Insider Selling: Wabtec (NYSE:WAB) CEO Sells 1,798 Shares of Stock

Wabtec (NYSE:WAB) CEO Rafael Santana sold 1,798 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $245.71, for a total value of $441,786.58. Following the sale, the chief executive officer directly owned 118,749 shares of the company’s stock, valued at $29,177,816.79. This represents a 1.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link.

Rafael Santana also recently made the following trade(s):

• On Wednesday, December 17th, Rafael Santana sold 1,798 shares of Wabtec stock. The stock was sold at an average price of $212.17, for a total transaction of $381,481.66.

Wabtec Stock Up 0.9%

Wabtec stock traded up $2.28 during midday trading on Thursday, hitting $256.70. 817,417 shares of the company’s stock were exchanged, compared to its average volume of 781,497. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.75 and a current ratio of 1.42. The firm has a 50-day moving average of $224.73 and a two-hundred day moving average of $206.45. Wabtec has a 12 month low of $151.81 and a 12 month high of $262.40. The company has a market cap of $43.88 billion, a PE ratio of 37.28, a P/E/G ratio of 1.68 and a beta of 1.01.

Wabtec (NYSE:WAB) last issued its quarterly earnings data on Wednesday, February 11th. The transportation company reported $2.10 earnings per share for the quarter, topping analysts’ consensus estimates of $2.08 by $0.02. The firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.86 billion. Wabtec had a return on equity of 13.84% and a net margin of 10.94%.The firm’s quarterly revenue was up 14.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.68 EPS. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. As a group, analysts expect that Wabtec will post 8.54 earnings per share for the current fiscal year.

Wabtec declared that its Board of Directors has initiated a stock buyback program on Wednesday, February 11th that allows the company to buyback $1.20 billion in shares. This buyback authorization allows the transportation company to reacquire up to 2.9% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.

Wabtec Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Tuesday, February 17th will be issued a $0.31 dividend. This is a boost from Wabtec’s previous quarterly dividend of $0.25. The ex-dividend date is Tuesday, February 17th. This represents a $1.24 annualized dividend and a yield of 0.5%. Wabtec’s dividend payout ratio is currently 18.02%.

Analysts Set New Price Targets

WAB has been the subject of a number of research reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wabtec in a report on Wednesday, January 21st. Stephens increased their price target on Wabtec from $230.00 to $290.00 and gave the company an “overweight” rating in a research report on Thursday. Citigroup raised their price objective on shares of Wabtec from $258.00 to $283.00 and gave the stock a “buy” rating in a report on Thursday. Bank of America raised their price target on Wabtec from $228.00 to $233.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Finally, Wolfe Research raised shares of Wabtec from a “peer perform” rating to an “outperform” rating and set a $245.00 price target on the stock in a research note on Thursday, January 8th. Eight investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $259.30.

Hedge Funds Weigh In On Wabtec

Several large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in Wabtec by 2.5% in the 2nd quarter. Vanguard Group Inc. now owns 19,930,893 shares of the transportation company’s stock worth $4,172,532,000 after purchasing an additional 493,437 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Wabtec by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 4,366,157 shares of the transportation company’s stock worth $928,249,000 after buying an additional 38,029 shares in the last quarter. Wellington Management Group LLP boosted its stake in Wabtec by 3.6% in the 3rd quarter. Wellington Management Group LLP now owns 3,304,183 shares of the transportation company’s stock valued at $662,390,000 after buying an additional 116,329 shares in the last quarter. Nordea Investment Management AB raised its stake in Wabtec by 55.5% during the fourth quarter. Nordea Investment Management AB now owns 3,069,340 shares of the transportation company’s stock worth $659,939,000 after acquiring an additional 1,095,083 shares in the last quarter. Finally, Boston Partners raised its stake in Wabtec by 1.9% during the third quarter. Boston Partners now owns 2,304,832 shares of the transportation company’s stock worth $462,057,000 after acquiring an additional 43,376 shares in the last quarter. 91.69% of the stock is currently owned by institutional investors.

Key Stories Impacting Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Q4 beat, strong backlog and upbeat 2026 outlook — Wabtec reported Q4 EPS and revenue above estimates, delivered a record ~$27B backlog and issued FY2026 guidance (EPS 10.05–10.45; revenue ~$12.2–12.5B) that looks healthy vs. prior consensus. Wabtec (NYSE:WAB) Delivers Strong Q4 CY2025 Numbers
• Positive Sentiment: Analysts trimming/raising estimates after results — Several analysts raised forecasts and price targets following the beats (including a notable lift from Stephens), reflecting improved earnings visibility. Wabtec Analysts Boost Their Forecasts After Better-Than-Expected Q4 Results
• Positive Sentiment: $1.2B buyback authorized — The board approved repurchases up to $1.2 billion (about 2.9% of shares), a shareholder‑return move that typically supports the share price over time. RTT News – Stock Buybacks
• Positive Sentiment: Acquisition completed — Wabtec closed the Dellner Couplers deal (≈$960M), expanding its transit systems portfolio and aftermarket capabilities, which should support revenue diversification and margin improvement. Wabtec Finalizes Acquisition of Dellner Couplers
• Positive Sentiment: Large locomotive and transit orders — New/modernisation contracts (examples: CSX award and reported $2.5B in train deals) underpin near‑term revenue and backlog growth. CSX awards $670m contract for new and modernised locos Wabtec to make $2.5 billion new trains
• Positive Sentiment: Credit/composite metrics improving — Third‑party composite rating rose to 98, supporting creditworthiness and investor confidence. Wabtec sees composite rating climb to 98
• Positive Sentiment: Short interest fell in January — A ~13.9% drop in short interest reduces near‑term short squeeze risk and can support the stock. (Internal short‑interest report)
• Neutral Sentiment: Guidance vs. consensus — FY2026 EPS guidance range is roughly in line withStreet expectations but leaves room for execution risk; investors will watch margin delivery and backlog conversion. Wabtec Q4 Earnings & Revenues Beat Estimates
• Negative Sentiment: Shares eased after the news — despite the positives, the stock pulled back slightly today (likely profit‑taking after a recent run to a 1‑year high); near‑term volatility may continue as investors digest guidance, buyback timing and acquisition integration.

About Wabtec

Wabtec Corporation (Westinghouse Air Brake Technologies Corporation) is a global provider of equipment, systems and services for the rail industry. The company supplies products and solutions to freight railroads, transit agencies and other industrial operators, focusing on technologies that improve the performance, safety and efficiency of locomotives and rail networks. Wabtec’s business spans new equipment manufacturing, aftermarket parts and services, and digital and control systems for rail operations.

Product and service offerings include locomotive systems and components, braking and air systems, propulsion and traction equipment, signaling and control technologies, and a range of aftermarket services such as maintenance, remanufacturing, parts distribution and fleet modernization.