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Sunbelt Rentals Holdings Inc (SUNB)
USD74.46
+0.64 (+0.86%)
US NYSE Financial Services Financial - Credit Services
Address
1799 Innovation Pt 29715
Fort Mill, SC, US
Fort Mill, SC, US
CEO
Brendan Christopher Horgan
Website
sunbeltrentals.com
IPO
2026-03-02
CIK 2083785 ISIN US8669661048
Also trades on
London Stock Exchange · AHT.L (GBp)
London Stock Exchange · SUNB.L (GBp)
New York Stock Exchange · SUNB (USD)
Other OTC · ASHGY (USD)
Other OTC · ASHTF (USD)
Other OTC · ASHTY (USD)
Description
Sunbelt Rentals Holdings Inc. operates as a prominent equipment leasing firm, furnishing an extensive array of tools, various machinery, and customized engineering solutions. Its clientele spans diverse sectors including construction, industrial applications, and other specialized industries. The company's operations are divided into three core business units: its general tool services across North America, its specialty services also within North America, and its division in the United Kingdom. Established on February 12, 2025, Sunbelt Rentals Holdings Inc. has its corporate base located in Fort Mill, South Carolina.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD74.46
+0.64 (+0.86%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
1.65
Float Shares
407.65M
Free Float %
98.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.27% | -0.38% | +1.99% | +5.77% | +5.77% | +5.77% | +5.77% | +5.77% | +5.77% | +5.77% | +5.77% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (2 ratings, all time)
Sell
Price Targets & DCF
Current price
74.46
Low
83.00
+11.5%
Consensus
84.50
+13.5%
Median
84.50
+13.5%
High
86.00
+15.5%
DCF (Unlevered)
86.87
+16.7%
DCF (Levered)
21.11
-71.7%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
54% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | -1 |
| Buy | 4 | 0 |
| Hold | 3 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 3 | +1 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
86.00
+15.5%
|
| Last Quarter | 2 |
84.50
+13.5%
|
| Last Year | 2 |
84.50
+13.5%
|
| All Time | 2 |
84.50
+13.5%
|
Quality scores
Altman Z-Score
2.78
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Credit Services: +13.2%+3.4% Q2'26: +8.9% (vs Q2'25)
-
EPS growth Financial - Credit Services: +24.0%-13.9% Q2'26: -22.5% (vs Q2'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%+12.8% Q2'26: +54.6% (vs Q2'25)
-
EBIT margin Financial - Credit Services: +28.7%+0.0% Q2'26: +0.0% (vs Q2'25)
-
ROIC Financial - Credit Services: +5.0%+0.0% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Financial - Credit Services: +0.0%-100.0% ★ Q2'26: -100.0% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×3.84× ★ Q2'26: -4.52× (vs Q2'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Apr 2026 8 Rev. Ana. 3 EPS Ana. |
Apr 2027 8 Rev. Ana. 6 EPS Ana. |
|---|---|---|
| Revenue |
11.10B
11.05B – 11.15B
|
11.72B
11.54B – 11.90B
+5.6% YoY
|
| EBITDA |
5.38B
5.36B – 5.41B
|
5.68B
5.60B – 5.77B
+5.6% YoY
|
| EBIT |
2.72B
2.70B – 2.73B
|
2.87B
2.82B – 2.91B
+5.6% YoY
|
| Net Income |
1.57B
1.49B – 1.61B
|
1.76B
1.65B – 1.92B
+12.0% YoY
|
| SGA |
—
— – —
|
—
— – —
|
| EPS |
3.59
3.42 – 3.69
|
4.02
3.77 – 4.40
+12.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-01 | JP Morgan | Neutral | Underweight | Downgrade |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-27 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-26 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-22 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-21 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-20 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-19 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-15 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
