Wabtec (NYSE:WAB) Insider Sells $302,013.00 in Stock

Wabtec (NYSE:WAB) insider Sameer Gaur sold 1,150 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $262.62, for a total value of $302,013.00. Following the completion of the sale, the insider directly owned 12,017 shares in the company, valued at approximately $3,155,904.54. This represents a 8.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

Wabtec Stock Up 0.2%

Shares of NYSE WAB opened at $263.91 on Monday. Wabtec has a 52-week low of $151.81 and a 52-week high of $266.27. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.57 and a current ratio of 1.11. The business has a fifty day moving average of $235.95 and a two-hundred day moving average of $212.47. The stock has a market cap of $45.00 billion, a PE ratio of 38.64, a PEG ratio of 1.99 and a beta of 0.99.

Wabtec (NYSE:WAB) last announced its earnings results on Wednesday, February 11th. The transportation company reported $2.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.08 by $0.02. The business had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.86 billion. Wabtec had a net margin of 10.48% and a return on equity of 14.12%. The firm’s revenue for the quarter was up 14.8% on a year-over-year basis. During the same quarter last year, the company posted $1.68 EPS. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. As a group, equities research analysts expect that Wabtec will post 8.54 earnings per share for the current fiscal year.

Wabtec announced that its Board of Directors has approved a stock repurchase program on Wednesday, February 11th that allows the company to buyback $1.20 billion in outstanding shares. This buyback authorization allows the transportation company to buy up to 2.9% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its shares are undervalued.

Wabtec Increases Dividend

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

Institutional Investors Weigh In On Wabtec

A number of institutional investors have recently made changes to their positions in WAB. Vanguard Group Inc. lifted its stake in Wabtec by 2.5% in the second quarter. Vanguard Group Inc. now owns 19,930,893 shares of the transportation company’s stock valued at $4,172,532,000 after buying an additional 493,437 shares during the period. Price T Rowe Associates Inc. MD raised its position in shares of Wabtec by 20.3% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 7,965,503 shares of the transportation company’s stock valued at $1,700,238,000 after acquiring an additional 1,344,744 shares during the period. State Street Corp boosted its stake in Wabtec by 2.6% during the 4th quarter. State Street Corp now owns 7,658,040 shares of the transportation company’s stock worth $1,634,609,000 after acquiring an additional 197,610 shares during the last quarter. Geode Capital Management LLC boosted its stake in Wabtec by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 4,366,157 shares of the transportation company’s stock worth $928,249,000 after acquiring an additional 38,029 shares during the last quarter. Finally, Wellington Management Group LLP grew its holdings in Wabtec by 3.6% during the third quarter. Wellington Management Group LLP now owns 3,304,183 shares of the transportation company’s stock valued at $662,390,000 after purchasing an additional 116,329 shares during the period. 91.69% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting 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

Analysts Set New Price Targets

Several equities research analysts have weighed in on WAB shares. JPMorgan Chase & Co. raised 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. Citigroup boosted their price objective on shares of Wabtec from $258.00 to $283.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Wabtec in a research report on Wednesday, January 21st. Bank of America boosted their target price on Wabtec from $228.00 to $233.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Finally, KeyCorp raised their price target on Wabtec from $240.00 to $308.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Eight analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Wabtec has a consensus rating of “Moderate Buy” and an average target price of $269.00.

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.