CWST

CASELLA WASTE SYSTEMS INC

Nasdaq · Refuse Systems · Inc. DE · CIK 0000911177
$89.37 -0.43% $5.7B
Insider Selling Cluster (2 insiders)13 New Institutional Positions15 Institutional Exits
Vol
Market Cap$5.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders50 funds
Inst. Value$4.0B
Inst. Activity13 buys / 15 sells
Insider Activity0B / 18S
Insider Net $-$2.5M
SEC Reports10
Press Releases1
Exchange Nasdaq·Sector Refuse Systems·Inc. DE·CIK 0000911177·Prev Close $89.76

Recent Activity

Jun 8, 2026 Insider
Green Emily Nagle gifted 600 shares
Director
Jun 4, 2026 Insider
CASELLA DOUGLAS R was granted 1,793 shares
VICE CHAIRMAN, BD OF DIRECTORS @ $83.65 ($150.0K)
Jun 4, 2026 Insider
BURKE MICHAEL K was granted 1,793 shares
Director @ $83.65 ($150.0K)
Jun 1, 2026 SEC
Casella Waste Systems remarketed $15.0M of New York State Environmental Facilities Corporation Solid Waste Disposal Reve
8-K — Impact 2/10
May 27, 2026 SEC
Casella Waste Systems announced the pricing of a remarketing of $15.0 million of its Series 2014R-2 Solid Waste Disposal
8-K — Impact 2/10
May 11, 2026 SEC
Casella Waste Systems announced the remarketing of $15.0 million in tax-exempt bonds (Series 2014R-2) due to expire on M
8-K — Impact 2/10
Inst.
WASATCH ADVISORS LP — TRIM
2,582,220 shares ($204.9M)
Inst.
Invesco Ltd. — TRIM
1,653,438 shares ($131.2M)

Price Targets

$112.00 +25.3% upside Strong Buy
Current $89.37 Low $84.00 Median $111.50 High $130.00 10 analysts
$84.00 $130.00

Analyst Ratings

Buy78% buy · 18 analysts
7Strong Buy
7Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 4, 2026 Barclays UPGRADE Equal-Weight → Overweight
Mar 10, 2026 UBS MAINTAIN Buy → Buy
Feb 23, 2026 JP Morgan MAINTAIN Neutral → Neutral
Feb 23, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Jan 6, 2026 Jefferies UPGRADE Hold → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.30 $0.14 — $0.37 -16% YoY 10
Next Q $0.40 $0.20 — $0.53 -4% YoY 10
Current FY $1.18 $0.69 — $1.50 -7% YoY 10
Next FY $1.50 $0.77 — $2.30 28% YoY 10

