REZI

RESIDEO TECHNOLOGIES, INC.

NYSE · Wholesale-Hardware · Inc. DE · CIK 0001740332
$28.25 -2.35% $4.4B
High Impact Filing (7/10)
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders9 funds
Inst. Value$984.1M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$82.7K
SEC Reports3
Exchange NYSE·Sector Wholesale-Hardware·Inc. DE·CIK 0001740332·Prev Close $28.93

Recent Activity

May 20, 2026 short_volume
Short Volume: REZI — 69.0% short (0.5M / 0.7M)
Short: 468,790 | Exempt: 283 | TRF Vol: 679,006 | Short Ratio: 69.0% | Off-exchange volume (dark poo
May 15, 2026 Insider
Carlet Michael sold 1,944 shares
Chief Financial Officer @ $29.22 ($56.8K)
May 12, 2026 SEC
Resideo reported Q1 2026 net revenue of $1.912B, up 8% YoY and above the high-end of its outlook, with GAAP diluted EPS
8-K — Impact 5/10
May 11, 2026 SEC
Resideo filed its Form 10 registration statement for the planned tax-free spin-off of its ADI Global Distribution busine
8-K — Impact 7/10
Apr 1, 2026 Insider
LAZAR JACK R sold 928 shares
Director @ $34.33 ($31.9K)
Apr 1, 2026 Insider
TEICH ANDREW C sold 4,442 shares
Director @ $34.33 ($152.5K)
Feb 24, 2026 SEC
Resideo Technologies reported strong fourth quarter and full year 2025 results, with record revenue of $7.47 billion (up
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
1,596,217 shares ($56.1M)

Price Targets

$49.00 +73.5% upside Strong Buy
Current $28.25 Low $48.00 Median $49.00 High $50.00 2 analysts
$48.00 $50.00

Analyst Ratings

Strong Buy89% buy · 9 analysts
3Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Feb 25, 2026 Morgan Stanley MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.83 ▼ -4.0% $0.83 — $0.84 27% YoY 2
Next Q $0.79 ▼ -3.1% $0.75 — $0.82 -12% YoY 2
Current FY $2.90 $2.53 — $3.12 8% YoY 3
Next FY $3.13 $2.74 — $3.33 8% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$514.5M
ARIEL INVESTMENTS, LLC$215.0MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$59.7MNEW
NORGES BANK$56.1MNEW
FMR LLC$49.7MADD

