Republic Services Weighs Acquisitions Against Free Cash Flow Headwinds
Republic Services (RSG) reported mixed Q4 earnings, surpassing EPS forecasts but missing slightly on revenue. The company guided for modest revenue and EPS growth in 2026 and plans $1 billion in acquisitions, which could impact free cash flow and stock buybacks due to softer operating cash flow. Despite recent bearish sentiment, RSG stock shows signs of a bullish reversal supported by defensive sector trends and analyst upside targets.
Can RSG Stock Turn Guidance Into Gains in 2026?
Republic Services Inc. (RSG) delivered mixed Q4 earnings, surpassing EPS forecasts but slightly missing revenue expectations. The company provided favorable full-year 2026 guidance for both revenue and EPS, projecting approximately 3% year-over-year increases, alongside plans for $1 billion in acquisitions. Despite some short-term bearish price action due to softer operating cash flow, analysts see approximately 15% upside for RSG stock, supported by its defensive sector positioning and strong historical performance against competitors like Waste Management.
Analysts Are Bullish on These Materials Stocks: Vulcan Materials (VMC), Knife River Corporation (KNF)
Two analysts have issued bullish sentiments on Vulcan Materials (VMC) and Knife River Corporation (KNF) in the Materials sector. Bank of America Securities analyst Michael Feniger maintained a Buy rating for Vulcan Materials with a $331.00 price target, while Sherif El-Sabbahy reiterated a Buy rating for Knife River Corporation with a $105.00 price target. Both companies also received upgraded Buy ratings from TipRanks' AI tools.
Textile Waste Management Market Report 2026-2035: A $13.87 Billion Market by 2030 with Veolia Environnement SA, Republic Services, TEXAID, and Infinited Fiber Co Leasing
The textile waste management market is projected to grow from $9.25 billion in 2025 to $13.87 billion by 2030, driven by increased regulatory mandates, circular fashion investments, and advanced recycling technologies. Key trends include chemical recycling, closed-loop systems, and digital tracking, with significant investments in recycling infrastructure. Asia-Pacific currently leads the market, while North America is expected to be the fastest-growing region.
Waste Management and Remediation Services Industry Report
The waste management and remediation services market is projected to reach $1.14 trillion by 2030, growing from $819.26 billion in 2025 at a CAGR of 7%. Key growth drivers include stringent regulations, circular economy investments, smart waste technologies, and rising demand for environmental cleanup, particularly for hazardous waste and PFAS solutions. Strategic acquisitions and technological innovations, like Crystal Clean's SAFF10 for PFAS remediation, are further shaping the market, with Western Europe and Asia-Pacific being significant growth regions.
Waste Management and Recovery Services Market Report 2026: Opportunities Driven by Rising Urban Waste, Increasing Sustainable Practices, Government Investments in Recycling, and AI Technology Adoptio
The waste management and recovery services market is projected to reach $252.96 billion by 2030, growing at a CAGR of 5.5% from $193.49 billion in 2025. This growth is driven by rising urban waste, sustainable practices, government investments in recycling, and AI adoption. Key players include Suez Environment SA, Veolia Environment SA, and Waste Management Inc., with North America leading the market.
Construction and Demolition Waste Management Market Report
The Construction and Demolition Waste Management (CDWM) market is projected to grow from $216.3 billion in 2025 to $310.65 billion by 2030, driven by increased construction activities, sustainability initiatives, and recycling efforts. Key trends include advanced recycling solutions and strategic company mergers. The Asia-Pacific region was the largest market in 2025, and leading companies include Veolia Environnement S.A. and Republic Services Inc.
Waste Management and Remediation Services Industry Report 2026-2035: A $1.14 Trillion Market by 2030 Featuring Suez Environnement, Republic Services, Clean Harbors, Covanta, Veolia Environnement
The waste management and remediation services market is projected to reach $1.14 trillion by 2030, growing from $819.26 billion in 2025 due to urbanization, increased waste generation, and stringent regulations. Key growth drivers include investments in the circular economy, smart waste technologies, and hazardous waste treatment, with strategic acquisitions and technological innovations like PFAS remediation tools shaping the market. Western Europe currently leads, with Asia-Pacific rapidly catching up in this expanding sector.
