Insider transaction details
Ralliant Corp (RAL) director Brian Worrell acquired 2,500 shares of the company's common stock on February 6, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The purchase was executed at a weighted average price of $39.93, producing a total transaction value of $99,825. The executed prices for the transaction ranged between $39.58 and $40.05. After the trade, Worrell directly owns 5,904 shares of Ralliant Corp.
Stock performance context
InvestingPro data cited in the filing context shows the stock has fallen 26.1% over the past week and was trading at $39.52, close to its 52-week low of $37.27. The platform also indicates the shares are in oversold territory, with analyst price targets implying up to 24% potential upside from current levels.
Upcoming catalyst and company scale
Ralliant, which carries a market capitalization of $4.46 billion, is scheduled to release its next earnings report on March 9, 2026. That report is flagged in the filing as a possible near-term catalyst for the stock.
Profitability and earnings outlook
While the company has not been profitable over the last twelve months, analysts anticipate Ralliant will return to profitability in the current year, with an FY2026 earnings-per-share forecast of $2.69.
Recent material charges and analyst responses
In recent company disclosures, Ralliant recorded a $1.44 billion non-cash goodwill impairment charge related to EA Elektro-Automatik, which the company linked to a weaker outlook for the electric vehicle market. That impairment followed the companys fourth-quarter results and was referenced alongside several analyst reactions.
Truist Securities reduced its price target for Ralliant to $49 while retaining a Buy rating. RBC Capital cut its price target to $41 after Ralliants 2026 guidance missed consensus by 15%, attributing the shortfall to unexpected post-spin segment-level operating costs. In contrast, Oppenheimer raised its price target to $60, pointing to the company's solid third-quarter 2025 performance and management's positive long-term view. Separately, Truist initiated coverage on Ralliant with a Buy rating and an initial price target of $62.
Dividend
Ralliant announced a quarterly cash dividend of $0.05 per share, payable on March 23, 2026, to stockholders of record as of March 9, 2026.
Summary of key developments
- Director Brian Worrell purchased 2,500 Ralliant shares on February 6, 2026 at a weighted average price of $39.93 for $99,825 total.
- The stock has declined 26.1% over the past week and trades near its 52-week low; InvestingPro flags oversold conditions and analyst targets indicating up to 24% upside.
- Ralliant reported a $1.44 billion non-cash goodwill impairment tied to EA Elektro-Automatik and faces mixed analyst target revisions ahead of earnings on March 9, 2026.
Risks and uncertainties
- Share price volatility - The stocks recent 26.1% weekly decline and proximity to its 52-week low suggest heightened near-term volatility.
- Impairment and market outlook - The $1.44 billion goodwill impairment related to EA Elektro-Automatik reflects sensitivity to the electric vehicle market outlook.
- Guidance and operating costs - A 15% shortfall versus 2026 consensus, attributed to unexpected post-spin segment-level operating costs, introduces execution risk for near-term guidance.
This report compiles information disclosed in the company's SEC Form 4 filing and recent company and analyst statements. No additional projections or outside data have been introduced beyond those reported in the disclosures described above.