CWST CASELLA WASTE SYSTEMS INC

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed May 27, 2026 Processed 16d 22h ago SEC 0000911177-26-000028
8-K context-dependent: Items 8.01
Latest settled — T+5d
CWST ▼ -3.76% at T+5d
NEUTRAL call ✗ call lost -3.76% · α vs SPY -4.96% · entry $86.24 → $83.00
Next anchor: T+20d in 12d
Currently $89.37 · +3.63% from $86.24 entry
Entry anchored
May 27, 12:48 PM ET
via Databento tick
T+1d
-2.34%
call -2.34% · α -2.89%
$84.22
settled 16d ago
T+5d
-3.76%
call -3.76% · α -4.96%
$83.00
settled 10d ago
T+20d
call — · α —
in 12d
T+60d
call — · α —
in 2mo

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Executive Summary

Casella Waste Systems announced the pricing of a remarketing of $15.0 million of its Series 2014R-2 Solid Waste Disposal Revenue Bonds, with a new interest rate of 4.300% per annum for a 10-year period starting June 1, 2026. This is a routine refinancing event that extends the fixed-rate term on existing debt at a known cost, with no new capital raised or change in overall debt principal.

Actionable Insight

This is a routine debt-refinancing event with no material impact on equity or operations. The 4.300% fixed rate for 10 years on $15M is immaterial relative to Casella's $5.5B market cap. No trading action warranted; monitor upcoming quarterly results for any operational updates.

Key Facts

  • Remarketing of $15.0 million aggregate principal amount of New York State EFC Solid Waste Disposal Revenue Bonds Series 2014R-2
  • Bonds have final maturity of December 1, 2044
  • New interest rate of 4.300% per annum for a period from June 1, 2026 to June 1, 2036
  • Mandatory tender on June 1, 2026; remarketing expected to become effective on that date
  • Bonds are guaranteed by substantially all of Casella's subsidiaries
  • Offering limited to qualified institutional buyers under Rule 144A; not registered under Securities Act

Financial Impact

No new capital raised; $15.0M principal unchanged. New interest rate is 4.300% per annum, replacing the previous floating/adjustable rate that expired on May 31, 2026.

interest expense

Risk Factors

  • If the remarketing fails to close by June 1, 2026, the bonds could revert to a default interest rate or accelerate — but this is a low-probability event
  • Forward-looking statements note that there is no assurance the remarketing will be completed on anticipated terms or at all

Market Snapshot

Exchange
Nasdaq
Sector
Refuse Systems
Analyst Consensus
72% bullish (18 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000911177-26-000028
Document: cwst-ex991052726.htm0000911177-26-000028
Document: 0000911177-26-000028-index-headers.html0000911177-26-000028
Document: 0000911177-26-000028-index.html0000911177-26-000028
Document: 0000911177-26-000028.txt0000911177-26-000028
11 reports for CWST
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for CWST — sortable, filterable
Type Now
Jun 1, 2026
11d ago
8-K
NEUTRAL ★ 2/10
$83.00 $84.02▲ +1.23%▲ +1.95%$89.37 (+7.67%)
May 27, 2026
16d ago
8-K
NEUTRAL ★ 2/10
$86.24 $84.22▼ −2.34%▼ −2.89%$89.37 (+3.63%)
May 11, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$84.88 $84.88· 0.00%▼ −0.54%$89.37 (+5.29%)
Apr 22, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$83.87 $80.19▼ −4.39%▼ −5.17%$89.37 (+6.56%)
Apr 17, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$79.54 $77.96▼ −1.99%▼ −1.33%$89.37 (+12.36%)
Apr 7, 2026
9w ago
Press Release
BULLISH ★ 6/10
$86.71 $86.77▲ +0.07%▼ −0.50%$89.37 (+3.07%)
Apr 1, 2026
10w ago
Press Release
BULLISH ★ 7/10
$87.18 $86.23▼ −1.09%▼ −1.57%$89.37 (+2.51%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$88.46 $88.44▼ −0.02%▼ −0.29%$89.37 (+1.03%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$88.46 $88.44▼ −0.02%▼ −0.29%$89.37 (+1.03%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$88.46 $88.44▼ −0.02%▼ −0.29%$89.37 (+1.03%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (45h 30m)

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