Waste Management to Pay $9 Million in Attorneys' Fees
Waste Management Inc. has been ordered to pay $9 million in attorneys' fees as part of a $30 million settlement with pension funds. This settlement resolves a class-action lawsuit alleging the company misrepresented the timeline of its $4.6 billion acquisition of Advanced Disposal Services Inc. The case highlights the significant legal costs companies face when accused of misleading investors, especially in mergers and acquisitions.
Pines recycling plant with ‘state of the art’ technology opens. Here’s what to know
Waste Management has opened a new 127,000-square-foot recycling plant in Pembroke Pines, Florida, one of the largest in the U.S. This facility, part of a $1.4 billion national upgrade, features AI-powered optical scanners to process over 60 tons of material per hour and aims for a 95% output of recyclables. It will serve Miami-Dade, Broward, Monroe, and Collier counties and includes an education room to teach the community about proper recycling.
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.
Waste management (WM) Sr. VP Smith sells $2.85m in stock
Donald J. Smith, Sr. VP of Operations at Waste Management Inc. (NYSE:WM), recently sold 12,194 shares of common stock for approximately $2.85 million. On the same day, Smith also exercised options to acquire 4,842 shares of the company's common stock for over $573,000. These transactions follow Waste Management Inc.'s fourth-quarter 2025 earnings report, which slightly missed EPS and revenue forecasts.
Waste Management Inc (NYSE:WM) Emerges as a Technical Breakout Candidate
Waste Management Inc (WM) has been identified as a technical breakout candidate through a scan filtering for stocks with strong technical ratings and consolidating price patterns. The company exhibits a solid uptrend and a high-quality setup for a potential breakout, characterized by clear resistance and support levels. Investors using a breakout strategy are advised to watch WM for a move above the $235.51 resistance level.
Smart Waste Management Market Size to Worth $13.31 Billion by 2035 | SNS Insider
The smart waste management market is projected to reach $13.31 billion by 2035, growing at a CAGR of 14.13% from $3.55 billion in 2025. This growth is driven by increasing urbanization, population growth, and the demand for data-driven waste solutions across residential, commercial, and industrial sectors. IoT-based technologies currently dominate the market, while AI and smart processing methods are expected to be the fastest-growing segments.
Smart Waste Management Market Size to Worth $13.31 Billion by 2035 | SNS Insider
The smart waste management market is projected to reach $13.31 billion by 2035, growing at a CAGR of 14.13% from $3.55 billion in 2025. This growth is driven by increasing urbanization and the rising demand for intelligent, data-driven waste solutions, particularly in North America which currently dominates the market. While IoT-based technologies lead, AI is the fastest-growing segment, and lack of infrastructure in rural areas remains a significant challenge to expansion.
Waste management (WM) Sr. VP Smith sells $2.85m in stock
Donald J. Smith, Sr. VP - Operations at Waste Management Inc (NYSE:WM), recently sold 12,194 shares of common stock for approximately $2.85 million and also exercised options to acquire 4,842 shares. This transaction followed the company's fourth-quarter 2025 earnings report, which showed a slight miss on both EPS and revenue forecasts. No other significant corporate updates, such as mergers or analyst ratings, were reported.
Republic Services (NYSE:RSG) Releases Quarterly Earnings Results, Beats Estimates By $0.14 EPS
Republic Services (NYSE:RSG) reported Q4 EPS of $1.76, surpassing analyst estimates by $0.14, although revenue of $4.14 billion missed the $4.21 billion consensus. The company also declared a quarterly dividend of $0.625 per share. Shares traded down following the announcement, but analysts maintain a "Moderate Buy" rating with an average target price of $248.82.