2.20B
OE per share TTM
5.23
Owner's Yield
6.74%
Maintenance CapEx ratio
6.22%
Maint CapEx / Avg PPE
141.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
409
Total invested
20.00B
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
409
+409 vs prev Q
New positions
404
Closed positions
0
Increased
404
Reduced
0
Put/Call ratio
0.22
Calls held
498.0K
Puts held
110.0K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | DODGE & COX | 53.10M +53.1M (+100.0%) | 3.46B +3.5B (+100.0%) | 12.72% +12.718 pp | 1.90% +1.899 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 2 | — | 26.10M +26.1M (+100.0%) | 1.68B +1.7B (+100.0%) | 6.25% +6.251 pp | 0.04% +0.042 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 3 | ABRAMS BISON INVESTMENTS, LLC | 12.56M +12.6M (+100.0%) | 817.60M +817.6M (+100.0%) | 3.01% +3.008 pp | 35.38% +35.379 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 4 | HARRIS ASSOCIATES L P | 11.65M +11.7M (+100.0%) | 758.52M +758.5M (+100.0%) | 2.79% +2.791 pp | 1.01% +1.011 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 11.22M +11.2M (+100.0%) | 702.93M +702.9M (+100.0%) | 2.69% +2.688 pp | 0.13% +0.131 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 6 | INVESCO LTD. | 10.11M +10.1M (+100.0%) | 657.94M +657.9M (+100.0%) | 2.42% +2.421 pp | 0.10% +0.101 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 7 | ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 8.51M +8.5M (+100.0%) | 534.40M +534.4M (+100.0%) | 2.04% +2.039 pp | 8.18% +8.179 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 8 | ROYAL BANK OF CANADA | 7.14M +7.1M (+100.0%) | 465.01M +465.0M (+100.0%) | 1.71% +1.711 pp | 0.08% +0.082 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 6.61M +6.6M (+100.0%) | 426.99M +427.0M (+100.0%) | 1.58% +1.583 pp | 0.23% +0.228 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 10 | GARDNER RUSSO & QUINN LLC | 6.05M +6.0M (+100.0%) | 393.74M +393.7M (+100.0%) | 1.45% +1.449 pp | 4.63% +4.634 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 11 | CAPITAL WORLD INVESTORS | 5.69M +5.7M (+100.0%) | 363.49M +363.5M (+100.0%) | 1.36% +1.363 pp | 0.05% +0.050 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 12 | RUANE, CUNNIFF & GOLDFARB L.P. | 5.49M +5.5M (+100.0%) | 357.23M +357.2M (+100.0%) | 1.31% +1.314 pp | 5.93% +5.926 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 13 | METROPOLIS CAPITAL LTD | 4.91M +4.9M (+100.0%) | 308.25M +308.2M (+100.0%) | 1.18% +1.177 pp | 10.41% +10.409 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 14 | AMUNDI | 4.21M +4.2M (+100.0%) | 274.34M +274.3M (+100.0%) | 1.01% +1.009 pp | 0.07% +0.075 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 15 | VANGUARD FIDUCIARY TRUST CO | 3.98M +4.0M (+100.0%) | 254.32M +254.3M (+100.0%) | 0.95% +0.953 pp | 0.06% +0.064 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 16 | BECK MACK & OLIVER LLC | 3.38M +3.4M (+100.0%) | 219.82M +219.8M (+100.0%) | 0.81% +0.809 pp | 4.53% +4.533 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 17 | AKO CAPITAL LLP | 3.19M +3.2M (+100.0%) | 207.33M +207.3M (+100.0%) | 0.76% +0.763 pp | 4.06% +4.059 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 18 | BAILLIE GIFFORD & CO | 3.11M +3.1M (+100.0%) | 194.95M +194.9M (+100.0%) | 0.75% +0.745 pp | 0.20% +0.199 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 19 | BANK OF NEW YORK MELLON CORP | 2.82M +2.8M (+100.0%) | 183.33M +183.3M (+100.0%) | 0.67% +0.675 pp | 0.03% +0.034 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 20 | MORGAN STANLEY | 2.81M +2.8M (+100.0%) | 183.07M +183.1M (+100.0%) | 0.67% +0.674 pp | 0.01% +0.011 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 21 | COOKE & BIELER LP | 2.82M +2.8M (+100.0%) | 182.02M +182.0M (+100.0%) | 0.67% +0.675 pp | 2.06% +2.059 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 22 | LEGAL & GENERAL GROUP PLC | 2.86M +2.9M (+100.0%) | 179.27M +179.3M (+100.0%) | 0.68% +0.684 pp | 0.04% +0.042 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 23 | ROYAL LONDON ASSET MANAGEMENT LTD | 2.53M +2.5M (+100.0%) | 164.61M +164.6M (+100.0%) | 0.61% +0.606 pp | 0.35% +0.345 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 24 | NUVEEN, LLC | 2.48M +2.5M (+100.0%) | 155.60M +155.6M (+100.0%) | 0.59% +0.595 pp | 0.04% +0.042 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 25 | UNISPHERE ESTABLISHMENT | 2.33M +2.3M (+100.0%) | 151.70M +151.7M (+100.0%) | 0.56% +0.558 pp | 1.28% +1.276 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 26 | RATHBONES GROUP PLC | 2.29M +2.3M (+100.0%) | 146.29M +146.3M (+100.0%) | 0.55% +0.549 pp | 0.63% +0.625 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 27 | DORSEY ASSET MANAGEMENT, LLC | 2.20M +2.2M (+100.0%) | 143.52M +143.5M (+100.0%) | 0.53% +0.528 pp | 11.43% +11.428 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 28 | TURTLE CREEK ASSET MANAGEMENT INC. | 2.20M +2.2M (+100.0%) | 143.28M +143.3M (+100.0%) | 0.53% +0.527 pp | 5.32% +5.317 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 29 | GOLDMAN SACHS GROUP INC | 1.96M +2.0M (+100.0%) | 127.87M +127.9M (+100.0%) | 0.47% +0.471 pp | 0.01% +0.015 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 30 | AMERICAN CENTURY COMPANIES INC | 2.02M +2.0M (+100.0%) | 126.74M +126.7M (+100.0%) | 0.48% +0.483 pp | 0.07% +0.065 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 31 | FIDUCIARY MANAGEMENT INC /WI/ | 1.92M +1.9M (+100.0%) | 125.05M +125.1M (+100.0%) | 0.46% +0.460 pp | 1.55% +1.552 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 32 | UBS GROUP AG | 1.91M +1.9M (+100.0%) | 124.29M +124.3M (+100.0%) | 0.46% +0.457 pp | 0.02% +0.019 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 33 | DEUTSCHE BANK AG\ | 1.84M +1.8M (+100.0%) | 119.97M +120.0M (+100.0%) | 0.44% +0.441 pp | 0.04% +0.040 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 34 | COLONY GROUP, LLC | 1.80M +1.8M (+100.0%) | 117.38M +117.4M (+100.0%) | 0.43% +0.432 pp | 0.13% +0.131 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 35 | BANK OF AMERICA CORP /DE/ | 1.79M +1.8M (+100.0%) | 116.67M +116.7M (+100.0%) | 0.43% +0.429 pp | 0.01% +0.009 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 36 | 1832 ASSET MANAGEMENT L.P. | 1.69M +1.7M (+100.0%) | 109.84M +109.8M (+100.0%) | 0.40% +0.404 pp | 0.10% +0.101 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 37 | MACKENZIE FINANCIAL CORP | 1.68M +1.7M (+100.0%) | 105.34M +105.3M (+100.0%) | 0.40% +0.401 pp | 0.13% +0.126 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 38 | SWISS NATIONAL BANK | 1.66M +1.7M (+100.0%) | 104.39M +104.4M (+100.0%) | 0.40% +0.397 pp | 0.06% +0.060 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 39 | BARCLAYS PLC | 1.53M +1.5M (+100.0%) | 99.50M +99.5M (+100.0%) | 0.37% +0.366 pp | 0.02% +0.024 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 40 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 1.54M +1.5M (+100.0%) | 96.55M +96.6M (+100.0%) | 0.37% +0.369 pp | 0.17% +0.166 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 41 | STONEPINE ASSET MANAGEMENT INC. | 1.47M +1.5M (+100.0%) | 95.82M +95.8M (+100.0%) | 0.35% +0.353 pp | 0.67% +0.674 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 42 | AVIVA PLC | 1.38M +1.4M (+100.0%) | 86.43M +86.4M (+100.0%) | 0.33% +0.331 pp | 0.15% +0.145 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 43 | FIERA CAPITAL CORP | 1.25M +1.2M (+100.0%) | 81.32M +81.3M (+100.0%) | 0.30% +0.299 pp | 0.28% +0.278 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.25M +1.2M (+100.0%) | 78.36M +78.4M (+100.0%) | 0.30% +0.299 pp | 0.01% +0.012 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 45 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 1.19M +1.2M (+100.0%) | 77.77M +77.8M (+100.0%) | 0.29% +0.286 pp | 0.16% +0.163 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 46 | JAMES HAMBRO & PARTNERS | 1.17M +1.2M (+100.0%) | 73.14M +73.1M (+100.0%) | 0.28% +0.279 pp | 2.87% +2.868 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 47 | CANOE FINANCIAL LP | 1.13M +1.1M (+100.0%) | 73.13M +73.1M (+100.0%) | 0.27% +0.270 pp | 1.00% +0.997 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 48 | VANGUARD ASSET MANAGEMENT, LTD | 1.07M +1.1M (+100.0%) | 68.00M +68.0M (+100.0%) | 0.26% +0.255 pp | 0.06% +0.058 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 49 | BLOOMBERGSEN INC. | 1.02M +1.0M (+100.0%) | 66.43M +66.4M (+100.0%) | 0.24% +0.244 pp | 5.05% +5.055 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 50 | JPMORGAN CHASE & CO | 986.3K +986.3K (+100.0%) | 63.22M +63.2M (+100.0%) | 0.24% +0.236 pp | 0.00% +0.004 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 51 | MARKEL GROUP INC. | 963.4K +963.4K (+100.0%) | 62.71M +62.7M (+100.0%) | 0.23% +0.231 pp | 0.53% +0.525 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 52 | MONTRUSCO BOLTON INVESTMENTS INC. | 1.00M +1.0M (+100.0%) | 57.16M +57.2M (+100.0%) | 0.24% +0.240 pp | 0.86% +0.865 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 830.6K +830.6K (+100.0%) | 54.07M +54.1M (+100.0%) | 0.20% +0.199 pp | 0.01% +0.006 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 54 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 823.6K +823.6K (+100.0%) | 51.76M +51.8M (+100.0%) | 0.20% +0.197 pp | 0.06% +0.060 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 55 | GOODNOW INVESTMENT GROUP, LLC | 733.9K +733.9K (+100.0%) | 47.77M +47.8M (+100.0%) | 0.18% +0.176 pp | 5.23% +5.233 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 56 | FRANKLIN RESOURCES INC | 738.1K +738.1K (+100.0%) | 47.05M +47.1M (+100.0%) | 0.18% +0.177 pp | 0.01% +0.012 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 57 | NEUBERGER BERMAN GROUP LLC | 738.2K +738.2K (+100.0%) | 46.50M +46.5M (+100.0%) | 0.18% +0.177 pp | 0.04% +0.035 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 58 | CANADA PENSION PLAN INVESTMENT BOARD | 697.9K +697.9K (+100.0%) | 45.41M +45.4M (+100.0%) | 0.17% +0.167 pp | 0.03% +0.029 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 59 | BROAD RUN INVESTMENT MANAGEMENT, LLC | 704.5K +704.5K (+100.0%) | 44.20M +44.2M (+100.0%) | 0.17% +0.169 pp | 7.78% +7.783 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 60 | LFL ADVISERS, LLC | 659.9K +659.9K (+100.0%) | 42.66M +42.7M (+100.0%) | 0.16% +0.158 pp | 12.83% +12.832 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 61 | CITIGROUP INC | 635.4K +635.4K (+100.0%) | 41.36M +41.4M (+100.0%) | 0.15% +0.152 pp | 0.02% +0.018 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 62 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 615.7K +615.7K (+100.0%) | 39.89M +39.9M (+100.0%) | 0.15% +0.148 pp | 0.06% +0.064 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 63 | CENTRAL SECURITIES CORP | 600.0K +600.0K (+100.0%) | 39.05M +39.1M (+100.0%) | 0.14% +0.144 pp | 3.22% +3.223 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 64 | VICTORY CAPITAL MANAGEMENT INC | 799.0K +799.0K (+100.0%) | 37.95M +38.0M (+100.0%) | 0.19% +0.191 pp | 0.02% +0.024 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 65 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 565.0K +565.0K (+100.0%) | 36.78M +36.8M (+100.0%) | 0.14% +0.135 pp | 0.06% +0.057 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 66 | ASR VERMOGENSBEHEER N.V. | 587.0K +587.0K (+100.0%) | 36.75M +36.7M (+100.0%) | 0.14% +0.141 pp | 0.43% +0.432 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 67 | SOROS FUND MANAGEMENT LLC | 546.1K +546.1K (+100.0%) | 35.55M +35.5M (+100.0%) | 0.13% +0.131 pp | 0.39% +0.390 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 68 | OMERS ADMINISTRATION CORP | 563.4K +563.4K (+100.0%) | 35.29M +35.3M (+100.0%) | 0.13% +0.135 pp | 0.23% +0.227 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 69 | RUSSELL INVESTMENTS GROUP, LTD. | 555.0K +555.0K (+100.0%) | 34.93M +34.9M (+100.0%) | 0.13% +0.133 pp | 0.04% +0.038 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 70 | WELLS FARGO & COMPANY/MN | 534.6K +534.6K (+100.0%) | 34.80M +34.8M (+100.0%) | 0.13% +0.128 pp | 0.01% +0.007 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 71 | CAISSE DES DEPOTS ET CONSIGNATIONS | 543.2K +543.2K (+100.0%) | 34.03M +34.0M (+100.0%) | 0.13% +0.130 pp | 0.56% +0.561 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 72 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 560.2K +560.2K (+100.0%) | 31.71M +31.7M (+100.0%) | 0.13% +0.134 pp | 0.01% +0.011 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 73 | FMR LLC | 485.7K +485.7K (+100.0%) | 31.60M +31.6M (+100.0%) | 0.12% +0.116 pp | 0.00% +0.002 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 74 | BLACKROCK, INC. | 474.7K +474.7K (+100.0%) | 30.90M +30.9M (+100.0%) | 0.11% +0.114 pp | 0.00% +0.001 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 75 | JANUS HENDERSON GROUP PLC | 488.2K +488.2K (+100.0%) | 30.55M +30.5M (+100.0%) | 0.12% +0.117 pp | 0.01% +0.015 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 76 | AEGON ASSET MANAGEMENT UK PLC | 486.8K +486.8K (+100.0%) | 30.43M +30.4M (+100.0%) | 0.12% +0.117 pp | 0.40% +0.403 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 77 | ANCHOR CAPITAL ADVISORS LLC | 461.7K +461.7K (+100.0%) | 30.05M +30.1M (+100.0%) | 0.11% +0.111 pp | 0.86% +0.856 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 78 | GEODE CAPITAL MANAGEMENT, LLC | 401.2K +401.2K (+100.0%) | 30.02M +30.0M (+100.0%) | 0.10% +0.096 pp | 0.00% +0.002 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 79 | EVELYN PARTNERS INVESTMENT MANAGEMENT LLP | 444.8K +444.8K (+100.0%) | 28.95M +29.0M (+100.0%) | 0.11% +0.107 pp | 0.79% +0.787 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 80 | MARSHALL WACE, LLP | 