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RBA

RB Global, Inc

At today's price, RB Global, Inc (RBA) is priced for +21.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+21.7% growth
Priced In
elevated

Key Takeaways

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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Institutional ownership

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.

Capital returns

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.

Insider activity

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.

Earnings reactions

RBA's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext 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.

Recent filings

RBA's latest 8-K filings: 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); 2026-03-16 (items 5.02).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 28, 2026

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.