Waste Management, Inc. $WM Shares Acquired by AE Wealth Management LLC

AE Wealth Management LLC boosted its holdings in Waste Management, Inc. (NYSE:WM) by 32.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,392 shares of the business services provider’s stock after purchasing an additional 3,263 shares during the quarter. AE Wealth Management LLC’s holdings in Waste Management were worth $2,957,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Norges Bank acquired a new stake in Waste Management during the 2nd quarter valued at $1,064,206,000. Vontobel Holding Ltd. raised its holdings in Waste Management by 444.3% in the third quarter. Vontobel Holding Ltd. now owns 2,206,026 shares of the business services provider’s stock valued at $487,157,000 after acquiring an additional 1,800,728 shares in the last quarter. Valeo Financial Advisors LLC boosted its holdings in shares of Waste Management by 15,782.4% in the 2nd quarter. Valeo Financial Advisors LLC now owns 1,728,486 shares of the business services provider’s stock valued at $395,512,000 after buying an additional 1,717,603 shares during the period. Sustainable Growth Advisers LP boosted its stake in Waste Management by 55.5% during the 2nd quarter. Sustainable Growth Advisers LP now owns 2,897,636 shares of the business services provider’s stock valued at $663,037,000 after purchasing an additional 1,034,258 shares during the period. Finally, Assenagon Asset Management S.A. grew its stake in shares of Waste Management by 982.3% in the third quarter. Assenagon Asset Management S.A. now owns 886,164 shares of the business services provider’s stock worth $195,692,000 after purchasing an additional 804,285 shares in the last quarter. Institutional investors and hedge funds own 80.40% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on WM. TD Cowen raised their target price on shares of Waste Management from $265.00 to $270.00 and gave the stock a “buy” rating in a report on Friday. Scotiabank reaffirmed a “sector perform” rating and issued a $250.00 target price (down from $254.00) on shares of Waste Management in a research report on Wednesday, January 21st. Sanford C. Bernstein boosted their price objective on Waste Management from $255.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Truist Financial set a $260.00 price objective on Waste Management in a report on Wednesday, October 29th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Waste Management in a report on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $253.55.

Waste Management News Roundup

Here are the key news stories impacting Waste Management this week:

• Positive Sentiment: Multiple broker upgrades/price-target raises signal analyst confidence and create upside expectations — notable lifts include TD Cowen raising its target to $270 (Buy), Oppenheimer to $264 (Outperform), Wells Fargo to $250 (Overweight), Stifel to $252 (Buy) and RBC to $235 (Sector Perform). These raises help underpin demand and longer-term upside.
• Positive Sentiment: MarketBeat piece argues WM is in a trend-following rally, supported by widening margins, accelerating free cash flow and a resumed buyback plan — factors that can sustain share-price appreciation. Waste Management’s “Boring” Business Is Powering a Quiet Rally
• Positive Sentiment: Dividend and buyback tailwinds: WM raised its dividend and signaled intent to resume repurchases (guidance assumes ~$2B in buybacks), improving shareholder-return prospects and offsetting share-based dilution over time. (Referenced in MarketBeat coverage.)
• Neutral Sentiment: Industry report notes long-term demand in specialized waste markets (solid control drilling waste mgmt. forecast to 2035) — a potential structural tailwind but only indirectly tied to WM’s near-term earnings. Solid Control Drilling Waste Management Market Size
• Neutral Sentiment: Full Q4 earnings call transcript is available for investors wanting detail on segment performance and management commentary; useful for parsing how sustainable margin and cash-flow commentary is. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 results missed expectations on both EPS ($1.93 vs. ~$1.95 est.) and revenue (came up short of estimates). The miss pressured the stock as it undercut near-term growth/beat expectations that had supported the rally. Waste Management Stock Falls After Disappointing Q4 Results
• Negative Sentiment: Guidance was slightly below Street expectations (revenue/growth assumptions modest), leaving room for disappointment if execution slips — this is the primary catalyst for short-term downside risk.

Waste Management Stock Performance

Shares of NYSE WM opened at $222.17 on Monday. The stock has a 50 day moving average of $219.25 and a 200-day moving average of $219.17. The company has a current ratio of 0.89, a quick ratio of 0.80 and a debt-to-equity ratio of 2.22. The company has a market capitalization of $89.51 billion, a P/E ratio of 33.16, a P/E/G ratio of 2.56 and a beta of 0.58. Waste Management, Inc. has a 12 month low of $194.11 and a 12 month high of $242.58.

Waste Management (NYSE:WM) last released its quarterly earnings results on Wednesday, January 28th. The business services provider reported $1.93 earnings per share for the quarter, missing the consensus estimate of $1.95 by ($0.02). The firm had revenue of $6.31 billion for the quarter, compared to analyst estimates of $6.39 billion. Waste Management had a return on equity of 32.45% and a net margin of 10.74%.The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the business posted $1.70 earnings per share. As a group, equities research analysts predict that Waste Management, Inc. will post 7.7 EPS for the current year.

Waste Management Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Friday, December 5th were given a $0.825 dividend. The ex-dividend date was Friday, December 5th. This represents a $3.30 annualized dividend and a yield of 1.5%. Waste Management’s dividend payout ratio (DPR) is currently 49.25%.

Insider Buying and Selling

In other Waste Management news, SVP Rafael Carrasco sold 1,380 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $217.06, for a total value of $299,542.80. Following the transaction, the senior vice president directly owned 15,540 shares of the company’s stock, valued at approximately $3,373,112.40. The trade was a 8.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.18% of the company’s stock.

Waste Management Profile

Waste Management, Inc (NYSE: WM) is a leading provider of integrated waste management and environmental services in North America. The company offers end-to-end solutions that span collection, transfer, disposal and recycling, along with landfill operations and related infrastructure. Headquartered in Houston, Texas, Waste Management serves a broad customer base that includes residential, commercial, industrial and municipal clients.

Core services include curbside and commercial waste collection, roll-off and temporary container services, materials recovery and recycling, and engineered landfill disposal.