$SUNB

Sunbelt Rentals' Lynne Fuller-Andrews stepped down as executive vice president, general counsel, and corporate secretary, effective October 23, 2026, and plans to retire on November 1, 2027. The company is searching for a replacement. Fuller-Andrews will receive a base salary of $637,500 and a $510,000 cash bonus for fiscal 2027, with outstanding equity awards vesting under retirement provisions.

Sunbelt Rentals Holdings, Inc. (SUNB) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 23, 2026, Lynne Fuller-Andrews, Executive Vice President, General Counsel and Corporate Secretary of Sunbelt Re

Sunbelt Rentals Holdings, Inc.'s average stock price target increased from $89.18 to $89.81, with a range of $71 to $115. This implies a 19% upside from the Oct. 14 closing price. The consensus rating remains 'Buy' among 15 analysts.

Horgan Kyle (Executive VP, Specialty) purchased 25 shares of Sunbelt Rentals Holdings, Inc. (SUNB) at $73.30 on 2026-10-01.

Analysts from Wells Fargo and H.C. Wainwright maintained Buy ratings on FedEx (FDX) with a $425 target, Sunbelt Rentals (SUNB) with a $104 target, and Telix Pharmaceuticals (TLX) with a $20 target, citing bullish sentiments.

Sunbelt Rentals Holdings, Inc. (NYSE: SUNB, LSE: SUNB) repurchased 31,000 shares from September 21 to 25, 2026, under its $1.5 billion program. The average daily purchase price ranged from $72.36 to $75.27. The company plans to hold these shares in treasury.

The Rental & Leasing sector is experiencing structural growth, with Sunbelt Rentals CEO citing rising rental rates and a $2T mega-project pipeline. United Rentals (URI) and Sunbelt Rentals (SUNB) show strong revenue growth but face margin compression. WillScot (WSC) is highlighted for potential undervaluation with 32.2% fair value upside, despite high leverage and negative margins. URI is noted for its scale and consistent FCF.

Citizens upgraded J.B. Hunt (JBHT) to Outperform with a $300 target, citing a 18% pullback. Goldman upgraded Sunbelt Rentals (SUNB) to Buy with a $93 target, citing strong Q1 results. Macquarie upgraded Trip.com (TCOM) to Outperform with a $53.20 target, citing Q2 earnings. Citi upgraded Haemonetics (HAE) to Buy with a $123 target, citing a supply agreement. BofA upgraded HawkEye 360 (HAWK) to Buy with a $23 target, citing strong growth. Guggenheim downgraded Lyft (LYFT) to Neutral with a $16 ta

Sunbelt Rentals (SUNB) reported Q1 revenue up 11.2% to $3.115B, with rental revenue up 12.5%. Management raised fiscal 2027 rental-revenue growth guidance to 7-10% and increased planned net rental-equipment capital expenditures to $2.4B-$2.8B. Adjusted EBITDA rose 8.7% to $1.315B, but free cash flow fell to $70M from $468M due to higher equipment spending.

Sunbelt Rentals Holdings (NYSE: SUNB, LSE: SUNB) repurchased 36,000 shares from September 8-11, 2026, under its $1.5 billion program. Daily volumes and prices were disclosed, with averages ranging from $68.68 to $75.64. The shares will be held in treasury.