Waste management (WM) Sr. VP Smith sells $2.85m in stock
Donald J. Smith, Senior VP of Operations at Waste Management Inc. (NYSE:WM), sold 12,194 shares of common stock for $2.85 million and simultaneously exercised options to acquire 4,842 shares. This transaction occurred on February 17, 2026, with shares sold at $233.48 and options exercised at prices of $110.81 and $126.005. The company recently reported a slight miss on Q4 2025 earnings and revenue forecasts.
Insider Sell: Rafael Carrasco Sells Shares of Waste Management I
Rafael Carrasco, Senior Vice President of Enterprise Strategy at Waste Management Inc (WM), sold 7,352 shares of the company on February 13, 2026, and now owns 15,539.742 shares. Over the past year, Carrasco has sold 12,965 shares and made no purchases. Waste Management Inc is currently deemed Fairly Valued with a price-to-GF-Value ratio of 0.98.
All eyes on Republic Services earnings amid valuation questions
Republic Services is expected to report fourth-quarter earnings with anticipated EPS of $1.63 and revenue of $4.21 billion, marking a 4.1% year-over-year increase. The waste management giant faces scrutiny over its premium valuation, especially concerning the sustainability of margin expansion and the performance of its Environmental Solutions segment. Investors will also be keen on the company's 2026 guidance as it navigates macroeconomic trends and competitive pressures.
Waste management SVP Carrasco sells $1.72 million in stock
Rafael Carrasco, SVP of Enterprise Strategy at Waste Management, sold 7,352 shares of common stock for $1.72 million on February 13, 2026. This transaction follows the company's fourth-quarter 2025 earnings report, which slightly missed EPS and revenue forecasts, indicating that the company did not meet analysts' projections. Carrasco now directly owns 15,539.7420 shares of Waste Management.
Waste Management Market is expected to reach US$ 1.9 trillion by 2030 | Major Companies - Veolia, Suez, Waste Management Inc, FCC Environment CEE
The global Waste Management Market, valued at US$ 1.5 trillion in 2022, is projected to grow to US$ 1.9 trillion by 2030, exhibiting a CAGR of 3.0% during the forecast period of 2024-2031. This growth is driven by urbanization, industrialization, and environmental regulations, pushing for enhanced resource efficiency and circular economy initiatives. Key players in this market include Veolia, Suez, and Waste Management Inc., with recent developments showing an increasing focus on advanced waste-to-energy conversion, e-waste processing expansion, and recycling infrastructure upgrades in various regions.
Clean Harbors (CLH) Reports Q4: Everything You Need To Know Ahead Of Earnings
Clean Harbors (NYSE:CLH) is set to announce its Q4 earnings before market hours on Wednesday. Analysts expect revenue to grow 2.2% year-on-year to $1.46 billion and adjusted earnings of $1.60 per share, despite the company missing revenue expectations last quarter. The environmental and facilities services sector has shown positive investor sentiment, with Clean Harbors' stock up 6.8% over the last month.
Waste Connections, Inc. (TSE:WCN) Given Average Rating of "Strong Buy" by Analysts
Ten research firms have given Waste Connections, Inc. (TSE:WCN) an average rating of "Strong Buy," with nine firms issuing a strong buy and one a hold rating. Recent upgrades from Wells Fargo, Goldman Sachs, BNP Paribas Exane, and Sanford C. Bernstein further support this positive outlook. The company's shares opened at C$218.26, indicating a market cap of C$55.79 billion, following a recent earnings report of C$1.77 EPS on C$3.26 billion in revenue.
North America Dominates Medical Waste Management Market with 33% Revenue Share, Driving Expansion to USD 59.45 billion by 2030 | Key Players - Stericycle Inc., Sharp Compliance Inc., Waste Management Inc.
The global Medical Waste Management Market was valued at USD 34.08 billion in 2023 and is projected to grow to USD 59.45 billion by 2030, with a CAGR of 8.0%. North America currently leads with a 33% revenue share, largely due to stringent regulations and advanced healthcare infrastructure. The market's growth is fueled by expanding healthcare services, technological advancements in waste treatment, and increasing emphasis on eco-friendly practices, though high operational costs and inconsistent regulations pose challenges.
