Insider transaction details
Michael Edward Virnig, who serves as President, Specialty Vehicles at Terex Corp (NYSE:TEX), executed a sale of 16,330 shares of common stock on February 12, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares were disposed of at an average price of $67.35 per share, with individual sale prices reported between $67.13 and $67.45. The total value of the transaction was $1,099,825.
Following the sale, Virnig retains direct ownership of 71,994 shares of Terex common stock, a total figure that includes restricted stock units.
Company financials and guidance
In related corporate disclosures, Terex Corporation released its fourth-quarter 2025 financial results. The company reported diluted earnings per share of $1.12, marginally above the $1.11 forecast. Revenue for the quarter totaled $1.3 billion, which fell short of the $1.31 billion consensus estimate.
Management issued fiscal year 2026 adjusted EPS guidance in a range of $4.50 to $5.00. That outlook explicitly incorporates Terex’s recently completed acquisition of REV Group. On a pro-forma basis that includes REV Group, Terex expects total sales to rise by approximately 5%.
Following the quarterly report and guidance, Truist Securities raised its price target on Terex to $82 from $72 and maintained a Buy rating on the stock.
Market interpretation
Observers may note the juxtaposition of an insider sale with corporate results that show a narrow EPS beat, a slight revenue shortfall, and forward-looking guidance that incorporates an acquisition. The company’s guidance and the revised price target from Truist Securities were cited alongside the quarterly results as indicators supporting a constructive view of Terex’s near-term prospects.
Summary
Terex’s Specialty Vehicles president sold 16,330 shares for about $1.10 million on February 12, 2026, leaving him with 71,994 shares including RSUs. Terex reported Q4 2025 EPS of $1.12 versus a $1.11 forecast and revenue of $1.3 billion versus $1.31 billion expected, provided FY26 adjusted EPS guidance of $4.50 to $5.00 including REV Group, and noted pro-forma sales growth of roughly 5%. Truist raised its price target to $82 and kept a Buy rating.
Key points
- Company insider Michael Edward Virnig sold 16,330 shares on February 12, 2026, for a total of $1,099,825.
- Terex reported Q4 2025 EPS of $1.12 (vs. $1.11 forecast) and revenue of $1.3 billion (vs. $1.31 billion expected), and issued FY26 adjusted EPS guidance of $4.50 to $5.00 that includes REV Group.
- Truist Securities increased its price target to $82 from $72 and maintained a Buy rating following the quarter and guidance.
Risks and uncertainties
- Revenue for Q4 2025 missed expectations, which may signal near-term demand variability in industrial equipment markets.
- The impact of the REV Group acquisition on future results is incorporated into guidance but carries integration and execution risks.
- Insider sales, such as the transaction by Virnig, can be interpreted in multiple ways and may introduce short-term sentiment volatility for the stock.