Ralliant Corp reported an insider purchase on February 6, 2026, with director Kevin E. Bryant acquiring 1,250 shares of common stock in a transaction valued at $49,962. The shares were obtained at a weighted average price of $39.97, with individual trade prices spanning $39.88 to $40.02.
The purchase comes while the stock has recently experienced a steep decline of 26% over the past week, with shares trading at $39.52 at the time of these reports - a level slightly below Bryant's weighted purchase price and proximate to the company's 52-week low of $37.27. InvestingPro data lists Ralliant's market capitalization at $4.46 billion.
After completing the purchase, Bryant's direct ownership in Ralliant stands at 4,653 shares. On a trailing-12-month basis the company is not profitable, reporting an EPS of -$10.84. Analysts polled expect Ralliant to return to profitability this year, with a consensus forecast EPS of $2.69. The company also posts a free cash flow yield of 8%, and analyst price targets for the stock range from $41 to $65.
Investors looking for the next company update have Ralliant's upcoming earnings report on the calendar for March 9. Additional equity research coverage of the company is available through services that track coverage on U.S. equities, including specific reports on Ralliant.
Beyond the insider purchase, Ralliant disclosed a significant non-cash accounting charge tied to EA Elektro-Automatik. The company recorded a $1.44 billion goodwill impairment related to EA, citing a weaker outlook for the electric vehicle industry that has affected EA's high-power supplies and battery test systems.
Following the release of the company's fourth-quarter results and related guidance, several sell-side firms adjusted their views. Truist Securities lowered its price target to $49 while maintaining a Buy rating. RBC Capital cut its price target to $41 after Ralliant's 2026 guidance came in 15% below consensus, attributing the shortfall to unexpected post-spin segment-level operating costs. In contrast, Oppenheimer raised its price target to $60, pointing to Ralliant's solid third-quarter 2025 performance and management's positive outlook on long-term growth opportunities.
In related corporate actions, Ralliant announced a quarterly cash dividend of $0.05 per share, payable on March 23, 2026, to shareholders of record as of March 9, 2026. The dividend was presented as part of the company's ongoing efforts to return value to shareholders. Separately, Truist Securities also initiated coverage on Ralliant with a Buy rating and an initial price target of $62.
The combination of insider buying, a large goodwill impairment tied to EV market expectations, and diverging analyst price targets frames a complex near-term picture for investors. Bryant's purchase occurred at a price close to current trading levels, and the company faces the dual challenge of converting anticipated profitability while absorbing the accounting impact related to EA Elektro-Automatik.
For stakeholders tracking insider behavior, corporate accounting events, analyst revisions, and upcoming earnings, Ralliant's developments over the next reporting cycle will be closely watched.