Insider Trading March 16, 2026

Alta Equipment Director Buys $27,250 in Stock Over Four March Trades

Sidhartha Nair adds 4,000 shares as Alta posts Q4 2025 beat and draws mixed analyst reactions

By Marcus Reed ALTG
Alta Equipment Director Buys $27,250 in Stock Over Four March Trades
ALTG

Alta Equipment Group Inc. director Sidhartha Nair purchased 4,000 shares across four trades in March 2026, spending $27,250 in total. The insider buying comes alongside the company reporting a fourth-quarter 2025 earnings beat and receiving an analyst upgrade, while another firm left its rating unchanged and cited weather-related EBITDA pressure in Q1 2026.

Key Points

  • Director Sidhartha Nair purchased 4,000 shares across four trades in March 2026, totaling $27,250.
  • Alta Equipment beat fourth-quarter 2025 expectations with EPS of -$0.27 versus -$0.32 forecast and reported $509 million in revenue, a 3.99% surprise.
  • Analyst reactions were mixed: Raymond James upgraded to Outperform and raised its target to $9.50; D.A. Davidson maintained a Neutral rating with a $7.00 target, citing weather-related EBITDA impacts in Q1 2026.

Director Sidhartha Nair of Alta Equipment Group Inc (NYSE: ALTG) acquired a total of 4,000 shares of the company’s common stock in a series of transactions disclosed on a Form 4 filed with the Securities and Exchange Commission.

The purchases were recorded as acquisitions and amounted to $27,250 in aggregate. They occurred on four separate trading days in March 2026 - March 3, March 5, March 9, and March 11 - with Nair buying 1,000 shares on each date. The per-share prices paid in the transactions ranged from $6.37 to $7.13.

These purchases took place amid recent price movement for Alta Equipment shares: the stock fell nearly 10% over the prior week, even as it remained roughly 30% higher year-to-date.

After completing these trades, Nair directly holds 37,806 shares of Alta Equipment Group Inc.


Company performance and analyst notes

Alta Equipment reported fourth-quarter 2025 results that exceeded expectations on both the earnings and revenue lines. Adjusted earnings per share for the quarter came in at -$0.27 versus a consensus forecast of -$0.32. Revenue for the period was $509 million, ahead of the anticipated $489.56 million, a 3.99% surprise relative to estimates.

Following those results and the company’s forward guidance, Raymond James upgraded its rating on Alta Equipment to Outperform from Market Perform and raised its price target to $9.50 from $6.75, citing the company’s strong 2026 guidance as a primary factor. In contrast, D.A. Davidson left its rating at Neutral with a $7.00 price target, noting a slight reduction in its adjusted EBITDA outlook for 2026 that the firm attributed to weather impacts on the construction equipment segment in the first quarter.

Valuation and financial health

According to InvestingPro analysis referenced in the filing materials, the stock is described as appearing undervalued at current levels. The same analysis assigns Alta Equipment a Financial Health rating of "WEAK." The company is included among more than 1,400 U.S. equities covered by the referenced Pro Research Reports.

Taken together, the insider purchases, quarterly results, and divergent analyst assessments give investors multiple data points to consider when evaluating Alta Equipment’s near-term prospects.

Risks

  • The company’s Financial Health is rated "WEAK," which could affect credit and liquidity considerations for Alta Equipment - impacts capital markets and equipment finance sectors.
  • D.A. Davidson noted a slight reduction in adjusted EBITDA outlook for 2026 due to weather impacts on the construction equipment segment in the first quarter - affects construction equipment demand and related supply chains.
  • Recent share price volatility, including a nearly 10% decline over the prior week despite a 30% year-to-date gain, highlights market sensitivity to short-term developments - impacts investors and equity market sentiment for industrials.

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