Alta Equipment Group (ALTG)
Sells, rents, and services equipment through OEM-backed North American territories.
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Sells and rents material handling, construction, and environmental processing equipment, with parts and service tied to exclusive OEM territories. Revenue comes from equipment sales, product support, rentals, and rental fleet sales across U.S. and Canadian markets.
Sells, rents, and supports lift trucks, construction equipment, environmental processing equipment, cranes, aerial platforms, paving equipment, and related parts. Material Handling, Construction Equipment, and Master Distribution connect manufacturer territories with customers across U.S. states and Canadian provinces.
The model centers on dealership rights, parts availability, technician service, and selective rentals. Equipment sales are the largest activity, while product support and rental fleet sales keep the business tied to customer uptime and fleet replacement cycles.
OEM relationships, exclusive territories, floor-plan financing, and end-market activity in construction, logistics, manufacturing, recycling, and waste management shape results. Master Distribution also carries tariff and sourcing exposure through European equipment suppliers.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 24, 2026 | DA Davidson | Reiterate | Rating: —Target: $7 | Target: $8 |
| Mar 9, 2026 | Raymond James | Target | Target: $9 | Target: $9.50 |
| Mar 6, 2026 | D.A. Davidson | Target | Target: $20 | Target: $7 |
| Aug 18, 2025 | DA Davidson | Downgrade | ||
| Jul 8, 2025 | Northland Capital Markets | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $20.9M · Total debt $691.3M · Total assets $1.32B · Shareholders' equity −$36.2M
- Revenue
- $475.5M
- Operating income
- $12.0M
- Net income
- −$7.5M
HistoryDividendAnnual yield
| Institutions | ≈ 61.44% | 19.99M shares | |
|---|---|---|---|
| 137 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 26.86% | 8.74M shares | |
| 10 holders · as of Jun 1, 2026 | |||
| Strategic holders | 50.47% | 16.42M shares | |
| 3 holders · as of Jun 3, 2024 | |||
| Adds to | 138.77% | ||
32.54M company shares as of Aug 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 138.77%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Riley Financial, Inc.Strategic | 22.28% | 7.25M | filed Mar 17, 2020 |
B. Riley Financial, Inc.1Strategic10 percent owner | 21.87% | 6.43M · 4.01M | filed Feb 9, 2024 |
Ryan GreenawaltInsiderdirector, 10 percent owner, officer: Chief Executive Officer | 17.61% | 5.73M | filed Mar 25, 2026 |
Mill Road Capital Management LLCInstitution | 13.44% | 4.37M | as of Jun 30, 2026 |
Snowbird Capital LLCStrategic | 6.32% | 2.06M | filed Jun 3, 2024 |
- B. Riley Financial, Inc.'s transaction reports restate only vehicles that traded; the 2022 ownership statement (6.43M) less the 3.33M net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 12, 2026 | Mill Road Capital III, L.P. | 10 percent owner | +58,162 | $6.10 |
| Mar 13, 2026 | Mill Road Capital III, L.P. | 10 percent owner | +3,798 | $5.95 |
| Mar 3, 2026 | Sidhartha Nair | director | +1,000 | $7.13 |
| Mar 5, 2026 | Sidhartha Nair | director | +1,000 | $7.00 |
| Mar 9, 2026 | Sidhartha Nair | director | +1,000 | $6.75 |
- United Rentals
Largest rental rival across construction and specialty equipment
- Sunbelt Rentals
Sunbelt platform contesting North American rental demand
- Herc
Scaled rental rival with H&E branch and fleet expansion
- Caterpillar
Construction OEM channel competing through the Cat dealer network
- Custom Truck One Source
Specialty equipment rental, sales, and aftermarket overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alta Equipment Group | $6.13 | −2.47% | $204.3M | — | — | 0.1 | −1.2% |
| United Rentals | $1,048.70 | +0.54% | $64.92B | 25.3 | 19.9 | 3.9 | +11.8% |
| Sunbelt Rentals | $74.76 | −1.20% | $31.02B | 22.9 | 17.2 | 2.7 | — |
| Herc | $141.03 | −2.11% | $4.82B | 98.0 | 17.0 | 1.0 | +20.2% |
| Caterpillar | $806.38 | −0.20% | $372.20B | 34.8 | 28.0 | 5.0 | +24.0% |
| Custom Truck One Source | $9.55 | −0.83% | $2.19B | 102.6 | 43.8 | 1.1 | +10.2% |
| Median | 34.8 | 19.9 | 2.7 | +16.0% |