Top Institutional Holders

FundValueMove
BlackRock, Inc.$717.8MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$266.0M
VANGUARD CAPITAL MANAGEMENT LLC$222.1M
WASATCH ADVISORS LP$204.9MTRIM
STATE STREET CORP$189.6MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 8, 2026Green EmilyG$0.00
Jun 4, 2026CASELLA DOUGLASA$150.0K
Jun 4, 2026BURKE MICHAELA$150.0K
Jun 4, 2026Green EmilyA$150.0K
Jun 4, 2026Battles MichaelA$150.0K
50 institutional holders with $4.0B total value (50,979,336 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 15 institutions trimmed/exited vs 13 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.9,047,272$717.8M17.7%ADD +98.4%
2VANGUARD PORTFOLIO MANAGEMENT LLC3,353,241$266.0M6.6%
3VANGUARD CAPITAL MANAGEMENT LLC2,798,927$222.1M5.5%
4WASATCH ADVISORS LP2,582,220$204.9M5.1%TRIM -31.4%
5STATE STREET CORP2,389,197$189.6M4.7%ADD +60.7%
6Capital Research Global Investors2,330,165$184.9M4.6%
7Capital International Investors1,952,820$154.9M3.8%
8Invesco Ltd.1,653,438$131.2M3.2%TRIM -38.8%
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,257,092$99.7M2.5%
10SILVERCREST ASSET MANAGEMENT GROUP LLC1,252,042$99.3M2.5%
11WELLINGTON MANAGEMENT GROUP LLP1,211,802$96.1M2.4%
12MORGAN STANLEY1,195,294$94.8M2.3%ADD +61.9%
13Clearbridge Investments, LLC1,141,729$90.6M2.2%ADD +52.1%
14EARNEST PARTNERS LLC1,133,077$89.9M2.2%
15DIMENSIONAL FUND ADVISORS LP1,067,132$84.7M2.1%
16GOLDMAN SACHS GROUP INC1,050,770$83.4M2.1%
17Neuberger Berman Group LLC953,777$75.7M1.9%
18Pictet Asset Management Holding SA924,375$73.3M1.8%DOUBLED +10865.8%
19NOMURA ASSET MANAGEMENT INTERNATIONAL INC.835,425$66.3M1.6%
20AMERIPRISE FINANCIAL INC780,338$61.9M1.5%TRIM -28.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WASATCH ADVISORS LPTRIM3,765,4422,582,220-31.4%$204.9M2026-Q1
Invesco Ltd.TRIM2,703,8551,653,438-38.8%$131.2M2026-Q1
Clearbridge Investments, LLCADD750,8591,141,729+52.1%$90.6M2026-Q1
BAMCO INC /NY/ADD446,242718,461+61.0%$57.0M2026-Q1
Point72 Asset Management, L.P.NEW463,949$36.8M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPNEW448,049$35.1M2026-Q1
BANK OF AMERICA CORP /DE/TRIM615,095438,906-28.6%$34.8M2026-Q1
Woodline Partners LPDOUBLED47,136415,406+781.3%$33.0M2026-Q1
Capital World InvestorsNEW392,100$31.1M2026-Q1
FIFTH THIRD BANCORPDOUBLED6,664387,531+5715.3%$30.7M2026-Q1
Rockefeller Capital Management L.P.ADD188,331255,656+35.7%$20.3M2026-Q1
Nuveen, LLCTRIM532,143174,944-67.1%$13.9M2026-Q1
Russell Investments Group, Ltd.TRIM169,420119,559-29.4%$9.5M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED3,82548,429+1166.1%$3.8M2026-Q1
Capital International, Inc./CA/ADD34,98444,993+28.6%$3.6M2026-Q1
B. Metzler seel. Sohn & Co. AGTRIM68,75432,407-52.9%$2.6M2026-Q1
FMR LLCTRIM28,55513,068-54.2%$1.0M2026-Q1
Vanguard Personalized Indexing Management, LLCADD8,61511,469+33.1%$910.0K2026-Q1
Holocene Advisors, LPNEAR_EXIT37,1455,578-85.0%$442.6K2026-Q1
Atria Investments, IncADD3,8365,452+42.1%$432.6K2026-Q1
Vestmark Advisory Solutions, Inc.TRIM8,3804,709-43.8%$373.6K2026-Q1
Swiss Life Asset Management LtdADD2,9123,842+31.9%$304.8K2026-Q1
Cerity Partners LLCTRIM7,5623,833-49.3%$304.1K2026-Q1
CWM, LLCTRIM785490-37.6%$38.9K2026-Q1
BROWN BROTHERS HARRIMAN & COTRIM12459-52.4%$4.7K2026-Q1
15 unique insiders with 43 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 8, 2026Green Emily NagleDirectorGIFT600
Jun 4, 2026CASELLA DOUGLAS RVICE CHAIRMAN, BD OF DIRECTORSAWARD1,793$83.65$150.0K
