Sameer Gaur Sells 1,150 Shares of Wabtec (NYSE:WAB) Stock

Wabtec (NYSE:WAB) insider Sameer Gaur sold 1,150 shares of Wabtec stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $262.62, for a total transaction of $302,013.00. Following the transaction, the insider owned 12,017 shares in the company, valued at approximately $3,155,904.54. This trade represents a 8.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website.

Wabtec Price Performance

NYSE:WAB opened at $263.91 on Friday. The business’s 50-day simple moving average is $235.95 and its two-hundred day simple moving average is $212.35. Wabtec has a 52 week low of $151.81 and a 52 week high of $266.27. The stock has a market cap of $45.00 billion, a PE ratio of 38.64, a P/E/G ratio of 1.99 and a beta of 1.01. The company has a quick ratio of 0.57, a current ratio of 1.11 and a debt-to-equity ratio of 0.38.

Wabtec (NYSE:WAB) last issued its earnings results 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. Wabtec had a net margin of 10.48% and a return on equity of 14.12%. The firm had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.86 billion. During the same quarter in the prior year, the business earned $1.68 earnings per share. Wabtec’s revenue for the quarter was up 14.8% on a year-over-year basis. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. As a group, analysts forecast that Wabtec will post 8.54 EPS for the current fiscal year.

Wabtec declared that its board has authorized a share repurchase plan on Wednesday, February 11th that allows the company to repurchase $1.20 billion in shares. This repurchase authorization allows the transportation company to purchase up to 2.9% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board believes its stock is undervalued.

Wabtec Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 17th will be given a dividend of $0.31 per share. The ex-dividend date is Tuesday, February 17th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from Wabtec’s previous quarterly dividend of $0.25. Wabtec’s dividend payout ratio is currently 18.16%.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. JPMorgan Chase & Co. increased their price objective on shares of Wabtec from $215.00 to $245.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Wells Fargo & Company boosted their target price on shares of Wabtec from $224.00 to $270.00 and gave the stock an “equal weight” rating in a report on Friday, February 13th. Bank of America increased their price target on shares of Wabtec from $228.00 to $233.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Susquehanna set a $300.00 price target on Wabtec in a research report on Thursday, February 12th. Finally, Wolfe Research raised Wabtec from a “peer perform” rating to an “outperform” rating and set a $245.00 price objective 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 data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $269.00.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of WAB. BDFS Capital LLC bought a new stake in shares of Wabtec during the 4th quarter worth approximately $426,000. DGS Capital Management LLC bought a new position in Wabtec in the 4th quarter valued at $213,000. Virtu Financial LLC purchased a new stake in Wabtec in the fourth quarter worth $731,000. Corient Private Wealth LLC increased its stake in Wabtec by 602.4% in the fourth quarter. Corient Private Wealth LLC now owns 78,644 shares of the transportation company’s stock worth $16,787,000 after purchasing an additional 67,448 shares during the period. Finally, EP Wealth Advisors LLC bought a new stake in shares of Wabtec during the fourth quarter worth $777,000. Institutional investors own 91.69% of the company’s stock.

Trending Headlines about Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Wabtec and Progress Rail reached a settlement in the antitrust lawsuit, ending a source of regulatory and legal uncertainty. Management and Progress Rail said the settlement is in the best interests of customers and avoids protracted litigation — a removal of overhang that can support the valuation. Business Wire: Settlement
• Positive Sentiment: Recent quarterly results and FY‑2026 guidance remain supportive: Wabtec beat Q4 revenue and EPS estimates and gave FY26 EPS guidance of $10.05–$10.45, reinforcing growth expectations that underlie the stock’s premium multiple. (See company releases summarized in recent coverage.)
• Positive Sentiment: Capital returns: the board authorized a $1.2 billion buyback program and the quarterly dividend was raised (to $0.31 per share). Both actions signal management confidence and can underpin the share price via reduced float and income appeal.
• Neutral Sentiment: Analyst coverage is broadly constructive but mixed on conviction — several firms raised targets (Wells Fargo, Morgan Stanley, Citi) while others trimmed ratings; consensus remains a “Moderate Buy” with an average target near $269, providing upside but also differing views on near-term catalysts.
• Negative Sentiment: Multiple insider sales this week (CFO John Olin, director/executive Nalin Jain, and Sameer Gaur among others) — sizable dispositions at ~ $262–$264 per share — may concern some investors about near-term insider sentiment or tax/liquidity-driven selling. Filings: SEC and reporting outlets detail the transactions. SEC: Sameer Gaur Form 4

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.