MGRC

MCGRATH RENTCORP

Nasdaq · Services-Equipment Rental & Leasing, NEC · Inc. CA · CIK 0000752714
$115.09 +0.22% $2.8B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)11 New Institutional Positions13 Institutional Exits
Vol
Market Cap$2.8B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity11 buys / 13 sells
Insider Activity0B / 6S
Insider Net $-$2.1M
SEC Reports4
Exchange Nasdaq·Sector Services-Equipment Rental & Leasing, NEC·Inc. CA·CIK 0000752714·Prev Close $114.84

Recent Activity

Jun 10, 2026 Insider
Whitney David M sold 3,783 shares
SVP, Chief Accounting Officer @ $113.65 ($429.9K)
Jun 10, 2026 Insider
VAN TREASE KRISTINA sold 3,783 shares
Chief Strategy Officer @ $113.65 ($429.9K)
May 19, 2026 SEC
Two senior officers (SVP/Chief Accounting Officer and Chief Strategy Officer) sold $124K of MGRC stock on May 15, 2026,
CLUSTER — Impact 2/10
May 15, 2026 Insider
VAN TREASE KRISTINA sold 539 shares
Chief Strategy Officer @ $115.00 ($62.0K)
May 11, 2026 SEC
McGrath RentCorp entered into a Third Amended and Restated Credit Agreement, increasing its revolving credit facility fr
8-K — Impact 3/10
Apr 24, 2026 SEC
McGrath RentCorp is holding its 2026 annual shareholder meeting to vote on director elections, an amendment to its stock
DEFA14A — Impact 3/10
Inst.
WILLIAM BLAIR INVESTMENT MANAGEMENT, — NEW
219,784 shares ($24.2M)
Inst.
BANK OF AMERICA CORP — ADD
123,549 shares ($13.6M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$145.40 (Feb 2026)
Current $115.09 Low $140.00 Median $146.00 High $150.00 5 analysts
$140.00 $150.00

Analyst Ratings

Historical distribution89% buy · 9 analysts · last covering-analyst action Feb 2026
3Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 12, 2026 Barclays INITIATE Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.46 ▼ -3.9% $1.44 — $1.48 -0% YoY 4
Next Q $1.84 ▼ -0.7% $1.76 — $1.92 7% YoY 4
Current FY $6.34 ▼ -1.9% $6.29 — $6.42 -0% YoY 4
Next FY $7.01 $6.83 — $7.14 11% YoY 4

Latest Reports

NEUTRAL CLUSTER 2/10
Two senior officers (SVP/Chief Accounting Officer and Chief Strategy Officer) sold $124K of MGRC stock on May 15, 2026,
May 19, 2026
NEUTRAL 8-K 3/10
McGrath RentCorp entered into a Third Amended and Restated Credit Agreement, increasing its revolving credit facility fr
May 11, 2026

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH——
BlackRock, Inc.$214.0M—
VANGUARD PORTFOLIO MANAGEMENT LLC$155.2M—
VANGUARD CAPITAL MANAGEMENT LLC$122.4M—
DIMENSIONAL FUND ADVISORS LP$100.0M—

