VIRGINIA RETIREMENT SYSTEMS ET Al Acquires New Stake in Ralliant Corporation $RAL

Key Points

• Virginia Retirement Systems acquired 49,360 Ralliant shares worth approximately $3.6 million in the second quarter, while several other institutional investors—including BlackRock, Flossbach von Storch and Irenic Capital—also increased or initiated positions.
• Ralliant reported quarterly EPS of $0.68, exceeding estimates of $0.63, on revenue of $567.8 million. Management guided to fiscal 2026 EPS of $2.76–$2.90, and analysts maintain a “Moderate Buy” consensus with an average price target of $77.20.
• Shares recently opened at $66.82 after rising 3.5%; the company declared a quarterly dividend of $0.05, equivalent to a $0.20 annual payout and a 0.3% yield. CEO Tamara Newcombe and SVP Karen Bick sold shares under pre-arranged Rule 10b5-1 plans.

VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of Ralliant Corporation (NYSE:RAL - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 49,360 shares of the company's stock, valued at approximately $3,634,000.

Other hedge funds have also added to or reduced their stakes in the company. BlackRock Inc. bought a new position in Ralliant in the 2nd quarter worth about $1,039,481,000. Irenic Capital Management LP increased its stake in Ralliant by 424.1% during the 1st quarter. Irenic Capital Management LP now owns 1,740,218 shares of the company's stock valued at $72,376,000 after purchasing an additional 1,408,176 shares in the last quarter. Rokos Capital Management LLP purchased a new position in Ralliant in the first quarter worth about $42,022,000. Public Employees Retirement System of Ohio purchased a new position in Ralliant in the second quarter worth about $2,474,000. Finally, Flossbach Von Storch SE bought a new position in shares of Ralliant in the second quarter worth approximately $222,460,000.

Insiders Place Their Bets

In related news, CEO Tamara Newcombe sold 12,936 shares of the company's stock in a transaction on Friday, August 14th. The stock was sold at an average price of $71.79, for a total transaction of $928,675.44. Following the completion of the sale, the chief executive officer owned 251,967 shares in the company, valued at approximately $18,088,710.93. This represents a 4.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Karen Bick sold 6,062 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $72.00, for a total value of $436,464.00. Following the completion of the transaction, the senior vice president directly owned 31,668 shares in the company, valued at approximately $2,280,096. This represents a 16.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.42% of the stock is currently owned by corporate insiders.

Ralliant Stock Up 3.5%

Shares of Ralliant stock opened at $66.82 on Thursday. The company has a market cap of $7.39 billion, a price-to-earnings ratio of -6.16, a price-to-earnings-growth ratio of 2.40 and a beta of 1.54. The company's 50 day moving average is $67.06 and its 200 day moving average is $57.63. Ralliant Corporation has a twelve month low of $37.27 and a twelve month high of $75.41. The company has a quick ratio of 1.00, a current ratio of 1.52 and a debt-to-equity ratio of 0.75.

Ralliant (NYSE:RAL - Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported $0.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.63 by $0.05. Ralliant had a negative net margin of 56.38% and a positive return on equity of 14.97%. The company had revenue of $567.80 million for the quarter. Ralliant has set its FY 2026 guidance at 2.760-2.900 EPS and its Q3 2026 guidance at 0.720-0.780 EPS. Research analysts anticipate that Ralliant Corporation will post 2.87 EPS for the current year.

Ralliant Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Tuesday, September 8th will be issued a $0.05 dividend. The ex-dividend date of this dividend is Tuesday, September 8th. This represents a $0.20 annualized dividend and a dividend yield of 0.3%. Ralliant's payout ratio is presently -1.84%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on RAL. Morgan Stanley increased their price target on shares of Ralliant from $68.00 to $85.00 and gave the company an "overweight" rating in a report on Tuesday, June 23rd. Wall Street Zen cut Ralliant from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 30th. TD Cowen increased their target price on Ralliant from $70.00 to $80.00 and gave the company a "buy" rating in a research note on Friday, July 31st. Truist Financial restated a "buy" rating and issued a $82.00 price target (up from $68.00) on shares of Ralliant in a research note on Friday, July 31st. Finally, Citigroup increased their price objective on Ralliant from $81.00 to $82.00 and gave the company a "buy" rating in a research report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $77.20.

Ralliant Profile

Ralliant, Inc NYSE: RAL is a medical technology company focused on enabling point-of-care cell therapy solutions in the field of regenerative medicine. The company develops and markets systems that isolate, concentrate and store adipose-derived stromal vascular fraction (SVF) cells directly from a patient's own fat tissue, facilitating same-day, autologous treatments without the need for extensive laboratory infrastructure.

The company's core product portfolio includes proprietary device platforms and single-use processing kits engineered to streamline the workflow for clinicians.

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