958 Shares in RBC Bearings Incorporated $RBC Purchased by Flagship Harbor Advisors LLC

Flagship Harbor Advisors LLC acquired a new position in RBC Bearings Incorporated (NYSE:RBC) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 958 shares of the industrial products company’s stock, valued at approximately $374,000.

Several other large investors also recently modified their holdings of the stock. Artisan Partners Limited Partnership acquired a new stake in RBC Bearings during the 2nd quarter valued at $157,190,000. Norges Bank acquired a new stake in shares of RBC Bearings during the second quarter worth $137,078,000. Frontier Capital Management Co. LLC bought a new stake in RBC Bearings in the second quarter valued at about $39,818,000. Greenhouse Funds LLLP lifted its stake in RBC Bearings by 28.0% in the second quarter. Greenhouse Funds LLLP now owns 227,434 shares of the industrial products company’s stock valued at $87,517,000 after buying an additional 49,773 shares during the period. Finally, Jennison Associates LLC boosted its holdings in RBC Bearings by 101.1% during the second quarter. Jennison Associates LLC now owns 96,742 shares of the industrial products company’s stock worth $37,226,000 after buying an additional 48,628 shares during the last quarter.

Trending Headlines about RBC Bearings

Here are the key news stories impacting RBC Bearings this week:

• Positive Sentiment: Q3 beat on EPS and revenue — RBC reported $3.04 EPS (above consensus ~ $2.83–$2.85) and revenue of $461.6M, up 17% year-over-year; management cited surging aerospace demand and backlog growth to about $2.1B, supporting medium-term revenue visibility. RBC Bearings Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y
• Positive Sentiment: Analyst and hedge-fund interest is rising — hedge-fund coverage ranks RBC favorably in its sector and Truist raised its price target to $542 while keeping a buy rating, reinforcing bullish sentiment from institutional investors. Here is Why Hedge Funds Strongly Favor RBC Bearings (RBC)
• Neutral Sentiment: Conference call / transcript available for detail — the earnings call transcript provides management commentary on demand drivers, margins, and capacity plans; useful for investors wanting color on timing of aerospace ramps and margin outlook. RBC Bearings Incorporated (RBC) Q3 2026 Earnings Call Transcript
• Negative Sentiment: Q4 revenue guide slightly below consensus — management projected Q4 revenue of $495M–$505M versus a consensus near $508M, implying a modest near-term revenue slowdown despite a large A&D backlog; investors should watch margins and the conversion of backlog into revenue. RBC Bearings projects $495M–$505M Q4 revenue as A&D backlog surpasses $2B amid accelerating demand

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on RBC shares. KeyCorp increased their price target on shares of RBC Bearings from $535.00 to $595.00 and gave the company an “overweight” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft set a $527.00 target price on shares of RBC Bearings and gave the stock a “buy” rating in a report on Wednesday, December 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of RBC Bearings in a report on Monday, December 22nd. Bank of America upgraded shares of RBC Bearings from a “neutral” rating to a “buy” rating and upped their price objective for the company from $390.00 to $500.00 in a research report on Thursday, November 6th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $600.00 target price on shares of RBC Bearings in a report on Friday. Six equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $539.50.

RBC Bearings Price Performance

Shares of NYSE RBC opened at $545.01 on Monday. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.86 and a quick ratio of 0.67. The business has a 50-day moving average of $474.96 and a 200-day moving average of $426.26. The stock has a market capitalization of $17.23 billion, a price-to-earnings ratio of 64.12, a PEG ratio of 3.63 and a beta of 1.52. RBC Bearings Incorporated has a fifty-two week low of $297.28 and a fifty-two week high of $554.59.

RBC Bearings (NYSE:RBC) last released its earnings results on Thursday, February 5th. The industrial products company reported $3.04 earnings per share for the quarter, beating the consensus estimate of $2.83 by $0.21. RBC Bearings had a net margin of 15.00% and a return on equity of 10.86%. The business had revenue of $461.60 million during the quarter, compared to analysts’ expectations of $460.69 million. During the same period last year, the business earned $2.34 earnings per share. The firm’s revenue was up 17.0% on a year-over-year basis. As a group, sell-side analysts predict that RBC Bearings Incorporated will post 9.16 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Steven H. Kaplan sold 700 shares of the stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $443.00, for a total transaction of $310,100.00. Following the transaction, the director owned 1,999 shares in the company, valued at approximately $885,557. This trade represents a 25.94% 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. 1.90% of the stock is currently owned by corporate insiders.

RBC Bearings Company Profile

RBC Bearings Incorporated is a global designer, manufacturer and marketer of highly engineered precision bearings and components for extreme applications. The company’s product portfolio includes cylindrical roller bearings, spherical plain bearings, ball bearings, track rollers, and engineered components such as metal-to-metal and polymer bearings. These products are tailored to meet the demanding requirements of aerospace, defense and industrial customers where reliability under severe conditions is critical.

The company’s bearings and components find application in aircraft engines, auxiliary power units, landing gear systems, space and missile programs, industrial gas turbines, oil and gas drilling equipment, and heavy machinery.