WCN
Waste Connections, Inc.
$156.11
+0.41%
$39.8B
No data for this timeframe.
Vol
Market Cap$39.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$24.3B
Inst. Activity23 buys / 27 sells
Insider Activity1B / 7S
Insider Net $$4.8M
SEC Reports7
Recent Activity
Jun 9, 2026
SEC
Two Waste Connections executives (General Counsel and COO) sold a combined $1.41M in open-market sales on June 5, 2026.
CLUSTER — Impact 2/10
Jun 9, 2026
Insider
Shea Patrick James gifted 100 shares
Exec VP, General Counsel & Sec
Jun 8, 2026
Insider
Shea Patrick James gifted 15 shares
Exec VP, General Counsel & Sec
Jun 5, 2026
Insider
CRAFT JASON sold 1,500 shares
Executive Vice President & COO @ $156.59 ($234.9K)
May 15, 2026
SEC
Waste Connections held its 2026 annual meeting on May 15, 2026, re-electing all eight director nominees and approving sa
8-K — Impact 3/10
May 14, 2026
SEC
Waste Connections CEO Ronald Mittelstaedt purchased $7.6M of stock on the open market on May 12, 2026, while a senior VP
CLUSTER — Impact 6/10
Inst.
1832 Asset Management L.P. — ADD
7,113,604 shares ($1.2B)
Inst.
WCM INVESTMENT MANAGEMENT, LLC — TRIM
3,875,396 shares ($627.3M)
Price Targets
$204.52
+31.0% upside
Strong Buy
Current $156.11
Low $156.00
Median $205.00
High $305.00
25 analysts
$156.00
$305.00
Analyst Ratings
6Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 28, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Apr 24, 2026 | BMO Capital | MAINTAIN | Outperform → Outperform |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.36 | $1.31 — $1.40 | 5% YoY | 23 |
| Next Q | $1.51 | $1.46 — $1.55 | 5% YoY | 23 |
| Current FY | $5.50 | $5.36 — $5.62 | 7% YoY | 26 |
| Next FY | $6.18 | $5.88 — $6.61 | 12% YoY | 26 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two Waste Connections executives (General Counsel and COO) sold a combined $1.41M in open-market sales on June 5, 2026.
Jun 9, 2026
NEUTRAL
8-K
3/10
Waste Connections held its 2026 annual meeting on May 15, 2026, re-electing all eight director nominees and approving sa
May 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $2.6B | — |
| ROYAL BANK OF CANADA | $2.0B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8B | — |
| FMR LLC | $1.5B | — |
| BANK OF MONTREAL /CAN/ | $1.3B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 9, 2026 | Shea Patrick | G | $0.00 |
| Jun 8, 2026 | Shea Patrick | G | $0.00 |
| Jun 5, 2026 | CRAFT JASON | SELL | $234.9K |
| Jun 5, 2026 | Shea Patrick | SELL | $1.2M |
| May 14, 2026 | NIELSEN III | SELL | $77.8K |
50 institutional holders with $24.3B total value (149,485,281 shares) as of 2026-Q1. Top holders: VANGUARD, ROYAL, VANGUARD. Net selling activity: 27 institutions trimmed/exited vs 23 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 15,855,163 | $2.6B | 10.6% | — |
| 2 | ROYAL BANK OF CANADA | 12,210,661 | $2.0B | 8.2% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11,135,258 | $1.8B | 7.5% | — |
| 4 | FMR LLC | 8,964,650 | $1.5B | 6.0% | — |
| 5 | BANK OF MONTREAL /CAN/ | 8,135,633 | $1.3B | 5.4% | — |
| 6 | 1832 Asset Management L.P. | 7,113,604 | $1.2B | 4.8% | ADD +25.9% |
| 7 | BlackRock, Inc. | 6,191,564 | $1.0B | 4.1% | — |
| 8 | Capital International Investors | 5,228,050 | $849.2M | 3.5% | — |
| 9 | MACKENZIE FINANCIAL CORP | 4,980,317 | $809.1M | 3.3% | — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 4,935,243 | $801.7M | 3.3% | — |