Jun 4, 2026BURKE MICHAEL KDirectorAWARD1,793$83.65$150.0K
Jun 4, 2026Green Emily NagleDirectorAWARD1,793$83.65$150.0K
Jun 4, 2026Battles Michael LouisDirectorAWARD1,793$83.65$150.0K
Jun 4, 2026Sova GaryDirectorAWARD1,793$83.65$150.0K
Jun 4, 2026HULLIGAN WILLIAM PDirectorAWARD1,793$83.65$150.0K
Jun 4, 2026DOODY JOSEPHDirectorAWARD1,793$83.65$150.0K
Jun 4, 2026Kirk Rose M.DirectorAWARD1,793$83.65$150.0K
Jun 1, 2026CASELLA JOHN WDirectorGIFT36,200
May 26, 2026BURKE MICHAEL KDirectorSELL2,305$87.56$201.8K
May 19, 2026Coletta EdmondPRESIDENT & CEOSELL6,000$89.03$534.2K
Mar 18, 2026CASELLA DOUGLAS RVICE CHAIRMAN, BD OF DIRECTORSGIFT40,000
Mar 18, 2026CASELLA DOUGLAS RVICE CHAIRMAN, BD OF DIRECTORSGIFT40,000
Mar 17, 2026CASELLA DOUGLAS RVICE CHAIRMAN, BD OF DIRECTORSGIFT33,000
Mar 17, 2026CASELLA DOUGLAS RVICE CHAIRMAN, BD OF DIRECTORSGIFT33,000
Mar 16, 2026CASELLA JOHN WDirectorSELL1,744$87.77$153.1K
Mar 16, 2026Helgeson Bradford JohnExecutive VP and CFOSELL405$87.73$35.5K
Mar 16, 2026Steves SeanSr VP & COO of SW OpsSELL197$87.80$17.3K
Mar 16, 2026Coletta EdmondPRESIDENT & CEOSELL988$87.81$86.8K
Mar 16, 2026Rains Christopher AlanSr. VP & Chief Revenue OfficerAWARD989
Mar 16, 2026Drohan KevinVP & CHIEF ACCOUNTING OFFICERSELL85$87.73$7.5K
Mar 16, 2026Sayward Shelley E.SENIOR VP & GENERAL COUNSELSELL362$87.73$31.8K
Mar 12, 2026CASELLA JOHN WDirectorAWARD5,513
Mar 12, 2026Sayward Shelley E.SENIOR VP & GENERAL COUNSELSELL129$89.71$11.6K
Mar 12, 2026Coletta EdmondPRESIDENT & CEOSELL377$89.80$33.9K
Mar 12, 2026Helgeson Bradford JohnExecutive VP and CFOAWARD2,756
Mar 12, 2026Sayward Shelley E.SENIOR VP & GENERAL COUNSELAWARD1,654
Mar 12, 2026CASELLA JOHN WDirectorSELL963$90.06$86.7K
Mar 12, 2026Coletta EdmondPRESIDENT & CEOAWARD6,892
Mar 12, 2026Steves SeanSr VP & COO of SW OpsSELL97$89.71$8.7K
Mar 12, 2026Drohan KevinVP & CHIEF ACCOUNTING OFFICERAWARD551
Mar 12, 2026Drohan KevinVP & CHIEF ACCOUNTING OFFICERSELL55$89.52$4.9K
Feb 27, 2026CASELLA JOHN WCHIEF EXECUTIVE OFFICERSELL6,726$93.10$626.2K
Feb 27, 2026Coletta EdmondPRESIDENTSELL3,812$93.70$357.2K
Feb 27, 2026Steves SeanSr VP & COO of SW OpsSELL1,199$92.89$111.4K
Feb 27, 2026Drohan KevinVP & CHIEF ACCOUNTING OFFICERSELL675$92.61$62.5K
Feb 27, 2026Sayward Shelley E.SENIOR VP & GENERAL COUNSELSELL1,591$92.91$147.8K
Feb 26, 2026CASELLA JOHN WCHIEF EXECUTIVE OFFICERAWARD23,299
Feb 26, 2026Coletta EdmondPRESIDENTAWARD9,810
Feb 26, 2026Steves SeanSr VP & COO of SW OpsAWARD3,433
Feb 26, 2026Drohan KevinVP & CHIEF ACCOUNTING OFFICERAWARD2,452
Feb 26, 2026Sayward Shelley E.SENIOR VP & GENERAL COUNSELAWARD4,598
Current analyst consensus: Buy (78% buy). Based on 18 analysts: 7 strong buy, 7 buy, 3 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$112.00 mean target +25.3% upside Strong Buy (1.73)
$84.00 Low $130.00 High
MetricValue
Current Price$89.37
Target Low$84.00
Target Mean$112.00
Target Median$111.50
Target High$130.00
# Analysts10
RecommendationStrong Buy (1.73)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.30 $0.14 $0.37 -16.1% +0.0% 1↑ 1↓ $0.5B 13.0% 10
Next Q
2026-09-30
$0.40 $0.20 $0.53 -3.6% +0.0% 1↑ 1↓ $0.6B 13.4% 10
Current FY
2026-12-31
$1.18 $0.69 $1.50 -7.4% +0.0% 1↑ 1↓ $2.1B 12.8% 10
Next FY
2027-12-31
$1.50 $0.77 $2.30 27.7% +0.0% 1↑ 1↓ $2.2B 7.4% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.302
7d ago$0.302
30d ago$0.302
60d ago$0.359-0.057
90d ago$0.370-0.068
