WSC

WillScot Holdings Corp

Nasdaq · Services-Miscellaneous Equipment Rental & Leasing · Inc. DE · CIK 0001647088
$23.29 -1.98% $4.3B
High Impact Filing (7/10)6 New Institutional Positions
Vol
Market Cap$4.3B
Cap SizeMid Cap
Analyst ConsensusHold (43%)
Inst. Holders9 funds
Inst. Value$960.2M
Inst. Activity6 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$1.9M
SEC Reports3
Exchange Nasdaq·Sector Services-Miscellaneous Equipment Rental & Leasing·Inc. DE·CIK 0001647088·Prev Close $23.76

Recent Activity

May 13, 2026 Insider
Soultz Bradley Lee sold 4,317 shares
Director @ $25.92 ($111.9K)
May 12, 2026 Insider
Soultz Bradley Lee sold 39,791 shares
Director @ $0.00 ($0.00)
May 12, 2026 Insider
Soultz Bradley Lee sold 37,054 shares
Director @ $0.00 ($0.00)
May 7, 2026 SEC
WillScot reported Q1 2026 results that beat consensus on both adjusted EPS ($0.21 vs $0.16) and revenue ($549M vs $518M)
8-K — Impact 5/10
May 7, 2026 earnings
WillScot Reports First Quarter 2026 Results and Raises 2026 Full Year Outlook
<p align="center"><em>Exceeded Q1 2026 Outlook for Revenue and Adjusted EBITDA</em></p>
Apr 23, 2026 SEC
WillScot announced it will release Q1 2026 financial results on May 7, 2026, after market close. No financial data was p
PRESS-RELEASE — Impact 3/10
Feb 28, 2026 SEC
Six major institutions, including Fidelity, Norges Bank, and quant funds RenTech and Two Sigma, significantly increased
INST-CLUSTER — Impact 7/10
Inst.
FMR LLC — DOUBLED
24,751,377 shares ($466.1M)

Price Targets

$28.10 +20.7% upside Strong Buy
Current $23.29 Low $24.00 Median $27.50 High $37.00 10 analysts
$24.00 $37.00

Analyst Ratings

Hold43% buy · 14 analysts
4Strong Buy
2Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 12, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 11, 2026 Citigroup MAINTAIN Buy → Buy
Apr 8, 2026 UBS INITIATE Neutral
Mar 9, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.25 ▼ -2.6% $0.22 — $0.30 -8% YoY 10
Next Q $0.29 ▼ -1.4% $0.25 — $0.34 -4% YoY 10
Current FY $1.11 ▲ +4.3% $1.00 — $1.24 -8% YoY 10
Next FY $1.36 ▲ +6.1% $1.18 — $1.53 23% YoY 10

Top Institutional Holders

FundValueMove
FMR LLC$466.1MDOUBLED
VANGUARD GROUP INC$334.1M
MORGAN STANLEY$45.2MADD
NORGES BANK$40.9MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$37.7MNEW

