GFL
GFL Environmental Inc.
$35.97
+0.28%
$12.9B
No data for this timeframe.
Vol
Market Cap$12.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders50 funds
Inst. Value$6.2B
Inst. Activity28 buys / 12 sells
SEC Reports7
Recent Activity
Jun 11, 2026
short_volume
Short Volume: GFL — 56.3% short (1.1M / 2.0M)
Short: 1,099,746 | Exempt: 3 | TRF Vol: 1,952,335 | Short Ratio: 56.3% | Off-exchange volume (dark p
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 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.
Pictet Asset Management Holding — TRIM
6,153,644 shares ($256.7M)
Inst.
MARSHALL WACE, LLP — ADD
2,156,844 shares ($90.0M)
Price Targets
$50.09
+39.3% upside
Strong Buy
Current $35.97
Low $39.43
Median $50.04
High $63.06
12 analysts
$39.43
$63.06
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 ▲ +1.8% | $0.14 — $0.45 | 5% YoY | 14 |
| Next Q | $0.34 ▲ +2.1% | $0.17 — $0.52 | 46% YoY | 14 |
| Current FY | $0.92 ▲ +0.7% | $0.54 — $1.42 | 23% YoY | 15 |
| Next FY | $1.24 ▲ +0.7% | $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 |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| FMR LLC | $1.1B | — |
| Capital Research Global Investors | $965.9M | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | $479.8M | — |
| ROYAL BANK OF CANADA | $348.9M | — |
50 institutional holders with $6.2B total value (147,783,307 shares) as of 2026-Q1. Top holders: NOMURA, FMR, Capital. Net buying activity: 28 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | FMR LLC | 25,462,871 | $1.1B | 17.2% | — |
| 3 | Capital Research Global Investors | 23,151,980 | $965.9M | 15.6% | — |
| 4 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10,946,130 | $479.8M | 7.8% | — |
| 5 | ROYAL BANK OF CANADA | 8,361,851 | $348.9M | 5.6% | — |
| 6 | NORDEA INVESTMENT MANAGEMENT AB | 8,264,968 | $336.9M | 5.5% | ADD +40.8% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 7,342,033 | $306.3M | 5.0% | — |
| 8 | Pictet Asset Management Holding SA | 6,153,644 | $256.7M | 4.2% | TRIM -27.7% |
| 9 | CIBC Asset Management Inc | 6,134,116 | $255.5M | 4.1% | ADD +25.8% |
| 10 | FRED ALGER MANAGEMENT, LLC | 6,017,527 | $251.1M | 4.1% | — |
| 11 | DEUTSCHE BANK AG\ | 3,725,857 | $155.4M | 2.5% | — |
| 12 | MORGAN STANLEY | 2,768,126 | $115.5M | 1.9% | TRIM -30.5% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 2,661,097 | $111.0M | 1.8% | ADD +32.7% |
| 14 | BlackRock, Inc. | 2,590,902 | $108.1M | 1.7% | — |
| 15 | VANGUARD FIDUCIARY TRUST CO | 2,333,058 | $97.3M | 1.6% | — |
| 16 | MARSHALL WACE, LLP | 2,156,844 | $90.0M | 1.5% | ADD +84.3% |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | 1,849,230 | $77.1M | 1.2% | ADD +64.5% |
| 18 | BANK OF AMERICA CORP /DE/ | 1,847,166 | $77.1M | 1.2% | ADD +43.8% |
| 19 | BROWN BROTHERS HARRIMAN & CO | 1,728,734 | $72.1M | 1.2% | — |
| 20 | BANK OF MONTREAL /CAN/ | 1,561,046 | $65.1M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | TRIM | 8,511,198 | 6,153,644 | -27.7% | $256.7M | 2026-Q1 |
| MARSHALL WACE, LLP | ADD | 1,170,208 | 2,156,844 | +84.3% | $90.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 1,124,140 | 1,849,230 | +64.5% | $77.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,284,165 | 1,847,166 | +43.8% | $77.1M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | ADD | 1,014,170 | 1,494,819 | +47.4% | $62.2M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | DOUBLED | 563,108 | 1,412,935 | +150.9% | $58.9M | 2026-Q1 |
