CTOS

Custom Truck One Source, Inc.

NYSE · Services-Equipment Rental & Leasing, NEC · Inc. DE · CIK 0001709682
$10.66 -0.65% $2.4B
10 New Institutional Positions4 Institutional Exits
Vol
Market Cap$2.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$263.9M
Inst. Activity10 buys / 4 sells
Exchange NYSE·Sector Services-Equipment Rental & Leasing, NEC·Inc. DE·CIK 0001709682·Prev Close $10.73

Recent Activity

Apr 27, 2026 earnings_calendar
CTOS Q1 2026 Earnings After Market Close — 2026-04-27
Apr 1, 2026 Insider
Jackson Mary M. was granted 19,225 shares
Director
Apr 1, 2026 Insider
Heinberg Marshall A was granted 34,605 shares
Director
Apr 1, 2026 Insider
EIN MARK was granted 19,225 shares
Director
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
1,056,550 shares ($6.9M)
Inst.
MORGAN STANLEY — ADD
897,525 shares ($5.9M)

Price Targets

$11.50 +7.9% upside Buy
Current $10.66 Low $10.00 Median $11.50 High $13.00 6 analysts
$10.00 $13.00

Analyst Ratings

Strong Buy83% buy · 12 analysts
4Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 Cantor Fitzgerald MAINTAIN Overweight → Overweight
May 1, 2026 DA Davidson MAINTAIN Buy → Buy
Apr 29, 2026 JP Morgan MAINTAIN Underweight → Underweight
Apr 29, 2026 Stifel MAINTAIN Buy → Buy
Apr 28, 2026 DA Davidson MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.01 $-0.01 — $0.02 108% YoY 3
Next Q $0.04 ▲ +125.0% $0.02 — $0.07 534% YoY 2
Current FY $0.12 ▲ +56.5% $0.09 — $0.15 1065% YoY 3
Next FY $0.28 ▲ +31.7% $0.24 — $0.30 131% YoY 3

Top Institutional Holders

FundValueMove
MIRAE ASSET GLOBAL ETFS$37.3M—
DIMENSIONAL FUND ADVISORS LP$36.8M—
BlackRock, Inc.$27.9M—
Allspring Global Investments Holdings,$25.9M—
Alyeska Investment Group, L.P.$18.6MADD

