Market Cap
$5.1B
CWST
CASELLA WASTE SYSTEMS INC
$82.32 ▲ +5.44%
Prev close $78.07Market cap$5.1B
ConsensusBuy
12-mo target$111.80 (+35.8%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)33 New Institutional Positions17 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on CWST right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$5.7B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $4.8M sell
Insider Net $
-$4.8M
SEC Reports
12
Press Releases
2
Price chart 30d -11.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 other
Casella Waste Systems, Inc. Announces a Permit Expansion at Its Hakes C&D Landfill in New York
RUTLAND, Vt., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regio
Sep 3, 2026 Insider
BURKE MICHAEL K sold 1,100 shares
Director @ $95.26 ($104.8K)
Aug 26, 2026 Insider
Aug 22, 2026 SEC BURKE MICHAEL K sold 1,100 shares
Director @ $92.99 ($102.3K)
A mixed institutional cluster in CWST for 2026-Q2 shows 22 buyers accumulating $354.8M net (led by Wasatch Advisors addi
INST-CLUSTER — Impact 4/10
Aug 14, 2026 Insider
Jul 1, 2026 SEC CASELLA DOUGLAS R sold 1,343 shares
VICE CHAIRMAN, BD OF DIRECTORS @ $91.12 ($122.4K)
Casella Waste Systems appointed Damian A. Ribar as Executive Vice President and Chief Operating Officer, effective July
8-K — Impact 2/10
Casella Waste Systems announced the addition of Damian Ribar as EVP and COO (effective July 20, 2026) and the promotion
Impact 2/10
Jun 30, 2026 Inst.
WASATCH ADVISORS LP — ADD
3,531,594 shares ($342.5M)
Analyst ratings buy % +16.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 26, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 4, 2026 | Barclays | UPGRADE | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 7 | 3 | 1 | 0 | 78% | |
| Aug 1, 2026 | 7 | 7 | 3 | 1 | 0 | 78% | |
| Jul 1, 2026 | 7 | 7 | 3 | 1 | 0 | 78% | |
| Jun 1, 2026 | 7 | 7 | 3 | 1 | 0 | 78% | |
| May 1, 2026 | 7 | 6 | 4 | 1 | 0 | 72% | |
| Apr 1, 2026 | 7 | 6 | 4 | 1 | 0 | 72% | |
| Mar 1, 2026 | 7 | 6 | 4 | 1 | 0 | 72% | |
| Feb 1, 2026 | 7 | 6 | 4 | 1 | 0 | 72% |
Price targets
Where 10 covering analysts think CWST trades over the next 12 months.
$111.80 +35.8% upside Strong Buy
Current$82.32 Low$91.00 Median$111.50 High$130.00 10 analysts
$91.00$130.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 10 neutral · avg impact 3.0/10.Plus 2 press releases.
MIXEDINST-CLUSTER4/10
A mixed institutional cluster in CWST for 2026-Q2 shows 22 buyers accumulating $354.8M net (led by W
Aug 22, 2026
NEUTRAL8-K2/10
Casella Waste Systems appointed Damian A. Ribar as Executive Vice President and Chief Operating Offi
Jul 1, 2026
NEUTRAL8-K2/10
Casella Waste Systems remarketed $15.0M of New York State Environmental Facilities Corporation Solid
Jun 1, 2026
NEUTRAL8-K2/10
Casella Waste Systems announced the pricing of a remarketing of $15.0 million of its Series 2014R-2
May 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
other
Casella Waste Systems, Inc. Announces a Permit Expansion at Its Hakes C&D Landfill in New York
RUTLAND, Vt., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling and resource management
Sep 23, 2026
other
Casella Releases 2026 Sustainability Report Highlighting Growth and Measurable Progress
Casella released its 2026 Sustainability Report, highlighting measurable progress towards 2030 Goals.
