Ralliant Corp reported an insider purchase on a Form 4 filed with the Securities and Exchange Commission indicating that director Sacks Anelise Angelino acquired 2,000 shares of the companys common stock on February 9, 2026. The shares were bought at $41.25 apiece, bringing the total consideration for the transaction to $82,500. The purchase price is marginally above the most recently quoted trading price of $41.18.
Following the February 9 transaction, Sacks Anelise Angelino directly holds 5,403 shares of Ralliant. The insider purchase occurred against the backdrop of a significant short-term decline in the companys share price - a 24.76% drop over the past week preceding the filing.
Ralliant reported a per-share loss of $10.84 over the last 12 months. Looking ahead, analysts tracked by InvestingPro project that the company will return to profitability in 2026 with an expected earnings per share figure of $2.69. At the same time, InvestingPros Fair Value model currently indicates the stock may be trading above its fair value. InvestingPro also notes a technical signal in the form of the relative strength index - suggesting the share price is in oversold territory, an insight highlighted in the platform's analysis for subscribers.
Separately, Ralliant disclosed material developments that bear on its financial outlook. The company recorded a non-cash goodwill impairment charge of $1.44 billion related to EA Elektro-Automatik. Management attributed the impairment to a softer outlook for the electric vehicle market, which is an important end market for EA’s high-power supplies and battery test systems.
Ralliant also reduced its 2026 guidance, cutting estimates to a level approximately 15% below consensus. The company said the reduction was driven in part by unexpected operating costs that emerged following a corporate spin-off.
In the wake of these disclosures, several financial institutions adjusted their price targets for Ralliant while maintaining their coverage ratings. TD Cowen lowered its target to $55, citing communication issues. Truist Securities reduced its target to $49. RBC Capital moved its target to $41. By contrast, Oppenheimer raised its price target to $60, citing growth opportunities and a solid third-quarter performance.
On the shareholder returns front, Ralliant’s board approved a quarterly cash dividend of $0.05 per share, payable in March 2026. Collectively, the insider purchase, the impairment charge, the downward revision to guidance, and the mix of analyst target changes present a range of signals for investors assessing the company’s near-term prospects.
Summary
A company director bought 2,000 Ralliant shares for $82,500 on February 9, 2026, as the stock traded lower over the prior week. Ralliant has recorded a $1.44 billion goodwill impairment tied to EA Elektro-Automatik and lowered 2026 guidance, prompting several analyst price-target adjustments. The board also approved a $0.05 per-share quarterly dividend payable in March 2026.