Could Casella Waste Systems’ New CRO Reframe CWST’s Commercial Strategy and Margin Potential?
Casella Waste Systems, Inc. appointed Christopher A. Rains as Senior Vice President and Chief Revenue Officer, a move that could significantly influence the company's growth, pricing, and service initiatives. Rains' extensive experience and Lean Six Sigma training are expected to sharpen sales and operations, potentially reshaping Casella’s investment narrative. The article examines the potential impact of this appointment on the company's ability to convert existing investments into clearer earnings progress amidst ongoing capital intensity and integration challenges.
Vanguard realigns reporting, discloses 0% stake in Casella Waste Systems (CWST)
The Vanguard Group has filed an amended Schedule 13G/A, reporting 0 shares and 0% beneficial ownership of Casella Waste Systems (CWST). This change is due to an internal realignment within Vanguard, which disaggregates certain subsidiaries' holdings for separate reporting as per SEC Release No. 34-39538. This administrative update is noted to be neutral in its impact on Casella's shareholder base and does not signify a sale of shares.
Casella Waste (CWST) vice chair gifts 146K Class B shares to trusts
Douglas R. Casella, vice chairman and director of Casella Waste Systems Inc. (CWST), reported gifting a total of 146,000 Class B shares to various trusts and his spouse on March 17-18, 2026. These transactions were bona fide gifts, not open-market sales, intended for estate planning purposes. Following these gifts, Casella retains significant direct and indirect holdings of both Class A and Class B shares.
Casella Waste (NASDAQ: CWST) grants 989 RSUs to senior revenue officer
Casella Waste Systems Inc. (NASDAQ: CWST) Senior VP & Chief Revenue Officer Christopher Alan Rains was granted 989 Restricted Stock Units (RSUs) as equity compensation, representing one share of Class A Common Stock per RSU. This award, made at no cash cost to Rains, vests in three equal annual installments beginning March 12, 2027, contingent on continued service. Following this grant, Rains directly holds 989 shares of Class A Common Stock.
CWST SEC Filings - Casella Waste 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Casella Waste Systems (CWST) SEC filings, including 10-K, 10-Q, and 8-K forms, designed for investors and traders. It highlights recent significant filings such as the remarketing and redemption of tax-exempt bonds, a CEO succession plan, and insider ownership disclosures, all accompanied by AI-powered summaries for better interpretation. The article emphasizes Casella's operations as a regional solid waste, recycling, and resource management services company.
Sayward, Casella Waste Systems SVP, sells $43k in CWST stock
Shelley E. Sayward, Senior VP & General Counsel at Casella Waste Systems INC (NASDAQ: CWST), sold 491 shares of Class A Common Stock across two transactions totaling approximately $43,330 in mid-March 2026. Despite these sales, Sayward acquired an additional 1,654 shares through a restricted stock unit award, increasing her direct ownership to 28,369 shares. The article also notes that Casella Waste Systems recently exceeded Q4 2025 earnings expectations and appointed a new Chief Revenue Officer, while Barclays analysts view waste management companies favorably amid geopolitical events.
Steves Sean, Casella Waste Systems COO, sells $26k in CWST stock
Sean Steves, COO of Casella Waste Systems Inc., sold 294 shares of CWST stock totaling $25,998 to cover tax obligations related to vested Restricted Stock Units. The sales were part of an automatic plan and not discretionary. The company recently reported Q4 2025 earnings exceeding expectations, appointed a new Chief Revenue Officer, and is noted by analysts for its strong position in managing fuel costs amid global events.
Casella director John Casella sells $239,798 in Casella Waste Systems stock
John W. Casella, a director at Casella Waste Systems Inc, recently sold 2,707 shares of Class A Common Stock for approximately $239,798, primarily to cover tax obligations related to vested Restricted Stock Units. Despite these sales, Casella maintains significant direct and indirect holdings in the company. The stock is currently trading at $88.46, having seen a decline over the past year and year-to-date, and according to InvestingPro, appears overvalued.
Will Casella Waste Systems’ New CRO Hire Reframe Its Commercial Strategy And Margin Potential (CWST)?
