Davis R M Inc. Sells 2,014 Shares of RBC Bearings Incorporated $RBC

Posted by Geri Gentry on Jul 23rd, 2026

Davis R M Inc. decreased its holdings in shares of RBC Bearings Incorporated (NYSE:RBC – Free Report) by 5.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,969 shares of the industrial products company’s stock after selling 2,014 shares during the period. Davis R M Inc.’s holdings in RBC Bearings were worth $20,079,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in RBC. Advisors Asset Management Inc. acquired a new position in shares of RBC Bearings during the first quarter valued at about $26,000. AQR Capital Management LLC raised its holdings in shares of RBC Bearings by 27.8% in the 1st quarter. AQR Capital Management LLC now owns 1,297 shares of the industrial products company’s stock worth $417,000 after acquiring an additional 282 shares during the last quarter. Integrated Wealth Concepts LLC raised its holdings in shares of RBC Bearings by 32.7% in the 1st quarter. Integrated Wealth Concepts LLC now owns 1,229 shares of the industrial products company’s stock worth $395,000 after acquiring an additional 303 shares during the last quarter. Jones Financial Companies Lllp lifted its position in RBC Bearings by 64.1% in the 1st quarter. Jones Financial Companies Lllp now owns 1,111 shares of the industrial products company’s stock valued at $357,000 after acquiring an additional 434 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its position in RBC Bearings by 2.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 211,744 shares of the industrial products company’s stock valued at $68,133,000 after acquiring an additional 4,253 shares in the last quarter.

Insider Activity

In other news, Director Dolores J. Ennico sold 600 shares of the firm’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $636.11, for a total transaction of $381,666.00. Following the completion of the sale, the director owned 7,254 shares in the company, valued at $4,614,341.94. This trade represents a 7.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP John J. Feeney sold 225 shares of RBC Bearings stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $657.94, for a total transaction of $148,036.50. Following the completion of the sale, the vice president directly owned 2,378 shares in the company, valued at $1,564,581.32. This trade represents a 8.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,425 shares of company stock valued at $885,400 in the last three months. Company insiders own 1.90% of the company’s stock.

RBC Bearings Price Performance

Shares of NYSE:RBC opened at $590.39 on Thursday. The company has a market capitalization of $18.68 billion, a P/E ratio of 64.95, a price-to-earnings-growth ratio of 3.34 and a beta of 1.40. The company’s 50-day moving average is $597.15 and its 200 day moving average is $566.13. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.78 and a current ratio of 2.18. RBC Bearings Incorporated has a fifty-two week low of $364.50 and a fifty-two week high of $667.69.

RBC Bearings (NYSE:RBC – Get Free Report) last posted its quarterly earnings data on Friday, May 15th. The industrial products company reported $3.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $0.31. The business had revenue of $518.00 million during the quarter, compared to the consensus estimate of $505.90 million. RBC Bearings had a net margin of 15.37% and a return on equity of 11.35%. The firm’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the company posted $2.83 earnings per share. On average, equities research analysts forecast that RBC Bearings Incorporated will post 13.66 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have commented on the company. Morgan Stanley boosted their price objective on RBC Bearings from $600.00 to $640.00 and gave the stock an “overweight” rating in a report on Tuesday, May 19th. Truist Financial restated a “buy” rating and issued a $615.00 target price (up from $599.00) on shares of RBC Bearings in a report on Tuesday, May 19th. Weiss Ratings raised RBC Bearings from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, July 15th. Zacks Research cut RBC Bearings from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, June 3rd. Finally, Wall Street Zen downgraded RBC Bearings from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. Six research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $584.00.

Check Out Our Latest Research Report on RBC

About RBC Bearings

(Free Report)

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.