Insider Trading January 22, 2026

Rb Global CEO James Francis Kessler Completes $2.38 Million Share Sale Amid Positive Earnings Report

Executive Stock Transactions Coincide with Strong Quarterly Performance and Upgraded Market Outlook

By Priya Menon RBA
Rb Global CEO James Francis Kessler Completes $2.38 Million Share Sale Amid Positive Earnings Report
RBA

James Francis Kessler, CEO of Rb Global, executed a sale of 20,742 shares valuing over $2.3 million while also exercising stock options, against the backdrop of the company's better-than-expected third quarter and a favorable rating upgrade from National Bank Financial. The company has further announced a quarterly dividend, reflecting confidence in its financial health and strategic expansions.

Key Points

  • Rb Global CEO James Francis Kessler sold 20,742 shares at $115 per share and exercised options for the same number of shares at $80 each, demonstrating substantial insider stock transactions.
  • The company reported strong third-quarter 2025 financial results, with earnings per share and revenue surpassing analyst estimates, signaling operational strength.
  • National Bank Financial upgraded Rb Global's stock rating to 'Outperform' and raised the price target to $124, crediting contract wins in Australia and the UK as factors supporting market share expansion.

On January 21, 2026, James Francis Kessler, Chief Executive Officer of Rb Global (RBA), sold 20,742 shares of the company's common stock at a price of $115.00 per share. This transaction amounted to a total value of $2,385,330. In parallel to this sale, Kessler exercised options allowing him to purchase an equal number of shares, specifically 20,742, at the pre-determined exercise price of $80.00 per share, representing an overall acquisition price of $1,659,360.

Following these transactions, Kessler's direct ownership in Rb Global stock stands at 107,569 shares. Additionally, he holds 1,854 shares indirectly through participation in the company's Employee Stock Purchase Plan, underscoring his ongoing investment commitment to the corporation.

Concurrent with this insider activity, Rb Global recently announced its financial results for the third quarter of 2025, revealing earnings per share (EPS) of $0.93, surpassing analyst projections which anticipated an EPS of $0.81. The company's revenue also exceeded expectations, recording $1.1 billion compared to the forecasted $1.06 billion.

Adding to the favorable perspective on Rb Global, National Bank Financial has elevated the stock’s rating from Sector Perform to Outperform. The investment firm attributed the upgrade to the company’s solid market share gains, bolstered by notable contract wins with Suncorp in Australia and Direct Line in the United Kingdom. Alongside this rating upgrade, the price target was increased from $111.00 to $124.00.

Further reflecting corporate confidence, the Board of Directors declared a quarterly cash dividend of $0.31 per common share, payable on March 2, 2026. This dividend qualifies for Canadian income tax purposes, adding to the attractiveness for shareholders.

These recent developments mark a series of positive advancements that suggest robust operational performance and shareholder returns at Rb Global, aligning insider confidence with market appraisal.

Risks

  • Insider selling, despite financial outperformance, may raise questions among investors about timing and confidence, potentially impacting market perception.
  • Although Rb Global's revenue and earnings exceeded forecasts, future sustainability of contract wins and market share gains remains uncertain, especially in competitive global markets.
  • Dividend declarations, while positive, introduce expectations for continued cash flow strength; any deviation from this could affect investor sentiment and share price.

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