Casella Waste Systems appointed Christopher A. Rains as Senior Vice President and Chief Revenue Officer, a strategic move expected to influence the company's growth and efficiency. This appointment follows the resignation of Sean Steves, the former COO of Solid Waste Operations. The article highlights that Rains' commercial and operational background could reshape Casella's investment narrative, particularly as the company targets significant revenue and net income growth by 2026 and 2028, with current forecasts valuing the stock at a 28% upside.
Casella Waste Systems (CWST) director awarded RSUs, auto sells shares for tax
John W. Casella, a director at Casella Waste Systems (CWST), received 5,513 Restricted Stock Units (RSUs) on March 12, 2026, which will vest in three equal annual installments starting in 2027. Concurrently, he sold 2,707 Class A shares across two transactions on March 12 and March 16, 2026, at weighted average prices of $90.06 and $87.77 respectively. These sales were automatically executed to cover tax withholding obligations from previously vested RSUs, not discretionary trades, and left him with 30,795 direct Class A shares and additional shares held indirectly.
Casella Waste Systems CEO Coletta sells $120k in stock
Casella Waste Systems Inc (NASDAQ:CWST) President and CEO Edmond Coletta sold a total of $120,610 in Class A Common Stock through two transactions on March 12 and March 16, 2026. The sales were priced between $87.81 and $89.80, with the stock currently trading at $88.46. Coletta also acquired 6,892 shares from Restricted Stock Units (RSUs) on March 12, which will vest in three equal annual installments starting March 12, 2027.
Sayward, Casella Waste Systems SVP, sells $43k in CWST stock By Investing.com
Shelley E. Sayward, Senior VP & General Counsel at Casella Waste Systems INC, sold 491 shares of Class A Common Stock for approximately $43,330 across two transactions in March 2026. Simultaneously, Sayward acquired 1,654 shares as part of a restricted stock unit award. The company also reported strong Q4 2025 earnings, exceeding analyst EPS expectations, and appointed Christopher A. Rains as SVP and Chief Revenue Officer, while Barclays noted the waste management sector's resilience to increased fuel costs.
Steves Sean, Casella Waste Systems COO, sells $26k in CWST stock
Sean Steves, COO of Casella Waste Systems, sold 294 shares of CWST stock totaling nearly $26,000 to cover tax obligations from vested Restricted Stock Units. These sales were not discretionary and occurred on March 12 and March 16, 2026. Despite the stock appearing overvalued according to InvestingPro, Casella Waste Systems recently exceeded Q4 2025 EPS expectations and appointed a new Chief Revenue Officer.
Casella Waste (NASDAQ: CWST) GC awarded RSUs and sells 491 shares
Casella Waste Systems senior vice president and general counsel Shelley E. Sayward received 1,654 Restricted Stock Units (RSUs) on March 12, 2026, which will vest in three equal annual installments starting March 12, 2027. She also sold a total of 491 shares; 129 shares were sold to cover tax withholding on previously vested RSUs, and an additional 362 shares were sold in an open-market transaction. Following these transactions, Sayward directly holds 28,369 shares of Class A Common Stock, indicating routine compensation and portfolio management.
Casella director John Casella sells $239,798 in Casella Waste Systems stock
John W. Casella, director at Casella Waste Systems, sold 2,707 shares of Class A Common Stock for $239,798 across two transactions on March 12 and March 16, 2026. These sales were primarily for tax withholding obligations related to vested Restricted Stock Units. Despite the sales, Casella maintains significant direct and indirect holdings in Class B Common Stock, while the company recently exceeded Q4 2025 EPS expectations and appointed a new Chief Revenue Officer.
Steves Sean, Casella Waste Systems COO, sells $26k in CWST stock
Sean Steves, COO of Casella Waste Systems (NASDAQ:CWST), sold 294 shares totaling nearly $26,000 to cover tax obligations stemming from vested Restricted Stock Units. These sales, executed under an automatic plan, occurred on March 12 and March 16, 2026. The company recently exceeded Q4 2025 EPS estimates but slightly missed revenue targets, and analysts believe the waste sector is well-positioned against rising fuel costs.
Steves Sean, Casella Waste Systems COO, sells $26k in CWST stock
Sean Steves, COO of Casella Waste Systems Inc, sold 294 shares of Class A Common Stock for approximately $25,998 to cover tax obligations related to vested Restricted Stock Units. These transactions occurred on March 12 and March 16, 2026. The sales were automatic and not discretionary, and Steves now directly owns 9,375 shares.
