GFL
GFL Environmental Inc.
$35.64
-0.89%
$12.9B
No data for this timeframe.
Vol
Market Cap$12.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders9 funds
Inst. Value$2.0B
Inst. Activity3 buys / 3 sells
SEC Reports7
Recent Activity
May 13, 2026
SEC
GFL Environmental Inc. filed a 6-K reporting the results of its annual and special meeting of shareholders held on May 1
6-K — Impact 2/10
May 6, 2026
Event
HSR Early Termination: GFL Environmental Inc.; SECURE Waste Infrastructure Corp.
The FTC granted early termination of the HSR Act waiting period for a transaction involving GFL Envi
May 1, 2026
SEC
GFL reported Q1 2026 revenue of $1,643.8M (+5.4% YoY) and Adjusted EBITDA of $478.5M (+12.3%), but net loss from continu
6-K — Impact 4/10
Apr 27, 2026
short_interest
FTD: GFL — 20,009 shares ($0.8M) failed to deliver
Settlement: 20260427, Price: $40.41, FTD Value: $808,563.69, GFL ENVIRONMENTAL INC SUB VTG
Apr 23, 2026
SEC
GFL Environmental Inc. has entered into a definitive arrangement agreement to acquire Secure Waste Infrastructure Corp.
6-K — Impact 7/10
Inst.
NORGES BANK — NEW
3,479,778 shares ($149.5M)
Inst.
MORGAN STANLEY — TRIM
2,731,961 shares ($117.3M)
Price Targets
$50.71
+42.3% upside
Strong Buy
Current $35.64
Low $39.81
Median $50.67
High $63.86
12 analysts
$39.81
$63.86
Analyst Ratings
3Strong Buy
10Buy
3Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 4, 2026 | Scotiabank | MAINTAIN | Sector Outperform → Sector Outperform |
| Apr 15, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Apr 14, 2026 | JP Morgan | DOWNGRADE | Neutral → Underweight |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Feb 12, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.27 ▼ -1.4% | $0.14 — $0.45 | 3% YoY | 15 |
| Next Q | $0.33 ▼ -4.5% | $0.17 — $0.52 | 43% YoY | 15 |
| Current FY | $0.92 ▲ +3.0% | $0.54 — $1.42 | 23% YoY | 15 |
| Next FY | $1.23 ▼ -0.9% | $0.40 — $1.85 | 34% YoY | 16 |
Latest Reports
NEUTRAL
6-K
2/10
GFL Environmental Inc. filed a 6-K reporting the results of its annual and special meeting of shareholders held on May 1
May 13, 2026
NEUTRAL
6-K
4/10
GFL reported Q1 2026 revenue of $1,643.8M (+5.4% YoY) and Adjusted EBITDA of $478.5M (+12.3%), but net loss from continu
May 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $1.1B | ADD |
| VANGUARD GROUP INC | $479.3M | — |
| NORGES BANK | $149.5M | NEW |
| MORGAN STANLEY | $117.3M | TRIM |
| BANK OF AMERICA CORP | $55.2M | ADD |
9 institutional holders with $2.0B total value (46,325,448 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 26,532,066 | $1.1B | 57.3% | ADD +26.6% |
| 2 | VANGUARD GROUP INC | 11,156,675 | $479.3M | 24.1% | — |
| 3 | NORGES BANK | 3,479,778 | $149.5M | 7.5% | NEW |
| 4 | MORGAN STANLEY | 2,731,961 | $117.3M | 5.9% | TRIM -30.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 1,284,165 | $55.2M | 2.8% | ADD +31.7% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 622,549 | $26.8M | 1.3% | NEW |
| 7 | TWO SIGMA INVESTMENTS, LP | 354,605 | $15.2M | 0.8% | TRIM -40.0% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 131,161 | $5.6M | 0.3% | NEW |
| 9 | WELLS FARGO & COMPANY/MN | 32,488 | $1.4M | 0.1% | TRIM -49.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,479,778 | — | $149.5M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 3,932,626 | 2,731,961 | -30.5% | $117.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 974,947 | 1,284,165 | +31.7% | $55.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 591,253 | 354,605 | -40.0% | $15.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 131,161 | — | $5.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 64,336 | 32,488 | -49.5% | $1.4M | 2025-Q4 |
| UBS Group AG | DOUBLED | 640,518 | 1,946,471 | +203.9% | $92.2M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 93,739 | 64,336 | -31.4% | $3.0M | 2025-Q3 |
| NORGES BANK | EXIT | 3,406,289 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 3,406,289 | — | $171.9M | 2025-Q2 |