| 11 | GOLDMAN SACHS GROUP INC | 4,713,805 | $765.7M | 3.2% | — |
| 12 | TD ASSET MANAGEMENT INC | 4,030,266 | $652.8M | 2.7% | — |
| 13 | WCM INVESTMENT MANAGEMENT, LLC | 3,875,396 | $627.3M | 2.6% | TRIM -38.4% |
| 14 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,724,204 | $604.6M | 2.5% | ADD +48.7% |
| 15 | TWO SIGMA INVESTMENTS, LP | 3,444,052 | $559.5M | 2.3% | — |
| 16 | CITADEL ADVISORS LLC | 3,113,950 | $505.8M | 2.1% | — |
| 17 | BANK OF AMERICA CORP /DE/ | 2,669,108 | $433.6M | 1.8% | — |
| 18 | MORGAN STANLEY | 2,576,878 | $418.6M | 1.7% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 2,453,637 | $398.6M | 1.6% | — |
| 20 | Pictet Asset Management Holding SA | 2,325,461 | $377.7M | 1.6% | TRIM -33.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| 1832 Asset Management L.P. | ADD | 5,652,029 | 7,113,604 | +25.9% | $1.2B | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 6,286,390 | 3,875,396 | -38.4% | $627.3M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 2,505,148 | 3,724,204 | +48.7% | $604.6M | 2026-Q1 |
| Pictet Asset Management Holding SA | TRIM | 3,508,405 | 2,325,461 | -33.7% | $377.7M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 1,327,867 | 1,673,089 | +26.0% | $271.9M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 703,033 | 1,200,977 | +70.8% | $195.1M | 2026-Q1 |
| CIBC Asset Management Inc | TRIM | 1,962,470 | 972,081 | -50.5% | $158.2M | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 364,682 | 833,367 | +128.5% | $134.4M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 573,232 | 730,092 | +27.4% | $118.6M | 2026-Q1 |
| Capital Research Global Investors | NEW | — | 663,735 | — | $107.8M | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | TRIM | 1,062,292 | 649,044 | -38.9% | $105.5M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 169,191 | 570,160 | +237.0% | $92.6M | 2026-Q1 |
| Clearbridge Investments, LLC | TRIM | 907,316 | 536,255 | -40.9% | $86.9M | 2026-Q1 |
| FIL Ltd | TRIM | 835,391 | 487,213 | -41.7% | $79.2M | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | TRIM | 641,243 | 439,114 | -31.5% | $71.4M | 2026-Q1 |
| Nuveen, LLC | TRIM | 1,361,006 | 435,258 | -68.0% | $70.7M | 2026-Q1 |
| Holocene Advisors, LP | NEW | — | 429,871 | — | $69.8M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 455,650 | 337,259 | -26.0% | $54.8M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 310,000 | — | $50.4M | 2026-Q1 |
| Korea Investment CORP | ADD | 146,614 | 266,189 | +81.6% | $43.2M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 469,105 | 231,879 | -50.6% | $37.7M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 394,025 | 213,720 | -45.8% | $35.7M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 182,252 | — | $29.6M | 2026-Q1 |
| SEI INVESTMENTS CO | TRIM | 322,435 | 177,412 | -45.0% | $28.8M | 2026-Q1 |
| Woodline Partners LP | DOUBLED | 4,710 | 168,701 | +3481.8% | $27.4M | 2026-Q1 |
14 unique insiders with 38 transactions. Net insider value: $4.8M ($7.6M bought, $2.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | Shea Patrick James | Exec VP, General Counsel & Sec | GIFT | 100 | — | — |
| Jun 8, 2026 | Shea Patrick James | Exec VP, General Counsel & Sec | GIFT | 15 | — | — |
| Jun 5, 2026 | CRAFT JASON | Executive Vice President & COO | SELL | 1,500 | $156.59 | $234.9K |