Recent Insider Trades

DateInsiderTypeValue
Apr 1, 2026Jackson MaryA$0.00
Apr 1, 2026Heinberg MarshallA$0.00
Apr 1, 2026EIN MARKA$0.00
Apr 1, 2026BADER PAULA$0.00
Apr 1, 2026NELSON GEORGIAA$0.00
50 institutional holders with $263.9M total value (40,153,509 shares) as of 2026-Q1. Top holders: MIRAE, DIMENSIONAL, BlackRock,. Net buying activity: 10 institutions added/increased vs 4 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,674,918$37.3M14.1%—
2DIMENSIONAL FUND ADVISORS LP5,602,838$36.8M13.9%—
3BlackRock, Inc.4,252,972$27.9M10.6%—
4Allspring Global Investments Holdings, LLC3,914,133$25.9M9.8%—
5Alyeska Investment Group, L.P.2,825,820$18.6M7.0%ADD +42.9%
6VANGUARD CAPITAL MANAGEMENT LLC2,525,744$16.6M6.3%—
7STATE STREET CORP1,486,051$9.8M3.7%—
8Clearbridge Investments, LLC1,403,965$9.2M3.5%—
9FIRST TRUST ADVISORS LP1,301,351$8.5M3.2%DOUBLED +221.9%
10BANK OF AMERICA CORP /DE/1,195,836$7.9M3.0%ADD +32.6%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,056,550$6.9M2.6%DOUBLED +154.9%
12MORGAN STANLEY897,525$5.9M2.2%ADD +25.6%
13First Eagle Investment Management, LLC765,822$5.0M1.9%ADD +38.7%
14MACKENZIE FINANCIAL CORP589,100$3.9M1.5%—
15Russell Investments Group, Ltd.542,865$3.6M1.4%TRIM -42.2%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC517,411$3.4M1.3%—
17GOLDMAN SACHS GROUP INC515,735$3.4M1.3%—
18VANGUARD PORTFOLIO MANAGEMENT LLC507,309$3.3M1.3%—
19HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC452,640$3.0M1.1%—
20VANGUARD FIDUCIARY TRUST CO404,548$2.7M1.0%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED414,4411,056,550+154.9%$6.9M2026-Q1
MORGAN STANLEYADD714,693897,525+25.6%$5.9M2026-Q1
Russell Investments Group, Ltd.TRIM939,076542,865-42.2%$3.6M2026-Q1
Point72 Asset Management, L.P.TRIM385,874242,189-37.2%$1.6M2026-Q1
SEI INVESTMENTS COADD167,640227,568+35.7%$1.5M2026-Q1
Trexquant Investment LPTRIM319,530179,371-43.9%$1.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD70,700108,800+53.9%$714.8K2026-Q1
FMR LLCDOUBLED17,624106,262+502.9%$698.1K2026-Q1
Brevan Howard Capital Management LPDOUBLED21,41387,013+306.4%$571.7K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED27,81764,009+130.1%$420.5K2026-Q1
MetLife Investment Management, LLCADD24,78232,205+30.0%$211.6K2026-Q1
M&T BANK CORPNEAR_EXIT938,09828,021-97.0%$184.1K2026-Q1
CWM, LLCDOUBLED6,38425,273+295.9%$166.0K2026-Q1
Allworth Financial LPDOUBLED2482,004+708.1%$13.2K2026-Q1
M&T BANK CORPDOUBLED26,222938,098+3477.5%$87.8M2025-Q4
Alyeska Investment Group, L.P.ADD1,750,2292,500,229+42.9%$14.4M2025-Q4
FIRST TRUST ADVISORS LPDOUBLED379,9111,222,875+221.9%$7.0M2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD281,716414,441+47.1%$2.4M2025-Q4
Point72 Asset Management, L.P.DOUBLED107,456385,874+259.1%$2.2M2025-Q4
WELLS FARGO & COMPANY/MNADD58,05184,842+46.2%$488.7K2025-Q4
Verition Fund Management LLCTRIM98,12062,996-35.8%$362.9K2025-Q4
Zurcher Kantonalbank (Zurich Cantonalbank)DOUBLED13,01042,749+228.6%$246.2K2025-Q4
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM78,13828,726-63.2%$168.3K2025-Q4
TWO SIGMA INVESTMENTS, LPADD20,64827,952+35.4%$161.0K2025-Q4
MetLife Investment Management, LLCTRIM35,17924,782-29.6%$142.7K2025-Q4
11 unique insiders with 40 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 1, 2026Jackson Mary M.DirectorAWARD19,225——
Apr 1, 2026Heinberg Marshall ADirectorAWARD34,605——
Apr 1, 2026EIN MARKDirectorAWARD19,225——
Apr 1, 2026BADER PAUL TDirectorAWARD19,225——
Apr 1, 2026NELSON GEORGIA RDirectorAWARD19,225——
Apr 1, 2026Ross Joe P.President - SalesEXERCISE75,000——
Apr 1, 2026Ross Joe P.President - SalesTAX W/H33,788$6.62$223.7K
Apr 1, 2026Ross Joe P.President - SalesEXERCISE50,000——
Apr 1, 2026Ross Joe P.President - SalesAWARD100,000——
Apr 1, 2026Eperjesy Christopher JChief Financial OfficerEXERCISE90,000——
Apr 1, 2026Eperjesy Christopher JChief Financial OfficerTAX W/H40,547$6.62$268.4K
Apr 1, 2026Eperjesy Christopher JChief Financial OfficerEXERCISE22,500——
Apr 1, 2026Eperjesy Christopher JChief Financial OfficerAWARD95,000——
Apr 1, 2026JOLAS PAUL MEVP, General Counsel & Sec.EXERCISE50,625——
Apr 1, 2026JOLAS PAUL MEVP, General Counsel & Sec.TAX W/H19,923$6.62$131.9K
Apr 1, 2026Rich Thomas R.President - RentalsTAX W/H22,538$6.62$149.2K
Apr 1, 2026Rich Thomas R.President - RentalsEXERCISE50,000——
Apr 1, 2026JOLAS PAUL MEVP, General Counsel & Sec.EXERCISE16,875——
Apr 1, 2026Ross Fredrick M. Jr.DirectorTAX W/H39,441$6.62$261.1K
Apr 1, 2026Ross Fredrick M. Jr.DirectorEXERCISE87,500——
Apr 1, 2026JOLAS PAUL MEVP, General Counsel & Sec.AWARD72,500——
Apr 1, 2026Ross Fredrick M. Jr.DirectorEXERCISE131,250——
Apr 1, 2026Ross Fredrick M. Jr.DirectorAWARD175,000——
Apr 1, 2026Rich Thomas R.President - RentalsEXERCISE75,000——
Apr 1, 2026Rich Thomas R.President - RentalsAWARD100,000——
Apr 1, 2026McMonagle RyanChief Executive OfficerEXERCISE121,875——
Apr 1, 2026McMonagle RyanChief Executive OfficerTAX W/H54,906$6.62$363.5K
Apr 1, 2026McMonagle RyanChief Executive OfficerEXERCISE81,250——
Apr 1, 2026McMonagle RyanChief Executive OfficerAWARD175,000——
Mar 31, 2026EIN MARKDirectorEXERCISE26,859——
Mar 31, 2026Jackson Mary M.DirectorEXERCISE26,859——
Mar 31, 2026Heinberg Marshall ADirectorEXERCISE48,346——
Mar 31, 2026NELSON GEORGIA RDirectorEXERCISE26,859——
Mar 31, 2026BADER PAUL TDirectorEXERCISE26,859——
Feb 23, 2026JOLAS PAUL MEVP, General Counsel & Sec.AWARD16,739——
Feb 23, 2026Eperjesy Christopher JChief Financial OfficerAWARD27,895——
Feb 23, 2026Rich Thomas R.President - RentalsAWARD24,796——
Feb 23, 2026Ross Joe P.President - SalesAWARD24,796——
Feb 23, 2026Ross Fredrick M. Jr.DirectorAWARD43,392——
Feb 23, 2026McMonagle RyanChief Executive OfficerAWARD40,292——
∅

