Equities Analysts Issue Forecasts for WillScot Q3 Earnings

WillScot Holdings Corporation (NASDAQ:WSC) – Equities researchers at William Blair dropped their Q3 2025 earnings per share estimates for WillScot in a research note issued on Wednesday, September 24th. William Blair analyst T. Mulrooney now forecasts that the company will post earnings per share of $0.31 for the quarter, down from their previous estimate of $0.33. William Blair currently has a “Market Perform” rating on the stock. The consensus estimate for WillScot’s current full-year earnings is $1.77 per share. William Blair also issued estimates for WillScot’s Q4 2025 earnings at $0.41 EPS, FY2025 earnings at $1.33 EPS, Q1 2026 earnings at $0.28 EPS and FY2026 earnings at $1.53 EPS.

WillScot (NASDAQ:WSC) last issued its quarterly earnings data on Thursday, July 31st. The company reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.36 by ($0.09). The business had revenue of $589.08 million during the quarter, compared to analysts’ expectations of $587.07 million. WillScot had a return on equity of 24.83% and a net margin of 4.66%.The company’s revenue was down 2.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.39 earnings per share. WillScot has set its FY 2025 guidance at EPS.

Other analysts have also recently issued reports about the company. Morgan Stanley cut their price target on WillScot from $39.00 to $37.00 and set an “overweight” rating on the stock in a research note on Monday, August 4th. DA Davidson lowered their price target on WillScot from $45.00 to $40.00 and set a “buy” rating on the stock in a report on Friday, August 1st. Finally, Barclays lowered their price objective on WillScot from $34.00 to $22.00 and set an “equal weight” rating on the stock in a report on Wednesday. Three analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $34.00.

WillScot Trading Down 2.8%

WSC opened at $20.83 on Thursday. WillScot has a 52 week low of $20.80 and a 52 week high of $42.15. The business has a fifty day simple moving average of $25.15 and a 200-day simple moving average of $26.63. The firm has a market cap of $3.79 billion, a P/E ratio of 34.72, a P/E/G ratio of 1.92 and a beta of 1.13. The company has a quick ratio of 0.74, a current ratio of 0.81 and a debt-to-equity ratio of 3.55.

WillScot Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 17th. Investors of record on Wednesday, September 3rd were paid a $0.07 dividend. The ex-dividend date of this dividend was Wednesday, September 3rd. This represents a $0.28 annualized dividend and a dividend yield of 1.3%. WillScot’s payout ratio is currently 46.67%.

Insider Buying and Selling at WillScot

In other news, EVP Hezron T. Lopez sold 22,000 shares of the company’s stock in a transaction dated Tuesday, August 19th. The shares were sold at an average price of $24.63, for a total transaction of $541,860.00. Following the transaction, the executive vice president owned 54,038 shares in the company, valued at approximately $1,330,955.94. This represents a 28.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Bradley Lee Soultz acquired 2,000 shares of the company’s stock in a transaction dated Tuesday, August 5th. The shares were bought at an average price of $24.85 per share, for a total transaction of $49,700.00. Following the acquisition, the chief executive officer directly owned 418,376 shares of the company’s stock, valued at approximately $10,396,643.60. This trade represents a 0.48% increase in their position. The disclosure for this purchase can be found here. Insiders own 3.10% of the company’s stock.

Institutional Investors Weigh In On WillScot

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Baillie Gifford & Co. bought a new position in WillScot in the 1st quarter worth approximately $145,392,000. Norges Bank purchased a new stake in WillScot in the 2nd quarter worth approximately $125,126,000. Vanguard Group Inc. lifted its stake in WillScot by 11.7% in the 1st quarter. Vanguard Group Inc. now owns 18,338,511 shares of the company’s stock worth $509,811,000 after purchasing an additional 1,924,653 shares in the last quarter. HG Vora Capital Management LLC purchased a new stake in WillScot in the 1st quarter worth approximately $38,920,000. Finally, River Road Asset Management LLC lifted its stake in WillScot by 75.6% in the 2nd quarter. River Road Asset Management LLC now owns 2,873,521 shares of the company’s stock worth $84,338,000 after purchasing an additional 1,237,097 shares in the last quarter. Hedge funds and other institutional investors own 95.81% of the company’s stock.

About WillScot

WillScot Holdings Corporation provides workspace and portable storage solutions in the United States, Canada, and Mexico. It operates in two segments, Modular Solutions and Storage Solutions. Its modular solutions include panelized and stackable offices, single-wide modular space units, section modulars and redi-plex, classrooms, ground level offices, blast-resistant modules, clearspan structures, and other modular space; and portable storage solutions, such as portable and cold storage containers, as well as trailers.