Insider Trading February 18, 2026

Terex Executive Sells $829,495 in Stock as Company Posts Mixed Q4 Results

Materials processing president disposes nearly 12,000 shares; Terex posts slight EPS beat but misses revenue, issues FY26 guidance that incorporates REV Group acquisition

By Avery Klein TEX
Terex Executive Sells $829,495 in Stock as Company Posts Mixed Q4 Results
TEX

Kieran Hegarty, President of Materials Processing at Terex Corporation, sold 11,980 shares on February 17, 2026, netting $829,495. The transaction, disclosed in a Form 4 filing, left Hegarty with 173,495 Terex shares. Separately, Terex reported fourth-quarter 2025 results showing a marginal EPS beat and a small revenue shortfall, and provided fiscal year 2026 adjusted EPS guidance that reflects the impact of the REV Group acquisition. Truist Securities subsequently raised its price target while keeping a Buy rating.

Key Points

  • Kieran Hegarty sold 11,980 Terex shares on February 17, 2026, for $829,495 at an average price of $69.24; remaining direct holdings are 173,495 shares, including dividend shares and restricted stock units.
  • Terex’s fourth-quarter 2025 results showed EPS of $1.12 (above the $1.11 forecast) and revenue of $1.3 billion (slightly below the $1.31 billion expectation).
  • The company issued fiscal 2026 adjusted EPS guidance of $4.50 to $5.00 that includes the impact of the REV Group acquisition, and expects pro-forma total sales to rise about 5%; Truist raised its price target to $82 and kept a Buy rating.

Kieran Hegarty, who serves as President, Materials Processing at Terex Corporation, sold 11,980 shares of the company’s common stock on February 17, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares were disposed of at an average price of $69.24, with sale prices recorded in a range from $69.13 to $69.36. The aggregate value of the transaction was $829,495.

Following the sale, Hegarty directly holds 173,495 shares of Terex, a total that the filing notes includes shares received as a dividend as well as previously reported restricted stock units.

In corporate results released around the same period, Terex reported fourth-quarter 2025 financials that combined a modest upside on earnings per share with a slight revenue shortfall. The company posted an EPS of $1.12, narrowly above the $1.11 forecast, while revenue came in at $1.3 billion compared with an expected $1.31 billion.

Terex provided adjusted EPS guidance for fiscal 2026 in a range of $4.50 to $5.00, and noted that this outlook incorporates the impact of its recent 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 release and the company’s fiscal 2026 guidance, Truist Securities raised its price target for Terex to $82.00 from $72.00 and maintained a Buy rating.

Taken together, the insider sale, the quarterly results, forward guidance that factors in the REV Group acquisition, and the analyst adjustment to the price target form the set of publicly disclosed developments currently shaping the market view of Terex.


Contextual notes

  • The Form 4 filing documents Hegarty’s sale and the remaining direct holdings, including dividend shares and restricted stock units.
  • Fourth-quarter 2025 results contained a slight EPS beat and a marginal revenue miss versus consensus expectations.
  • Fiscal 2026 adjusted EPS guidance of $4.50 to $5.00 explicitly incorporates the REV Group acquisition; pro-forma sales are expected to increase by about 5% when REV Group is included.
  • Truist Securities raised its target price following the report and guidance, while retaining a Buy rating.

Disclosure

No additional disclosures are included in this article.

Risks

  • Terex missed revenue expectations for the fourth quarter of 2025, which may signal near-term top-line pressure in the industrial equipment and materials processing sectors.
  • An insider sale was disclosed - while the filing records the transaction and remaining holdings, insider transactions can introduce uncertainty about insider intentions or liquidity needs.
  • Fiscal 2026 guidance explicitly incorporates the REV Group acquisition, introducing integration and pro-forma projection uncertainty for the equipment manufacturing and specialty vehicle markets.

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