United States Food Waste Management Market 2026 | Market with
The Food Waste Management Market reached US$69.8 billion in 2024 and is projected to grow to US$136.2 billion by 2032, driven by increasing global food waste, stringent government regulations, environmental awareness, and technological advancements. The report highlights recent industry developments in the United States and Japan, key players, and segmented market analysis by waste type, source, service, and process. North America currently holds the largest share, followed by Europe and Asia-Pacific, with growth fueled by circular economy solutions and sustainability pushes.
Republic Services (RSG) Q4 Earnings: What To Expect
Republic Services (RSG) is preparing to report its Q4 earnings, with analysts expecting a 4.1% year-on-year revenue growth to $4.21 billion and adjusted earnings of $1.63 per share. The company missed revenue expectations last quarter, and its peers like Waste Connections and Waste Management have shown mixed results. Despite some past misses in Wall Street estimates, investor sentiment in the sector is positive, with RSG's share price up 4.3% in the last month.
WM joins SWANA as corporate partner
WM Inc. (formerly Waste Management) has become a corporate partner of the Solid Waste Association of North America (SWANA). This partnership aims to advance safety and best practices in the waste and resource management industry, leveraging WM's extensive network and expertise. WM employees have historically been active volunteers and leaders within SWANA, and this new agreement will further opportunities for collaboration and sharing of thought leadership.
Cibc World Market Inc. Acquires Shares of 110,469 Ball Corporation $BALL
CIBC World Market Inc. has acquired 110,469 shares of Ball Corporation (NYSE:BALL) in the third quarter, valued at approximately $5.57 million, increasing institutional ownership to about 86.51%. Analysts currently rate Ball as a consensus "Moderate Buy" with an average price target of $68.46, with some firms raising targets up to $70-$75. Ball recently exceeded quarterly earnings and revenue estimates and announced a quarterly dividend of $0.20 per share.
Caprock Group LLC Takes $1.39 Million Position in Reliance, Inc. $RS
Caprock Group LLC has acquired a new stake of 4,687 shares, valued at approximately $1.39 million, in Reliance, Inc. (NYSE: RS) during the third quarter. This comes as some insiders, including CEO Karla R. Lewis and COO Stephen P. Koch, sold significant shares in early December, reducing insider ownership to 0.35%. Wall Street analysts currently hold a "Moderate Buy" consensus rating for Reliance, with an average price target of $317.25, reflecting mixed recent analyst actions and coverage.
BTC Capital Management Inc. Boosts Stake in Waste Management, Inc. $WM
BTC Capital Management Inc. significantly increased its stake in Waste Management, Inc. by 117.1% in the third quarter, bringing its total holdings to 52,290 shares worth approximately $11.55 million. Despite this institutional vote of confidence, the article highlights recent significant insider selling by Waste Management executives, totaling over $10 million, which could create negative short-term sentiment. Waste Management also experienced a slight EPS miss in its latest quarterly report, though analysts maintain a "Moderate Buy" consensus rating with an average target price around $253.55.
How Investors May Respond To Waste Management (WM) Earnings Miss And Shift Toward Growth-Focused Capital Deployment
Waste Management (WM) reported Q4 2025 results that missed analyst expectations, despite year-over-year growth. The company reaffirmed strong 2026 guidance for operating EBITDA and free cash flow, indicating a focus on growth-oriented capital deployment rather than share repurchases. This strategy, combined with a significant dividend increase, suggests that Waste Management is prioritizing core business investment and balance sheet health amid ongoing integration efforts like the Stericycle acquisition.
Is Waste Connections (WCN) Quietly Redefining Its Model With AI, RNG Bets and Cash Returns?
Waste Connections (WCN) reported strong Q4 2025 results with increased revenue and net income, alongside solid 2026 guidance and continued shareholder returns. The company is actively investing in AI for efficiency and renewable natural gas projects, which could transform its operational profile and cash generation. This strategy, combining margin expansion, capital returns, and technology investment, shapes Waste Connections' ongoing investment narrative focused on pricing discipline and operating efficiency, though potential acquisition risks remain a factor.
