Market Cap
$39.7B
WCN
Waste Connections, Inc.
$150.66 ▼ -2.12%
Prev close $153.93Market cap$39.7B
ConsensusStrong Buy
12-mo target$202.04 (+34.1%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)35 New Institutional Positions15 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on WCN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$25.9B
Inst. Activity
35 buys / 15 sells
Insider Activity
$7.6M buy / $4.1M sell
Insider Net $
$3.5M
Social Sentiment
67° Warm
SEC Reports
11
Price chart 30d -8.2%
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 28, 2026 short_volume
Aug 22, 2026 SEC Short Volume: WCN — 65.1% short (0.4M / 0.7M)
Short: 441,283 | Exempt: 749 | TRF Vol: 677,401 | Short Ratio: 65.1% | Off-exchange volume (dark poo
Three senior vice presidents at Waste Connections sold a total of $826K in open-market sales over a one-week window. The
CLUSTER — Impact 2/10
Two senior VPs at Waste Connections sold a combined $707K in open-market sales over a one-week window. The total is ~0.0
CLUSTER — Impact 2/10
Aug 19, 2026 Insider
NIELSEN III ROBERT sold 700 shares
SR VP Operations @ $170.00 ($119.0K)
Aug 18, 2026 Insider
RIVARD PHILIP sold 2,500 shares
SR VP Business Development @ $166.57 ($416.4K)
Aug 13, 2026 Insider
Aug 1, 2026 SEC Netherton Susan sold 1,750 shares
SR VP People, Training & Dev @ $166.00 ($290.5K)
Two senior VPs at Waste Connections sold a combined $492K in open-market sales over two days, following a debt refinanci
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
FMR LLC — TRIM
5,341,098 shares ($890.2M)
Analyst ratings buy % -4.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
85% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | UBS | UPGRADE | Buy | 55% |
| Aug 4, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 28, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 10, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Apr 28, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 24, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Aug 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Jul 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Jun 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| May 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Apr 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Mar 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Feb 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% |
Price targets
Where 25 covering analysts think WCN trades over the next 12 months.
$202.04 +34.1% upside Strong Buy
Current$150.66 Low$162.00 Median$204.00 High$220.00 25 analysts
$162.00$220.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 9 neutral · avg impact 3.3/10.
NEUTRALCLUSTER2/10
Three senior vice presidents at Waste Connections sold a total of $826K in open-market sales over a
Aug 22, 2026
NEUTRALCLUSTER2/10
Two senior VPs at Waste Connections sold a combined $707K in open-market sales over a one-week windo
Aug 21, 2026
NEUTRALCLUSTER2/10
Two senior VPs at Waste Connections sold a combined $492K in open-market sales over two days, follow
Aug 1, 2026
NEUTRAL424B53/10
Waste Connections filed a preliminary 424B5 prospectus supplement for an offering of CAD-denominated
Jul 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: WCN — 65.1% short (0.4M / 0.7M)
Short: 441,283 | Exempt: 749 | TRF Vol: 677,401 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: WCN — 73.5% short (0.4M / 0.5M)
Short: 383,591 | Exempt: 299 | TRF Vol: 521,687 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: WCN — 71.3% short (0.4M / 0.5M)
Short: 368,849 | Exempt: 1,628 | TRF Vol: 517,595 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: WCN — 73.9% short (0.5M / 0.6M)
Short: 477,009 | Exempt: 102 | TRF Vol: 645,500 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: WCN — 69.2% short (0.5M / 0.7M)