4 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 4, 2026 Barclays UPGRADE Equal-Weight Overweight
Mar 10, 2026 UBS MAINTAIN Buy Buy
Feb 23, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 23, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 6, 2026 Jefferies UPGRADE Hold Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20267731078%
May 1, 20267641072%
Apr 1, 20267641072%
Mar 1, 20267641072%
Feb 1, 20267641072%
Jan 1, 20266651067%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 27, 2026
other
Casella Waste Systems, Inc. Announces Pricing of Remarketed New York State Environmental Facilities Corporation Solid Waste Disposal Revenue Bonds
<p align="justify">RUTLAND, Vt., May 27, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (“Casella”) (NASDAQ:CWST), a regional solid waste, rec
May 19, 2026
short_volume
Short Volume: CWST — 66.6% short (0.4M / 0.6M)
Short: 368,143 | Exempt: 395 | TRF Vol: 552,662 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
other
Casella Waste Systems, Inc. to Present at Upcoming Investor Conferences
<p>RUTLAND, Vt., May 18, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource manage
May 14, 2026
other
Casella Waste Systems and Waga Energy Unveil RNG Facility at Ribbon Cutting
Casella Waste Systems, Inc. and Waga Energy celebrated the opening of a renewable natural gas facility at the Chemung County Landfill in Elmira, NY.
May 11, 2026
other
Casella Waste Systems, Inc. Announces Remarketing of New York State Environmental Facilities Corporation Solid Waste Disposal Revenue Bonds
<p align="justify">RUTLAND, Vt., May 11, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (“Casella”) (NASDAQ:CWST), a regional solid waste, rec
May 5, 2026
short_interest
FTD: CWST — 11,150 shares ($1.0M) failed to deliver
Settlement: 20260505, Price: $86.40, FTD Value: $963,360, CASELLA WASTE SYSTEMS INC
May 4, 2026
short_interest
FTD: CWST — 14,603 shares ($1.3M) failed to deliver
Settlement: 20260504, Price: $86.83, FTD Value: $1,267,978.49, CASELLA WASTE SYSTEMS INC
Apr 30, 2026
earnings
Casella Waste Systems, Inc. Announces First Quarter 2026 Results; Updates Fiscal Year 2026 Guidance
Strategic Acquisitions and Steady First Quarter Execution Set the Table for a Strong Year of Performance <pre>Strategic Acquisitions and Steady First
Apr 30, 2026
earnings_calendar
CWST Q1 2026 Earnings After Market Close — 2026-04-30
Apr 10, 2026
short_interest
FTD: CWST — 7,347 shares ($0.6M) failed to deliver
Settlement: 20260410, Price: $86.77, FTD Value: $637,499.19, CASELLA WASTE SYSTEMS INC
Apr 7, 2026
earnings
Casella Waste Systems, Inc. to Host Conference Call on Its First Quarter 2026 Results
<p>RUTLAND, Vt., April 07, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource mana
Apr 6, 2026
short_interest
FTD: CWST — 14,554 shares ($1.3M) failed to deliver
Settlement: 20260406, Price: $87.18, FTD Value: $1,268,817.72, CASELLA WASTE SYSTEMS INC
Apr 2, 2026
short_volume
Short Volume: CWST — 68.6% short (0.6M / 0.9M)
Short: 600,914 | Exempt: 327 | TRF Vol: 875,475 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
m_and_a
Casella Waste Systems, Inc. Completes Acquisition of Star Waste Systems
<p>RUTLAND, Vt., April 01, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource mana
Mar 31, 2026
short_interest
FTD: CWST — 11,503 shares ($0.9M) failed to deliver
Settlement: 20260331, Price: $78.38, FTD Value: $901,605.14, CASELLA WASTE SYSTEMS INC