Expert Outlook: Waste Connections Through The Eyes Of 11 Analysts
Eleven analysts have recently provided ratings for Waste Connections (NYSE: WCN), resulting in an average price target of $201.36, which is a 2.87% decrease from the previous average. The company shows strong financial health with high net margins, return on equity, and return on assets, along with a conservative debt-to-equity ratio. Analysts offer insights into the company's market standing and financial performance, with various firms adjusting their price targets and ratings based on recent developments.
$1000 Invested In Waste Management 10 Years Ago Would Be Worth This Much Today
An investment of $1000 in Waste Management (NYSE: WM) 10 years ago would now be worth $4,139.26. The company has outperformed the market with an average annual return of 15.26% over the last decade, highlighting the power of compounded returns. Waste Management currently has a market capitalization of $91.45 billion.
A Look Into Waste Management Inc's Price Over Earnings
The article analyzes Waste Management Inc.'s (WM) current stock price and its Price/Earnings (P/E) ratio in comparison to its industry peers. WM's stock increased by 0.35% in the current session, 4.91% over the past month, and 0.02% over the past year. The company's P/E ratio of 33.85 is lower than the Commercial Services & Supplies industry average of 108.81, which could suggest undervaluation or potentially weaker future performance.
Krilogy Financial LLC Makes New $2.36 Million Investment in Waste Management, Inc. $WM
Krilogy Financial LLC has made a new $2.36 million investment in Waste Management, Inc. (NYSE:WM), acquiring 10,696 shares in the third quarter. This investment comes amidst mixed signals, including recent insider selling by CEO James C. Fish Jr., and Waste Management missing Q4 earnings estimates but still maintaining a "Moderate Buy" consensus rating from analysts with an average price target of $253.55. Despite insider selling and an earnings miss, analysts remain largely positive on the stock.
Republic Services, Inc. $RSG Shares Sold by Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. reduced its stake in Republic Services, Inc. (NYSE:RSG) by 35.5% in the third quarter, holding 9,933 shares valued at $2.28 million. Despite this, other major institutional investors like Norges Bank and Bessemer Group Inc. significantly increased their positions in the company. Analysts currently rate Republic Services as a "Moderate Buy" with a consensus price target of $248.82.
Waste Connections (TSE:WCN) Hits New 52-Week Low - Time to Sell?
Waste Connections (TSE:WCN) recently reached a new 52-week low of C$212.72 during mid-day trading on Thursday, with its stock declining significantly from its previous close. Despite this downturn, the company maintains strong analyst sentiment, with nine analysts rating it a "Strong Buy" and one a "Hold," alongside recent upgrades from several major firms. However, the company faces mixed fundamentals, including a high price-to-earnings ratio of 89.44 and a debt-to-equity ratio of 102.69, which suggest a rich valuation and notable leverage.
Insider Sell: John Carroll Sells Shares of Waste Management Inc (WM)
John Carroll, Vice President & Chief Accounting Officer of Waste Management Inc (WM), sold 1,021 shares of the company on February 11, 2026, reducing his holding to 8,309.3039 shares. Over the past year, insiders have conducted one buy and 32 sells for WM. The stock is currently trading at $234.71, considered fairly valued with a price-to-GF-Value ratio of 0.98.
Insider Selling: Waste Management (NYSE:WM) CAO Sells 1,021 Shares of Stock
Waste Management's Chief Accounting Officer, John Carroll, sold 1,021 shares of the company's stock for over $239,000, reducing his stake by nearly 11%. This transaction occurred after the company reported quarterly earnings that missed analyst estimates. Despite the insider selling and earnings miss, the stock holds a "Moderate Buy" consensus rating from analysts, and institutional investors have significantly increased their positions in the company.
ING Groep NV Reduces Stock Holdings in Waste Management, Inc. $WM
ING Groep NV reduced its stake in Waste Management, Inc. by 29.4% in the third quarter, selling over 32,000 shares. Despite this, other institutional investors have increased their holdings. Waste Management's stock has seen positive movement, although its recent earnings missed analyst estimates, and company insiders have also sold shares.