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Carlet MichaelF$56.8K
Apr 1, 2026LAZAR JACKA$31.9K
Apr 1, 2026TEICH ANDREWA$152.5K
Feb 18, 2026Geldmacher JayA$0.00
Feb 15, 2026Geldmacher JayF$802.0K
9 institutional holders with $984.1M total value (28,022,195 shares) as of 2025-Q4. Top holders: VANGUARD, ARIEL, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC14,649,947$514.5M52.3%
2ARIEL INVESTMENTS, LLC6,121,216$215.0M21.8%TRIM -25.2%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,700,935$59.7M6.1%NEW
4NORGES BANK1,596,217$56.1M5.7%NEW
5FMR LLC1,413,995$49.7M5.0%ADD +53.3%
6MORGAN STANLEY1,164,198$40.9M4.2%
7BANK OF AMERICA CORP /DE/862,430$30.3M3.1%
8WELLS FARGO & COMPANY/MN466,572$16.4M1.7%DOUBLED +223.2%
9Tweedy, Browne Co LLC46,685$1.6M0.2%DOUBLED +105.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW1,596,217$56.1M2025-Q4
FMR LLCADD922,3051,413,995+53.3%$49.7M2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT4,6600-100.0%$0.002025-Q4
ARIEL INVESTMENTS, LLCTRIM8,956,2096,697,864-25.2%$289.2M2025-Q3
FMR LLCDOUBLED220,648922,305+318.0%$39.8M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED121,337392,114+223.2%$16.9M2025-Q3
UBS Group AGNEAR_EXIT5,677,610363,862-93.6%$15.7M2025-Q3
Tweedy, Browne Co LLCDOUBLED19,46739,989+105.4%$1.7M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM15,0604,660-69.1%$201.2K2025-Q3
NORGES BANKEXIT1,830,1840-100.0%$0.002025-Q3
UBS Group AGADD3,465,0745,677,610+63.9%$125.2M2025-Q2
NORGES BANKNEW1,830,184$40.4M2025-Q2
Tweedy, Browne Co LLCNEW19,467$429.4K2025-Q2
UBS Group AGDOUBLED213,1263,465,074+1525.8%$61.3M2025-Q1
CITADEL ADVISORS LLCTRIM82,25521,400-74.0%$378.8K2025-Q1
NORGES BANKEXIT1,761,2190-100.0%$0.002025-Q1
UBS Group AGADD131,074213,126+62.6%$4.9M2024-Q4
WELLS FARGO & COMPANY/MNTRIM198,480134,710-32.1%$3.1M2024-Q4
CITADEL ADVISORS LLCNEAR_EXIT1,251,29582,255-93.4%$1.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,545,865$31.1M2024-Q3
10 unique insiders with 1 transactions. Net insider value: -$82.7K ($0.00 bought, $82.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Carlet MichaelChief Financial OfficerF1,944$29.22$56.8K
Apr 1, 2026LAZAR JACK RDirectorA928$34.33$31.9K
Apr 1, 2026TEICH ANDREW CDirectorA4,442$34.33$152.5K
Feb 18, 2026Geldmacher Jay LPresident and CEOA82,530$0.00$0.00
Feb 15, 2026Geldmacher Jay LPresident and CEOF22,286$35.99$802.0K
Feb 15, 2026Carlet MichaelChief Financial OfficerF10,862$35.99$390.9K
Feb 14, 2026Geldmacher Jay LPresident and CEOF23,546$35.99$847.3K
Feb 14, 2026Aarnes Robert BPresident, ADIF7,582$35.99$272.8K
Feb 14, 2026Lane Jeannine JEVP, GC and Corp SecF5,813$35.99$209.2K
Feb 14, 2026Kelly Stephen MontgomeryEVP, Chief HR OfficerF2,418$35.99$87.0K
Feb 13, 2026Geldmacher Jay LPresident and CEOA504,466$0.00$0.00
Feb 13, 2026Geldmacher Jay LPresident and CEOF211,208$35.99$7.6M
Feb 13, 2026SURRAN THOMAS APresident Products & SolutionsA30,615$0.00$0.00
Feb 13, 2026Carlet MichaelChief Financial OfficerA27,831$0.00$0.00
Feb 13, 2026Aarnes Robert BPresident, ADIA30,615$0.00$0.00
Feb 13, 2026Aarnes Robert BPresident, ADIF45,491$35.99$1.6M
Feb 13, 2026Kutz JeffreyChief Accounting OfficerA11,828$0.00$0.00
Feb 13, 2026Lane Jeannine JEVP, GC and Corp SecA20,873$0.00$0.00
Feb 13, 2026Lane Jeannine JEVP, GC and Corp SecF34,874$35.99$1.3M
Feb 13, 2026Kelly Stephen MontgomeryEVP, Chief HR OfficerA11,132$0.00$0.00
Feb 13, 2026Kelly Stephen MontgomeryEVP, Chief HR OfficerF17,950$35.99$645.9K
Feb 12, 2026SURRAN THOMAS APresident Products & SolutionsF7,096$36.29$257.5K
Feb 12, 2026Carlet MichaelChief Financial OfficerF4,613$36.29$167.4K
Feb 12, 2026Aarnes Robert BPresident, ADIF6,646$36.29$241.2K
Feb 12, 2026Lane Jeannine JEVP, GC and Corp SecF5,879$36.29$213.3K
Feb 12, 2026Kelly Stephen MontgomeryEVP, Chief HR OfficerF2,244$36.29$81.4K
Feb 5, 2026Kelly Stephen MontgomeryEVP, Chief HR OfficerF2,602$35.26$91.7K
Feb 5, 2026SURRAN THOMAS APresident Products & SolutionsF6,944$35.26$244.8K
Feb 5, 2026Aarnes Robert BPresident, ADIF8,644$35.26$304.8K
Feb 5, 2026Lane Jeannine JEVP, GC and Corp SecF6,708$35.26$236.5K
Aug 12, 2025Richardson NinaDirectorSELL2,789$29.67$82.7K