Casella Waste (CWST) CFO awarded RSUs and sells shares to cover taxes
Casella Waste Systems Executive VP and CFO Bradford John Helgeson was awarded 2,756 Restricted Stock Units (RSUs) on March 12, 2026, which will vest in three equal annual installments starting March 12, 2027. On March 16, 2026, Helgeson sold 405 shares of Class A Common Stock at $87.73 per share in a pre-arranged "sell-to-cover" transaction to satisfy tax withholding obligations related to previously vested RSUs. Following these transactions, Helgeson directly holds 7,342 shares of Casella Waste Systems.
[Form 4] CASELLA WASTE SYSTEMS INC Insider Trading Activity
Casella Waste Systems President and CEO Edmond Coletta recently received 6,892 Restricted Stock Units vesting over three years and engaged in stock sales. On March 12, 2026, he sold 377 shares to cover taxes on vested RSUs, and on March 16, 2026, he sold an additional 988 shares. Following these transactions, Coletta directly owns 152,618 shares of Class A Common Stock.
Casella Waste (NASDAQ: CWST) VP granted 551 RSUs, sells 140 shares
Kevin Drohan, VP & Chief Accounting Officer of Casella Waste Systems (NASDAQ: CWST), reported receiving 551 Restricted Stock Units (RSUs) that will vest in three annual installments starting March 12, 2027. He also sold 140 shares in two separate transactions: 55 shares to cover tax withholding on previously vested RSUs, and 85 shares in an open market sale. Following these transactions, Drohan directly holds 7,873 shares of Class A Common Stock.
CWST (CWST) Sr VP executes 294-share sell-to-cover tax trades
Sean Steves, Sr VP & COO of SW Ops at Casella Waste Systems Inc. (CWST), reported two "sell-to-cover" tax trades totaling 294 shares of Class A Common Stock. These transactions, occurring on March 12 and March 16, 2026, were non-discretionary sales made to satisfy tax withholding obligations on previously granted Restricted Stock Units (RSUs). Following these sales, Steves directly holds 9,375 shares.
The Analyst Verdict: Casella Waste Systems In The Eyes Of 5 Experts
Five analysts have recently evaluated Casella Waste Systems (NASDAQ: CWST), with their sentiments ranging from bullish to indifferent. The average 12-month price target for CWST stock is $114.6, an increase of 2.55% from the prior average, with individual targets varying from $101.00 to $130.00. Casella Waste Systems has shown notable revenue growth and strong profitability metrics like net margin and ROE, although its market capitalization is below industry average and its ROA is lower than benchmarks.
What Casella Waste Systems (CWST)'s Landfill Expansions and Acquisition Pipeline Plans Mean For Shareholders
Casella Waste Systems (CWST) presented its multi-year operational and capital plans at the Raymond James Institutional Investor Conference, focusing on expanding landfill capacity in the Northeast and pursuing a significant acquisition pipeline of US$150 million–US$200 million. This strategy emphasizes efficiency, pricing discipline, and growth through acquisitions, particularly supported by a new US$1.5 billion credit agreement. While the company projects significant revenue and earnings growth with a fair value of US$114.90, investors are urged to consider the potential strains of capital-intensive expansion and integration challenges on free cash flow.
CWST SEC Filings - Casella Waste 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors to access SEC filings for Casella Waste Systems (CWST), including 10-K, 10-Q, and 8-K forms, alongside AI-powered summaries. The filings offer detailed insights into the company's financial performance, operational strategies, material events like CEO succession, and significant ownership stakes by institutions like BlackRock and Vanguard. Recent filings highlight insider transactions, the company's 2025 growth, and 2026 financial targets.
Blair William & Co. IL Boosts Holdings in Casella Waste Systems, Inc. $CWST
Blair William & Co. IL significantly increased its stake in Casella Waste Systems, Inc. (CWST) by 54.4% in Q3, now owning 267,978 shares valued at $25.4 million. This comes despite notable insider selling from the CEO and President in late February. Casella Waste Systems reported an EPS beat and maintains a "Moderate Buy" consensus rating among analysts with a target price of $114.22.
