Richard J. Edwards, who serves as Vice President and General Manager at RBC Bearings INC (NASDAQ:RBC), completed a sale of 4,100 shares of the company's common stock on February 17, 2026. The disposal generated proceeds of $2,270,519, with executed sale prices spanning from $553.6527 to $554.0147 per share.
On the same date, Edwards also exercised stock options to acquire 2,600 shares of RBC Bearings common stock. The option exercise prices ranged from $199.1 to $292.85, and the aggregate value of the exercised options was $555,384. After these combined transactions, Edwards' direct ownership in the company stands at 11,084 shares.
These insider transactions come in the wake of RBC Bearings' third-quarter 2025 financial results, which beat consensus forecasts. The company reported adjusted earnings per share of $3.04, ahead of the $2.85 analysts had projected. Revenue for the quarter reached $461.6 million, slightly above the $460.07 million consensus estimate. Management also reported that operating income exceeded consensus estimates by 2 percent and that the company's backlog expanded to $2.1 billion, representing a 31 percent increase quarter-over-quarter.
Analysts responded to the quarter by adjusting valuation targets. Goldman Sachs kept a Neutral rating while raising its price target from $500 to $542. Truist Securities maintained a Buy rating and lifted its price target to $599, citing gross margin expansion and solid volumes in aerospace and defense. KeyBanc also raised its price target to $595 and maintained an Overweight rating, pointing to a healthy Aerospace & Defense outlook.
Combined, the insider activity and the updated analyst views provide multiple datapoints for investors monitoring RBC Bearings. Edwards' sale and concurrent option exercise are discrete securities transactions registered on February 17, 2026, and the company's reported operating and backlog metrics reflect the firm's performance in Q3 2025 as disclosed.
Summary of transactions and results
- Insider sale: 4,100 shares sold for a total of $2,270,519 at prices between $553.6527 and $554.0147 on February 17, 2026.
- Option exercise: 2,600 shares acquired via options at prices from $199.1 to $292.85, totaling $555,384 on the same day.
- Post-transaction direct ownership: 11,084 shares.
- Q3 2025 performance: adjusted EPS $3.04 vs $2.85 forecast, revenue $461.6 million vs $460.07 million forecast, operating income 2 percent above consensus, and backlog of $2.1 billion, up 31 percent quarter-over-quarter.
- Analyst reactions: Goldman Sachs (Neutral) raised PT to $542; Truist Securities (Buy) raised PT to $599; KeyBanc (Overweight) raised PT to $595.