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Whitney DavidSELL$429.9K
Jun 10, 2026VAN TREASESELL$429.9K
May 15, 2026VAN TREASESELL$62.0K
May 15, 2026Whitney DavidSELL$62.0K
May 5, 2026HANNA JOSEPHJ$45.2K
50 institutional holders with $1.4B total value (12,971,857 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net selling activity: 13 institutions trimmed/exited vs 11 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH—$0.000.0%—
2BlackRock, Inc.1,940,522$214.0M15.0%—
3VANGUARD PORTFOLIO MANAGEMENT LLC1,407,014$155.2M10.8%—
4VANGUARD CAPITAL MANAGEMENT LLC1,110,094$122.4M8.6%—
5DIMENSIONAL FUND ADVISORS LP906,954$100.0M7.0%—
6VICTORY CAPITAL MANAGEMENT INC809,924$89.3M6.2%—
7STATE STREET CORP584,380$64.4M4.5%—
8MORGAN STANLEY493,535$54.4M3.8%—
9LOOMIS SAYLES & CO L P396,563$43.7M3.1%—
10Clearbridge Investments, LLC346,647$38.2M2.7%—
11FMR LLC332,495$36.7M2.6%—
12SILVERCREST ASSET MANAGEMENT GROUP LLC321,707$35.5M2.5%—
13Capital World Investors321,100$35.4M2.5%—
14WELLINGTON MANAGEMENT GROUP LLP319,194$35.2M2.5%—
15RAYMOND JAMES FINANCIAL INC305,609$33.7M2.4%—
16Capital Research Global Investors305,094$33.6M2.4%—
17AMERIPRISE FINANCIAL INC288,979$31.9M2.2%—
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC281,432$31.0M2.2%—
19Allianz Asset Management GmbH242,758$26.8M1.9%ADD +48.5%
20SCHRODER INVESTMENT MANAGEMENT GROUP238,677$26.2M1.8%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEW—219,784—$24.2M2026-Q1
BANK OF AMERICA CORP /DE/ADD97,527123,549+26.7%$13.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD47,23559,193+25.3%$6.5M2026-Q1
MARSHALL WACE, LLPDOUBLED15,92045,205+184.0%$5.0M2026-Q1
Tredje AP-fondenTRIM116,70834,266-70.6%$3.8M2026-Q1
DEUTSCHE BANK AG\ADD21,13032,102+51.9%$3.5M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM44,16518,845-57.3%$2.1M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM35,06218,088-48.4%$2.0M2026-Q1
CIBC WORLD MARKET INC.ADD11,22115,571+38.8%$1.7M2026-Q1
FIRST TRUST ADVISORS LPTRIM23,22211,710-49.6%$1.3M2026-Q1
AmundiDOUBLED3,5477,565+113.3%$834.3K2026-Q1
FRANKLIN RESOURCES INCNEAR_EXIT67,6287,474-88.9%$824.2K2026-Q1
M&T BANK CORPNEAR_EXIT33,5106,229-81.4%$686.9K2026-Q1
CWM, LLCTRIM8,3016,029-27.4%$664.9K2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM13,8034,982-63.9%$549.4K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD3,5734,638+29.8%$498.7K2026-Q1
Verition Fund Management LLCTRIM14,3254,374-69.5%$482.4K2026-Q1
BANK OF MONTREAL /CAN/ADD2,3643,428+45.0%$378.0K2026-Q1
Vanguard Personalized Indexing Management, LLCADD2,1173,138+48.2%$346.1K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM4,1572,457-40.9%$271.0K2026-Q1
Jain Global LLCTRIM3,7382,173-41.9%$239.6K2026-Q1
MACKENZIE FINANCIAL CORPTRIM3,4251,887-44.9%$208.1K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD477705+47.8%$77.7K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT1,304114-91.3%$12.6K2026-Q1
Allianz Asset Management GmbHADD173,484257,640+48.5%$27.0M2025-Q4
14 unique insiders with 45 transactions. Net insider value: -$2.1M ($0.00 bought, $2.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Whitney David MSVP, Chief Accounting OfficerSELL3,783$113.65$429.9K
Jun 10, 2026VAN TREASE KRISTINAChief Strategy OfficerSELL3,783$113.65$429.9K
May 15, 2026VAN TREASE KRISTINAChief Strategy OfficerSELL539$115.00$62.0K
May 15, 2026Whitney David MSVP, Chief Accounting OfficerSELL539$115.00$62.0K
May 5, 2026HANNA JOSEPH FDirectorJ400$113.06$45.2K
May 5, 2026HANNA JOSEPH FDirectorSELL530$112.00$59.4K
May 4, 2026HANNA JOSEPH FDirectorSELL9,070$112.46$1.0M
Mar 31, 2026Malek GildaSVP, Chief Legal OfficerEXERCISE1,431——
Mar 31, 2026Malek GildaSVP, Chief Legal OfficerTAX W/H700$110.28$77.2K
Mar 31, 2026Whitney David MSVP, Chief Accounting OfficerAWARD2,265——
Mar 31, 2026VAN TREASE KRISTINAChief Strategy OfficerAWARD2,265——
