
Stewart Edward sold 600 shares
Director @ $592.83 ($355.7K)
Jun 3, 2026
Insider
Stewart Edward acquired via exercise 600 shares
Director @ $199.16 ($119.5K)
Jun 3, 2026
Insider
Boyan Barry C. sold 555 shares
Director @ $591.63 ($328.4K)
May 15, 2026
SEC
RBC Bearings reported strong fiscal Q4 2026 results with net sales of $518.0M (+18.3% YoY) and adjusted diluted EPS of $
8-K — Impact 7/10
Inst.
FMR LLC — ADD
1,364,589 shares ($741.1M)
Inst.
WASATCH ADVISORS LP — TRIM
575,966 shares ($312.8M)
Price Targets
$616.29
+2.1% upside
Hold
Current $603.64
Low $490.00
Median $640.00
High $680.00
7 analysts
$490.00
$680.00
Analyst Ratings
3Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Truist Securities | REITERATE | Buy → Buy |
| May 19, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| Mar 2, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| Feb 6, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Feb 6, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.40 ▲ +1.1% | $3.32 — $3.50 | 20% YoY | 7 |
| Next Q | $3.48 ▲ +1.7% | $3.25 — $3.64 | 21% YoY | 7 |
| Current FY | $14.36 ▲ +2.5% | $13.80 — $14.76 | 16% YoY | 8 |
| Next FY | $16.39 ▲ +1.5% | $15.40 — $17.29 | 14% YoY | 6 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two RBC Bearings directors sold a combined ~$684K in open-market sales on June 3, following derivative exercises by one.
Jun 5, 2026
NEUTRAL
144
2/10
Edward Stewart, an affiliate of RBC Bearings, filed a Form 144 on June 3, 2026, indicating intent to sell 600 shares of
Jun 3, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $1.6B | — |
| Durable Capital Partners LP | $1.2B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $771.5M | — |
| FMR LLC | $741.1M | ADD |
| KAYNE ANDERSON RUDNICK INVESTMENT | $719.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Stewart Edward | SELL | $355.7K |
| Jun 3, 2026 | Stewart Edward | M | $119.5K |
| Jun 3, 2026 | Boyan Barry | SELL | $328.4K |
| Jun 3, 2026 | Edwards Richard | F | $210.5K |
| Jun 3, 2026 | Sullivan Robert | F | $157.3K |
Reddit Sentiment
83°
Bullish
Bearish
Neutral
Bullish
50 institutional holders with $11.2B total value (20,574,579 shares) as of 2026-Q1. Top holders: BlackRock,, Durable, VANGUARD. Net buying activity: 31 institutions added/increased vs 17 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,963,075 | $1.6B | 14.4% | — |
| 2 | Durable Capital Partners LP | 2,275,636 | $1.2B | 11.1% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,420,523 | $771.5M | 6.9% | — |
| 4 | FMR LLC | 1,364,589 | $741.1M | 6.6% | ADD +25.8% |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,324,481 | $719.4M | 6.4% | — |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,319,139 | $716.5M | 6.4% | — |
| 7 | STATE STREET CORP | 936,210 | $508.5M | 4.6% | — |
| 8 | Artisan Partners Limited Partnership | 576,225 | $313.0M | 2.8% | — |
| 9 | WASATCH ADVISORS LP | 575,966 | $312.8M | 2.8% | TRIM -42.6% |
| 10 | Invesco Ltd. | 478,074 | $259.7M | 2.3% | — |
| 11 | Neuberger Berman Group LLC | 429,938 | $233.5M | 2.1% | TRIM -26.2% |
| 12 | FIRST TRUST ADVISORS LP | 409,700 | $222.5M | 2.0% | ADD +27.5% |
| 13 | Clearbridge Investments, LLC | 368,655 | $200.2M | 1.8% | — |
