MGRC — McGrath RentCorp Stock Price, Chart & AI Report

Positive May 16, 2026 • 16:30 UTC The Motley Fool • Jonathan Ponciano

This $4 Million Rental Stock Buy Signals Confidence in Data Center Demand

Anchor Capital Management increased its stake in McGrath RentCorp by 40,352 shares ($4.49 million) in Q1 2026, signaling confidence in data center demand. McGrath's rental operations revenue climbed 5%, with TRS-RenTelco rental revenue jumping 13% due to accelerating data center buildouts. The company maintains a 35-year dividend increase streak and offers exposure to infrastructure spending with recurring revenue.

MGRC HLMN LIND VITL McGrath RentCorp data center demand rental equipment infrastructure spending

Sentiment note

Anchor Capital's increased investment signals confidence in the company's growth prospects, particularly in data center demand. Strong Q1 results show 5% rental revenue growth and 13% growth in TRS-RenTelco segment. The company's 35-year dividend increase streak and stable adjusted EBITDA demonstrate financial strength and shareholder-friendly policies, despite broader market underperformance.

Neutral May 16, 2026 • 16:25 UTC The Motley Fool • Jonathan Ponciano

What to Know About This Fund’s $14 Million Patrick Industries Exit After a Tough Quarter

Anchor Capital Management fully exited its position in Patrick Industries during Q1 2026, selling 116,967 shares worth approximately $14.46 million. The exit reduced Patrick Industries from 11.3% of the fund's assets to zero. Patrick Industries faces headwinds from softening RV and housing demand, though the company showed strength in marine and powersports segments with revenue of $997 million and maintained solid free cash flow of $194 million.

PATK HLMN MGRC LIND fund exit Patrick Industries Q1 2026 RV market softness

Sentiment note

Listed as a top holding in Anchor Capital's portfolio ($20.43 million, 22.0% of AUM) with no specific performance commentary provided in the article.

Neutral Sep 18, 2024 • 22:12 UTC The Motley Fool • Eric Volkman

Why McGrath RentCorp Stock Slumped on Wednesday

McGrath RentCorp and WillScot Holdings have mutually agreed to cancel their planned merger, with McGrath to receive a $180 million termination fee. The deal was scrutinized by the FTC over anti-competitive concerns, leading to its cancellation.

MGRC WSC McGrath RentCorp WillScot Holdings merger FTC anti-competitive

Sentiment note

The article reports that McGrath RentCorp will receive a $180 million termination fee, which is a positive outcome, but also notes that the company's investors would have preferred the merger to be completed rather than a return to business-as-usual.

Neutral Aug 23, 2024 • 15:54 UTC GlobeNewswire Inc. • Researchandmarkets.Com

Modular Construction Industry Poised for Continued Global Expansion Through 2024 - Long-term Market Forecasts to 2028 and 2033

The global modular construction industry is expected to continue its robust growth trajectory, reaching an estimated $138.37 billion by 2028 with a CAGR of 7.8%. Innovations, supportive government policies, and rising urbanization are driving this expansion, particularly in sectors like healthcare and education.

SKBSY BLFBY FLR MGRC modular construction global market growth innovation

Sentiment note

The article mentions MCGRATH RENTCORP as one of the companies featured, but does not provide any specific information about the company's performance or outlook.

Unknown Jun 17, 2024 • 16:00 UTC Zacks Investment Research • Zacks Equity Research

McGrath (MGRC) Upgraded to Buy: Here's Why

McGrath (MGRC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

MGRC

Unknown Apr 26, 2024 • 01:30 UTC The Motley Fool • newsfeedback@fool.com (Motley Fool Transcribing)

McGrath RentCorp (MGRC) Q1 2024 Earnings Call Transcript

MGRC earnings call for the period ending March 31, 2024.

MGRC earningscall-transcripts

Unknown Apr 25, 2024 • 21:35 UTC Zacks Investment Research • Zacks Equity Research

McGrath (MGRC) Q1 Earnings and Revenues Top Estimates

McGrath (MGRC) delivered earnings and revenue surprises of 27.40% and 9.15%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

MGRC AER

Unknown Apr 12, 2024 • 04:21 UTC Seeking Alpha • Dividend Derek

3 Upcoming Dividend Increases Including A King

Colgate-Palmolive is maintaining its impressive 61-year dividend increase streak. Check here to learn more about the top stocks expected to follow suit.

MGRC WSM CL SCHD

Unknown Mar 13, 2024 • 13:35 UTC Zacks Investment Research • Zacks Equity Research

McGrath (MGRC) Loses -6.12% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

McGrath (MGRC) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

MGRC

Unknown Feb 23, 2024 • 13:50 UTC Zacks Investment Research • Zacks Equity Research

McGrath (MGRC) is on the Move, Here's Why the Trend Could be Sustainable

McGrath (MGRC) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.

MGRC

Unknown Feb 22, 2024 • 00:45 UTC The Motley Fool • newsfeedback@fool.com (Motley Fool Transcribing)

McGrath RentCorp (MGRC) Q4 2023 Earnings Call Transcript

MGRC earnings call for the period ending December 31, 2023.

MGRC earningscall-transcripts

Unknown Feb 20, 2024 • 05:37 UTC Seeking Alpha • Harvesting Dividends

Walmart, Home Depot Lead 10 Companies Announcing Annual Dividend Increases In Second Half Of February

Dividend growth investors saw two dozen increases in the first half of February. Click here for a detailed analysis.

ADI ALLE AVA BBY