William Blair Investment Management 13F: Adds $19M to RRX Stake

William Blair Investment Management has increased its investment in Regal Rexnord Corporation (NYSE: RRX), according to a recent SEC filing. The firm boosted its stake by 10.3%, adding 78,210 shares. This brings its total holdings to 837,493 shares, valued at approximately $193.7 million as of the filing date.

What Changed in William Blair's Regal Rexnord Position

William Blair Investment Management's recent move saw its stake in Regal Rexnord grow from 759,283 shares to 837,493 shares. This represents an increase of 10.3%, with the additional shares valued at about $193.7 million.

Other Institutional Activity in Regal Rexnord

Several other institutional investors also adjusted their positions in Regal Rexnord. BlackRock, Inc. increased its holdings by 105,298 shares, bringing its total to 5,967,950 shares valued at around $1.12 billion. FMR LLC significantly boosted its stake by 741,256 shares, ending with 4,700,887 shares worth approximately $880.3 million, marking an 18.7% increase. On the other hand, Victory Capital Management Inc. reduced its position by 1,481,247 shares, leaving it with 4,177,118 shares valued at $782.2 million, a decrease of 26.2%. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions in the company, with 2,983,094 and 2,832,704 shares, respectively.

Regal Rexnord Corporation Stock Up 52.6%

Shares of Regal Rexnord Corporation traded near $231.28 on Wednesday. The company has a market capitalization of about $15.4 billion. Its forward P/E ratio stands at 17.1, indicating investors' expectations for future earnings. The stock's 52-week range is between $127.96 and $236.35. The 50-day moving average is $208.64, while the 200-day moving average is $173.44.

Recent Earnings

Regal Rexnord reported revenue of approximately $5.99 billion, with a growth rate of 4.3%. The company's net margin was 4.78%, and its return on equity stood at 4.34%. The next earnings report is anticipated on August 4, 2026.

Dividend

Regal Rexnord pays an annual dividend rate of $1.40 per share, yielding about 0.62%. The dividend payout ratio is 32.6%.

Insider Buying and Selling at Regal Rexnord Corporation

Insider activity at Regal Rexnord included several sales. CEO Louis Pinkham sold 16,924 shares on May 11, 2026, at an average price of $211.33. EVP and CFO Robert Rehard sold 6,499 shares on May 22, 2026, at $200.00 each. Additionally, several other executives, including EVP and President of IPS Mark Klossner, engaged in transactions, with Klossner buying 1,484 shares at $202.09 on June 1, 2026.

Analysts Set New Price Targets

On June 16, 2026, DA Davidson initiated coverage on Regal Rexnord with a 'buy' rating and a price target of $260. JP Morgan maintained its 'buy' rating on May 26, 2026, setting a target of $240. Keybanc also maintained its 'buy' rating on May 7, 2026, with a target of $265. The consensus among analysts is a 'strong buy', with a mean target price of $252.40.

About Regal Rexnord Corporation

Regal Rexnord Corporation, headquartered in Milwaukee, Wisconsin, provides a range of sustainable solutions for power, transmit, and control motion products. Operating in sectors like Automation & Motion Control, Industrial Powertrain Solutions, and Power Efficiency Solutions, the company serves industries including aerospace and general industrial. Led by CEO Louis Vernon Pinkham IV, Regal Rexnord employs around 30,000 people globally.

Bottom Line

William Blair's increased stake in Regal Rexnord reflects ongoing interest from institutional investors in the company. With a strong market position and recent insider activity, Regal Rexnord remains a stock to watch. Remember, 13F filings are backward-looking and may not represent current positions.