Insider Trading June 8, 2026 11:40 AM

Former Terex Financial Executive Offloads Shares Amid Strong Market Performance

Stephen Johnston's recent stock sale follows robust first-quarter earnings and analyst upgrades, raising questions about valuation.

By Nina Shah
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TEX

Stephen Johnston, the former Vice President, Chief Accounting Officer, and Controller at Terex Corp (NASDAQ:TEX), executed a sale of 379 shares on June 4, 2026, totaling $23,949. The transaction, reported via a Form 4 filing on June 8, 2026, leaves Johnston with a direct holding of 15,530 shares, including restricted stock units. This move occurs as Terex trades near its 52-week high of $71.50, with the stock up 31% over the past year. The company recently reported first-quarter 2026 earnings per share of $0.98, surpassing the $0.78 projection, while revenue matched the $1.7 billion estimate. Analysts have responded positively, with Raymond James upgrading the stock to Strong Buy and Truist Securities maintaining a Buy rating, citing strategic acquisitions and a strengthened balance sheet. Terex also declared a quarterly dividend of $0.17 per share, payable on June 22, 2026. Despite the positive momentum, valuation metrics suggest the stock may be overvalued relative to fair value estimates.

Former Terex Financial Executive Offloads Shares Amid Strong Market Performance
TEX
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Key Points

  • Stephen Johnston, former VP, Chief Accounting Officer, and Controller at Terex Corp (NASDAQ:TEX), sold 379 shares for $23,949 on June 4, 2026, leaving him with 15,530 shares including restricted stock units.
  • Terex reported first-quarter 2026 earnings per share of $0.98, beating the $0.78 estimate, while revenue matched the $1.7 billion forecast, prompting analyst upgrades from Raymond James and maintained ratings from Truist Securities.
  • The stock trades near its 52-week high of $71.50, up 31% over the past year, with a market cap of $7.08 billion and a P/E ratio of 42.8, though valuation analysis suggests it may be overvalued relative to fair value.

Stephen Johnston, who previously served as Vice President, Chief Accounting Officer, and Controller at Terex Corp (NASDAQ:TEX), sold 379 shares of the company's common stock on June 4, 2026. The transaction resulted in proceeds of $23,949. Johnston disposed of the shares at prices ranging from $63.15 to $63.19 per share, with an average sale price recorded at $63.19. Following this disposition, Johnston retains a direct ownership position of 15,530 shares of Terex common stock. This holding figure encompasses previously disclosed restricted stock units.

The sale was formally reported to the Securities and Exchange Commission through a Form 4 filing submitted on June 8, 2026. At the time of the transaction, Terex shares were trading at $62.20. The stock has demonstrated significant momentum, approaching its 52-week high of $71.50 and recording a 31% gain over the trailing twelve months. The company's market capitalization stands at $7.08 billion, supported by a price-to-earnings ratio of 42.8. Valuation analysis indicates that the current trading price may exceed fair value assessments, placing Terex among equities viewed as overvalued. The company has a consistent history of shareholder returns, having paid dividends for 14 consecutive years.

In recent operational developments, Terex reported first-quarter 2026 financial results that exceeded expectations. Earnings per share reached $0.98, significantly outpacing the projected $0.78. Top-line revenue aligned with forecasts, totaling $1.7 billion. The market response included analyst upgrades and maintained ratings. Raymond James raised its rating to Strong Buy from Outperform, adjusting its 2027 earnings per share estimate to $6.00, a revision attributed to the inclusion of Aerials in the company's portfolio. Truist Securities kept its Buy rating, highlighting the impact of strategic mergers and acquisitions on the portfolio and balance sheet strength. Terex also announced a quarterly dividend of $0.17 per share, with a payment date of June 22, 2026, for shareholders of record as of June 8, 2026. These actions underscore efforts to build a more durable earnings stream. In broader industry context, Stifel noted that auction prices for used agricultural equipment increased in April, while construction equipment prices showed mixed performance.

Risks

  • Valuation concerns: Analysis suggests the stock is overvalued relative to fair value estimates, which could pose risks for investors if the price corrects downward.
  • Mixed industry signals: While agricultural equipment auction prices rose in April, construction equipment prices showed mixed results, indicating potential volatility in the broader equipment sector.

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