WillScot (NASDAQ:WSC) Lowered to Sell Rating by Wall Street Zen

WillScot (NASDAQ:WSC) was downgraded by stock analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued on Monday.

A number of other equities research analysts have also recently commented on the stock. Weiss Ratings reissued a “sell (d+)” rating on shares of WillScot in a research note on Wednesday, January 21st. Robert W. Baird reiterated a “neutral” rating and issued a $23.00 price target (up from $22.00) on shares of WillScot in a research report on Wednesday, January 21st. Citigroup lifted their price objective on WillScot from $24.00 to $25.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Morgan Stanley reaffirmed an “equal weight” rating and issued a $21.00 target price (down previously from $37.00) on shares of WillScot in a research note on Thursday, November 13th. Finally, Barclays dropped their price target on WillScot from $22.00 to $18.00 and set an “equal weight” rating for the company in a research report on Monday, November 10th. Three equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $26.88.

WillScot Price Performance

Shares of NASDAQ:WSC opened at $22.81 on Monday. The firm has a market capitalization of $4.15 billion, a price-to-earnings ratio of -76.03, a price-to-earnings-growth ratio of 2.19 and a beta of 1.12. The company has a debt-to-equity ratio of 4.15, a current ratio of 0.86 and a quick ratio of 0.78. The business’s 50 day simple moving average is $20.75 and its 200-day simple moving average is $21.34. WillScot has a 12 month low of $14.91 and a 12 month high of $39.10.

WillScot (NASDAQ:WSC) last issued its quarterly earnings data on Thursday, February 19th. The company reported $0.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.33 by ($0.04). The firm had revenue of $565.97 million for the quarter, compared to analyst estimates of $545.34 million. WillScot had a positive return on equity of 20.42% and a negative net margin of 2.32%.The business’s revenue for the quarter was down 6.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.48 earnings per share. As a group, equities analysts forecast that WillScot will post 1.77 earnings per share for the current fiscal year.

Hedge Funds Weigh In On WillScot

Large investors have recently added to or reduced their stakes in the business. Turtle Creek Asset Management Inc. grew its holdings in WillScot by 71.7% in the 3rd quarter. Turtle Creek Asset Management Inc. now owns 8,730,347 shares of the company’s stock valued at $184,298,000 after buying an additional 3,645,350 shares during the period. State Street Corp boosted its position in shares of WillScot by 1.4% in the fourth quarter. State Street Corp now owns 5,774,998 shares of the company’s stock worth $108,743,000 after acquiring an additional 80,713 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its holdings in WillScot by 334.3% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 5,522,450 shares of the company’s stock valued at $103,988,000 after purchasing an additional 4,250,951 shares during the period. Capital International Investors increased its position in WillScot by 10.8% during the fourth quarter. Capital International Investors now owns 5,489,528 shares of the company’s stock worth $103,368,000 after purchasing an additional 536,511 shares during the last quarter. Finally, Coliseum Capital Management LLC raised its stake in WillScot by 70.7% during the fourth quarter. Coliseum Capital Management LLC now owns 5,111,602 shares of the company’s stock worth $96,251,000 after purchasing an additional 2,117,247 shares during the period. 95.81% of the stock is currently owned by hedge funds and other institutional investors.

WillScot News Summary

Here are the key news stories impacting WillScot this week:

• Positive Sentiment: Q4 revenue beat estimates and the company said it exceeded its Q4 outlook for revenue and adjusted EBITDA, with strong adjusted free cash flow — a near‑term fundamental upside. WillScot Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Modular demand improved: modular orders rose ~17% and modular activations increased year‑over‑year, with the pending order book up more than 10% entering 2026 — signals of better revenue durability going forward. WillScot targets cost savings as modular orders rise
• Positive Sentiment: Management announced a $25M–$30M annual cost‑savings program via network optimization, which could meaningfully improve margins over time if realized. WillScot targets cost savings as modular orders rise
• Positive Sentiment: Board declared a quarterly cash dividend of $0.07/share (annualized yield ~1.2%), which supports income‑oriented investors and signals confidence in cash generation. WillScot Declares Quarterly Cash Dividend
• Neutral Sentiment: Company provided a conservative 2026 outlook relative to the run‑rate entering the year; management framed guidance cautiously, which tempers upside but reduces execution risk if conditions weaken. WillScot Reports Fourth-Quarter and Full-Year 2025 Results
• Negative Sentiment: Q4 EPS missed consensus ($0.29 vs. $0.33) and fell sharply year‑over‑year (from $0.48), highlighting margin pressure and dragging near‑term profitability. WillScot misses Q4 earnings estimates
• Negative Sentiment: Revenue was down ~6.1% year‑over‑year despite the quarter beating estimates, and the company carries relatively high leverage (debt/equity ~3.4), which raises risk if demand softens. MarketBeat earnings summary

WillScot Company Profile

WillScot (NASDAQ: WSC) is a leading North American provider of modular space and portable storage solutions. The company designs, manufactures, leases and sells temporary and permanent modular buildings to serve sectors such as education, healthcare, construction, industrial and government. Its modular space offerings range from single‐unit office trailers and classrooms to complex multi‐unit configurations tailored to diverse project requirements.

In addition to modular structures, WillScot offers a broad portfolio of portable storage containers and related services, including site logistics, customization, delivery and installation.