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Mcgrath Rentcorp Stock: price and insider trades · United States
Mcgrath Rentcorp: what insiders have been doing
Mcgrath Rentcorp belongs to the Construction sector. Filings by its managers are published through SEC (Form 4). 20 insiders have disclosed 43 filings since 18 October 2025.
The flow runs one way only: 6 sales worth €2.4M, from 4 insiders, and no purchase. Biggest ticket of the year: €872k, sold by Hanna Joseph F and made public on 5 May 2026 (0.032% of market cap).
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. Section 16 rules allow two business days to file each Form 4. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
With 43 filings in twelve months, the company is more active than the median of 19 filings across the 5,811 companies we follow on the same exchange. Over the whole record (from 2021), the tally stands at no purchases and 46 sales. The 10-K for the year ended 31 December 2025 shows 944.2 m USD of revenue and 156.3 m USD of net income and a dividend of 1.94 USD per share.
Other companies in the same sector with recent insider buying flagged by our signals: Lennar Corp /NEW/. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
216
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€16M
46 ops. · all time
Who traded when
BuySaleJoseph F. Hanna5 sales
Kimberly Ann Box3 sales
Philip B. Hawkins3 sales
John P. Skenesky2 sales
Malek Gilda2 sales
Pratt Keith e2 sales
+3 other insiders
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 5,226 of 24,148 companies
65.9
score / 100
Value62
Quality70
FCF yld2.5%
Earn yld5.7%
EV/EBITDA9.3x
ROE13%
Gross mgn48%
Net mgn17%
Debt/EBITDA1.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$111.97
Analyst consensus
5 analysts1.67/5
US$140.00Target US$145.40(+30%)US$150.00
Income statement
RevenueUS$944.2M
Gross profitUS$455M48% margin
EBITDAUS$350.8M37% margin
Net incomeUS$156.3M16.4% margin
Valuation
PER (trailing)18.5x
PER (forward)16.1x
P/Book2.2x
Beta0.47
Balance sheet & cash
Market capUS$2.7B
Total debtUS$514.9M
Free Cash FlowUS$68.7M
Debt / Equity47%
Profitability & ownership
ROE12.7%
ROA6.1%
% insiders1.1%
% institutions94.9%
Last declaration on 2 October 2026
Declarations216 total
7,500 shares@ US$115.04330.031% mcap9.8% of flowCommon StockSEC:0001226137-26-000006:0
7,500 shares@ US$115.04330.031% mcap10.8% of flowCommonSEC144:0001921094-26-001065
1,325 shares@ US$122.000.0058% mcap35.8% of flowCommonSEC144:0001921094-26-000902
6,077 shares@ US$120.540.026% mcap24.6% of flowCommon StockSEC:0001536129-26-000005:0
2,000 shares@ US$120.41010.0087% mcap8.1% of flowCommon StockSEC:0001536129-26-000004:0
4,430 shares@ US$120.9110.019% mcap13.8% of flowCommon StockSEC:0001403246-26-000003:0
5 shares@ US$124.000.0000% mcap0.0% of flowCommon StockSEC:0001403246-26-000003:1
4,435 shares@ US$120.91450.019% mcap13.8% of flowCommonSEC144:0001921094-26-000832
2,000 shares@ US$120.410.0087% mcap8.1% of flowCommonSEC144:0001921094-26-000833
7,500 shares@ US$120.56230.033% mcap12.7% of flowCommonSEC144:0001921094-26-000698
2,500 shares@ US$125.100.011% mcap45.7% of flowCommonSEC144:0001921094-26-000686
1,407 shares@ US$114.03980.0055% mcap35.8% of flowCommonSEC144:0001921094-26-000653
9,070 shares@ US$112.46230.032% mcap13.9% of flowCommon StockSEC:0001226137-26-000003:0
2,265 shares0Common StockSEC:0001357113-26-000004:0
2,265 shares0Common StockSEC:0001465948-26-000004:0
1,431 shares0Common StockSEC:0001970635-26-000003:0
700 shares@ US$110.2817.2% of flowCommon StockSEC:0001970635-26-000003:1
5,966 shares@ US$104.0025.1% of flowCommon StockSEC:0001465948-26-000003:0
5,966 shares@ US$104.0030.4% of flowCommon StockSEC:0001357113-26-000003:0
4,510 shares0Common StockSEC:0001970635-26-000002:0
1,300 shares0Common StockSEC:0001736209-26-000003:0
1,300 shares0Common StockSEC:0001555054-26-000001:0
1,400 shares0Common StockSEC:0001536129-26-000003:0
1,170 shares0Common StockSEC:0001357113-26-000002:0
1,300 shares0Common StockSEC:0001052831-26-000009:0
25 of 216 declarations
About Mcgrath Rentcorp
McGrath RentCorp (Nasdaq: MGRC) is a US-listed business-to-business rental company traded on the NASDAQ in the United States. Founded in 1979 by Bob McGrath in San Leandro, California, the company has evolved into a specialized provider of modular space, storage, and test-equipment rental solutions. Its headquarters are in Livermore, California. The group positions itself as a North American rental platform focused on flexible infrastructure and equipment needs rather than a broad, generalized industrial rental franchise. ([mgrc.com](https://www.mgrc.com/?utm_source=openai))
McGrath’s business model is built around four reportable segments. Mobile Modular supplies relocatable modular buildings for classrooms, offices, and temporary space needs. Portable Storage rents portable storage containers. TRS-RenTelco provides rental solutions for general-purpose and communications test equipment. Enviroplex manufactures and sells modular buildings used primarily as classrooms in California. This mix gives the company a combination of recurring rental revenue and selective sales revenue, which helps support cash generation while maintaining exposure to end markets such as commercial construction, education, and telecommunications. ([investors.mgrc.com](https://investors.mgrc.com/sec-filings/sec-filings/content/0001193125-26-071463/mgrc-20251231.htm?utm_source=openai))
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From a competitive standpoint, McGrath occupies a clear niche in North America: it is a specialist in modular buildings and related temporary-space solutions, with a reputation built over decades of operations. Its market position is reinforced by the practical nature of its offering—customers typically value speed of deployment, flexibility, and lower upfront capital intensity versus permanent construction. The company’s long operating history, California roots, and expansion across the US have helped it build an established footprint while remaining focused on its core B2B rental capabilities. ([mgrc.com](https://www.mgrc.com/?utm_source=openai))
Recent developments matter for the investment case. In February 2026, McGrath announced its 35th consecutive annual dividend increase, underscoring a long record of shareholder returns and disciplined capital allocation. In May 2026, it completed a $725 million credit facility that replaces its prior $650 million line, improving financial flexibility for working capital, capex, and general corporate purposes. Management also changed in 2026: Philip B. Hawkins was appointed President and CEO effective April 2026, succeeding Joseph Hanna, who retired from the role but remained on the board. In addition, the company disclosed a small acquisition of a regional temporary modular space provider in April 2026, suggesting continued portfolio-building around its core modular rental platform. ([investors.mgrc.com](https://investors.mgrc.com/news-events/press-releases?utm_source=openai))
For international investors, MGRC stands out as a quality industrial rental name with a relatively defensive profile, supported by diversification across modular space, storage, and test equipment, a long dividend track record, and a business model tied to practical, recurring customer needs.
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