| Jun 5, 2026 | Shea Patrick James | Exec VP, General Counsel & Sec | SELL | 7,500 | $156.26 | $1.2M |
| May 14, 2026 | NIELSEN III ROBERT | SR VP Operations | SELL | 500 | $155.56 | $77.8K |
| May 13, 2026 | NIELSEN III ROBERT | SR VP Operations | SELL | 290 | $151.00 | $43.8K |
| May 12, 2026 | MITTELSTAEDT RONALD J | President & CEO | BUY | 50,000 | $152.24 | $7.6M |
| May 12, 2026 | NIELSEN III ROBERT | SR VP Operations | SELL | 337 | $153.00 | $51.6K |
| Apr 30, 2026 | HANSEN ERIC | Senior Vice President and CIO | SELL | 6,000 | $164.82 | $988.9K |
| Apr 1, 2026 | FLORNESS DANIEL L | Director | EXERCISE | 332 | — | — |
| Apr 1, 2026 | FLORNESS DANIEL L | Director | TAX W/H | 178 | $162.98 | $29.0K |
| Apr 1, 2026 | FLORNESS DANIEL L | Director | AWARD | 419 | — | — |
| Apr 1, 2026 | FLORNESS DANIEL L | Director | AWARD | 663 | — | — |
| Mar 4, 2026 | TAN DEREK | SR VP Chief Accounting Officer | SELL | 1,173 | $171.03 | $200.6K |
| Feb 18, 2026 | CRAFT JASON | Executive Vice President & COO | TAX W/H | 332 | $162.76 | $54.0K |
| Feb 18, 2026 | Whitney Mary Anne | Executive Vice President & CFO | EXERCISE | 1,436 | — | — |
| Feb 18, 2026 | Whitney Mary Anne | Executive Vice President & CFO | TAX W/H | 566 | $162.76 | $92.1K |
| Feb 18, 2026 | Shea Patrick James | Exec VP, General Counsel & Sec | EXERCISE | 1,255 | — | — |
| Feb 18, 2026 | Shea Patrick James | Exec VP, General Counsel & Sec | TAX W/H | 494 | $162.76 | $80.4K |
| Feb 18, 2026 | RIVARD PHILIP | SR VP Business Development | EXERCISE | 640 | — | — |
| Feb 18, 2026 | RIVARD PHILIP | SR VP Business Development | TAX W/H | 252 | $162.76 | $41.0K |
| Feb 18, 2026 | NIELSEN III ROBERT | SR VP Operations | EXERCISE | 801 | — | — |
| Feb 18, 2026 | NIELSEN III ROBERT | SR VP Operations | TAX W/H | 316 | $162.76 | $51.4K |
| Feb 18, 2026 | Netherton Susan | SR VP People, Training & Dev | EXERCISE | 635 | — | — |
| Feb 18, 2026 | Netherton Susan | SR VP People, Training & Dev | TAX W/H | 250 | $162.76 | $40.7K |
| Feb 18, 2026 | MITTELSTAEDT RONALD J | President & CEO | EXERCISE | 878 | — | — |
| Feb 18, 2026 | MITTELSTAEDT RONALD J | President & CEO | TAX W/H | 346 | $162.76 | $56.3K |
| Feb 18, 2026 | HANSEN ERIC | Senior Vice President and CIO | EXERCISE | 754 | — | — |
| Feb 18, 2026 | HANSEN ERIC | Senior Vice President and CIO | TAX W/H | 297 | $162.76 | $48.3K |
| Feb 18, 2026 | BRADLEY AARON | SR VP PERFORMANCE OPTIMIZATION | EXERCISE | 310 | — | — |
| Feb 18, 2026 | BRADLEY AARON | SR VP PERFORMANCE OPTIMIZATION | TAX W/H | 122 | $162.76 | $19.9K |
| Feb 18, 2026 | Black Matthew Stephen | Sr VP Chief Tax Officer | EXERCISE | 804 | — | — |
| Feb 18, 2026 | Black Matthew Stephen | Sr VP Chief Tax Officer | TAX W/H | 317 | $162.76 | $51.6K |
| Feb 18, 2026 | Cloninger Robert Michael | SR VP, Deputy General Counsel | EXERCISE | 635 | — | — |
| Feb 18, 2026 | Cloninger Robert Michael | SR VP, Deputy General Counsel | TAX W/H | 250 | $162.76 | $40.7K |
| Feb 18, 2026 | LITTLE JAMES | Executive VP Engineering | EXERCISE | 1,224 | — | — |
| Feb 18, 2026 | LITTLE JAMES | Executive VP Engineering | TAX W/H | 482 | $162.76 | $78.5K |
| Feb 18, 2026 | CRAFT JASON | Executive Vice President & COO | EXERCISE | 842 | — | — |
7 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 3.9/10.
