Insider Trading March 6, 2026

ResMed Director Disposes $520K in Shares as Company Posts Modest Beat on EPS

Peter C. Farrell sold 2,000 shares under a 10b5-1 plan; company posts fiscal Q2 EPS beat while revenue met expectations

By Ajmal Hussain RMD
ResMed Director Disposes $520K in Shares as Company Posts Modest Beat on EPS
RMD

ResMed director Peter C. Farrell sold 2,000 shares on March 4, 2026, for $260.22 per share, totaling $520,440. The transaction occurred under a Rule 10b5-1 plan adopted August 12, 2025. ResMed reported fiscal second-quarter 2026 earnings per share of $2.81, ahead of the $2.73 analyst estimate, while revenue of $1.4 billion matched forecasts. Several brokerages nudged price targets higher after the results, even as the stock dipped slightly in aftermarket trading.

Key Points

  • Director Peter C. Farrell sold 2,000 ResMed shares on March 4, 2026, at $260.22 per share, totaling $520,440.
  • ResMed reported fiscal Q2 2026 EPS of $2.81, beating the $2.73 estimate, with revenue of $1.4 billion matching expectations.
  • Brokerages raised price targets after the results while the stock dipped 0.51% in after-market trading; InvestingPro notes share buybacks and 14 consecutive years of dividend increases.

Director Peter C. Farrell of ResMed Inc (NYSE:RMD) sold 2,000 shares of the company’s common stock on March 4, 2026, at a sale price of $260.22 per share, producing gross proceeds of $520,440. The transaction price exceeded the stocks then-current trading price of $255.32.

Following the sale, Farrell is recorded as directly holding 62,773 shares of ResMed. The disposition was carried out under a Rule 10b5-1 plan that the director established on August 12, 2025.

At the time of the trade, ResMed had a market capitalization of $37.19 billion. InvestingPro commentary noted that the company was trading below its InvestingPro Fair Value, indicating the share price may be undervalued relative to that benchmark.

InvestingPro also flagged two governance and capital-allocation items: management has been an active buyer of shares in the open market, and the company has increased its dividend for 14 consecutive years. For investors seeking deeper valuation and performance analysis, InvestingPro offers a Pro Research Report covering ResMed and more than 1,400 additional U.S. equities.


ResMed released its fiscal second-quarter 2026 results showing adjusted earnings per share of $2.81, beating the consensus analyst estimate of $2.73. Revenue for the quarter was $1.4 billion, in line with expectations.

Following the results, RBC Capital Markets raised its price target for ResMed to $314 from $311, citing robust double-digit revenue and earnings growth that slightly outpaced both RBC's and consensus estimates. KeyBanc Capital Markets also increased its target to $302 from $299, pointing to what it described as "largely positive" financial results. Needham kept a Hold rating on the stock, highlighting that organic revenue growth improved to 8% in the second quarter from 7% in the first quarter, breaking a three-quarter trend of decelerating organic growth.

Despite the earnings beat and the upward revisions to price targets, ResMed's shares experienced a modest decline of 0.51% in after-market trading on the news.


This report focuses on the disclosed insider sale and the company's quarterly financials and does not provide investment advice. Readers seeking further, in-depth research on ResMed's valuation and operating performance can consult the Pro Research Report referenced above.

Risks

  • Insider sale may raise short-term investor attention to insider activity in the healthcare equipment and supplies sector; the sale was executed under a pre-arranged Rule 10b5-1 plan, which may limit interpretation of intent.
  • ResMed is trading below its InvestingPro Fair Value, suggesting valuation risk if market re-rating does not occur; this affects equity investors in medical device and healthcare technology stocks.
  • Despite the EPS beat, revenue only matched expectations and the stock clipped lower in after-market trading, reflecting potential market sensitivity to growth trends in the medical device sector.

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