RB Global (NYSE:RBA) Shares Gap Up Following Better-Than-Expected Earnings

RB Global, Inc. (NYSE:RBA) (TSE:RBA)’s stock price gapped up before the market opened on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $104.08, but opened at $113.15. RB Global shares last traded at $108.9160, with a volume of 1,128,667 shares trading hands.

The business services provider reported $1.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.12. RB Global had a net margin of 9.33% and a return on equity of 11.20%. The business had revenue of $1.20 billion for the quarter, compared to analyst estimates of $1.17 billion. During the same quarter in the previous year, the business earned $0.95 earnings per share. The firm’s revenue was up 5.4% compared to the same quarter last year.

RB Global Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Monday, February 9th will be given a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, February 9th. RB Global’s dividend payout ratio (DPR) is 59.33%.

Key RB Global News

Here are the key news stories impacting RB Global this week:

• Positive Sentiment: Company Q4 results: RB Global reported Q4 revenue of $1.20B and EPS of $1.11, beating consensus revenue and EPS estimates; management emphasized y/y revenue growth and improved margins. This beat is the primary, concrete positive catalyst for the stock rally. RB Global Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Market share gains & strategic investment narrative: A recent deep dive highlights RB Global’s market‑share gains and ongoing strategic investments (technology, footprint expansion) that management says support sustainable revenue growth and should help justify premium multiples. That narrative supports investor optimism beyond the quarter. RBA Q4 Deep Dive: Market Share Gains and Strategic Investments Shape Outlook
• Neutral Sentiment: Investor materials: The company’s earnings slide deck and presentation are available and provide detail on segment performance, margin drivers and capital allocation — useful for modeling but not an immediate surprise. Review slides for guidance implications. RB Global, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Headline summaries & metrics: Coverage from MarketBeat/Zacks reiterates the beat and lists key ratios (net margin, ROE) and valuation (high P/E). These summaries reinforce the fundamentals but add no new surprise. RB Global (RBA) Q4 Earnings and Revenues Top Estimates
• Negative Sentiment: Contradictory transcript headlines: Two third‑party transcripts ran headlines saying RB Global missed expectations (reported ~ $0.59 EPS vs $0.99 est.), which created short‑term confusion and could pressure sentiment if investors don’t reconcile numbers. This likely reflects differences between GAAP vs. adjusted/non‑GAAP measures or a transcription/labeling error — investors should compare the company press release and slide deck to the call transcript. RB Global, Inc. (NYSE:RBA) Q4 2025 Earnings Call Transcript RB Global, Inc. (RBA) Q4 2025 Earnings Call Transcript

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Weiss Ratings reissued a “hold (c+)” rating on shares of RB Global in a research note on Thursday, January 22nd. BMO Capital Markets increased their price target on shares of RB Global from $135.00 to $140.00 and gave the stock an “outperform” rating in a research report on Wednesday. Raymond James Financial raised their price target on shares of RB Global from $135.00 to $145.00 and gave the stock an “outperform” rating in a report on Tuesday, January 20th. Bank of America dropped their price objective on shares of RB Global from $120.00 to $114.00 and set a “buy” rating on the stock in a research note on Friday, November 7th. Finally, Wall Street Zen downgraded shares of RB Global from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Six investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, RB Global currently has a consensus rating of “Moderate Buy” and an average price target of $129.29.

Insider Transactions at RB Global

In other RB Global news, CEO James Francis Kessler sold 20,742 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $115.00, for a total transaction of $2,385,330.00. Following the transaction, the chief executive officer directly owned 107,569 shares in the company, valued at $12,370,435. This trade represents a 16.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 4.32% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the stock. Central Pacific Bank Trust Division grew its holdings in RB Global by 41.8% during the fourth quarter. Central Pacific Bank Trust Division now owns 363 shares of the business services provider’s stock valued at $37,000 after purchasing an additional 107 shares during the last quarter. Spire Wealth Management boosted its holdings in shares of RB Global by 1,090.6% during the 3rd quarter. Spire Wealth Management now owns 381 shares of the business services provider’s stock worth $41,000 after buying an additional 349 shares during the period. State of Wyoming bought a new stake in shares of RB Global during the 2nd quarter worth $46,000. Whipplewood Advisors LLC grew its stake in RB Global by 42.9% in the 2nd quarter. Whipplewood Advisors LLC now owns 456 shares of the business services provider’s stock valued at $48,000 after buying an additional 137 shares during the last quarter. Finally, SouthState Corp raised its holdings in RB Global by 75.6% in the 2nd quarter. SouthState Corp now owns 453 shares of the business services provider’s stock worth $48,000 after acquiring an additional 195 shares during the period. 95.37% of the stock is owned by institutional investors.

RB Global Stock Up 3.3%

The stock has a market cap of $19.98 billion, a P/E ratio of 52.69, a P/E/G ratio of 1.95 and a beta of 0.54. The company has a current ratio of 1.23, a quick ratio of 1.15 and a debt-to-equity ratio of 0.46. The firm’s fifty day moving average is $109.31 and its 200 day moving average is $107.77.

RB Global Company Profile

RB Global, Inc, an omnichannel marketplace, provides insights, services, and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide. Its marketplace brands include Ritchie Bros., an auctioneer of commercial assets and vehicles offering online bidding; IAA, a digital marketplace connecting vehicle buyers and sellers; Rouse Services, which provides asset management, data-driven intelligence, and performance benchmarking system; SmartEquip, a technology platform that supports customers' management of the equipment lifecycle; and Veritread, an online marketplace for heavy haul transport solution.