RB Global, Inc
In the published model solve dated 2026-Q2, anchored at $86.06, RB Global, Inc (RBA) is priced for +14.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
RB Global is an auction marketplace, so the number that matters is gross transaction value, not revenue. In Q1 2026 GTV rose 13% to $4.3 billion, revenue rose 11% to $1.2 billion, and adjusted EBITDA rose 11% to $362.7 million. The take-rate on a large and growing volume is the real engine. At $110.59 the price embeds roughly 22% operating growth a year for five years, which the model flags as within range against the company's own record. Only the growth-DCF reaches the price; the asset, earni
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524 institutional managers reported holding RBA in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 49%. 50 opened new positions that quarter. Held by Vanguard Group, BlackRock, MFS Investment Management, among others. On the short side, 12.7M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (13.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RBA's share count grew 68.6% over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting). Cash returned over the past three years: $629.10M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at RBA over the trailing three years: 2023: 10 buys totaling $826k; 2025: 1 buy totaling $101k; 2026: 1 buy totaling $39k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RBA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -4.9% | +11.7% |
| 2023-11-10 | -9.4% | +6.8% |
| 2024-02-29 | +12.2% | -6.2% |
| 2024-05-10 | +6.2% | +3.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RBA's latest 8-K filings: 2026-08-04 (items 2.02, 8.01, 9.01); 2026-05-18 (items 8.01, 9.01); 2026-05-04 (items 2.02, 8.01, 9.01); 2026-05-01 (items 5.07); 2026-04-23 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.