Sapient Capital LLC Reduces Stock Position in Custom Truck One Source, Inc. $CTOS

Posted by Francis Steltz on Sep 5th, 2026

Sapient Capital LLC trimmed its holdings in Custom Truck One Source, Inc. (NYSE:CTOS – Free Report) by 75.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 31,940 shares of the company’s stock after selling 95,820 shares during the period. Sapient Capital LLC’s holdings in Custom Truck One Source were worth $377,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in CTOS. M&T Bank Corp grew its position in shares of Custom Truck One Source by 7.6% during the second quarter. M&T Bank Corp now owns 26,222 shares of the company’s stock worth $130,000 after buying an additional 1,848 shares in the last quarter. R Squared Ltd raised its position in shares of Custom Truck One Source by 14.2% during the 1st quarter. R Squared Ltd now owns 18,894 shares of the company’s stock valued at $124,000 after acquiring an additional 2,349 shares in the last quarter. The Manufacturers Life Insurance Company raised its holdings in shares of Custom Truck One Source by 6.8% during the second quarter. The Manufacturers Life Insurance Company now owns 37,448 shares of the company’s stock worth $185,000 after purchasing an additional 2,371 shares during the period. Legal & General Group Plc lifted its holdings in Custom Truck One Source by 4.6% in the third quarter. Legal & General Group Plc now owns 60,973 shares of the company’s stock worth $391,000 after acquiring an additional 2,692 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its position in Custom Truck One Source by 9.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 31,855 shares of the company’s stock valued at $157,000 after purchasing an additional 2,773 shares during the period. 90.07% of the stock is currently owned by hedge funds and other institutional investors.

Custom Truck One Source Stock Performance

Shares of CTOS opened at $9.18 on Friday. The company has a 50-day moving average of $10.22 and a two-hundred day moving average of $9.04. The stock has a market cap of $2.09 billion, a price-to-earnings ratio of 102.00 and a beta of 1.35. The company has a debt-to-equity ratio of 2.03, a current ratio of 1.34 and a quick ratio of 0.29. Custom Truck One Source, Inc. has a one year low of $5.18 and a one year high of $12.23.

Custom Truck One Source (NYSE:CTOS – Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The company reported $0.05 EPS for the quarter, beating the consensus estimate of $0.01 by $0.04. Custom Truck One Source had a net margin of 1.05% and a return on equity of 2.66%. The business had revenue of $563.45 million during the quarter, compared to the consensus estimate of $509.76 million. During the same quarter in the prior year, the firm earned ($0.13) EPS. The firm’s quarterly revenue was up 10.2% on a year-over-year basis. On average, equities research analysts expect that Custom Truck One Source, Inc. will post 0.13 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Zacks Research raised shares of Custom Truck One Source from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 5th. Cantor Fitzgerald upped their price target on shares of Custom Truck One Source from $13.00 to $14.00 and gave the company an “overweight” rating in a report on Monday, August 17th. Robert W. Baird lifted their price target on shares of Custom Truck One Source from $10.00 to $12.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 4th. Oppenheimer upped their price target on Custom Truck One Source from $11.00 to $13.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Custom Truck One Source in a research report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Custom Truck One Source currently has an average rating of “Moderate Buy” and a consensus price target of $11.36.

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About Custom Truck One Source

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Custom Truck One Source, Inc (NYSE: CTOS) is a North American provider of specialty rental equipment, parts and services. The company’s fleet encompasses a wide range of assets, including cranes, aerial work platforms, trench safety and shoring equipment, fluid management solutions, generators and other industrial machinery. Customers rely on Custom Truck One Source to support projects in construction, energy, telecommunications, industrial manufacturing, municipalities and large-scale events.

Headquartered in Plano, Texas, Custom Truck One Source has expanded through a combination of organic growth and strategic acquisitions to establish a network of more than 140 branch locations across the United States and Canada.