| Nuveen, LLC | ADD | 909,822 | 1,196,654 | +31.5% | $49.8M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 686,708 | 1,158,643 | +68.7% | $48.3M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 1,554,611 | 742,065 | -52.3% | $31.0M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 517,110 | 649,581 | +25.6% | $27.1M | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC | TRIM | 732,620 | 530,184 | -27.6% | $22.1M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | NEW | — | 481,415 | — | $20.1M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 131,161 | 458,847 | +249.8% | $19.1M | 2026-Q1 |
| Amundi | ADD | 299,988 | 379,258 | +26.4% | $15.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 177,106 | 322,788 | +82.3% | $13.5M | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 44,006 | 292,843 | +565.5% | $12.7M | 2026-Q1 |
| Select Equity Group, L.P. | NEW | — | 270,689 | — | $11.3M | 2026-Q1 |
| Korea Investment CORP | ADD | 195,482 | 270,898 | +38.6% | $11.3M | 2026-Q1 |
| LOOMIS SAYLES & CO L P | ADD | 200,410 | 267,385 | +33.4% | $11.2M | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | ADD | 142,226 | 228,022 | +60.3% | $9.5M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 385,755 | 207,172 | -46.3% | $8.6M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 124,224 | 163,496 | +31.6% | $6.8M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 43,974 | 161,498 | +267.3% | $6.7M | 2026-Q1 |
| Invesco Ltd. | ADD | 88,341 | 125,070 | +41.6% | $5.2M | 2026-Q1 |
| Jain Global LLC | DOUBLED | 18,000 | 74,490 | +313.8% | $3.1M | 2026-Q1 |
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
$50.09 mean target
+39.3% upside
Strong Buy (1.85)
$39.43 Low
$63.06 High
| Metric | Value |
|---|---|
| Current Price | $35.97 |
| Target Low | $39.43 |
| Target Mean | $50.09 |
| Target Median | $50.04 |
| Target High | $63.06 |
| # 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 | 5.1% | +1.8% | 1↑ 3↓ | $1.9B | 13.6% | 14 |
| Next Q 2026-09-30 |
$0.34 | $0.17 | $0.52 | 46.2% | +2.1% | 2↑ 1↓ | $1.9B | 13.5% | 14 |
| Current FY 2026-12-31 |
$0.92 | $0.54 | $1.42 | 23.3% | +0.7% | 1↑ 4↓ | $7.4B | 11.2% | 15 |
| Next FY 2027-12-31 |
$1.24 | $0.40 | $1.85 | 33.9% | +0.7% | 2↑ 3↓ | $8.0B | 8.1% | 16 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.273 | |
| 7d ago | $0.269 | +0.004 |
| 30d ago | $0.268 | +0.005 |
| 60d ago | $0.291 | -0.018 |
| 90d ago | $0.296 | -0.022 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 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 |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| 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.
Jun 11, 2026
short_volume
Short Volume: GFL — 56.3% short (1.1M / 2.0M)
Short: 1,099,746 | Exempt: 3 | TRF Vol: 1,952,335 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: GFL — 83.1% short (1.5M / 1.8M)
Short: 1,505,746 | Exempt: 13 | TRF Vol: 1,812,406 | Short Ratio: 83.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: GFL — 57.9% short (0.6M / 1.1M)
Short: 619,638 | Exempt: 0 | TRF Vol: 1,070,444 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: GFL — 26,472 shares ($1.0M) failed to deliver
Settlement: 20260513, Price: $36.42, FTD Value: $964,110.24, GFL ENVIRONMENTAL INC SUB VTG
May 7, 2026
short_interest
FTD: GFL — 25,000 shares ($0.9M) failed to deliver
Settlement: 20260507, Price: $36.39, FTD Value: $909,750, GFL ENVIRONMENTAL INC SUB VTG
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..
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..
May 1, 2026
short_interest
FTD: GFL — 32,491 shares ($1.3M) failed to deliver
Settlement: 20260501, Price: $40.11, FTD Value: $1,303,214.01, GFL ENVIRONMENTAL INC SUB VTG
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