Recent Insider Trades

DateInsiderTypeValue
May 13, 2026Soultz BradleySELL$111.9K
May 12, 2026Soultz BradleyG$0.00
May 12, 2026Soultz BradleyJ$0.00
May 12, 2026Soultz BradleySELL$1.8M
Mar 1, 2026Boswell TimothyM$0.00
9 institutional holders with $960.2M total value (50,991,632 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 6 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC24,751,377$466.1M48.5%DOUBLED +237.4%
2VANGUARD GROUP INC17,742,337$334.1M34.8%
3MORGAN STANLEY2,398,437$45.2M4.7%ADD +63.2%
4NORGES BANK2,173,407$40.9M4.3%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,002,759$37.7M3.9%NEW
6BANK OF AMERICA CORP /DE/1,265,787$23.8M2.5%ADD +64.3%
7RENAISSANCE TECHNOLOGIES LLC493,194$9.3M1.0%NEW
8TWO SIGMA INVESTMENTS, LP159,532$3.0M0.3%NEW
9WELLS FARGO & COMPANY/MN4,802$90.4K0.0%NEAR_EXIT -91.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED7,336,70124,751,377+237.4%$466.1M2025-Q4
MORGAN STANLEYADD1,469,6442,398,437+63.2%$45.2M2025-Q4
NORGES BANKNEW2,173,407$40.9M2025-Q4
BANK OF AMERICA CORP /DE/ADD770,1921,265,787+64.3%$23.8M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW493,194$9.3M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW159,532$3.0M2025-Q4
WELLS FARGO & COMPANY/MNNEAR_EXIT58,3404,802-91.8%$90.4K2025-Q4
MORGAN STANLEYTRIM2,311,5051,469,644-36.4%$31.0M2025-Q3
BANK OF AMERICA CORP /DE/TRIM1,149,829770,192-33.0%$16.3M2025-Q3
UBS Group AGTRIM973,574676,600-30.5%$14.3M2025-Q3
NORGES BANKEXIT4,566,6530-100.0%$0.002025-Q3
FMR LLCADD5,122,6746,775,024+32.3%$185.6M2025-Q2
NORGES BANKNEW4,566,653$125.1M2025-Q2
WELLS FARGO & COMPANY/MNTRIM89,29662,514-30.0%$1.7M2025-Q2
MORGAN STANLEYDOUBLED848,3822,569,404+202.9%$71.4M2025-Q1
UBS Group AGDOUBLED507,1671,262,335+148.9%$35.1M2025-Q1
CITADEL ADVISORS LLCTRIM2,069,0121,032,118-50.1%$28.7M2025-Q1
WELLS FARGO & COMPANY/MNTRIM177,79789,296-49.8%$2.5M2025-Q1
NORGES BANKEXIT2,921,7890-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED477,0642,069,012+333.7%$69.2M2024-Q4
MORGAN STANLEYTRIM1,256,056848,382-32.5%$28.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,533,170$57.6M2024-Q3
MORGAN STANLEYTRIM1,760,3301,256,056-28.6%$47.2M2024-Q3
6 unique insiders with 2 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 13, 2026Soultz Bradley LeeDirectorSELL4,317$25.92$111.9K
May 12, 2026Soultz Bradley LeeDirectorG39,791$0.00$0.00
May 12, 2026Soultz Bradley LeeDirectorJ37,054$0.00$0.00
May 12, 2026Soultz Bradley LeeDirectorSELL65,043$27.07$1.8M
Mar 1, 2026Boswell Timothy DPresident & CEOM3,800$0.00$0.00
Mar 1, 2026Boswell Timothy DPresident & CEOM3,800$0.00$0.00
Mar 1, 2026Jacobsen Matthew TChief Financial OfficerM862$0.00$0.00
Mar 1, 2026Soultz Bradley LeeDirectorM9,499$0.00$0.00
Mar 1, 2026Soultz Bradley LeeDirectorM9,499$0.00$0.00
Mar 1, 2026Jacobsen Matthew TChief Financial OfficerM862$0.00$0.00
Feb 24, 2026Soultz Bradley LeeDirectorM6,933$0.00$0.00
Feb 24, 2026Soultz Bradley LeeDirectorM6,651$0.00$0.00
Feb 24, 2026Soultz Bradley LeeDirectorM6,933$0.00$0.00
Feb 24, 2026Soultz Bradley LeeDirectorM6,651$0.00$0.00
Feb 24, 2026Boswell Timothy DPresident & CEOM2,660$0.00$0.00
Feb 24, 2026Jacobsen Matthew TChief Financial OfficerM603$0.00$0.00
Feb 24, 2026Jacobsen Matthew TChief Financial OfficerF282$23.73$6.7K
Feb 24, 2026Jacobsen Matthew TChief Financial OfficerM603$0.00$0.00
Feb 24, 2026Jacobsen Matthew TChief Financial OfficerA17,976$0.00$0.00
Feb 24, 2026Jacobsen Matthew TChief Financial OfficerA41,944$0.00$0.00
Feb 24, 2026JACKMAN WORTHINGDirectorA71,016$0.00$0.00
Feb 24, 2026Gorcyca FeliciaChief Human Resources OfficerM1,594$0.00$0.00
Feb 24, 2026Gorcyca FeliciaChief Human Resources OfficerF505$23.73$12.0K
Feb 24, 2026Gorcyca FeliciaChief Human Resources OfficerM1,594$0.00$0.00
Feb 24, 2026Gorcyca FeliciaChief Human Resources OfficerA33,289$0.00$0.00
Feb 24, 2026Gorcyca FeliciaChief Human Resources OfficerA23,302$0.00$0.00
Feb 24, 2026Boswell Timothy DPresident & CEOM2,660$0.00$0.00
Feb 24, 2026Boswell Timothy DPresident & CEOF1,131$23.73$26.8K
Feb 24, 2026Boswell Timothy DPresident & CEOA35,952$0.00$0.00
Feb 24, 2026Boswell Timothy DPresident & CEOA83,888$0.00$0.00
Feb 24, 2026Bianchi Carisa A.P.Chief Accounting OfficerA13,316$0.00$0.00
Feb 24, 2026Bianchi Carisa A.P.Chief Accounting OfficerA6,658$0.00$0.00
Feb 22, 2026Jacobsen Matthew TChief Financial OfficerM899$0.00$0.00
Feb 22, 2026Soultz Bradley LeeDirectorM6,933$0.00$0.00
Feb 22, 2026Soultz Bradley LeeDirectorM6,933$0.00$0.00
Feb 22, 2026Boswell Timothy DPresident & COOM2,773$0.00$0.00
Feb 22, 2026Boswell Timothy DPresident & COOM2,773$0.00$0.00
Feb 22, 2026Jacobsen Matthew TChief Financial OfficerM899$0.00$0.00
Feb 22, 2026Gorcyca FeliciaChief Human Resources OfficerM1,156$0.00$0.00
Feb 22, 2026Gorcyca FeliciaChief Human Resources OfficerM1,156$0.00$0.00
Dec 11, 2025Soultz Bradley LeeDirectorJ50,000$0.00$0.00
Dec 11, 2025Soultz Bradley LeeDirectorJ50,000$0.00$0.00