| 14 | FRANKLIN RESOURCES INC | 323,261 | $175.6M | 1.6% | — |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 307,380 | $166.9M | 1.5% | NEW |
| 16 | AMERIPRISE FINANCIAL INC | 296,948 | $161.3M | 1.4% | TRIM -28.5% |
| 17 | BAILLIE GIFFORD & CO | 294,232 | $159.8M | 1.4% | NEW |
| 18 | TWO SIGMA INVESTMENTS, LP | 285,087 | $154.8M | 1.4% | DOUBLED +272.8% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 280,642 | $152.4M | 1.4% | — |
| 20 | GOLDMAN SACHS GROUP INC | 279,748 | $151.9M | 1.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 1,085,147 | 1,364,589 | +25.8% | $741.1M | 2026-Q1 |
| WASATCH ADVISORS LP | TRIM | 1,003,337 | 575,966 | -42.6% | $312.8M | 2026-Q1 |
| Neuberger Berman Group LLC | TRIM | 582,952 | 429,938 | -26.2% | $233.5M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 321,232 | 409,700 | +27.5% | $222.5M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 307,380 | — | $166.9M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 415,500 | 296,948 | -28.5% | $161.3M | 2026-Q1 |
| BAILLIE GIFFORD & CO | NEW | — | 294,232 | — | $159.8M | 2026-Q1 |
| BAMCO INC /NY/ | TRIM | 303,110 | 181,481 | -40.1% | $98.6M | 2026-Q1 |
| Alyeska Investment Group, L.P. | ADD | 85,015 | 148,904 | +75.2% | $80.9M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 574 | 74,949 | +12957.3% | $40.7M | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 25,731 | 66,258 | +157.5% | $36.0M | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 2,478 | 62,148 | +2408.0% | $33.8M | 2026-Q1 |
| Rockefeller Capital Management L.P. | TRIM | 48,359 | 35,581 | -26.4% | $19.3M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 10,152 | 31,545 | +210.7% | $17.1M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 825 | 26,026 | +3054.7% | $14.1M | 2026-Q1 |
| Mariner, LLC | ADD | 13,796 | 25,939 | +88.0% | $14.1M | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | TRIM | 67,979 | 25,146 | -63.0% | $13.7M | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT | NEW | — | 21,538 | — | $11.7M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 14,607 | 18,493 | +26.6% | $10.0M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 7,940 | 18,347 | +131.1% | $10.0M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 23,070 | 16,755 | -27.4% | $9.1M | 2026-Q1 |
| Trexquant Investment LP | ADD | 8,296 | 13,601 | +63.9% | $7.4M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 26,661 | 12,861 | -51.8% | $7.0M | 2026-Q1 |
| DnB Asset Management AS | ADD | 5,891 | 11,647 | +97.7% | $6.3M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 6,718 | 11,596 | +72.6% | $6.3M | 2026-Q1 |
12 unique insiders with 44 transactions. Net insider value: -$684.0K ($0.00 bought, $684.0K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Stewart Edward | Director | SELL | 600 | $592.83 | $355.7K |
| Jun 3, 2026 | Stewart Edward | Director | EXERCISE | 600 | $199.16 | $119.5K |
| Jun 3, 2026 | Boyan Barry C. | Director | SELL | 555 | $591.63 | $328.4K |
| Jun 3, 2026 | Edwards Richard J | V.P. and General Manager | TAX W/H | 364 | $578.34 | $210.5K |
| Jun 3, 2026 | Sullivan Robert M | Vice President and CFO | TAX W/H | 272 | $578.34 | $157.3K |
| Jun 3, 2026 | Feeney John J. | Vice President and Secretary | TAX W/H | 95 | $578.34 | $54.9K |