Waste Management, Inc. $WM Shares Sold by Rhumbline Advisers
Rhumbline Advisers reduced its stake in Waste Management, Inc. (NYSE:WM) by 0.6% during the third quarter, selling 4,573 shares and retaining 758,080 shares valued at $167.4 million. Several other institutional investors also adjusted their holdings in WM, with some increasing and others decreasing their positions. Waste Management's stock opened at $234.36, has a market cap of $94.53 billion, and recently reported quarterly earnings of $1.93 per share, missing consensus estimates.
Waste Connections, Inc. SEC 10-K Report
Waste Connections, Inc. has released its 2025 10-K report, detailing a year of significant financial growth with revenues reaching $9,466.9 million and net income increasing by 74%. The company's strategy focuses on strategic acquisitions, efficient operations in niche markets, and returning capital to shareholders, while also navigating challenges like market competition, regulatory changes, and economic risks. Waste Connections aims for continued growth and enhanced shareholder value, supported by a strong financial position and ongoing investments in safety and environmental initiatives.
Cibc World Market Inc. Has $46.39 Million Position in Waste Management, Inc. $WM
Cibc World Market Inc. increased its stake in Waste Management, Inc. (WM) by 4.1%, holding 210,052 shares valued at $46.39 million as of the last quarter. Despite a consensus "Moderate Buy" rating from analysts with an average target of $253.55, the company recently missed quarterly EPS estimates and saw notable insider selling totaling nearly $10 million. Institutional investors collectively own about 80.4% of the stock.
ABC Arbitrage SA Has $967,000 Stock Position in Waste Management, Inc. $WM
ABC Arbitrage SA reduced its stake in Waste Management, Inc. (NYSE:WM) by 72.1% in Q3, now holding 4,380 shares valued at $967,000. Despite this reduction and recent insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $253.55. Waste Management recently missed Q4 earnings and revenue expectations but institutional investors still own a significant portion of the company's stock.
Advisors Asset Management Inc. Increases Holdings in Waste Management, Inc. $WM
Advisors Asset Management Inc. significantly increased its stake in Waste Management, Inc. (NYSE:WM) by 16.9% during the third quarter, bringing their total holdings to 47,820 shares valued at $10.56 million. Other institutional investors also adjusted their positions in WM, with several firms modifying their holdings as well. The article also provides an overview of analyst ratings, insider transactions, and the company's recent financial performance.
How Do Investors Really Feel About Waste Management Inc?
Waste Management Inc's short interest as a percent of float has increased by 6.03% to 1.23% of its tradable shares, indicating growing bearish sentiment among investors. It would take traders an average of 1.86 days to cover their short positions. Despite this rise, Waste Management Inc still has less short interest compared to its peers, whose average is 3.38%.
MFA Financial’s 15% Yield Is A Trap for Income Investors, Retirees, Everyone Really
MFA Financial's 15% dividend yield, while tempting, is unsustainable given its payout ratio of 180% of Q3 2025 earnings and inadequate operating cash flow coverage. The company previously cut its dividend by 75% in 2020 and carries significant leverage with negative retained earnings, indicating a high risk of another dividend cut. Income investors should be cautious and factor in the elevated risk associated with MFA's current financial situation.
Prospera Financial Services Inc Grows Stake in Waste Management, Inc. $WM
Prospera Financial Services Inc significantly increased its stake in Waste Management, Inc. by 149.1% in the third quarter of 2025, acquiring an additional 27,477 shares, bringing their total holdings to 45,900 shares valued at approximately $10.14 million. This move comes as other institutional investors have also adjusted their positions in the company, with hedge funds and institutional investors owning 80.40% of the stock. Despite a slight miss on Q4 EPS, Waste Management's revenue grew 7.1% year-over-year, and analysts maintain a "Moderate Buy" rating with an average price target of $253.55, although there has been notable insider selling recently.
