Waste Management, Inc. $WM Stock Position Raised by Capital International Investors

Capital International Investors lifted its position in Waste Management, Inc. (NYSE:WM) by 218.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,369,805 shares of the business services provider’s stock after buying an additional 939,455 shares during the quarter. Capital International Investors’ holdings in Waste Management were worth $302,494,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Cornercap Investment Counsel Inc. acquired a new stake in Waste Management during the third quarter worth about $1,583,000. Lockheed Martin Investment Management Co. acquired a new position in Waste Management in the 3rd quarter valued at approximately $3,092,000. Guerra Advisors Inc lifted its position in shares of Waste Management by 59.5% in the 3rd quarter. Guerra Advisors Inc now owns 9,037 shares of the business services provider’s stock worth $1,996,000 after acquiring an additional 3,371 shares during the period. Compass Wealth Management LLC grew its holdings in shares of Waste Management by 537.0% during the 3rd quarter. Compass Wealth Management LLC now owns 95,721 shares of the business services provider’s stock worth $21,138,000 after purchasing an additional 80,695 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. increased its position in shares of Waste Management by 19.1% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 69,287 shares of the business services provider’s stock valued at $15,301,000 after purchasing an additional 11,135 shares during the period. Institutional investors own 80.40% of the company’s stock.

Key Waste Management News

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

• Positive Sentiment: Company raised its quarterly dividend to $0.945 (annualized $3.78), a meaningful boost vs. the prior payout that supports income investors and signals confidence in cash flow. Dividend Increases Article
• Positive Sentiment: Multiple Wall Street firms have recently raised price targets and reiterated buy/outperform views (Stifel, TD Cowen, Bernstein, Oppenheimer), leaving consensus target above the current price and providing analyst-driven support. MarketBeat Analyst Coverage
• Positive Sentiment: Technical/retail momentum signals: IBD upgraded Waste Management’s Relative Strength rating and the stock is featured positively in a Motley Fool piece, which can attract momentum and retail buying. IBD Upgrade / Yahoo Motley Fool
• Neutral Sentiment: Company executives (CEO, EVP engineering) are participating in industry events (Waste Management 2026) discussing advanced waste solutions — positive for long-term positioning but not an immediate stock mover. Conference / GlobeNewswire
• Neutral Sentiment: Market recap/analyst consensus remains constructive (moderate buy, avg. target ~ $253.55) and institutional ownership is high; these are steadying factors but not immediate catalysts. MarketBeat Consensus
• Negative Sentiment: Significant insider selling: COO John Morris disclosed large sales (7,979 shares / prior filings show additional sales), and several other senior officers reported smaller disposals — large insider exits can spook investors and weigh on intraday price. InsiderTrades Alert American Banking News
• Negative Sentiment: Recent quarterly results slightly missed consensus (EPS $1.93 vs. $1.95; revenue $6.31B vs. $6.39B), which can amplify short-term selling pressure when combined with insider sales. Earnings Recap
• Negative Sentiment: Market commentary and headlines note a larger-than-market drop today, a reflection of the net effect of these negative signals outweighing positives in the near term. Zacks Drop Report

Analyst Upgrades and Downgrades

A number of brokerages recently commented on WM. Morgan Stanley cut their target price on 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. Sanford C. Bernstein boosted their price target on shares of Waste Management from $255.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, January 5th. Royal Bank Of Canada raised their price objective on shares of Waste Management from $223.00 to $235.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. Stifel Nicolaus upped their target price on shares of Waste Management from $236.00 to $252.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Finally, Wells Fargo & Company increased their price target on shares of Waste Management from $246.00 to $250.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $253.55.

Waste Management Stock Performance

Waste Management stock opened at $235.21 on Wednesday. The firm has a market capitalization of $94.87 billion, a P/E ratio of 35.11, a P/E/G ratio of 2.60 and a beta of 0.57. The stock has a fifty day moving average price of $228.70 and a two-hundred day moving average price of $220.05. Waste Management, Inc. has a 52-week low of $194.11 and a 52-week high of $248.13. The company has a debt-to-equity ratio of 2.22, a current ratio of 0.89 and a quick ratio of 0.85.

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

Waste Management Increases Dividend

The company 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 dividend of $0.945 per share. This is a positive change from Waste Management’s previous quarterly dividend of $0.83. This represents a $3.78 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Friday, March 13th. Waste Management’s payout ratio is currently 49.25%.

Insider Activity at Waste Management

In other news, SVP Tara J. Hemmer sold 4,818 shares of Waste Management stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $241.83, for a total value of $1,165,136.94. Following the completion of the transaction, the senior vice president owned 78,918 shares in the company, valued at approximately $19,084,739.94. The trade was a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Michael J. Watson sold 17,251 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $241.81, for a total value of $4,171,464.31. Following the completion of the transaction, the vice president directly owned 44,146 shares in the company, valued at $10,674,944.26. The trade was a 28.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 98,042 shares of company stock valued at $23,039,777. Insiders own 0.18% of the company’s stock.

Waste Management Company 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.