| Jun 1, 2026 | Edwards Richard J | V.P. and General Manager | TAX W/H | 91 | $571.96 | $52.0K |
| Jun 1, 2026 | Sullivan Robert M | Vice President and CFO | TAX W/H | 197 | $571.96 | $112.7K |
| Jun 1, 2026 | BERGERON DANIEL A | Vice President and COO | TAX W/H | 1,630 | $571.96 | $932.3K |
| Jun 1, 2026 | Feeney John J. | Vice President and Secretary | TAX W/H | 36 | $571.96 | $20.6K |
| Jun 1, 2026 | HARTNETT MICHAEL J | President and CEO | TAX W/H | 4,892 | $571.96 | $2.8M |
| May 28, 2026 | BERGERON DANIEL A | Vice President and COO | TAX W/H | 741 | $577.42 | $427.9K |
| May 28, 2026 | Edwards Richard J | V.P. and General Manager | TAX W/H | 53 | $577.42 | $30.6K |
| May 28, 2026 | Feeney John J. | Vice President and Secretary | TAX W/H | 26 | $577.42 | $15.0K |
| May 23, 2026 | HARTNETT MICHAEL J | President and CEO | TAX W/H | 2,653 | $559.95 | $1.5M |
| May 23, 2026 | BERGERON DANIEL A | Vice President and COO | TAX W/H | 1,041 | $559.95 | $582.9K |
| May 23, 2026 | Edwards Richard J | V.P. and General Manager | TAX W/H | 46 | $559.95 | $25.8K |
| May 23, 2026 | Feeney John J. | Vice President and Secretary | TAX W/H | 32 | $559.95 | $17.9K |
| May 19, 2026 | Edwards Richard J | V.P. and General Manager | AWARD | 132 | — | — |
| May 19, 2026 | Edwards Richard J | V.P. and General Manager | AWARD | 623 | — | — |
| May 19, 2026 | Sullivan Robert M | Vice President and CFO | AWARD | 1,233 | — | — |
| May 19, 2026 | Sullivan Robert M | Vice President and CFO | AWARD | 2,506 | — | — |
| May 19, 2026 | Feeney John J. | Vice President and Secretary | AWARD | 160 | — | — |
| May 19, 2026 | Feeney John J. | Vice President and Secretary | AWARD | 160 | — | — |
| May 19, 2026 | BERGERON DANIEL A | Vice President and COO | AWARD | 5,819 | — | — |
| May 19, 2026 | BERGERON DANIEL A | Vice President and COO | TAX W/H | 921 | $565.22 | $520.6K |
| May 19, 2026 | HARTNETT MICHAEL J | President and CEO | AWARD | 22,140 | — | — |
| May 19, 2026 | HARTNETT MICHAEL J | President and CEO | TAX W/H | 10,260 | $565.22 | $5.8M |
| May 19, 2026 | Elmy Frederick J. | Director | AWARD | 344 | — | — |
| May 19, 2026 | Elmy Frederick J. | Director | AWARD | 647 | — | — |
| May 19, 2026 | Boyan Barry C. | Director | AWARD | 344 | — | — |
| May 19, 2026 | Boyan Barry C. | Director | AWARD | 647 | — | — |
| May 19, 2026 | Ennico Dolores J | Director | AWARD | 344 | — | — |
| May 19, 2026 | Ennico Dolores J | Director | AWARD | 647 | — | — |
| May 19, 2026 | Stewart Edward | Director | AWARD | 344 | — | — |
| May 19, 2026 | Kaplan Steven H. | Director | AWARD | 647 | — | — |
| May 19, 2026 | Stewart Edward | Director | AWARD | 647 | — | — |
| May 19, 2026 | Faghri Amir | Director | AWARD | 344 | — | — |
| May 19, 2026 | Faghri Amir | Director | AWARD | 647 | — | — |
| May 19, 2026 | Kaplan Steven H. | Director | AWARD | 344 | — | — |
| May 19, 2026 | CROWELL RICHARD R | Director | AWARD | 344 | — | — |
| May 19, 2026 | CROWELL RICHARD R | Director | AWARD | 647 | — | — |
| Feb 8, 2026 | Feeney John J. | Vice President and Secretary | TAX W/H | 34 | $544.02 | $18.5K |
| Nov 4, 2025 | CROWELL RICHARD R | Director | GIFT | 4,700 | $427.24 | $2.0M |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.7/10.