NEUTRAL
CLUSTER
2/10
Two Waste Connections executives (General Counsel and COO) sold a combined $1.41M in open-market sal
Jun 9, 2026
NEUTRAL
8-K
3/10
Waste Connections held its 2026 annual meeting on May 15, 2026, re-electing all eight director nomin
May 15, 2026
BULLISH
CLUSTER
6/10
Waste Connections CEO Ronald Mittelstaedt purchased $7.6M of stock on the open market on May 12, 202
May 14, 2026
NEUTRAL
144
2/10
Officer Eric Hansen plans to sell 6,000 shares of Waste Connections, valued at approximately $984,00
Apr 27, 2026
NEUTRAL
DEFA14A
4/10
Waste Connections is holding its 2026 Annual Meeting with a vote to re-elect eight director nominees
Apr 23, 2026
BULLISH
8-K
8/10
Waste Connections reported Q1 2026 earnings with revenue of $2.371 billion (above expectations) and
Apr 22, 2026
NEUTRAL
3
2/10
Daniel L. Florness, former CEO of Waste Connections, filed a Form 3 disclosing no beneficial ownersh
Apr 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (85% buy). Based on 20 analysts: 6 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$204.52 mean target
+31.0% upside
Strong Buy (1.50)
$156.00 Low
$305.00 High
| Metric | Value |
|---|---|
| Current Price | $156.11 |
| Target Low | $156.00 |
| Target Mean | $204.52 |
| Target Median | $205.00 |
| Target High | $305.00 |
| # Analysts | 25 |
| Recommendation | Strong Buy (1.50) |
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 |
$1.36 | $1.31 | $1.40 | 5.5% | -0.1% | 0↑ 2↓ | $2.5B | 5.3% | 23 |
| Next Q 2026-09-30 |
$1.51 | $1.46 | $1.55 | 4.6% | -0.0% | 1↑ 1↓ | $2.6B | 5.2% | 23 |
| Current FY 2026-12-31 |
$5.50 | $5.36 | $5.62 | 6.9% | -0.0% | 1↑ 1↓ | $10.0B | 5.6% | 26 |
| Next FY 2027-12-31 |
$6.18 | $5.88 | $6.61 | 12.3% | +0.0% | 2↑ 0↓ | $10.6B | 6.0% | 26 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.361 | |
| 7d ago | $1.362 | -0.002 |
| 30d ago | $1.362 | -0.002 |
| 60d ago | $1.370 | -0.009 |
| 90d ago | $1.371 | -0.011 |
12 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 28, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 24, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Wolfe Research | INITIATE | — | Outperform |
| Feb 17, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 13, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Feb 13, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 13, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Jan 21, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Jan 16, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 14, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 5, 2026 | Bernstein | MAINTAIN | Outperform | Outperform |
| Dec 17, 2025 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 6 | 11 | 2 | 0 | 0 | 89% |
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.
Apr 20, 2026
short_interest
FTD: WCN — 3,467 shares ($0.6M) failed to deliver
Settlement: 20260420, Price: $159.63, FTD Value: $553,437.21, WASTE CONNECTIONS INC COM SHS
Apr 14, 2026
short_interest
FTD: WCN — 3,796 shares ($0.6M) failed to deliver
Settlement: 20260414, Price: $161.71, FTD Value: $613,851.16, WASTE CONNECTIONS INC COM SHS
Mar 13, 2026
short_interest
FTD: WCN — 169,224 shares ($28.3M) failed to deliver
Settlement: 20260313, Price: $166.96, FTD Value: $28,253,639.04, WASTE CONNECTIONS INC COM SHS
Mar 6, 2026
short_interest
FTD: WCN — 19,163 shares ($3.3M) failed to deliver
Settlement: 20260306, Price: $170.73, FTD Value: $3,271,698.99, WASTE CONNECTIONS INC COM SHS