Waste Management, Inc. $WM Shares Acquired by New York State Common Retirement Fund

New York State Common Retirement Fund increased its position in shares of Waste Management, Inc. (NYSE:WM) by 5.6% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 525,703 shares of the business services provider’s stock after purchasing an additional 27,678 shares during the quarter. New York State Common Retirement Fund’s holdings in Waste Management were worth $116,091,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Syntegra Private Wealth Group LLC grew its holdings in shares of Waste Management by 2.0% during the 2nd quarter. Syntegra Private Wealth Group LLC now owns 2,291 shares of the business services provider’s stock worth $524,000 after purchasing an additional 44 shares during the period. Harbour Trust & Investment Management Co boosted its stake in Waste Management by 1.1% during the second quarter. Harbour Trust & Investment Management Co now owns 4,120 shares of the business services provider’s stock worth $943,000 after buying an additional 45 shares during the period. D.B. Root & Company LLC increased its position in shares of Waste Management by 3.0% during the second quarter. D.B. Root & Company LLC now owns 1,603 shares of the business services provider’s stock valued at $367,000 after acquiring an additional 47 shares during the last quarter. InTrack Investment Management Inc raised its stake in shares of Waste Management by 0.8% in the 2nd quarter. InTrack Investment Management Inc now owns 5,856 shares of the business services provider’s stock valued at $1,340,000 after acquiring an additional 49 shares during the period. Finally, GW Henssler & Associates Ltd. lifted its holdings in shares of Waste Management by 1.0% in the 2nd quarter. GW Henssler & Associates Ltd. now owns 5,089 shares of the business services provider’s stock worth $1,164,000 after acquiring an additional 49 shares during the last quarter. Institutional investors and hedge funds own 80.40% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Morgan Stanley cut their target price on Waste Management from $232.00 to $230.00 and set an “equal weight” rating on the stock in a research report on Wednesday, December 17th. National Bankshares decreased their target price on Waste Management from $250.00 to $243.00 and set a “sector perform” rating on the stock in a research note on Tuesday, October 7th. Truist Financial set a $260.00 target price on Waste Management in a research report on Wednesday, October 29th. Stifel Nicolaus reduced their price target on shares of Waste Management from $252.00 to $236.00 and set a “buy” rating on the stock in a research report on Wednesday, October 29th. Finally, Oppenheimer lifted their price objective on shares of Waste Management from $262.00 to $263.00 and gave the company an “outperform” rating in a report on Tuesday, December 16th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $251.19.

Insiders Place Their Bets

In other Waste Management news, SVP Rafael Carrasco sold 1,380 shares of Waste Management stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $217.06, for a total transaction of $299,542.80. Following the completion of the sale, the senior vice president directly owned 15,540 shares of the company’s stock, valued at $3,373,112.40. The trade was a 8.16% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.18% of the stock is currently owned by corporate insiders.

Waste Management Stock Down 3.7%

WM stock opened at $223.02 on Friday. The company’s 50 day moving average price is $219.14 and its 200 day moving average price is $219.32. The firm has a market capitalization of $89.85 billion, a price-to-earnings ratio of 33.29, a PEG ratio of 2.60 and a beta of 0.59. Waste Management, Inc. has a fifty-two week low of $194.11 and a fifty-two week high of $242.58. The company has a debt-to-equity ratio of 2.36, a quick ratio of 0.80 and a current ratio of 0.84.

Waste Management (NYSE:WM) last issued its quarterly earnings results on Wednesday, January 28th. The business services provider reported $1.93 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.95 by ($0.02). Waste Management had a return on equity of 33.22% and a net margin of 10.74%.The firm had revenue of $6.31 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same quarter in the prior year, the firm earned $1.70 EPS. The firm’s revenue was up 7.1% compared to the same quarter last year. On average, equities research analysts anticipate that Waste Management, Inc. will post 7.7 EPS for the current fiscal year.

Waste Management Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Friday, December 5th were issued a $0.825 dividend. This represents a $3.30 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Friday, December 5th. Waste Management’s dividend payout ratio is 49.25%.

Trending Headlines about Waste Management

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

• Positive Sentiment: Analyst support: TD Cowen maintained a Buy on WM and set a $270 price target, signaling continued bullish analyst conviction despite the recent miss. Buy Rating on Waste Management
• Positive Sentiment: Capital returns resumed: WM raised the dividend (~14% announced) and signaled intent to resume buybacks (company commentary and press release), supporting medium‑term shareholder return expectations and offsetting some earnings concerns. WM Announces Fourth Quarter and Full-Year 2025 Earnings
• Positive Sentiment: Longer‑term fundamentals intact: commentary from market coverage highlights steady revenue growth, margin expansion and an expected pickup in free cash flow that underpins buybacks/dividends and supports upside over time. Waste Management (WM) MarketBeat Coverage
• Neutral Sentiment: Full Q4 call transcript posted — useful for detail: the earnings call transcript is available for investors who want management’s explanation of misses, cost trends, and the healthcare segment outlook. WM Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst/consensus backdrop: A strong analyst base remains (median price target ~$255), so short‑term volatility may be seen as a buying opportunity by some institutions. QuiverQuant: WM stock falls on Q4 2025 Earnings
• Negative Sentiment: Earnings and revenue misses: Q4 revenue (~$6.31B) and EPS (miss vs. consensus) came in below Street expectations — the immediate catalyst for the share pullback as investors mark down near‑term growth/beat risk. Waste Management Stock Falls After Disappointing Q4 Results
• Negative Sentiment: Guidance and expectations: FY‑2026 revenue/growth guidance was roughly in line-to-slightly below consensus, leaving room for downside if volumes or pricing soften. That tempered the relief investors might have expected from margin/FCF commentary. WM Earnings Miss Estimates in Q4
• Negative Sentiment: Operational disruption: A winter storm caused service interruptions in parts of the network, a near‑term operational headwind that could pressure weekly volumes and sentiment. Winter Storm Disrupts WM Service And Tests Long Term Investment Story

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.