NEUTRAL
CLUSTER
2/10
Two RBC Bearings directors sold a combined ~$684K in open-market sales on June 3, following derivati
Jun 5, 2026
NEUTRAL
144
2/10
Edward Stewart, an affiliate of RBC Bearings, filed a Form 144 on June 3, 2026, indicating intent to
Jun 3, 2026
BULLISH
8-K
7/10
RBC Bearings reported strong fiscal Q4 2026 results with net sales of $518.0M (+18.3% YoY) and adjus
May 15, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 12 analysts: 3 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$616.29 mean target
+2.1% upside
Hold (1.89)
$490.00 Low
$680.00 High
| Metric | Value |
|---|---|
| Current Price | $603.64 |
| Target Low | $490.00 |
| Target Mean | $616.29 |
| Target Median | $640.00 |
| Target High | $680.00 |
| # Analysts | 7 |
| Recommendation | Hold (1.89) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.40 | $3.32 | $3.50 | 19.9% | +1.1% | 2↑ 2↓ | $0.5B | 15.3% | 7 |
| Next Q 2026-09-30 |
$3.48 | $3.25 | $3.64 | 21.0% | +1.7% | 3↑ 1↓ | $0.5B | 12.8% | 7 |
| Current FY 2027-03-31 |
$14.36 | $13.80 | $14.76 | 15.9% | +2.5% | 5↑ 0↓ | $2.1B | 12.7% | 8 |
| Next FY 2028-03-31 |
$16.39 | $15.40 | $17.29 | 14.1% | +1.5% | 3↑ 0↓ | $2.3B | 11.2% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.405 | |
| 7d ago | $3.405 | |
| 30d ago | $3.367 | +0.038 |
| 60d ago | $3.372 | +0.032 |
| 90d ago | $3.372 | +0.032 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Truist Securities | REITERATE | Buy | Buy |
| May 19, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 2, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 6, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 6, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 6, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
83°
Bullish
Bearish
Neutral
Bullish
17 mentions
14 bullish
0 bearish
14 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 3, 2026 | 3 | 71° Bullish | 3 | 0 | 3 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 30, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 30, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 24, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| Feb 1, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
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May 18, 2026
dark_pool
Dark Pool: RBC — 0.5M shares, 24,815 trades
Week starting 2026-05-18. Total ATS volume: 462,039 shares across 24,815 trades.
May 15, 2026
earnings_calendar
RBC Q4 2026 Earnings After Market Close — 2026-05-15
May 11, 2026
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Dark Pool: RBC — 0.5M shares, 28,266 trades
Week starting 2026-05-11. Total ATS volume: 490,974 shares across 28,266 trades.
May 4, 2026
dark_pool
Dark Pool: RBC — 0.3M shares, 19,628 trades
Week starting 2026-05-04. Total ATS volume: 290,885 shares across 19,628 trades.
Apr 27, 2026
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Dark Pool: RBC — 0.3M shares, 19,555 trades
Week starting 2026-04-27. Total ATS volume: 292,093 shares across 19,555 trades.
Apr 20, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 16,778 trades
Week starting 2026-04-20. Total ATS volume: 235,731 shares across 16,778 trades.
Apr 13, 2026
dark_pool
Dark Pool: RBC — 0.3M shares, 21,677 trades
Week starting 2026-04-13. Total ATS volume: 282,585 shares across 21,677 trades.
Apr 6, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 14,585 trades
Week starting 2026-04-06. Total ATS volume: 202,896 shares across 14,585 trades.
Mar 30, 2026
dark_pool
Dark Pool: RBC — 0.1M shares, 11,985 trades
Week starting 2026-03-30. Total ATS volume: 148,728 shares across 11,985 trades.
Mar 23, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 14,324 trades
Week starting 2026-03-23. Total ATS volume: 208,421 shares across 14,324 trades.
Mar 16, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 12,827 trades
Week starting 2026-03-16. Total ATS volume: 188,457 shares across 12,827 trades.
Mar 9, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 13,200 trades
Week starting 2026-03-09. Total ATS volume: 182,647 shares across 13,200 trades.
Mar 2, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 15,513 trades
Week starting 2026-03-02. Total ATS volume: 221,033 shares across 15,513 trades.
Feb 23, 2026
dark_pool
Dark Pool: RBC — 0.3M shares, 13,056 trades
Week starting 2026-02-23. Total ATS volume: 301,141 shares across 13,056 trades.
Feb 16, 2026
dark_pool
Dark Pool: RBC — 0.2M shares, 10,170 trades
Week starting 2026-02-16. Total ATS volume: 150,427 shares across 10,170 trades.