TimesSquare Capital Management LLC Boosts Holdings in GFL Environmental Inc. $GFL

Posted by Stanley Muller on May 19th, 2026

TimesSquare Capital Management LLC lifted its stake in GFL Environmental Inc. (NYSE:GFL – Free Report) by 3.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,125,123 shares of the company’s stock after buying an additional 37,155 shares during the period. TimesSquare Capital Management LLC owned approximately 0.31% of GFL Environmental worth $48,324,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the stock. Schwartz Investment Counsel Inc. grew its position in shares of GFL Environmental by 4.7% in the 4th quarter. Schwartz Investment Counsel Inc. now owns 196,093 shares of the company’s stock valued at $8,422,000 after buying an additional 8,752 shares during the last quarter. Rinkey Investments purchased a new position in shares of GFL Environmental in the 4th quarter valued at $223,000. Generali Asset Management SPA SGR purchased a new position in shares of GFL Environmental in the 4th quarter valued at $1,327,000. Robeco Schweiz AG grew its position in shares of GFL Environmental by 10.6% in the 4th quarter. Robeco Schweiz AG now owns 678,861 shares of the company’s stock valued at $29,157,000 after buying an additional 64,912 shares during the last quarter. Finally, Truist Financial Corp grew its position in shares of GFL Environmental by 11.6% in the 4th quarter. Truist Financial Corp now owns 18,616 shares of the company’s stock valued at $800,000 after buying an additional 1,937 shares during the last quarter. 64.70% of the stock is owned by hedge funds and other institutional investors.

GFL Environmental Trading Up 1.4%

Shares of GFL Environmental stock opened at $37.60 on Tuesday. GFL Environmental Inc. has a 1 year low of $35.53 and a 1 year high of $51.51. The company has a debt-to-equity ratio of 1.32, a quick ratio of 1.51 and a current ratio of 1.51. The company has a market capitalization of $13.46 billion, a P/E ratio of 117.51, a PEG ratio of 2.88 and a beta of 0.78. The company’s fifty day moving average is $40.61 and its two-hundred day moving average is $42.60.

GFL Environmental (NYSE:GFL – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The company reported $0.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.05 by $0.01. GFL Environmental had a net margin of 3.09% and a return on equity of 4.53%. The company had revenue of $1.18 billion for the quarter, compared to the consensus estimate of $1.17 billion. During the same period last year, the firm posted ($0.09) EPS. GFL Environmental’s revenue for the quarter was up 5.4% on a year-over-year basis. Analysts forecast that GFL Environmental Inc. will post 0.54 earnings per share for the current year.

GFL Environmental Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 13th were given a dividend of $0.0169 per share. This represents a $0.07 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Monday, April 13th. This is an increase from GFL Environmental’s previous quarterly dividend of $0.02. GFL Environmental’s payout ratio is 21.88%.

Wall Street Analyst Weigh In

A number of research firms recently commented on GFL. Citigroup dropped their target price on shares of GFL Environmental from $55.00 to $51.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Barclays increased their target price on shares of GFL Environmental from $62.00 to $63.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Zacks Research raised shares of GFL Environmental from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. downgraded shares of GFL Environmental from a “neutral” rating to an “underweight” rating and dropped their target price for the company from $49.00 to $42.00 in a research report on Tuesday, April 14th. Finally, Scotiabank dropped their target price on shares of GFL Environmental from $56.00 to $52.00 and set a “sector outperform” rating on the stock in a research report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $55.00.

Get Our Latest Research Report on GFL Environmental

GFL Environmental Company Profile

(Free Report)

GFL Environmental Inc is a leading North American provider of diversified environmental services, offering comprehensive solutions across solid waste management, liquid waste management, soil remediation and infrastructure services. The company’s core business activities include residential, commercial and industrial waste collection, recycling, composting and landfill management. In addition to traditional waste services, GFL provides specialized liquid waste hauling, treatment and disposal services as well as environmental consulting to support industrial and municipal clients in meeting regulatory and sustainability goals.

Founded in 2007 by entrepreneur Patrick Dovigi, GFL Environmental has pursued an aggressive growth strategy driven by strategic acquisitions and organic expansion.