Barclays Rates Sunbelt Rentals (SUNB) buy, $90 Price Target

Barclays reaffirms its buy stance on Sunbelt Rentals, setting a $90 price target, a 22.92% upside from the current price.

By EarningsIQ Research Desk · Published Jun 22, 2026, 10:01 AM EDT · Updated Jun 25, 2026, 10:01 AM EDT

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Barclays rated Sunbelt Rentals Holdings, Inc. ($SUNB) "buy" with a $90 price target on June 22, 2026.

Since the rating, $SUNB is down 12.4% after 1 week, down 12.1% after 1 month and down 7.3% to date (from the $82.05 close on Jun 22, 2026).

SUNB Sunbelt Rentals Holdings, Inc.

$76.02 +3.71% past 3 months

Daily close · Oct 16, 2026

Key Points

Barclays reiterated its buy rating on Sunbelt Rentals with a price target of $90 as of June 22, 2026.
Barclays's $90 price target implies 22.92% upside from Sunbelt Rentals Holdings, Inc.'s ($SUNB) current $73.22 share price.
Sunbelt Rentals, trading at $86.06 on Monday, has a market cap of $35.57 billion and a P/E ratio of 26.4.
Major institutional investors like Dodge & Cox and Vanguard have opened new positions in Sunbelt Rentals.

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Barclays has reiterated its buy rating on Sunbelt Rentals Holdings, Inc. (NYSE:SUNB), maintaining a price target of $90. This reaffirmation was made by analyst James Rose on June 22, 2026. At the start of the week, Sunbelt Rentals' shares traded near $86.06.

Analyst rating track record

Barclays vs. the S&P 500

YTD return +21.77% hypothetical

All-time return +38.85% S&P 500 +41.70%

vs. S&P 500 -2.85% behind the index

Hypothetical returns from Barclays's disclosed trades, not real profit or advice. How we model this.

Other Institutional Activity in Sunbelt Rentals

Several major institutional investors have recently shown interest in Sunbelt Rentals. Dodge & Cox opened a new position, acquiring 53,101,847 shares worth approximately $3.46 billion. Similarly, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC also initiated stakes with 26,099,040 and 19,727,920 shares, valued at about $1.68 billion and $1.28 billion, respectively. Abrams Bison Investments, LLC and Harris Associates L P joined the trend, each opening new positions valued at $817.6 million and $758.5 million.

Sunbelt Rentals Holdings, Inc. Stock Down 4.3%

On Monday, shares of Sunbelt Rentals (NYSE:SUNB) traded near $86.06. The company boasts a market capitalization of around $35.57 billion. Its price-to-earnings (P/E) ratio stands at 26.4, with a forward P/E of 20.3. The stock has experienced a 52-week low of $61.03 and a high of $86.68. Its 50-day moving average is $75.98, and the 200-day moving average is $73.56. With a beta of 1.646, the stock shows a higher volatility compared to the market.

12-month forecast

$SUNB price target

Sunbelt Rentals Holdings, Inc. daily closes and this analyst's $90 target. Not advice.

Recent Earnings

Sunbelt Rentals reported revenues of approximately $10.93 billion, marking a growth of 2.7%. The company achieved an earnings per share (EPS) of $3.26, with a net margin of 12.7% and a return on equity (ROE) of 18.1%. Investors can look forward to the next earnings report, although the exact date isn't specified.

Dividend

Sunbelt Rentals offers an annual dividend rate of $1.50, yielding 2.38%. The company does not have a payout ratio, indicating a reinvestment strategy or retained earnings.

Analysts Set New Price Targets

On June 22, 2026, Barclays maintained its buy rating on Sunbelt Rentals, setting a price target of $90. Previously, Citigroup maintained a buy rating with a target of $95 on June 12, 2026. Bernstein initiated coverage with a buy rating and a target of $86 on May 12, 2026. Meanwhile, JP Morgan downgraded the stock to sell with a $75 target on May 1, 2026. The consensus among 14 analysts remains a buy, with an average target price of $83.86.

About Sunbelt Rentals

Sunbelt Rentals Holdings, Inc. operates in the industrial sector, specifically in rental and leasing services. Headquartered in Fort Mill, South Carolina, the company provides a wide range of equipment rental solutions across the United States, the United Kingdom, and Canada. With over 25,000 employees, Sunbelt Rentals serves various industries, including construction, maintenance, and emergency response. Its offerings include power generation, scaffolding, and temporary structures, catering to sectors like entertainment, government, and healthcare.

Bottom Line

Barclays' reaffirmation of its buy rating for Sunbelt Rentals highlights the company's solid position in the rental market. Investors track such analyst updates to gauge market sentiment and potential growth. It's important to remember that these ratings reflect the analysts' views at a specific time and may not represent future performance.