GFL Environmental Inc. (GFL) – What Are Researchers Thinking About This Stock?

Shares of GFL Environmental Inc. (NYSE:GFL) have been assigned an average rating of “Moderate Buy” from the fourteen analysts that are currently covering the firm, Marketbeat.com reports. Two research analysts have rated the stock with a sell recommendation, three have assigned a hold recommendation and nine have given a buy recommendation to the company. The average 12 month price objective among analysts that have issued ratings on the stock in the last year is $57.56.

A number of equities analysts recently issued reports on the stock. Barclays started coverage on shares of GFL Environmental in a research report on Wednesday, September 2nd. They issued an “overweight” rating and a $58.00 target price for the company. TD Cowen reissued a “buy” rating and issued a $65.00 price target on shares of GFL Environmental in a research report on Friday, September 11th. Weiss Ratings upgraded GFL Environmental from a “sell (d)” rating to a “sell (d+)” rating in a research note on Wednesday, August 26th. JPMorgan Chase & Co. lifted their target price on shares of GFL Environmental from $41.00 to $42.00 and gave the company an “underweight” rating in a research note on Wednesday, October 21st. Finally, Citigroup set a $51.00 price target on shares of GFL Environmental and gave the company a “buy” rating in a report on Wednesday, October 14th.

GFL Environmental Price Performance

Shares of GFL opened at $45.03 on Friday. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 1.34. GFL Environmental has a 52 week low of $33.33 and a 52 week high of $46.76. The stock has a 50 day moving average of $42.63 and a 200-day moving average of $40.82. The firm has a market cap of $16.25 billion, a price-to-earnings ratio of 67.06, a PEG ratio of 3.22 and a beta of 0.72.

GFL Environmental (NYSE:GFL) last released its quarterly earnings data on Wednesday, October 28th. The company reported $0.19 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.19. The business had revenue of $2.16 billion during the quarter, compared to analyst estimates of $1.49 billion. GFL Environmental had a positive return on equity of 4.39% and a negative net margin of 4.93%. As a group, analysts forecast that GFL Environmental will post 0.57 EPS for the current year.

GFL Environmental Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Wednesday, October 14th will be issued a $0.0169 dividend. This represents a $0.07 annualized dividend and a yield of 0.2%. The ex-dividend date is Wednesday, October 14th. GFL Environmental’s payout ratio is -13.21%.

GFL Environmental News Roundup

Here are the key news stories impacting GFL Environmental this week:

• Positive Sentiment: Strong Q3 growth and higher guidance: GFL reported 7.4% organic revenue growth, a 26.8% increase in adjusted EBITDA to $678.7 million and adjusted free cash flow ahead of expectations. Management raised full-year 2026 guidance for the third time, now expecting low-to-mid-20% growth in revenue and adjusted EBITDA and more than 30% growth in adjusted free cash flow. GFL Environmental Reports Third Quarter 2026 Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Potential take-private interest: GFL set November 9 as the deadline for preliminary offers to acquire the company, introducing possible takeover-related upside and helping support investor sentiment. The company also highlighted its strong quarterly performance. GFL sets Nov. 9 deadline for take-private offers, touts strong quarter
• Positive Sentiment: Acquisition-driven growth thesis: The SECURE acquisition and other completed deals have added approximately $2 billion in annualized revenue, while bullish commentary argues that GFL’s landfill network may be undervalued relative to peers Republic Services (RSG) and Waste Connections (WCN). Investors are looking for the acquisitions to translate into stronger cash flow. GFL Environmental vs. RSG and WCN
• Neutral Sentiment: Mixed earnings details: Adjusted earnings per share of $0.19 were roughly in line with consensus, while reported revenue exceeded estimates in company and market reports. However, GFL posted a net loss from continuing operations, and operating profit declined year over year, underscoring execution and integration risks. GFL Environmental Q3 Earnings
• Neutral Sentiment: Investor positioning and governance: Unusually heavy call-option activity indicates increased bullish speculation, while institutional ownership changes were mixed. GFL also announced plans to appoint Joseph Lenz Will to its board, a development that could support governance but was not identified as a major earnings catalyst. GFL Environmental Board Appointment

Institutional Trading of GFL Environmental

A number of institutional investors and hedge funds have recently modified their holdings of the company. Bank of America Corp DE increased its position in GFL Environmental by 43.8% in the 1st quarter. Bank of America Corp DE now owns 1,847,166 shares of the company’s stock worth $77,064,000 after buying an additional 563,001 shares during the period. Verbena Value LP raised its position in shares of GFL Environmental by 44.7% during the first quarter. Verbena Value LP now owns 1,211,100 shares of the company’s stock valued at $50,527,000 after buying an additional 374,000 shares during the last quarter. The Manufacturers Life Insurance Company lifted its stake in shares of GFL Environmental by 68.7% in the first quarter. The Manufacturers Life Insurance Company now owns 1,158,643 shares of the company’s stock valued at $48,309,000 after buying an additional 471,935 shares during the period. QV Investors Inc. bought a new position in GFL Environmental during the third quarter valued at about $44,887,000. Finally, Schwartz Investment Counsel Inc. raised its holdings in GFL Environmental by 30.9% in the 3rd quarter. Schwartz Investment Counsel Inc. now owns 976,062 shares of the company’s stock valued at $40,829,000 after acquiring an additional 230,199 shares in the last quarter. 64.70% of the stock is currently owned by institutional investors and hedge funds.

GFL Environmental Company Profile

GFL Environmental Inc is a Canadian environmental services company that provides waste management and related infrastructure services to municipal, residential, commercial, industrial and institutional customers. The company’s operations include the collection, transfer, processing, recycling and disposal of non-hazardous solid waste, as well as organics and other resource-recovery services.

GFL also provides infrastructure and soil remediation services, including the management of contaminated materials and related environmental projects.