442.0K +442.0K (+100.0%) | 28.77M +28.8M (+100.0%) | 0.11% +0.106 pp | 0.03% +0.029 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 81 | QUILTER PLC | 411.6K +411.6K (+100.0%) | 26.79M +26.8M (+100.0%) | 0.10% +0.099 pp | 0.47% +0.470 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 82 | BANK OF MONTREAL /CAN/ | 393.5K +393.5K (+100.0%) | 25.61M +25.6M (+100.0%) | 0.09% +0.094 pp | 0.01% +0.010 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 83 | CROW'S NEST HOLDINGS LP | 372.6K +372.6K (+100.0%) | 24.25M +24.3M (+100.0%) | 0.09% +0.089 pp | 5.67% +5.670 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 84 | NATIXIS ADVISORS, L.P. | 358.9K +358.9K (+100.0%) | 23.36M +23.4M (+100.0%) | 0.09% +0.086 pp | 0.03% +0.033 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 85 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 367.5K +367.5K (+100.0%) | 23.15M +23.1M (+100.0%) | 0.09% +0.088 pp | 0.01% +0.013 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 86 | JONES FINANCIAL COMPANIES LLLP | 354.5K +354.5K (+100.0%) | 23.14M +23.1M (+100.0%) | 0.08% +0.085 pp | 0.01% +0.011 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 87 | AQR CAPITAL MANAGEMENT LLC | 367.4K +367.4K (+100.0%) | 23.10M +23.1M (+100.0%) | 0.09% +0.088 pp | 0.01% +0.011 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 88 | ENVESTNET ASSET MANAGEMENT INC | 343.9K +343.9K (+100.0%) | 22.39M +22.4M (+100.0%) | 0.08% +0.082 pp | 0.01% +0.006 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 89 | SEI INVESTMENTS CO | 328.8K +328.8K (+100.0%) | 21.40M +21.4M (+100.0%) | 0.08% +0.079 pp | 0.02% +0.020 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 90 | LOEWS CORP | 320.0K +320.0K (+100.0%) | 20.83M +20.8M (+100.0%) | 0.08% +0.077 pp | 0.18% +0.175 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 91 | BAADER BANK AKTIENGESELLSCHAFT | 325.7K +325.7K (+100.0%) | 20.47M +20.5M (+100.0%) | 0.08% +0.078 pp | 1.60% +1.599 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 92 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 325.7K +325.7K (+100.0%) | 20.40M +20.4M (+100.0%) | 0.08% +0.078 pp | 0.04% +0.044 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 93 | PICTET ASSET MANAGEMENT HOLDING SA | 324.5K +324.5K (+100.0%) | 20.32M +20.3M (+100.0%) | 0.08% +0.078 pp | 0.02% +0.021 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 94 | TD ASSET MANAGEMENT INC | 307.8K +307.8K (+100.0%) | 19.40M +19.4M (+100.0%) | 0.07% +0.074 pp | 0.02% +0.016 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 95 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 282.0K +282.0K (+100.0%) | 18.36M +18.4M (+100.0%) | 0.07% +0.068 pp | 0.01% +0.006 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 96 | CITADEL ADVISORS LLC | 281.9K +281.9K (+100.0%) | 18.35M +18.3M (+100.0%) | 0.07% +0.068 pp | 0.00% +0.003 pp | USD65.09 +0.0% | 1 qtrs NEW |
| 97 | APG ASSET MANAGEMENT N.V. | 283.1K +283.1K (+100.0%) | 15.39M +15.4M (+100.0%) | 0.07% +0.068 pp | 0.05% +0.049 pp | USD65.09 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
32.00
Bullish
Ratio by volume
3.00
Bullish
Buys
32
Sells
1
Shares acquired
1.18M
Shares disposed
1.00
Cash buys
—
Cash sales
—
Net activity
+1,175,064
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-02 | Washburn John | Officer | A-Award | A | Common Stock | 31,367 | 0.00 | — | 73,606 | D | ↗ |
| 2026-03-02 | Walker Paul Ashton | Director | A-Award | A | Common Stock | 1,189 | 0.00 | — | 15,189 | D | ↗ |