Steves Sean, Sr VP, sells Casella Waste Systems (CWST) stock for $111k
Steves Sean, Senior Vice President and COO of SW Ops at Casella Waste Systems (CWST), sold 1,199 shares of Class A Common Stock for approximately $111,375 on February 27, 2026. This sale was conducted to cover tax withholding obligations related to previously vested performance-based stock units. Prior to this sale, on February 26, 2026, Steves also acquired 3,433 shares for $0 due to the vesting of other performance-based stock units.
Casella Waste Systems VP Drohan sells $62k in shares
Kevin Drohan, VP & Chief Accounting Officer of Casella Waste Systems (NASDAQ: CWST), sold 675 shares of Class A Common Stock for $62,511 to cover tax obligations related to vested performance-based stock units. These transactions occurred on February 27, 2026, and followed an acquisition of 2,452 shares from PSU vesting on February 26, 2026. Separately, Casella Waste Systems reported Q4 2025 EPS of $0.30, beating analyst expectations, though revenue slightly missed forecasts.
Steves Sean, Sr VP, sells Casella Waste Systems (CWST) stock for $111k
Steves Sean, Senior VP at Casella Waste Systems (CWST), sold 1,199 shares for approximately $111,375 to cover tax obligations from vested performance-based stock units. This transaction occurred on February 27, 2026, with sales prices ranging from $92.88 to $92.93. Earlier, on February 26, 2026, Sean acquired 3,433 shares through the vesting of PSUs tied to the company's performance, bringing his direct ownership to 9,669 shares.
Casella Waste Systems VP Drohan sells $62k in shares
Casella Waste Systems VP & Chief Accounting Officer Kevin Drohan sold 675 shares of Class A Common Stock for $62,511 to cover tax withholding obligations related to vested performance-based stock units. This transaction occurred on February 27, 2026, following his acquisition of 2,452 shares upon vesting the day before. The company also recently reported Q4 2025 EPS of $0.30, beating analyst expectations, although revenue slightly missed forecasts.
Steves Sean, Sr VP, sells Casella Waste Systems (CWST) stock for $111k
Casella Waste Systems (CWST) Senior Vice President, Steves Sean, sold 1,199 shares of Class A Common Stock for approximately $111,375 on February 27, 2026, to cover tax obligations related to vested performance-based stock units. Prior to this sale, on February 26, 2026, Steves acquired 3,433 shares upon the vesting of PSUs tied to the company's performance objectives and relative total shareholder return. Following these transactions, Steves directly owns 9,669 shares, and the company remains profitable according to InvestingPro analysis, despite a recent revenue miss in Q4 2025 earnings.
Casella Waste (NASDAQ: CWST) officer logs PSU vesting and tax sale
Kevin Drohan, VP & Chief Accounting Officer at Casella Waste Systems (NASDAQ: CWST), reported two transactions: acquiring 2,452 shares from the vesting of performance-based stock units and subsequently selling 675 shares to cover tax withholding. The sale was a pre-arranged, non-discretionary transaction at an average price of $92.61 per share. The vesting was tied to the company's 2025 performance and relative total shareholder return through December 31, 2025.
Casella Waste (NASDAQ: CWST) CEO logs PSU vest and tax sell-to-cover
Casella Waste Systems (NASDAQ: CWST) CEO John W. Casella reported the vesting of 23,299 Class A common shares from performance-based stock units (PSUs) and a subsequent sale of 6,726 Class A shares at a weighted average price of $93.10. This sale was a non-discretionary "sell-to-cover" transaction to satisfy tax withholding obligations related to the PSU vesting. After these transactions, the CEO directly holds 27,989 Class A shares, along with significant Class B holdings and indirect interests through trusts and his spouse.
Casella Waste Systems (CWST) president logs PSU vesting and tax sell-to-cover
Casella Waste Systems (CWST) president Edmond Coletta reported the vesting of 9,810 performance-based stock units (PSUs) on February 26, 2026, which he acquired at $0.00 per share. To cover tax withholding obligations, 3,812 shares were subsequently sold on February 27, 2026, at a weighted average price of approximately $93.70 per share, as part of a pre-arranged "sell-to-cover" transaction. Following these transactions, Coletta directly holds 147,091 shares of Class A Common Stock.
