IFM Investors 13F: New $7.3M Stake in Sunbelt Rentals (SUNB)

Institutional investment manager IFM Investors established a brand-new position in Sunbelt Rentals Holdings, Inc. SUNB on the NYSE, according to a Form 13F filing submitted to the SEC on October 14, 2026. Because 13F filings look backward at portfolio holdings from the close of a previous quarter, this report captures the fund's activity during that earlier period and may not represent its exact current holdings today.

Inside IFM Investors's Sunbelt Rentals Trade

During the quarter, IFM Investors bought 100,021 shares of Sunbelt Rentals, creating a fresh holding valued at approximately $7.3 million. This new stake means the fund entered the quarter with zero shares and built out its position from scratch.

Other Institutional Activity in Sunbelt Rentals

Other large institutional managers were also active in Sunbelt Rentals during the reporting period. Dodge & Cox Inc. grew its holdings by 1,662,017 shares, ending with 54,761,610 shares worth about $4.2 billion. Vanguard Capital Management LLC lifted its stake by 4,559,547 shares, finishing with 30,658,847 shares valued at roughly $2.3 billion. Vanguard Portfolio Management LLC added 459,673 shares to grow its position by 2.3%, reaching 20,188,107 shares worth about $1.5 billion. Blackrock Inc. boosted its holdings significantly by 14,680,354 shares to hold 15,155,059 shares valued at roughly $1.2 billion. Meanwhile, Wellington Management Group, LLP trimmed its position by 163,838 shares, or 1.5%, ending with 11,057,926 shares worth about $840.6 million.

Sunbelt Rentals Holdings, Inc. Stock Up 0.1%

Sunbelt Rentals shares recently traded around $76.59 as of October 16, 2026. The stock sits up about 1.8% above its 50-day moving average of $75.24 and roughly 3.2% above its 200-day moving average of $74.22. Over the past year, the shares have traded as low as $61.03 and as high as $86.68.

Recent Earnings

For its trailing twelve months, Sunbelt Rentals posted revenue of $11.5 billion alongside an earnings per share of $3.31. The company reported a net profit margin of 12.1% and a return on equity of 18.4%. The next quarterly earnings report is scheduled for release on December 9, 2026.

Dividend

Sunbelt Rentals pays an annual dividend of $1.05 per share, giving the stock a dividend yield of 1.37%. This payout is backed by a dividend payout ratio of 22.6%, meaning the company uses a modest portion of its earnings to fund the dividend.

Insider Buying and Selling at Sunbelt Rentals Holdings, Inc.

Company insiders have also been active in the stock. On October 1, 2026, insider Kyle Horgan purchased 25 shares at an average price of $73.30, totaling $1,863 in a transaction not made under a Rule 10b5-1 trading plan.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on Sunbelt Rentals leading up to the filing. On September 10, 2026, JP Morgan maintained its Underweight rating while raising its price target to $79.00 from $71.00. Keybanc maintained an Overweight rating on September 10, 2026, lifting its target to $90.00 from $85.00. B of A Securities maintained an Underperform rating on September 10, 2026, bumping its target to $71.00 from $62.00. RBC Capital reiterated a Sector Perform rating with an unchanged target of $80.00 on September 17, 2026. On the same day, Goldman Sachs upgraded the stock to Buy and raised its target to $93.00 from $78.00. Overall, the stock carries a consensus buy rating with a mean price target of $88.57 across 15 analyst opinions.

About Sunbelt Rentals

Sunbelt Rentals Holdings, Inc. operates an equipment rental business, providing construction, industrial, and general tools across the United States, the United Kingdom, and Canada. The company services commercial and industrial clients through multiple specialized operating divisions, making its performance a key indicator of broader industrial activity.

Bottom Line

Investors tracking IFM Investors will want to look toward Sunbelt Rentals' upcoming earnings report on December 9, 2026, for fresh financial results. Because 13F reports look backward, institutional positioning can shift between the end of the quarter and today.