Regal Rexnord Corp director Curtis W. Stoelting completed a set of automatic stock dispositions on February 4 and 5, 2026, selling a combined 9,000 shares of the company's common stock for a total of $1.71 million, according to a Form 4 filed with the Securities and Exchange Commission.
The transactions occurred under a Rule 10b5-1 trading plan that Stoelting established on February 18, 2025. The filing shows the sales were split into two equal tranches. On February 4, Stoelting sold 4,500 shares at $180 per share. The following day, February 5, an additional 4,500 shares were sold at $200 per share.
After these automated disposals, the filing reports Stoelting's direct ownership of Regal Rexnord stands at 11,116.936 shares. The document also lists an indirect holding of 15,993 shares held through the Stoelting Family Trust dated February 15, 2023.
Those insider transactions come as Regal Rexnord reported fourth-quarter 2025 results that exceeded analysts' expectations on both the top and bottom lines. The company posted adjusted earnings per share of $3.04, compared with the forecasted $2.85. Revenue for the quarter was $461.6 million, narrowly topping the anticipated $460.07 million.
Following the quarterly report, KeyBanc increased its price target on Regal Rexnord to $200 from $175 and retained an Overweight rating on the stock. The change in guidance follows earlier company results that showed a slightly lower adjusted earnings per share figure of $2.51 in a prior period, which nonetheless beat KeyBanc's $2.50 estimate and the consensus $2.47.
The company attributed the most recent earnings beat primarily to a lower tax rate, which helped offset operational headwinds. The filing cited operational challenges within the Industrial Powertrain Solutions and Automation & Motion Control segments as areas of strain that the tax benefit helped partially mitigate.
The Form 4 filing makes clear that the sales were executed automatically through the pre-arranged 10b5-1 plan, and does not indicate any discretionary trades outside that arrangement. It also documents the precise per-share prices and dates for each tranche of the sale.
Collectively, the disclosed transactions and the quarter's financial results provide a contemporaneous view of insider activity and the company's recent financial performance, as reflected in regulatory filings and published earnings figures.