Mar 12, 2026VAN TREASE KRISTINAChief Strategy OfficerJ5,966$104.00$620.5K
Mar 12, 2026Whitney David MSVP, Chief Accounting OfficerJ5,966$104.00$620.5K
Feb 27, 2026Wescott TaraSVP, Chief HR OfficerAWARD1,800——
Feb 27, 2026Anderson Nicolas CDirectorAWARD1,300——
Feb 27, 2026Whitney David MSVP, Chief Accounting OfficerAWARD1,170——
Feb 27, 2026PRATT KEITH EExecutive VP and CFOAWARD6,080——
Feb 27, 2026Lieffrig JohnVP and Division ManagerAWARD1,530——
Feb 27, 2026Conjeevaram SmitaDirectorAWARD1,300——
Feb 27, 2026Box Kimberly AnnDirectorAWARD1,300——
Feb 27, 2026Skenesky John PVP and Division ManagerAWARD1,400——
Feb 27, 2026Hawkins Philip BChief Operating OfficerAWARD11,270——
Feb 27, 2026VAN TREASE KRISTINAChief Strategy OfficerAWARD2,700——
Feb 27, 2026DAWSON WILLIAM JDirectorAWARD1,300——
Feb 27, 2026HANNA JOSEPH FPresident and CEOAWARD1,300——
Feb 27, 2026SHUSTER BRADLEY MDirectorAWARD1,300——
Feb 27, 2026Malek GildaSVP, Chief Legal OfficerAWARD4,510——
Feb 24, 2026Lieffrig JohnVP and Division ManagerEXERCISE417——
Feb 24, 2026Wescott TaraSVP, Chief HR OfficerEXERCISE1,911——
Feb 24, 2026Skenesky John PVP and Division ManagerEXERCISE481——
Feb 24, 2026VAN TREASE KRISTINAChief Strategy OfficerEXERCISE511——
Feb 24, 2026PRATT KEITH EExecutive VP and CFOEXERCISE1,201——
Feb 24, 2026Hawkins Philip BChief Operating OfficerEXERCISE657——
Feb 24, 2026Whitney David MSVP, Chief Accounting OfficerEXERCISE354——
Feb 24, 2026HANNA JOSEPH FPresident and CEOEXERCISE3,197——
Feb 24, 2026Wescott TaraSVP, Chief HR OfficerEXERCISE1,200——
Feb 23, 2026Lieffrig JohnVP and Division ManagerEXERCISE800——
Feb 23, 2026Malek GildaSVP, Chief Legal OfficerEXERCISE1,333——
Feb 23, 2026Skenesky John PVP and Division ManagerEXERCISE800——
Feb 23, 2026VAN TREASE KRISTINAChief Strategy OfficerEXERCISE933——
Feb 23, 2026Hawkins Philip BChief Operating OfficerEXERCISE1,333——
Feb 23, 2026PRATT KEITH EExecutive VP and CFOEXERCISE3,070——
Feb 23, 2026HANNA JOSEPH FPresident and CEOEXERCISE8,807——
Feb 23, 2026Whitney David MSVP, Chief Accounting OfficerEXERCISE587——
Feb 23, 2026Wescott TaraSVP, Chief HR OfficerEXERCISE827——
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.
NEUTRAL CLUSTER 2/10
Two senior officers (SVP/Chief Accounting Officer and Chief Strategy Officer) sold $124K of MGRC sto
May 19, 2026
NEUTRAL 8-K 3/10
McGrath RentCorp entered into a Third Amended and Restated Credit Agreement, increasing its revolvin
May 11, 2026
NEUTRAL DEFA14A 3/10
McGrath RentCorp is holding its 2026 annual shareholder meeting to vote on director elections, an am
Apr 24, 2026
BULLISH 8-K 7/10
McGrath RentCorp reported strong Q4 2025 results with 5% YoY revenue growth and 27% EPS growth, driv
Feb 25, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 89% buy across 9 analysts — 3 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$145.40 mean target (Feb 2026)
$140.00 Low $150.00 High
MetricValue
Current Price$115.09
Target Low$140.00
Target Mean$145.40
Target Median$146.00
Target High$150.00
# Analysts5
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.46 $1.44 $1.48 -0.2% -3.9% 1↑ 3↓ $0.2B 0.4% 4
Next Q
2026-09-30
 $1.84 $1.76 $1.92 6.8% -0.7% 2↑ 1↓ $0.3B 5.1% 4
Current FY
2026-12-31
 $6.34 $6.29 $6.42 -0.3% -1.9% 0↑ 2↓ $1.0B 2.4% 4
Next FY
2027-12-31
 $7.01 $6.83 $7.14 10.6% -0.4% 1↑ 1↓ $1.0B 4.2% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.462
7d ago$1.522-0.060
30d ago$1.522-0.060
60d ago$1.522-0.060
90d ago$1.610-0.148
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 12, 2026 Barclays INITIATE — Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263510089%
May 1, 20263510089%
Apr 1, 20263510089%
Mar 1, 20263510089%
Feb 1, 20263410088%
Jan 1, 20263410088%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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

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