Casella Waste (NASDAQ: CWST) COO records PSU vesting and automatic tax sell
Sean Steves, COO of Casella Waste Systems (CWST), reported the vesting of 3,433 performance-based stock units (PSUs) which were acquired at no cost. Concurrently, 1,199 shares were automatically sold at a weighted average price of $92.89 to cover tax withholding obligations associated with this vesting, an action detailed in a Form 4 SEC filing. Following these transactions, Steves directly owns 9,669 shares of CWST Class A Common Stock.
Casella Waste Systems, Inc. Announces Additional Information Regarding Presentations at Upcoming Investor Conferences
Casella Waste Systems, Inc. announced additional details regarding its presentations at two upcoming investor conferences: the Raymond James Institutional Investors Conference and the J.P. Morgan Industrials Conference. Management will provide business and financial updates. Presentation materials and live webcast links will be available on the company's investor website.
CASELLA WASTE SYSTEMS INC SEC Filing
Casella Waste Systems Inc. (CWST) has filed a Form 144 Notice of Proposed Sale of Securities with the SEC. The filing indicates a proposed sale of 675 shares of common stock with an aggregate market value of $62,511.75, acquired through a PSU transaction on February 27, 2026. The transaction is being handled by Raymond James & Associates and is set for an approximate sale date of February 27, 2026, on NASDAQ.
Casella Waste (NASDAQ: CWST) grows 2025 sales 18% and raises 2026 targets
Casella Waste Systems (NASDAQ: CWST) reported strong financial results for Q4 and fiscal year 2025, with full-year revenue increasing 18.0% to $1.837 billion, driven by acquisitions and solid waste pricing. Although GAAP net income for 2025 saw a 41.9% decline due to higher costs and depreciation, non-GAAP metrics like Adjusted EBITDA and Adjusted Free Cash Flow showed robust growth. The company also issued positive guidance for fiscal year 2026, anticipating continued growth in revenue, Adjusted EBITDA, and Adjusted Free Cash Flow.
Analysts Offer Insights on Industrial Goods Companies: Comfort Systems (FIX) and Casella Waste (CWST)
This article highlights bullish analyst sentiments for two industrial goods companies: Comfort Systems (FIX) and Casella Waste (CWST). Stifel Nicolaus maintained a Buy rating for Comfort Systems with a price target of $1196.00, while also maintaining a Buy rating for Casella Waste with a price target of $113.00. Both companies received reiterations of Buy ratings from William Blair as well.
Is Casella Waste Systems (CWST) Pricing Reflect Its Role In Regional Waste And Recycling Services
Simply Wall St analyzes whether Casella Waste Systems (CWST) is attractively priced, concluding it appears overvalued based on Discounted Cash Flow (DCF) and Price-to-Sales (P/S) analyses. The DCF model suggests a 10.4% overvaluation with an estimated intrinsic value of $94.12 against a current price of $103.88. The P/S ratio of 3.67x is also above industry and peer averages, indicating overvaluation when compared to its "Fair Ratio" of 1.73x.
Casella reports Q4 and FY2025 results and provides FY2026 guidance
Casella Waste Systems, Inc. (NASDAQ: CWST) announced its financial results for Q4 and the fiscal year ended December 31, 2025, reporting significant revenue growth and strong Adjusted EBITDA. The company saw revenues of $1.837 billion for fiscal year 2025, up 18.0% from fiscal year 2024, and acquired nine businesses, contributing to substantial annualized revenue. Casella also provided positive guidance for fiscal year 2026, projecting revenues between $1.970 billion and $1.990 billion.
Casella Waste Systems, Inc. Announces Fourth Quarter and Fiscal Year 2025 Results and Provides Fiscal Year 2026 Guidance
Casella Waste Systems, Inc. has announced its fourth quarter and fiscal year 2025 results, reporting strong revenue growth and significant acquisitions. The company's revenues for the fiscal year 2025 reached $1.837 billion, an 18.0% increase from fiscal year 2024, despite a net loss in the fourth quarter. Casella also provided positive guidance for fiscal year 2026, projecting revenues between $1.970 billion and $1.990 billion, driven by continued strategic acquisitions and organic growth.
