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

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Jonathan Ponciano, The Motley Fool

Sat, May 16, 2026 astatine 11:50 AM CDT 4 min read

Anchor Capital Management Company accrued its involvement successful McGrath RentCorp (NASDAQ:MGRC) by 40,352 shares successful the archetypal quarter, an estimated $4.49 cardinal commercialized based connected quarterly mean pricing, according to its May 15, 2026, SEC filing.

What happened

According to an SEC filing dated May 15, 2026, Anchor Capital Management Company accrued its presumption successful McGrath RentCorp by 40,352 shares during the archetypal quarter. The estimated transaction worth was astir $4.49 million, calculated utilizing the period’s mean closing price. The quarter-end worth of the fund’s presumption successful McGrath RentCorp accrued by $5.23 million, a fig that includes some the interaction of trades and marketplace pricing shifts.

What other to cognize

ANCHOR Capital’s McGrath RentCorp involvement represents 22.03% of 13F AUM pursuing the buy
Top holdings aft the filing:
- NASDAQ: HLMN: $21.10 cardinal (22.8% of AUM)
- NASDAQ: MGRC: $20.43 cardinal (22.0% of AUM)
- NASDAQ: LIND: $16.99 cardinal (18.3% of AUM)
- NYSE: SXI: $14.33 cardinal (15.5% of AUM)
- NASDAQ: VITL: $8.77 cardinal (9.5% of AUM)
As of May 14, 2026, McGrath RentCorp shares were priced astatine $115.56, astir level implicit the past twelvemonth and underperforming the S&P 500, which is alternatively up astir 25%.

Company Overview

Metric

Value

Revenue (TTM)	$947.36 million
Net Income (TTM)	$155.13 million
Dividend Yield	1.7%
Price (as of marketplace adjacent 2026-05-14)	$115.56

Company Snapshot

McGrath RentCorp offers rental and income of modular buildings, portable retention containers, physics trial equipment, and liquid and coagulated containment tanks crossed 4 concern segments.
The steadfast generates gross done instrumentality rental, income of modular products, and related services to concern and organization clients.
It serves a diversified lawsuit base, including education, construction, industrial, communications, and nationalist assemblage organizations successful the United States and internationally.

McGrath RentCorp is simply a starring supplier of business-to-business rental solutions, operating astatine standard with astir $1 cardinal successful yearly revenue. The institution leverages a diversified portfolio of modular buildings, trial equipment, and containment solutions to code the needs of aggregate industries. Its strategy centers connected recurring rental income, beardown lawsuit relationships, and operational expertise, positioning it competitively successful the rental and leasing services market.

What this transaction means for investors

Rather than chasing a high-growth story, Anchor appears to beryllium leaning further into a institution with recurring revenue, a agelong dividend way record, and vulnerability to booming infrastructure and information halfway spending. This benignant of presumption says a batch successful a concentrated portfolio similar this one.

And McGrath’s latest 4th reinforced that thesis. Total gross roseate 2% to $198.5 million, portion rental operations gross climbed 5% to $162.2 million. The standout concern was TRS-RenTelco, wherever rental gross jumped 13% arsenic request tied to caller information halfway buildouts accelerated. Meanwhile, adjusted EBITDA was comparatively unchangeable astatine $74.1 million, adjacent arsenic income gross declined 13% and absorption flagged softer commercialized operation activity.

The institution besides continues to reward shareholders. McGrath has present accrued its yearly dividend for 35 consecutive years and paid a quarterly dividend of $0.495 per share.

For semipermanent investors, the entreaty present is consistency. McGrath whitethorn not beryllium flashy, but its diversified rental model, vulnerability to infrastructure spending, and recurring gross basal could assistance cushion the concern if economical conditions weaken aboriginal this year.

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