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 4 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$11.50 mean target +7.9% upside Buy (3.00)
$10.00 Low $13.00 High
MetricValue
Current Price$10.66
Target Low$10.00
Target Mean$11.50
Target Median$11.50
Target High$13.00
# Analysts6
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.01 $-0.01 $0.02 107.8% — 0↑ 1↓ $0.5B -0.3% 3
Next Q
2026-09-30
 $0.04 $0.02 $0.07 533.8% +125.0% — $0.5B 6.3% 2
Current FY
2026-12-31
 $0.12 $0.09 $0.15 1065.0% +56.5% 2↑ 0↓ $2.1B 5.7% 3
Next FY
2027-12-31
 $0.28 $0.24 $0.30 130.6% +31.7% 3↑ 0↓ $2.2B 5.3% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.007
7d ago$0.000+0.007
30d ago$0.000+0.007
60d ago$0.005+0.002
90d ago$0.005+0.002
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
May 1, 2026 DA Davidson MAINTAIN Buy Buy
Apr 29, 2026 JP Morgan MAINTAIN Underweight Underweight
Apr 29, 2026 Stifel MAINTAIN Buy Buy
Apr 28, 2026 DA Davidson MAINTAIN Buy Buy
Apr 21, 2026 Cantor Fitzgerald INITIATE — Overweight
Mar 11, 2026 JP Morgan MAINTAIN Underweight Underweight
Mar 11, 2026 DA Davidson MAINTAIN Buy Buy
Jan 14, 2026 JP Morgan MAINTAIN Underweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264620083%
May 1, 20264621077%
Apr 1, 20264521075%
Mar 1, 20264521075%
Feb 1, 20264521075%
Jan 1, 20264521075%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 27, 2026
earnings_calendar
CTOS Q1 2026 Earnings After Market Close — 2026-04-27
Mar 10, 2026
earnings_calendar
CTOS Q4 2025 Earnings After Market Close — 2026-03-10