Sep 11, 2026
ftd
FTD: CWST — 113,750 shares ($10.2M) failed to deliver
Settlement: 20260911, Price: $89.94, FTD Value: $10,230,675, CASELLA WASTE SYSTEMS INC
Aug 20, 2026
ftd
FTD: CWST — 8,677 shares ($0.8M) failed to deliver
Settlement: 20260820, Price: $92.85, FTD Value: $805,659.45, CASELLA WASTE SYSTEMS INC
Aug 10, 2026
ftd
FTD: CWST — 6,163 shares ($0.6M) failed to deliver
Settlement: 20260810, Price: $89.41, FTD Value: $551,033.83, CASELLA WASTE SYSTEMS INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.19–$0.49 | -8.7% | -0.5% | 3↑ 7↓ | $0.6B | 11 |
| Next Q | $0.27 | $0.13–$0.36 | -9.3% | +0.3% | 6↑ 5↓ | $0.5B | 11 |
| Current FY | $1.26 | $0.98–$1.45 | -1.0% | -0.1% | 8↑ 3↓ | $2.1B | 11 |
| Next FY | $1.47 | $0.82–$2.01 | 16.6% | -0.1% | 6↑ 5↓ | $2.3B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.383 | — |
| 7d ago | $0.385 | -0.002 |
| 30d ago | $0.385 | -0.002 |
| 60d ago | $0.397 | -0.014 |
| 90d ago | $0.395 | -0.012 |
Institutional ownership
Which big funds own CWST (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.7B total value (58,660,769 shares) as of 2026-Q2. Top holders: NOMURA, BlackRock,, WASATCH. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 9,390,112 | $910.6M | 16.0% | — |
| WASATCH ADVISORS LP | 3,531,594 | $342.5M | 6.0% | ADD +36.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,448,748 | $334.4M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,823,033 | $273.7M | 4.8% | — |
| STATE STREET CORP | 2,520,170 | $244.4M | 4.3% | — |
| Capital International Investors | 2,054,399 | $199.2M | 3.5% | — |
| Capital Research Global Investors | 2,028,646 | $196.7M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,647,147 | $159.8M | 2.8% | — |
| JPMORGAN CHASE & CO | 1,544,116 | $145.9M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | ADD | 2,582,220 | 3,531,594 | +36.8% | $342.5M |
| Neuberger Berman Group LLC | ADD | 953,777 | 1,434,463 | +50.4% | $139.1M |
| BAMCO INC /NY/ | ADD | 718,461 | 965,239 | +34.3% | $93.6M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 56,594 | 862,452 | +1423.9% | $83.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 438,906 | 808,261 | +84.2% | $78.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 448,049 | 677,461 | +51.2% | $63.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 835,425 | 624,506 | -25.2% | $60.6M |
| Select Equity Group, L.P. | ADD | 391,974 | 563,031 | +43.6% | $54.6M |
| NORGES BANK | NEW | — | 476,323 | — | $46.2M |
| CITADEL ADVISORS LLC | DOUBLED | 34,749 | 455,585 | +1211.1% | $44.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$4.8M — $0.00 bought, $4.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | BURKE MICHAEL K | Director | SELL | 1,100 | $95.26 | $104.8K |
| Aug 26, 2026 | BURKE MICHAEL K | Director | SELL | 1,100 | $92.99 | $102.3K |
| Aug 14, 2026 | CASELLA DOUGLAS R | VICE CHAIRMAN, BD OF DIRECTORS | SELL | 1,343 | $91.12 | $122.4K |
| Aug 13, 2026 | CASELLA DOUGLAS R | VICE CHAIRMAN, BD OF DIRECTORS | SELL | 1,838 | $90.89 | $167.1K |
| Aug 13, 2026 | CASELLA DOUGLAS R | VICE CHAIRMAN, BD OF DIRECTORS | SELL | 13,319 | $91.07 | $1.2M |
| Aug 11, 2026 | Ribar Damian Andrew | Executive VP and COO | AWARD | 25,000 | — | — |
| Jun 8, 2026 | Green Emily Nagle | Director | GIFT | 600 | — | — |
| Jun 4, 2026 | CASELLA DOUGLAS R | VICE CHAIRMAN, BD OF DIRECTORS | AWARD | 1,793 | $83.65 | $150.0K |
| Jun 4, 2026 | BURKE MICHAEL K | Director | AWARD | 1,793 | $83.65 | $150.0K |
| Jun 4, 2026 | Green Emily Nagle | Director | AWARD | 1,793 | $83.65 | $150.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CWST.
Shares short
5,071,072
Settlement Sep 15, 2026
Change vs prior
+4.8%
Semi-monthly cycle
Days to cover
11.4
At avg daily volume
Of shares outstanding
≈8.0%
Estimate — not % of float
All CWST filing & press-release reports (14)
- INST-CLUSTER reportAug 22, 2026
- 8-K reportJul 1, 2026
- PRESS-RELEASE reportJul 1, 2026
- 8-K reportJun 1, 2026
- 8-K reportMay 27, 2026
- 8-K reportMay 11, 2026
- 8-K reportApr 22, 2026
- DEFA14A reportApr 17, 2026
- PRESS-RELEASE reportApr 7, 2026
- PRESS-RELEASE reportApr 1, 2026
- CLUSTER reportMar 24, 2026
- CLUSTER reportMar 17, 2026
- CLUSTER reportMar 16, 2026
- CLUSTER reportMar 2, 2026