Titleist Asset Management LLC Has $2.26 Million Stock Holdings in Waste Management, Inc. $WM

Titleist Asset Management LLC increased its holdings in shares of Waste Management, Inc. (NYSE:WM) by 122.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,228 shares of the business services provider’s stock after purchasing an additional 5,629 shares during the period. Titleist Asset Management LLC’s holdings in Waste Management were worth $2,259,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Portside Wealth Group LLC grew its position in shares of Waste Management by 10.8% during the 3rd quarter. Portside Wealth Group LLC now owns 4,152 shares of the business services provider’s stock worth $917,000 after buying an additional 404 shares during the period. ABN AMRO Bank N.V. boosted its stake in Waste Management by 20,273.4% during the third quarter. ABN AMRO Bank N.V. now owns 198,029 shares of the business services provider’s stock worth $43,363,000 after acquiring an additional 197,057 shares in the last quarter. HighPoint Advisor Group LLC grew its holdings in Waste Management by 6.4% in the third quarter. HighPoint Advisor Group LLC now owns 50,569 shares of the business services provider’s stock worth $11,167,000 after purchasing an additional 3,036 shares during the period. BI Asset Management Fondsmaeglerselskab A S increased its stake in Waste Management by 43.1% in the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 35,920 shares of the business services provider’s stock valued at $7,932,000 after purchasing an additional 10,814 shares in the last quarter. Finally, SBI Securities Co. Ltd. raised its holdings in shares of Waste Management by 8.7% during the third quarter. SBI Securities Co. Ltd. now owns 2,847 shares of the business services provider’s stock valued at $629,000 after purchasing an additional 229 shares during the period. 80.40% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Charles C. Boettcher sold 689 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $219.32, for a total value of $151,111.48. Following the sale, the executive vice president directly owned 56,159 shares in the company, valued at approximately $12,316,791.88. The trade was a 1.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO David L. Reed sold 270 shares of Waste Management stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $218.62, for a total transaction of $59,027.40. Following the completion of the transaction, the chief financial officer owned 8,843 shares of the company’s stock, valued at $1,933,256.66. The trade was a 2.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 6,806 shares of company stock valued at $1,490,204. Company insiders own 0.18% of the company’s stock.

Key Headlines Impacting Waste Management

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

• Positive Sentiment: Analysts raised price targets and reiterated buy/overweight views, boosting investor confidence in WM’s medium‑term outlook; several published targets cited in recent coverage range into the mid‑$200s. Waste Management (NYSE:WM) Price Target Raised to $270.00
• Positive Sentiment: Earnings‑call highlights emphasize healthy cash flow, margin resilience and growth in renewable natural gas (RNG) initiatives — operational drivers that support earnings upgrades and the higher targets. Waste Management Earnings Call Highlights Cash, Margins, RNG
• Neutral Sentiment: High‑visibility sponsorships and events (WM Phoenix Open) are generating media attention and brand exposure; useful for marketing but unlikely to move fundamentals materially. What Waste Management Phoenix Open is doing differently for 2026
• Neutral Sentiment: Operational work such as winter‑storm collection recovery in Jackson underscores steady municipal and service demand but is routine for WM’s service footprint. City of Jackson, Waste Management to begin winter storm trash collection recovery efforts
• Negative Sentiment: A cluster of insider sales (multiple executives and senior VPs disclosed small single‑day sales on Jan. 30) could be perceived negatively by some investors even though the transactions look like routine monetizations and only trimmed stakes modestly. Representative SEC disclosure. SEC Filing — Johnson Varkey Sale

Waste Management Price Performance

Shares of NYSE:WM opened at $226.44 on Thursday. The company has a market capitalization of $91.23 billion, a P/E ratio of 33.80, a price-to-earnings-growth ratio of 2.38 and a beta of 0.58. The company’s 50-day moving average is $219.83 and its 200 day moving average is $219.19. The company has a debt-to-equity ratio of 2.22, a quick ratio of 0.80 and a current ratio of 0.89. Waste Management, Inc. has a fifty-two week low of $194.11 and a fifty-two week high of $242.58.

Waste Management (NYSE:WM) last announced its quarterly earnings data on Wednesday, January 28th. The business services provider reported $1.93 EPS for the quarter, missing the consensus estimate of $1.95 by ($0.02). Waste Management had a return on equity of 32.45% and a net margin of 10.74%.The company had revenue of $6.31 billion during the quarter, compared to the consensus estimate of $6.39 billion. During the same period in the prior year, the firm posted $1.70 EPS. The business’s revenue was up 7.1% on a year-over-year basis. On average, equities research analysts forecast that Waste Management, Inc. will post 7.7 earnings per share for the current year.

Waste Management Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Friday, December 5th were issued a dividend of $0.825 per share. 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%.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. JPMorgan Chase & Co. boosted their target price on Waste Management from $255.00 to $265.00 and gave the company an “overweight” rating in a research report on Monday, December 1st. UBS Group upgraded Waste Management from a “neutral” rating to a “buy” rating and raised their target price for the company from $225.00 to $260.00 in a report on Friday, January 9th. Royal Bank Of Canada raised their price objective on Waste Management from $223.00 to $235.00 and gave the company a “sector perform” rating in a research note on Friday, January 30th. Morgan Stanley reduced their target price on shares of Waste Management from $232.00 to $230.00 and set an “equal weight” rating for the company in a research note on Wednesday, December 17th. Finally, CIBC dropped their price target on shares of Waste Management from $235.00 to $231.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 29th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Waste Management has a consensus rating of “Moderate Buy” and an average price target of $253.55.

About Waste Management

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.