Thrivent Financial for Lutherans Increases Stake in Ralliant Corporation $RAL

06 Feb 2026, 09:25 by Amy Steele · The Cerbat Gem

Thrivent Financial for Lutherans lifted its position in Ralliant Corporation (NYSE:RAL – Free Report) by 60.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 210,045 shares of the company’s stock after buying an additional 79,173 shares during the period. Thrivent Financial for Lutherans owned about 0.19% of Ralliant worth $9,185,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in RAL. Dodge & Cox bought a new position in Ralliant in the 2nd quarter valued at approximately $523,571,000. Viking Global Investors LP purchased a new position in shares of Ralliant in the second quarter worth $257,200,000. State Street Corp bought a new position in shares of Ralliant during the second quarter valued at $213,096,000. Flossbach Von Storch SE boosted its position in shares of Ralliant by 1.7% during the third quarter. Flossbach Von Storch SE now owns 4,152,866 shares of the company’s stock valued at $181,605,000 after buying an additional 67,963 shares during the last quarter. Finally, Norges Bank bought a new stake in Ralliant in the 2nd quarter worth about $108,453,000.

Ralliant News Summary

Here are the key news stories impacting Ralliant this week:

Positive Sentiment: Q4 results: Ralliant reported $0.69 EPS (beat by $0.02) and $555M revenue (beat consensus), showing slight organic growth and a sequential improvement. Ralliant Reports Fourth Quarter and Full Year 2025 Results
Positive Sentiment: Technical/market note: Ralliant reportedly earned a relative strength rating upgrade and hit a technical benchmark—this can attract short‑term technical buyers. Ralliant earns relative strength rating upgrade; hits key benchmark
Neutral Sentiment: Revenue outlook: Ralliant set FY‑2026 revenue guidance at $2.1B–$2.2B (roughly in line with consensus revenue), indicating management still expects top‑line stability despite restructuring and investments. Ralliant outlines $2.1B–$2.2B 2026 revenue target
Neutral Sentiment: Earnings materials available: Full call transcript and slide deck were released for investors to review management’s explanations and assumptions. Ralliant (RAL) Q4 2025 Earnings Call Transcript
Negative Sentiment: Goodwill impairment and GAAP loss: The company recorded a $1.4B non‑cash goodwill impairment in its Test & Measurement segment (largely from EA Elektro‑Automatik), producing a GAAP net loss of ~$1.4B (‑$12.10/share). That charge triggered the steep share decline. Ralliant Plunges on $1.4B Electric Vehicle Impairment Charge
Negative Sentiment: Guidance shortfall on EPS: FY‑2026 EPS guidance (2.22–2.42) and Q1 guidance (0.460–0.520) are below Street EPS expectations, signaling near‑term profit pressure and likely weighing on valuation multiples. Ralliant FY2026 Guidance (press release / slide deck)
Negative Sentiment: Investor litigation risk: Multiple law firms have launched investigations into whether Ralliant’s disclosures complied with securities laws after the impairment—raising the prospect of lawsuits or regulatory scrutiny. Johnson Fistel investor alert Holzer & Holzer investigation
Negative Sentiment: Market reaction: Shares fell to an intra‑day all‑time low as investors sold after the impairment and loss disclosures. That price action can increase volatility and reduce investor confidence in the near term. Ralliant (RAL) Drops to All-Time Low on Hefty Losses

Analyst Ratings Changes

RAL has been the topic of several research analyst reports. Truist Financial assumed coverage on shares of Ralliant in a research note on Friday, December 12th. They set a “buy” rating and a $62.00 target price on the stock. Royal Bank Of Canada increased their price objective on shares of Ralliant from $45.00 to $52.00 and gave the company a “sector perform” rating in a research report on Friday, November 7th. Barclays raised their target price on shares of Ralliant from $59.00 to $60.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Citigroup upgraded shares of Ralliant from a “neutral” rating to a “buy” rating and boosted their target price for the company from $53.00 to $61.00 in a research note on Monday, December 8th. Finally, Vertical Research raised Ralliant from a “hold” rating to a “buy” rating and set a $45.00 price target on the stock in a report on Friday. Seven equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $56.70.

Read Our Latest Analysis on Ralliant

Ralliant Stock Performance

Shares of NYSE RAL opened at $38.47 on Friday. Ralliant Corporation has a 12-month low of $37.27 and a 12-month high of $57.02. The firm has a market capitalization of $4.34 billion and a price-to-earnings ratio of 30.29. The company has a current ratio of 1.49, a quick ratio of 1.03 and a debt-to-equity ratio of 0.39. The firm has a 50 day moving average of $51.72 and a 200 day moving average of $46.77.

Ralliant (NYSE:RAL – Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.67 by $0.02. The business had revenue of $554.60 million for the quarter, compared to analysts’ expectations of $543.04 million. The company’s revenue was up 1.2% on a year-over-year basis. Ralliant has set its Q1 2026 guidance at 0.460-0.520 EPS and its FY 2026 guidance at 2.220-2.420 EPS.

Ralliant Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Shareholders of record on Monday, March 9th will be issued a dividend of $0.05 per share. This represents a $0.20 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Monday, March 9th. Ralliant’s payout ratio is currently 15.75%.

Ralliant Profile

(Free Report)

Ralliant, Inc (NYSE: RAL) is a medical technology company focused on enabling point-of-care cell therapy solutions in the field of regenerative medicine. The company develops and markets systems that isolate, concentrate and store adipose-derived stromal vascular fraction (SVF) cells directly from a patient’s own fat tissue, facilitating same-day, autologous treatments without the need for extensive laboratory infrastructure.