Insider purchase
Ralliant Corp. reported that its Senior Vice President and Chief Technology Officer, Amir A. Kazmi, acquired 2,545 shares of the companys common stock on February 6, 2026. The shares were purchased at $39.27 apiece, producing a total transaction value of $99,942. Following the trade, Kazmi directly holds 39,699 shares of Ralliant Corp.
Company developments and accounting charge
Ralliant disclosed a substantial non-cash goodwill impairment charge of $1.44 billion associated with EA Elektro-Automatik. The company attributed this impairment to a weaker outlook for the electric vehicle market.
Analyst reactions and guidance
Market analysts have adjusted their price targets and views on Ralliant in the wake of the impairment and updated guidance.
- Truist Securities lowered its price target for Ralliant to $49 while keeping a Buy rating.
- RBC Capital cut its price target to $41 after noting that Ralliant's 2026 guidance was 15% below consensus expectations, a shortfall the firm linked to unexpected post-spin segment-level operating costs.
- Oppenheimer raised its price target to $60, citing Ralliant's solid third-quarter 2025 results and management's positive outlook on long-term growth opportunities.
- Separately, Truist Securities also initiated coverage on Ralliant with a Buy rating and set a $62 price target, pointing to the company's approximately $2 billion in annual sales.
Dividend
Ralliant's Board of Directors approved a quarterly cash dividend of $0.05 per share, with payment scheduled for March 23, 2026.
Context for investors
The insider purchase by Ralliant's CTO increases his direct ownership modestly while the company navigates a major non-cash impairment and mixed analyst commentary. The combination of the impairment, adjusted guidance, and divergent analyst price targets presents a range of perspectives for shareholders to weigh alongside the declared quarterly dividend.