| UBS Group AG | DOUBLED | 159,205 | 640,518 | +302.3% | $32.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 223,422 | 611,386 | +173.6% | $30.9M | 2025-Q2 |
| FMR LLC | ADD | 27,664,678 | 35,015,307 | +26.6% | $1.7B | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 1,890,427 | 625,457 | -66.9% | $30.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 223,422 | — | $10.8M | 2025-Q1 |
| NORGES BANK | EXIT | 2,838,666 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 24,047 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 1,257,191 | 1,890,427 | +50.4% | $84.2M | 2024-Q4 |
| UBS Group AG | DOUBLED | 29,643 | 184,779 | +523.3% | $8.2M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 172,247 | 24,047 | -86.0% | $1.1M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 6,354,464 | 4,529,877 | -28.7% | $180.7M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 503,813 | — | $20.1M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
7 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 4.7/10.
NEUTRAL
6-K
2/10
GFL Environmental Inc. filed a 6-K reporting the results of its annual and special meeting of shareh
May 13, 2026
NEUTRAL
6-K
4/10
GFL reported Q1 2026 revenue of $1,643.8M (+5.4% YoY) and Adjusted EBITDA of $478.5M (+12.3%), but n
May 1, 2026
BULLISH
6-K
7/10
GFL Environmental Inc. has entered into a definitive arrangement agreement to acquire Secure Waste I
Apr 23, 2026
BULLISH
6-K
8/10
GFL Environmental is acquiring SECURE Waste Infrastructure in a $6.4 billion all-share and cash deal
Apr 13, 2026
NEUTRAL
6-K
3/10
GFL Environmental Inc. announced a 10% increase to its quarterly dividend, raising it from $0.0154 t
Apr 2, 2026
BULLISH
6-K
7/10
GFL Environmental announced the acquisition of Frontier Waste Solutions and seven other tuck-in acqu
Apr 1, 2026
NEUTRAL
6-K
2/10
GFL Environmental Inc. announced the date for its Q1 2026 earnings release, scheduled after market c
Mar 27, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (72% buy). Based on 18 analysts: 3 strong buy, 10 buy, 3 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$50.71 mean target
+42.3% upside
Strong Buy (1.85)
$39.81 Low
$63.86 High
| Metric | Value |
|---|---|
| Current Price | $35.64 |
| Target Low | $39.81 |
| Target Mean | $50.71 |
| Target Median | $50.67 |
| Target High | $63.86 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.85) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.27 | $0.14 | $0.45 | 3.5% | -1.4% | 1↑ 3↓ | $1.9B | 13.5% | 15 |
| Next Q 2026-09-30 |
$0.33 | $0.17 | $0.52 | 43.4% | -4.5% | 2↑ 1↓ | $1.9B | 13.4% | 15 |
| Current FY 2026-12-31 |
$0.92 | $0.54 | $1.42 | 22.7% | +3.0% | 1↑ 4↓ | $7.4B | 11.2% | 15 |
| Next FY 2027-12-31 |
$1.23 | $0.40 | $1.85 | 34.1% | -0.9% | 2↑ 3↓ | $7.9B | 8.0% | 16 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.269 | |
| 7d ago | $0.268 | +0.001 |
| 30d ago | $0.273 | -0.004 |
| 60d ago | $0.298 | -0.029 |
| 90d ago | $0.299 | -0.030 |
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 4, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Apr 15, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 14, 2026 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 12, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Feb 12, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 21, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Jan 16, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 14, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Nov 24, 2025 | Goldman Sachs | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 10 | 3 | 2 | 0 | 72% | |
| Apr 1, 2026 | 3 | 11 | 4 | 1 | 0 | 74% | |
| Mar 1, 2026 | 2 | 11 | 4 | 1 | 0 | 72% | |
| Feb 1, 2026 | 2 | 11 | 4 | 1 | 0 | 72% | |
| Jan 1, 2026 | 2 | 11 | 4 | 1 | 0 | 72% |
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 6, 2026
Enforcement
HSR Early Termination: GFL Environmental Inc.; SECURE Waste Infrastructure Corp.
