OMERS ADMINISTRATION Corp purchased a new position in shares of GFL Environmental Inc. (NYSE:GFL – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 20,400 shares of the company’s stock, valued at approximately $851,000.
A number of other institutional investors have also recently bought and sold shares of the business. Lombard Odier Asset Management Switzerland SA bought a new stake in shares of GFL Environmental during the 1st quarter worth $201,000. Renaissance Technologies LLC grew its position in GFL Environmental by 249.8% during the first quarter. Renaissance Technologies LLC now owns 458,847 shares of the company’s stock valued at $19,143,000 after buying an additional 327,686 shares during the period. Sei Investments Co. increased its holdings in GFL Environmental by 13.6% during the first quarter. Sei Investments Co. now owns 500,055 shares of the company’s stock worth $20,863,000 after buying an additional 59,859 shares during the last quarter. State of Wyoming purchased a new stake in GFL Environmental during the first quarter worth about $132,000. Finally, Oslo Pensjonsforsikring AS bought a new stake in GFL Environmental in the first quarter worth about $291,000. Institutional investors own 64.70% of the company’s stock.
Trending Headlines about GFL Environmental
Here are the key news stories impacting GFL Environmental this week:
- Positive Sentiment: Potential go-private transaction: Reports say at least six private-equity groups are interested in acquiring GFL, creating takeover speculation and the possibility of a premium offer. The company acknowledged that multiple parties have expressed interest but said there is no assurance that a transaction will occur. GFL Environmental Lifts Outlook, Says Multiple Parties Are Interested in Go-Private Deal
- Positive Sentiment: Raised full-year outlook: GFL increased its 2026 guidance for the second time this year and now expects mid-to-high-teens growth across key financial metrics, before potential upside from its SECURE business. Management cited strong demand, acquisitions and improving operating trends. GFL Environmental Reports Second Quarter 2026 Results and Raises Full Year 2026 Guidance
- Positive Sentiment: Strong operating performance: Second-quarter revenue rose 16.3% year over year to approximately $1.37 billion, exceeding estimates. Adjusted EBITDA increased 14.8% to $591.2 million, adjusted free cash flow and operating cash flow improved, and organic revenue growth accelerated to 6.4%. GFL Environmental Second-Quarter Results
- Neutral Sentiment: Analyst valuation remains mixed: Recent price targets range from $40 to $74, with a reported median of $60, indicating upside potential but also substantial disagreement about GFL’s appropriate valuation and execution prospects.
- Negative Sentiment: EPS missed expectations: Reported quarterly EPS was $0.14, below the $0.17 consensus and down from $0.26 a year earlier. The company also recorded a significant net loss from continuing operations, while rising costs pressured operating profitability. GFL Environmental Q2 Earnings Miss Estimates
- Negative Sentiment: Balance-sheet risk persists: Total liabilities increased year over year, and GFL’s debt-heavy capital structure could limit financial flexibility. Investors may continue to focus on whether EBITDA and free-cash-flow growth can offset leverage and weaker reported net income.
GFL Environmental Trading Up 3.5%
GFL Environmental (NYSE:GFL – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $0.14 earnings per share for the quarter, missing the consensus estimate of $0.17 by ($0.03). GFL Environmental had a negative net margin of 3.28% and a positive return on equity of 4.13%. The company had revenue of $1.37 billion during the quarter, compared to analysts’ expectations of $1.33 billion. During the same quarter last year, the firm posted $0.26 earnings per share. GFL Environmental’s revenue for the quarter was up 16.3% compared to the same quarter last year. As a group, analysts expect that GFL Environmental Inc. will post 0.56 EPS for the current year.
GFL Environmental Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 13th will be issued a dividend of $0.0169 per share. This represents a $0.07 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Monday, July 13th. GFL Environmental’s payout ratio is presently -11.32%.
Analyst Ratings Changes
A number of research firms have recently weighed in on GFL. Zacks Research downgraded shares of GFL Environmental from a “strong-buy” rating to a “hold” rating in a research report on Friday, May 22nd. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating on shares of GFL Environmental in a report on Wednesday, May 13th. Scotiabank reduced their price objective on GFL Environmental from $56.00 to $52.00 and set a “sector outperform” rating for the company in a report on Monday, May 4th. Weiss Ratings raised GFL Environmental from a “sell (d)” rating to a “sell (d+)” rating in a research report on Wednesday. Finally, Citigroup set a $51.00 price target on GFL Environmental and gave the company a “buy” rating in a research report on Monday, July 6th. Twelve investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $54.89.
View Our Latest Stock Report on GFL
About GFL Environmental
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.
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