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

Current analyst consensus: Strong Buy (89% buy). Based on 9 analysts: 3 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$49.00 mean target +73.5% upside Strong Buy (1.50)
$48.00 Low $50.00 High
MetricValue
Current Price$28.25
Target Low$48.00
Target Mean$49.00
Target Median$49.00
Target High$50.00
# Analysts2
RecommendationStrong Buy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.83 $0.83 $0.84 26.5% -4.0% 0↑ 1↓ $2.0B 3.2% 2
Next Q
2026-09-30
$0.79 $0.75 $0.82 -11.8% -3.1% 1↑ 0↓ $2.0B 5.6% 2
Current FY
2026-12-31
$2.90 $2.53 $3.12 8.1% +0.0% 1↑ 0↓ $7.8B 4.0% 3
Next FY
2027-12-31
$3.13 $2.74 $3.33 8.1% +0.0% 1↑ 0↓ $8.0B 3.4% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.835
7d ago$0.820+0.015
30d ago$0.870-0.035
60d ago$0.870-0.035
90d ago$0.870-0.035
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 25, 2026 Morgan Stanley MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20263510089%
Apr 1, 20263510089%
Mar 1, 20263410088%
Feb 1, 20263410088%
Jan 1, 20263410088%
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.

May 20, 2026
short_volume
Short Volume: REZI — 69.0% short (0.5M / 0.7M)
Short: 468,790 | Exempt: 283 | TRF Vol: 679,006 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: REZI — 60.6% short (0.4M / 0.6M)
Short: 382,513 | Exempt: 3 | TRF Vol: 631,035 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: REZI — 61.2% short (0.5M / 0.8M)
Short: 498,393 | Exempt: 523 | TRF Vol: 814,859 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: REZI — 60.6% short (0.4M / 0.7M)
Short: 448,282 | Exempt: 0 | TRF Vol: 739,582 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: REZI — 55.7% short (1.5M / 2.7M)
Short: 1,494,034 | Exempt: 35,592 | TRF Vol: 2,681,386 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
earnings_calendar
REZI Q1 2026 Earnings Scheduled — 2026-05-12
May 12, 2026
short_volume
Short Volume: REZI — 55.4% short (0.3M / 0.6M)
Short: 348,998 | Exempt: 0 | TRF Vol: 629,947 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: REZI — 84.4% short (0.8M / 1.0M)
Short: 828,484 | Exempt: 0 | TRF Vol: 981,608 | Short Ratio: 84.4% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: REZI — 67.7% short (0.5M / 0.7M)
Short: 452,902 | Exempt: 0 | TRF Vol: 668,888 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: REZI — 65.2% short (0.5M / 0.8M)
Short: 528,950 | Exempt: 0 | TRF Vol: 810,975 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: REZI — 57.0% short (0.6M / 1.1M)
Short: 601,650 | Exempt: 0 | TRF Vol: 1,056,224 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_interest
FTD: REZI — 18,570 shares ($0.6M) failed to deliver
Settlement: 20260323, Price: $32.79, FTD Value: $608,910.3, RESIDEO TECHNOLOGIES INC
Mar 18, 2026
short_interest
FTD: REZI — 24,923 shares ($0.9M) failed to deliver
Settlement: 20260318, Price: $34.24, FTD Value: $853,363.52, RESIDEO TECHNOLOGIES INC
Mar 2, 2026
short_interest
FTD: REZI — 248,024 shares ($9.6M) failed to deliver
Settlement: 20260302, Price: $38.70, FTD Value: $9,598,528.8, RESIDEO TECHNOLOGIES INC
Feb 24, 2026
earnings_calendar
REZI Q4 2025 Earnings After Market Close — 2026-02-24