| 2026-03-02 | Twite Roy | Director | A-Award | A | Common Stock | 1,189 | 0.00 | — | 2,739 | D | ↗ |
| 2026-03-02 | Singleton James Louis | Director | A-Award | A | Common Stock | 1,189 | 0.00 | — | 1,189 | D | ↗ |
| 2026-03-02 | Ribeiro Renata | Director | A-Award | A | Common Stock | 1,189 | 0.00 | — | 1,789 | D | ↗ |
| 2026-03-02 | Pease Alexander W | Officer | A-Award | A | Common Stock | 44,841 | 0.00 | — | 67,318 | D | ↗ |
| 2026-03-02 | Lull Brad | Officer | A-Award | A | Common Stock | 29,079 | 0.00 | — | 82,785 | D | ↗ |
| 2026-03-02 | Horgan Kyle | Officer | A-Award | A | Common Stock | 27,380 | 0.00 | — | 91,960 | D | ↗ |
| 2026-03-02 | Horgan Brendan | Director / Officer | A-Award | A | Common Stock | 257,422 | 0.00 | — | 727,401 | D | ↗ |
| 2026-03-02 | Fuller-Andrews Lynne | Officer | A-Award | A | Common Stock | 27,457 | 0.00 | — | 36,459 | D | ↗ |
| 2026-03-02 | Easterbrook Jill | Director | A-Award | A | Common Stock | 1,189 | 0.00 | — | 1,189 | D | ↗ |
| 2026-03-02 | Cockburn Angus | Director | A-Award | A | Common Stock | 1,189 | 0.00 | — | 2,189 | D | ↗ |
| 2026-03-02 | Clark Barbara | Officer | A-Award | A | Common Stock | 13,929 | 0.00 | — | 36,341 | D | ↗ |
| 2026-03-02 | Cesarone Nando | Director | A-Award | A | Common Stock | 1,189 | 0.00 | — | 1,189 | D | ↗ |
| 2026-02-27 | Washburn John | Officer | A-Award | A | Common Stock | 42,239 | 0.00 | — | 42,239 | D | ↗ |
| 2026-02-27 | Walker Paul Ashton | Director | A-Award | A | Common Stock | 14,000 | 0.00 | — | 14,000 | D | ↗ |
| 2026-02-27 | Twite Roy | Director | A-Award | A | Common Stock | 1,550 | 0.00 | — | 1,550 | D | ↗ |
| 2026-02-27 | Ribeiro Renata | Director | A-Award | A | Common Stock | 600 | 0.00 | — | 600 | D | ↗ |
| 2026-02-27 | Pease Alexander W | Officer | A-Award | A | Common Stock | 22,477 | 0.00 | — | 22,477 | D | ↗ |
| 2026-02-27 | Lull Brad | Officer | A-Award | A | Common Stock | 53,706 | 0.00 | — | 53,706 | D | ↗ |
| 2026-02-27 | Horgan Kyle | Officer | A-Award | A | Deferred Stock Units | 3,115 | 0.00 | — | 3,115 | D | ↗ |
| 2026-02-27 | Horgan Brendan | Director / Officer | A-Award | A | Common Stock | 469,979 | 0.00 | — | 469,979 | D | ↗ |
| 2026-02-27 | Fuller-Andrews Lynne | Officer | D-Return | D | Common Stock | 1 | 0.00 | — | 0 | D | ↗ |
| 2026-02-27 | Cockburn Angus | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2026-02-27 | Clark Barbara | Officer | A-Award | A | Deferred Stock Units | 3,166 | 0.00 | — | 3,166 | D | ↗ |
Executive team
Top executives
Shares Outstanding
413.30M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brendan Christopher Horgan | CEO & Executive Director | 3M | male |
| Alexander W. Pease | Chief Financial Officer | 1M | male |
| John Washburn | Chief Operating Officer | 937.4K | male |
| Brad Lull | Executive Vice President of Strategy & Business Development | 857.8K | male |
| Douglas McLuckie | Managing Director of ESG | — | male |
| Jenelle Strawbridge | Vice President of Sales | — | female |
| Kevin J. Powers | Senior Vice President of Investor Relations & Communications | — | male |
| Lynne Fuller-Andrews | Executive VP, General Counsel & Corporate Secretary | — | — |
| Anthony J. Miller | Executive Vice President | — | male |
| Barbara Clark | Senior VP & Chief Accounting Officer | — | — |
| Cheryl Black | Senior Vice President of Culture & Engagement | — | female |
ESG Rating
ESG Score History
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SUNB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