Casella Waste Systems, Inc. Announces Fourth Quarter and Fiscal Year 2025 Results and Provides Fiscal Year 2026 Guidance
Casella Waste Systems, Inc. reported strong financial results for the fourth quarter and fiscal year 2025, with revenues up 9.7% and 18.0% respectively, and Adjusted EBITDA increasing by 12.7% and 17.3%. The company also provided fiscal year 2026 guidance, projecting revenues between $1.970 billion and $1.990 billion. These results were attributed to successful acquisition integrations, sustained price growth, and robust National Accounts growth, with the company noting its fifth consecutive year of double-digit revenue, Adjusted EBITDA, and Adjusted Free Cash Flow growth.
Casella Waste Systems, Inc. Announces Fourth Quarter and Fiscal Year 2025 Results and Provides Fiscal Year 2026 Guidance
Casella Waste Systems, Inc. reported its financial results for the fourth quarter and full fiscal year 2025, showing revenue growth but a net loss for the quarter. The company achieved significant growth through acquisitions and provided optimistic guidance for fiscal year 2026, projecting increased revenues, Adjusted EBITDA, and Adjusted Free Cash Flow. These results highlight the company's strategic focus on expansion and integration in its resource management services.
Casella Waste Systems Q4 2025 earnings preview
This article is a placeholder for a preview of Casella Waste Systems' (CWST) Q4 2025 earnings. No actual content beyond the title was provided.
An Overview of Casella Waste Sys's Earnings
Casella Waste Systems (NASDAQ: CWST) is scheduled to release its quarterly earnings on February 19, 2026, with analysts expecting an EPS of $0.22. Investors will be looking for an earnings beat and positive guidance for the next quarter. The company has a mixed earnings track record, with previous beats sometimes leading to significant share price increases.
Casella Waste Systems, Inc. $CWST Shares Purchased by Ranger Investment Management L.P.
Ranger Investment Management L.P. increased its stake in Casella Waste Systems, Inc. (NASDAQ:CWST) by 15.5% in the third quarter, making it the fund's 8th largest holding. Institutional investors now own approximately 99.51% of the company's stock. Analysts currently rate CWST as a "Moderate Buy" with a consensus target price of $114.33.
Did Mixed Results and New Institutional Backing Just Reframe Casella Waste Systems' (CWST) Acquisition-Driven Story?
Casella Waste Systems (CWST) recently reported mixed financial results, with increased revenue and EPS but missed operating income expectations and issued weaker full-year guidance. Despite this, institutional investors like Baron Discovery Fund and ClearBridge Investments have added CWST to their portfolios, drawn by its recurring revenue model and acquisition-led expansion into rural markets. This suggests that while near-term challenges exist, some investors view these as temporary, reinforcing Casella's acquisition-driven growth narrative.
Casella Waste Systems, Inc. to Host Conference Call on Its Fourth Quarter 2025 Results
Casella Waste Systems, Inc. (CWST) will release its financial results for the fourth quarter of 2025 after the market closes on Thursday, February 19, 2026. The company will host a conference call on Friday, February 20, 2026, at 10:00 a.m. Eastern Time, to discuss these results. Interested parties can register for dial-in details or listen to the webcast on the company's investor relations website.
Casella Waste Systems, Inc. to Host Conference Call on Its Fourth Quarter 2025 Results
Casella Waste Systems, Inc. (Nasdaq: CWST) will release its Q4 2025 financial results on February 19, 2026, after market close. The company will host a conference call on Friday, February 20, 2026, at 10:00 a.m. Eastern Time to discuss these results. Interested parties can register for dial-in details or listen to the webcast on Casella's investor relations website.
A Look At Casella Waste Systems (CWST) Valuation After Landfill Developments And New CEO Appointment
Casella Waste Systems (CWST) is under scrutiny after legislative developments regarding its North Country Landfill and the appointment of a new CEO, Ned Coletta. Despite recent short-term stock momentum, the company's valuation appears high, with a Price-to-Sales ratio of 3.7x compared to peers and an estimated fair P/S of 1.7x. A Discounted Cash Flow model also suggests overvaluation, estimating the fair value at US$90.01 against its current US$103.78 stock price.
