Analyst Upgrade: Social media chatter intensified after Jefferies lifted its price target for Rolls-Royce, highlighting strong operational performance in aerospace and defense segments. Investors noted the firm's consistent delivery on long-term contracts amid recovering aviation demand. Discussions emphasized how such upgrades reflect broader market recognition of the company's turnaround efforts.
Earnings Outlook: Participants shared views on upcoming results expected later this month, focusing on maintenance revenue stability following geopolitical disruptions. Some highlighted the stock's steady climb over recent years driven by end-market strength in power systems. Overall exchanges remained measured, with emphasis on sustained growth trajectories without excessive speculation.
Note: This discussion summary was generated from an AI condensation of post data.
Rolls-Royce Holdings Insider Trading Activity
Rolls-Royce Holdings insiders have traded $RR stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $RR stock by insiders over the last 6 months:
- MATTHEW G. CASELLA has made 0 purchases and 3 sales selling 72,500 shares for an estimated $209,100.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Rolls-Royce Holdings Hedge Fund Activity
We have seen 104 institutional investors add shares of Rolls-Royce Holdings stock to their portfolio, and 69 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DAVIDSON KEMPNER CAPITAL MANAGEMENT LP added 5,000,000 shares (+142.9%) to their portfolio in Q1 2026, for an estimated $10,450,000
- JANE STREET GROUP, LLC removed 3,360,378 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $7,023,190
- JUMP FINANCIAL, LLC added 3,159,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $6,602,310
- MARSHALL WACE, LLP added 2,810,413 shares (+inf%) to their portfolio in Q1 2026, for an estimated $5,873,763
- MILLENNIUM MANAGEMENT LLC added 2,637,651 shares (+475.7%) to their portfolio in Q1 2026, for an estimated $5,512,690
- TWO SIGMA INVESTMENTS, LP added 2,237,981 shares (+inf%) to their portfolio in Q1 2026, for an estimated $4,677,380
- CITADEL ADVISORS LLC removed 1,796,083 shares (-68.7%) from their portfolio in Q1 2026, for an estimated $3,753,813
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Rolls-Royce Holdings Analyst Ratings
Wall Street analysts have issued reports on $RR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 02/18/2026
To track analyst ratings and price targets for Rolls-Royce Holdings, check out Quiver Quantitative's $RR forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