The FTC granted early termination of the HSR Act waiting period for a transaction involving GFL Environmental Inc.; SECURE Waste Infrastructure Corp..
Apr 27, 2026
short_interest
FTD: GFL — 20,009 shares ($0.8M) failed to deliver
Settlement: 20260427, Price: $40.41, FTD Value: $808,563.69, GFL ENVIRONMENTAL INC SUB VTG
Apr 15, 2026
short_interest
FTD: GFL — 28,023 shares ($1.1M) failed to deliver
Settlement: 20260415, Price: $38.59, FTD Value: $1,081,407.57, GFL ENVIRONMENTAL INC SUB VTG
Apr 14, 2026
short_interest
FTD: GFL — 400,091 shares ($15.6M) failed to deliver
Settlement: 20260414, Price: $38.95, FTD Value: $15,583,544.45, GFL ENVIRONMENTAL INC SUB VTG
Apr 6, 2026
short_interest
FTD: GFL — 14,866 shares ($0.7M) failed to deliver
Settlement: 20260406, Price: $44.57, FTD Value: $662,577.62, GFL ENVIRONMENTAL INC SUB VTG
Mar 30, 2026
short_interest
FTD: GFL — 28,856 shares ($1.1M) failed to deliver
Settlement: 20260330, Price: $38.96, FTD Value: $1,124,229.76, GFL ENVIRONMENTAL INC SUB VTG
Mar 24, 2026
short_interest
FTD: GFL — 53,033 shares ($2.1M) failed to deliver
Settlement: 20260324, Price: $40.48, FTD Value: $2,146,775.84, GFL ENVIRONMENTAL INC SUB VTG
Mar 18, 2026
short_interest
FTD: GFL — 50,205 shares ($2.1M) failed to deliver
Settlement: 20260318, Price: $42.43, FTD Value: $2,130,198.15, GFL ENVIRONMENTAL INC SUB VTG
Mar 17, 2026
short_interest
FTD: GFL — 47,071 shares ($2.0M) failed to deliver
Settlement: 20260317, Price: $42.40, FTD Value: $1,995,810.4, GFL ENVIRONMENTAL INC SUB VTG
Mar 13, 2026
short_interest
FTD: GFL — 63,765 shares ($2.8M) failed to deliver
Settlement: 20260313, Price: $43.23, FTD Value: $2,756,560.95, GFL ENVIRONMENTAL INC SUB VTG
Mar 10, 2026
short_interest
FTD: GFL — 248,924 shares ($11.2M) failed to deliver
Settlement: 20260310, Price: $45.03, FTD Value: $11,209,047.72, GFL ENVIRONMENTAL INC SUB VTG
Mar 9, 2026
short_interest
FTD: GFL — 265,826 shares ($11.9M) failed to deliver
Settlement: 20260309, Price: $44.58, FTD Value: $11,850,523.08, GFL ENVIRONMENTAL INC SUB VTG
Mar 6, 2026
short_interest
FTD: GFL — 307,918 shares ($13.8M) failed to deliver
Settlement: 20260306, Price: $44.84, FTD Value: $13,807,043.12, GFL ENVIRONMENTAL INC SUB VTG
Mar 5, 2026
short_interest
FTD: GFL — 377,327 shares ($16.9M) failed to deliver
Settlement: 20260305, Price: $44.77, FTD Value: $16,892,929.79, GFL ENVIRONMENTAL INC SUB VTG
Mar 4, 2026
short_interest
FTD: GFL — 13,551 shares ($0.6M) failed to deliver
Settlement: 20260304, Price: $45.32, FTD Value: $614,131.32, GFL ENVIRONMENTAL INC SUB VTG
Feb 27, 2026
short_interest
FTD: GFL — 13,782 shares ($0.6M) failed to deliver
Settlement: 20260227, Price: $43.84, FTD Value: $604,202.88, GFL ENVIRONMENTAL INC SUB VTG