Waste Management, Inc. $WM Shares Purchased by Guardian Capital LP

Guardian Capital LP raised its holdings in Waste Management, Inc. (NYSE:WM) by 7.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 95,325 shares of the business services provider’s stock after acquiring an additional 6,991 shares during the quarter. Guardian Capital LP’s holdings in Waste Management were worth $21,051,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in WM. Cornerstone Planning Group LLC lifted its stake in Waste Management by 101.5% during the third quarter. Cornerstone Planning Group LLC now owns 133 shares of the business services provider’s stock valued at $29,000 after purchasing an additional 67 shares during the last quarter. Loomis Sayles & Co. L P bought a new position in shares of Waste Management in the second quarter valued at $40,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Waste Management during the 3rd quarter valued at $41,000. Costello Asset Management INC bought a new stake in shares of Waste Management during the 3rd quarter worth $49,000. Finally, Halbert Hargrove Global Advisors LLC grew its holdings in shares of Waste Management by 47.0% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 244 shares of the business services provider’s stock worth $54,000 after acquiring an additional 78 shares during the last quarter. 80.40% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Waste Management news, SVP Johnson Varkey sold 617 shares of Waste Management stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $244.13, for a total transaction of $150,628.21. Following the completion of the sale, the senior vice president owned 9,607 shares of the company’s stock, valued at $2,345,356.91. This trade represents a 6.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Michael J. Watson sold 17,251 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $241.81, for a total transaction of $4,171,464.31. Following the transaction, the vice president owned 44,146 shares in the company, valued at approximately $10,674,944.26. This represents a 28.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 85,548 shares of company stock worth $19,984,913. Insiders own 0.18% of the company’s stock.

Waste Management News Summary

Here are the key news stories impacting Waste Management this week:

• Positive Sentiment: Analyst/coverage bullishness and thesis: Multiple recent write-ups argue WM remains a buy/retain due to its scale, dependable cash flows and margin expansion opportunities tied to Stericycle integration and network optimization. That supportive analyst tone can lift demand. Reasons Why You Should Retain Waste Management Stock for Now
• Positive Sentiment: Renewables and pricing tailwinds: Coverage highlights Waste Management’s push into landfill-gas-to-renewable projects and steady pricing power across collection and disposal — factors that support earnings durability and multiple expansion. Zacks: Retain Waste Management
• Positive Sentiment: Dividend increase: WM raised its quarterly dividend to $0.945 (annualized $3.78), raising yield and signaling confidence in cash flow — a concrete positive for income-focused investors. MarketBeat: Dividend and Filing
• Neutral Sentiment: “Tariff-proof”/defensive flows: WM appears on lists of defensive, tariff-resistant stocks institutional investors are favoring amid macro uncertainty — supportive but not company-specific. 247WallSt: Tariff-Proof Stocks
• Neutral Sentiment: Bull thesis summaries and comparisons: Several outlet pieces and substack notes summarize bullish rationales and compare WM vs peers (MEG), useful for positioning but not immediate catalysts. Yahoo: Bullish Thesis Summary
• Negative Sentiment: Small Q4 miss: WM reported $1.93 EPS vs. $1.95 expected and revenue of $6.31B vs. $6.39B consensus — the miss is modest but reminds investors growth isn’t perfectly linear and can cap upside near-term. MarketBeat: Earnings & Analyst Notes
• Negative Sentiment: Insider selling: Recent insider sales (SVP Johnson Varkey and an executive sale reported by AmericanBankingNews) could be viewed as a near-term negative signal, increasing supply and adding caution for some investors. InsiderTrades: SVP Sale AmericanBankingNews: Executive Sale

Waste Management Trading Up 0.1%

Shares of NYSE WM opened at $246.24 on Friday. The company has a current ratio of 0.89, a quick ratio of 0.85 and a debt-to-equity ratio of 2.22. Waste Management, Inc. has a one year low of $194.11 and a one year high of $248.13. The business has a 50-day moving average price of $227.95 and a two-hundred day moving average price of $220.00. The firm has a market capitalization of $99.32 billion, a PE ratio of 36.75, a PEG ratio of 2.60 and a beta of 0.57.

Waste Management (NYSE:WM) last issued its earnings results on Wednesday, January 28th. The business services provider reported $1.93 earnings per share for the quarter, missing analysts’ consensus estimates of $1.95 by ($0.02). The business had revenue of $6.31 billion during the quarter, compared to analyst estimates of $6.39 billion. Waste Management had a net margin of 10.74% and a return on equity of 32.45%. Waste Management’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.70 EPS. As a group, analysts predict that Waste Management, Inc. will post 7.7 earnings per share for the current fiscal year.

Waste Management Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 13th will be paid a $0.945 dividend. The ex-dividend date is Friday, March 13th. This represents a $3.78 annualized dividend and a yield of 1.5%. This is a boost from Waste Management’s previous quarterly dividend of $0.83. Waste Management’s dividend payout ratio (DPR) is currently 49.25%.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on WM. Weiss Ratings raised Waste Management from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, February 9th. TD Cowen boosted their price objective on Waste Management from $265.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, January 30th. The Goldman Sachs Group assumed coverage on shares of Waste Management in a report on Monday, November 24th. They issued a “buy” rating and a $256.00 target price for the company. Scotiabank restated a “sector perform” rating and set a $250.00 price target (down from $254.00) on shares of Waste Management in a report on Wednesday, January 21st. Finally, Sanford C. Bernstein raised their price objective on shares of Waste Management from $255.00 to $260.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $253.55.

Waste Management Profile

Waste Management, Inc (NYSE: WM) is a leading provider of integrated waste management and environmental services in North America. The company offers end-to-end solutions that span collection, transfer, disposal and recycling, along with landfill operations and related infrastructure. Headquartered in Houston, Texas, Waste Management serves a broad customer base that includes residential, commercial, industrial and municipal clients.

Core services include curbside and commercial waste collection, roll-off and temporary container services, materials recovery and recycling, and engineered landfill disposal.