Market Cap
$19.0B
GFL
GFL Environmental Inc.
$41.00 ▲ +1.41%
Prev close $40.43Market cap$19.0B
ConsensusBuy
12-mo target$50.74 (+23.8%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on GFL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (72%)
Inst. Holders
50 funds
Inst. Value
$7.8B
Inst. Activity
37 buys / 13 sells
Social Sentiment
40° Cool
SEC Reports
12
Price chart 30d -3.7%
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.
Oct 1, 2026 other
Sep 1, 2026 SEC GFL Environmental Announces Appointment of Allen Gransch as Chief Operating Officer
MIAMI BEACH, FL, Oct. 1, 2026 /PRNewswire/ -- GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" o
GFL Environmental has closed its acquisition of SECURE Waste Infrastructure Corp., financed through a combination of rev
6-K — Impact 7/10
GFL Environmental Inc. announced a quarterly cash dividend of US$0.0169 per share for Q2 2026, payable on July 31, 2026.
6-K — Impact 2/10
GFL Environmental filed a 6-K announcing the date for its Q2 2026 earnings release (July 29 after market close) and inve
6-K — Impact 2/10
Jun 30, 2026 Inst.
NORDEA INVESTMENT MANAGEMENT AB — ADD
10,483,301 shares ($380.1M)
Jun 30, 2026 Inst.
MAVERICK CAPITAL LTD — DOUBLED
10,202,931 shares ($375.3M)
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
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
72% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Sep 2, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Jul 31, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Jul 6, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| May 4, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Apr 15, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 14, 2026 | JP Morgan | DOWNGRADE | Underweight | 55% |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 10 | 3 | 2 | 0 | 72% | |
| Aug 1, 2026 | 3 | 10 | 3 | 2 | 0 | 72% | |
| Jul 1, 2026 | 3 | 10 | 3 | 2 | 0 | 72% | |
| Jun 1, 2026 | 3 | 10 | 3 | 2 | 0 | 72% | |
| 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% |
Price targets
Where 13 covering analysts think GFL trades over the next 12 months.
$50.74 +23.8% upside Strong Buy
Current$41.00 Low$40.09 Median$51.90 High$63.14 13 analysts
$40.09$63.14
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
40°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 5 bullish, 0 bearish, 0 mixed, 7 neutral · avg impact 4.4/10.
BULLISH6-K7/10
GFL Environmental has closed its acquisition of SECURE Waste Infrastructure Corp., financed through
Sep 1, 2026
NEUTRAL6-K2/10
GFL Environmental Inc. announced a quarterly cash dividend of US$0.0169 per share for Q2 2026, payab
Jul 2, 2026
NEUTRAL6-K2/10
GFL Environmental filed a 6-K announcing the date for its Q2 2026 earnings release (July 29 after ma
Jun 30, 2026
BULLISH6-K5/10
GFL Environmental announced its addition to the Russell 1000 and Russell 3000 indices, effective Jun
Jun 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
GFL Environmental Announces Appointment of Allen Gransch as Chief Operating Officer
MIAMI BEACH, FL, Oct. 1, 2026 /PRNewswire/ -- GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") announced that it has appointed A
Oct 1, 2026
short_volume
Short Volume: GFL — 66.2% short (1.2M / 1.8M)
Short: 1,210,989 | Exempt: 155,962 | TRF Vol: 1,830,132 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: GFL — 56.0% short (0.5M / 0.9M)
Short: 483,942 | Exempt: 0 | TRF Vol: 864,411 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
dividend
GFL Environmental Inc. Announces Quarterly Dividend
MIAMI BEACH, FL, Sept. 29, 2026 /PRNewswire/ -- GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that the Board
Sep 24, 2026
earnings
GFL Environmental Inc. Sets Date for Q3 2026 Earnings Release
MIAMI BEACH, FL, Sept. 24, 2026 /PRNewswire/ -- GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that it will re
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 | $0.28 | $0.25–$0.34 | 22.5% | +0.4% | 3↑ 1↓ | $2.1B | 6 |
| Next Q | $0.30 | $0.20–$0.40 | -17.8% | +20.2% | 4↑ 0↓ | $2.3B | 7 |
| Current FY | $0.87 | $0.72–$1.06 | 16.1% | +5.8% | 4↑ 1↓ | $8.0B | 7 |
| Next FY | $1.47 | $1.20–$2.03 | 68.8% | +18.9% | 5↑ 0↓ | $9.8B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.282 | — |
| 7d ago | $0.282 | — |
| 30d ago | $0.280 | +0.001 |
| 60d ago | $0.345 | -0.064 |
| 90d ago | $0.334 | -0.052 |
Institutional ownership
Which big funds own GFL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.8B total value (211,392,535 shares) as of 2026-Q2. Top holders: NOMURA, FMR, ONTARIO. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 22,638,505 | $832.5M | 10.6% | — |
| ONTARIO TEACHERS PENSION PLAN BOARD | 22,450,784 | $824.7M | 10.5% | — |
| Capital Research Global Investors | 21,919,416 | $806.4M | 10.3% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10,865,869 | $422.8M | 5.4% | — |
| NORDEA INVESTMENT MANAGEMENT AB | 10,483,301 | $380.1M | 4.9% | ADD +26.8% |
| MAVERICK CAPITAL LTD | 10,202,931 | $375.3M | 4.8% | DOUBLED +165.0% |
| ROYAL BANK OF CANADA | 9,112,951 | $335.3M | 4.3% | — |
| BlackRock, Inc. | 8,102,045 | $298.1M | 3.8% | DOUBLED +212.7% |
| FIL Ltd | 7,740,731 | $284.6M | 3.6% | DOUBLED +7675.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 8,264,968 | 10,483,301 | +26.8% | $380.1M |
| MAVERICK CAPITAL LTD | DOUBLED | 3,849,656 | 10,202,931 | +165.0% | $375.3M |
| BlackRock, Inc. | DOUBLED | 2,590,902 | 8,102,045 | +212.7% | $298.1M |
| FIL Ltd | DOUBLED | 99,554 | 7,740,731 | +7675.4% | $284.6M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 1,412,935 | 2,927,135 | +107.2% | $152.7M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 2,284,773 | 3,932,615 | +72.1% | $144.3M |
| NORGES BANK | NEW | — | 3,363,782 | — | $123.7M |
| Mitsubishi UFJ Trust & Banking Corp | NEW | — | 3,063,707 | — | $112.5M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 1,112,568 | 2,474,974 | +122.5% | $91.0M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 4,534,021 | 2,329,006 | -48.6% | $85.7M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for GFL.
Shares short
17,368,589
Settlement Sep 15, 2026
Change vs prior
-21.0%
Semi-monthly cycle
Days to cover
6.3
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All GFL filing & press-release reports (12)
- 6-K reportSep 1, 2026
- 6-K reportJul 2, 2026
- 6-K reportJun 30, 2026
- 6-K reportJun 26, 2026
- 6-K reportJun 23, 2026
- 6-K reportMay 13, 2026
- 6-K reportMay 1, 2026
- 6-K reportApr 23, 2026
- 6-K reportApr 13, 2026
- 6-K reportApr 2, 2026
- 6-K reportApr 1, 2026
- 6-K reportMar 27, 2026