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

Current analyst consensus: Hold (43% buy). Based on 14 analysts: 4 strong buy, 2 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$28.10 mean target +20.7% upside Strong Buy (2.40)
$24.00 Low $37.00 High
MetricValue
Current Price$23.29
Target Low$24.00
Target Mean$28.10
Target Median$27.50
Target High$37.00
# Analysts10
RecommendationStrong Buy (2.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.25 $0.22 $0.30 -7.7% -2.6% 3↑ 6↓ $0.6B -0.7% 10
Next Q
2026-09-30
$0.29 $0.25 $0.34 -3.6% -1.4% 5↑ 4↓ $0.6B -1.3% 10
Current FY
2026-12-31
$1.11 $1.00 $1.24 -7.8% +4.3% 8↑ 2↓ $2.3B -0.9% 10
Next FY
2027-12-31
$1.36 $1.18 $1.53 23.2% +6.1% 8↑ 2↓ $2.3B 3.0% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.249
7d ago$0.256-0.007
30d ago$0.256-0.007
60d ago$0.263-0.013
90d ago$0.256-0.007
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 12, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 11, 2026 Citigroup MAINTAIN Buy Buy
Apr 8, 2026 UBS INITIATE Neutral
Mar 9, 2026 Citigroup MAINTAIN Buy Buy
Mar 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 24, 2026 DA Davidson MAINTAIN Buy Buy
Feb 23, 2026 Citigroup MAINTAIN Buy Buy
Feb 23, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 23, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 21, 2026 Baird DOWNGRADE Outperform Neutral
Jan 13, 2026 Citigroup MAINTAIN Buy Buy
Dec 11, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20264280043%
Apr 1, 20264370050%
Mar 1, 20264370050%
Feb 1, 20264370050%
Jan 1, 20265360057%
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 7, 2026
earnings
WillScot Reports First Quarter 2026 Results and Raises 2026 Full Year Outlook
<p align="center"><em>Exceeded Q1 2026 Outlook for Revenue and Adjusted EBITDA</em></p>
May 7, 2026
dividend
WillScot Declares Quarterly Cash Dividend
<p>SCOTTSDALE, Ariz., May 07, 2026 (GLOBE NEWSWIRE) -- WillScot Holdings Corporation (“WillScot” or the “Company”) (Nasdaq: WSC), a leader in innova
May 7, 2026
earnings_calendar
WSC Q1 2026 Earnings After Market Close — 2026-05-07
Apr 29, 2026
other
WillScot Announces Investor Conference Schedule for May and June 2026
<p>SCOTTSDALE, Ariz., April 29, 2026 (GLOBE NEWSWIRE) -- WillScot Holdings Corporation (“WillScot” or the “Company”) (Nasdaq: WSC), a leader in inno
Apr 29, 2026
earnings_calendar
WSC Q1 2026 Earnings After Market Close — 2026-04-29
Apr 29, 2026
short_interest
FTD: WSC — 45,549 shares ($1.0M) failed to deliver
Settlement: 20260429, Price: $22.88, FTD Value: $1,042,161.12, WILLSCOT HOLDINGS CORPORATION
Apr 27, 2026
short_interest
FTD: WSC — 40,899 shares ($0.9M) failed to deliver
Settlement: 20260427, Price: $22.66, FTD Value: $926,771.34, WILLSCOT HOLDINGS CORPORATION
Apr 27, 2026
dark_pool
Dark Pool: WSC — 3.6M shares, 56,768 trades
Week starting 2026-04-27. Total ATS volume: 3,624,188 shares across 56,768 trades.
Apr 23, 2026
earnings
WillScot to Announce First Quarter 2026 Results on May 7, 2026
<p>SCOTTSDALE, Ariz., April 23, 2026 (GLOBE NEWSWIRE) -- WillScot Holdings Corporation (“WillScot” or the “Company”) (Nasdaq: WSC), a leader in inno
Apr 22, 2026
other
WillScot Recognized as Great Place to Work for Fourth Consecutive Year
<p>SCOTTSDALE, Ariz., April 22, 2026 (GLOBE NEWSWIRE) -- WillScot (Nasdaq: WSC), a leader in innovative temporary, flexible space solutions, today a
Apr 20, 2026
dark_pool
Dark Pool: WSC — 5.8M shares, 79,447 trades
Week starting 2026-04-20. Total ATS volume: 5,785,009 shares across 79,447 trades.
Apr 16, 2026
short_interest
FTD: WSC — 44,095 shares ($0.8M) failed to deliver
Settlement: 20260416, Price: $19.06, FTD Value: $840,450.7, WILLSCOT HOLDINGS CORPORATION
Apr 14, 2026
short_interest
FTD: WSC — 40,385 shares ($0.8M) failed to deliver
Settlement: 20260414, Price: $19.18, FTD Value: $774,584.3, WILLSCOT HOLDINGS CORPORATION
Apr 13, 2026
short_volume
Short Volume: WSC — 59.1% short (0.3M / 0.5M)
Short: 312,610 | Exempt: 491 | TRF Vol: 528,567 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: WSC — 2.1M shares, 37,239 trades
Week starting 2026-04-13. Total ATS volume: 2,111,793 shares across 37,239 trades.