Short: 514,017 | Exempt: 1,119 | TRF Vol: 742,750 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
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 | $1.52 | $1.45–$1.57 | 5.5% | +0.1% | 14↑ 6↓ | $2.6B | 24 |
| Next Q | $1.40 | $1.37–$1.42 | 8.3% | +0.1% | 9↑ 11↓ | $2.5B | 24 |
| Current FY | $5.64 | $5.55–$5.71 | 9.6% | -0.0% | 25↑ 1↓ | $10.0B | 27 |
| Next FY | $6.21 | $5.98–$6.52 | 10.0% | -0.0% | 13↑ 8↓ | $10.6B | 27 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.519 | — |
| 7d ago | $1.519 | — |
| 30d ago | $1.518 | +0.002 |
| 60d ago | $1.510 | +0.010 |
| 90d ago | $1.508 | +0.012 |
Institutional ownership
Which big funds own WCN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $25.9B total value (155,557,423 shares) as of 2026-Q2. Top holders: VANGUARD, ROYAL, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 15,797,275 | $2.6B | 10.2% | — |
| ROYAL BANK OF CANADA | 13,188,665 | $2.2B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,232,978 | $1.9B | 7.2% | — |
| BANK OF MONTREAL /CAN/ | 8,665,651 | $1.4B | 5.6% | — |
| 1832 Asset Management L.P. | 7,456,684 | $1.2B | 4.8% | — |
| BlackRock, Inc. | 6,370,788 | $1.1B | 4.1% | — |
| FMR LLC | 5,341,098 | $890.2M | 3.4% | TRIM -40.4% |
| Capital International Investors | 4,582,617 | $763.9M | 2.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,111,035 | $684.0M | 2.6% | — |
| NORGES BANK | 3,957,385 | $659.5M | 2.5% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 8,964,650 | 5,341,098 | -40.4% | $890.2M |
| NORGES BANK | NEW | — | 3,957,385 | — | $659.5M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 4,935,243 | 2,867,268 | -41.9% | $477.9M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 1,673,089 | 2,488,903 | +48.8% | $414.5M |
| GOLDMAN SACHS GROUP INC | TRIM | 4,713,805 | 2,422,109 | -48.6% | $403.7M |
| MILLENNIUM MANAGEMENT LLC | ADD | 839,369 | 1,323,486 | +57.7% | $220.6M |
| UBS Group AG | ADD | 874,522 | 1,210,150 | +38.4% | $201.7M |
| FIL Ltd | DOUBLED | 487,213 | 1,114,828 | +128.8% | $185.8M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 13,303 | 719,460 | +5308.3% | $116.9M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 1,488,548 | 686,101 | -53.9% | $114.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 48 transactions. Net $3.5M — $7.6M bought, $4.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | NIELSEN III ROBERT | SR VP Operations | SELL | 700 | $170.00 | $119.0K |
| Aug 18, 2026 | RIVARD PHILIP | SR VP Business Development | SELL | 2,500 | $166.57 | $416.4K |
| Aug 13, 2026 | Netherton Susan | SR VP People, Training & Dev | SELL | 1,750 | $166.00 | $290.5K |
| Jul 29, 2026 | NIELSEN III ROBERT | SR VP Operations | SELL | 300 | $173.10 | $51.9K |
| Jul 28, 2026 | Cloninger Robert Michael | SR VP, Deputy General Counsel | SELL | 2,573 | $171.00 | $440.0K |
| Jul 28, 2026 | Cloninger Robert Michael | SR VP, Deputy General Counsel | SELL | 238 | $171.33 | $40.8K |
| Jun 30, 2026 | BRADLEY AARON | SR VP PERFORMANCE OPTIMIZATION | J | 42 | $158.36 | $6.7K |
| Jun 30, 2026 | PIO DOMENIC | SR VP Operations | J | 95 | $158.36 | $15.0K |
| Jun 30, 2026 | Black Matthew Stephen | Sr VP Chief Tax Officer | J | 16 | $158.36 | $2.5K |
| Jun 30, 2026 | CRAFT JASON | Executive Vice President & COO | J | 54 | $158.36 | $8.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WCN.
Shares short
3,421,015
Settlement Sep 15, 2026
Change vs prior
-10.8%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈1.3%
Estimate — not % of float
All WCN filing & press-release reports (11)
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 1, 2026
- 424B5 reportJul 27, 2026
- CLUSTER reportJun 9, 2026
- 8-K reportMay 15, 2026
- CLUSTER reportMay 14, 2026
- 144 reportApr 27, 2026
- DEFA14A reportApr 23, 2026
- 8-K reportApr 22, 2026
- 3 reportApr 3, 2026