James Hambro & Partners 13F: Adds $1.5M to SUNB Stake

James Hambro & Partners grew its holdings in Sunbelt Rentals Holdings, Inc. (SUNB) during the recent quarter. The move was disclosed in a Form 13F filing with the Securities and Exchange Commission on October 19, 2026.

SUNB Sunbelt Rentals Holdings, Inc.

$75.80 ▲ +3.68% past 3 months

1M 3M

Daily close · Oct 19, 2026

What Changed in James Hambro & Partners's Sunbelt Rentals Position

James Hambro & Partners raised its stake by 20,294 shares, a 1.7% increase from its previous holding. The firm ended the period with 1,195,451 shares of Sunbelt Rentals Holdings, Inc. valued at approximately $88.5 million.

Other Institutional Activity in Sunbelt Rentals

Other large institutional investors adjusted their positions in Sunbelt Rentals Holdings, Inc. recently as well. IFM Investors bought 100,021 shares to finish with 100,021 shares worth about $7.3 million. ASR Vermogensbeheer N.V. cut its stake by 435,081 shares, ending with 44,644 shares valued at about $3.3 million. Dodge & Cox Inc. grew its holdings by 1,662,017 shares, ending with 54,761,610 shares worth about $4.2 billion. Harris Associates L.P. trimmed its position by 1,192,125 shares, holding 10,461,055 shares valued at about $792.8 million. Rothschild & Co Wealth Management Uk Ltd added 142,145 shares, ending with 8,653,829 shares worth about $655.9 million.

Sunbelt Rentals Holdings, Inc. Stock Down 0.3%

Sunbelt Rentals Holdings, Inc. recently traded around $75.79 on October 20, 2026, roughly equal to its closing price of $75.79 on the filing date. The stock trades above its 50-day moving average of $75.03 and above its 200-day moving average of $74.24. Its shares sit 12.6% below their 52-week high of $86.68 and 24.2% above their 52-week low of $61.03.

Recent Earnings

Sunbelt Rentals Holdings, Inc. generated trailing-twelve-month revenue of $11.5 billion with earnings of $3.31 per share. The company posted a net profit margin of 12.1% and a return on equity of 18.4%. Its next quarterly earnings report is scheduled for December 9, 2026.

Dividend

Sunbelt Rentals Holdings, Inc. pays an annual dividend of $1.05 per share, giving it a dividend yield of 1.39%. The payout ratio stands at 22.6% of earnings.

Insider Buying and Selling at Sunbelt Rentals Holdings, Inc.

Insider activity at Sunbelt Rentals Holdings, Inc. included a purchase by officer Kyle Horgan. On October 1, 2026, the insider bought 25 shares at an average price of $73.30, bringing the total transaction value to $1,863.

Analysts Set New Price Targets

Wall Street analysts have updated their views on Sunbelt Rentals Holdings, Inc. ahead of the filing. On September 10, 2026, JP Morgan maintained its Underweight rating with a $79 price target. Keybanc maintained an Overweight rating on September 10, 2026, lifting its target to $90. B of A Securities maintained an Underperform rating on September 10, 2026, raising its target to $71. RBC Capital reiterated its Sector Perform rating on September 17, 2026, keeping its target at $80. Goldman Sachs upgraded the stock to Buy on September 17, 2026, raising its price target to $93. The stock carries a consensus buy rating with a mean target price of $88.57 across 15 analyst opinions.

About Sunbelt Rentals

Sunbelt Rentals Holdings, Inc. provides equipment rental services for construction, industrial, and general use. Operating through segments in North America and the United Kingdom, the company rents out tools and specialty equipment to corporate and individual clients.

Bottom Line

Investors tracking Sunbelt Rentals Holdings, Inc. can watch for the upcoming earnings report on December 9, 2026, to gauge ongoing revenue and margin trends. Institutional and insider filings will continue to provide signals on how major stakeholders view the rental provider's growth path.