Tidal Investments LLC Has $22.57 Million Position in Casella Waste Systems, Inc. $CWST

Posted by Francis Steltz on Sep 11th, 2026

Tidal Investments LLC lifted its position in shares of Casella Waste Systems, Inc. (NASDAQ:CWST – Free Report) by 4.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 232,710 shares of the industrial products company’s stock after acquiring an additional 10,828 shares during the period. Tidal Investments LLC’s holdings in Casella Waste Systems were worth $22,566,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. California State Teachers Retirement System increased its stake in Casella Waste Systems by 9,321.4% in the second quarter. California State Teachers Retirement System now owns 6,974,373 shares of the industrial products company’s stock valued at $676,305,000 after acquiring an additional 6,900,346 shares during the last quarter. Wasatch Advisors LP raised its position in Casella Waste Systems by 36.8% during the second quarter. Wasatch Advisors LP now owns 3,531,594 shares of the industrial products company’s stock valued at $342,459,000 after purchasing an additional 949,374 shares in the last quarter. State Street Corp lifted its stake in Casella Waste Systems by 60.7% during the fourth quarter. State Street Corp now owns 2,306,780 shares of the industrial products company’s stock worth $225,926,000 after purchasing an additional 871,761 shares during the last quarter. Alliancebernstein L.P. lifted its stake in Casella Waste Systems by 1,106.7% during the second quarter. Alliancebernstein L.P. now owns 867,285 shares of the industrial products company’s stock worth $100,067,000 after purchasing an additional 795,414 shares during the last quarter. Finally, Morgan Stanley boosted its holdings in shares of Casella Waste Systems by 61.9% in the 4th quarter. Morgan Stanley now owns 1,362,854 shares of the industrial products company’s stock valued at $133,478,000 after purchasing an additional 521,088 shares in the last quarter. Institutional investors and hedge funds own 99.51% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on CWST. UBS Group decreased their price target on Casella Waste Systems from $130.00 to $122.00 and set a “buy” rating on the stock in a research note on Friday, June 26th. TD Cowen restated a “buy” rating on shares of Casella Waste Systems in a research report on Friday, June 5th. Barclays raised their price objective on Casella Waste Systems from $102.00 to $104.00 and gave the company an “overweight” rating in a research note on Monday, August 10th. Zacks Research raised Casella Waste Systems from a “strong sell” rating to a “hold” rating in a research note on Wednesday, July 8th. Finally, JPMorgan Chase & Co. reduced their price target on shares of Casella Waste Systems from $110.00 to $105.00 and set a “neutral” rating on the stock in a research note on Monday, August 10th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Casella Waste Systems has an average rating of “Moderate Buy” and a consensus price target of $109.75.

Check Out Our Latest Stock Report on Casella Waste Systems

Insider Activity at Casella Waste Systems

In other news, Director Michael Burke sold 1,100 shares of the firm’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $95.26, for a total transaction of $104,786.00. Following the completion of the sale, the director directly owned 13,641 shares of the company’s stock, valued at $1,299,441.66. This trade represents a 7.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Douglas Casella sold 15,157 shares of Casella Waste Systems stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $91.05, for a total transaction of $1,380,044.85. Following the completion of the sale, the director directly owned 91,484 shares in the company, valued at $8,329,618.20. This trade represents a 14.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 18,700 shares of company stock valued at $1,709,494. 3.78% of the stock is currently owned by corporate insiders.

Casella Waste Systems Price Performance

Shares of CWST opened at $89.94 on Friday. The firm has a market cap of $5.72 billion, a PE ratio of 999.44 and a beta of 0.74. Casella Waste Systems, Inc. has a 52-week low of $74.05 and a 52-week high of $107.96. The business’s 50 day moving average price is $92.86 and its two-hundred day moving average price is $88.48. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.99 and a current ratio of 0.99.

Casella Waste Systems (NASDAQ:CWST – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The industrial products company reported $0.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.36 by $0.04. Casella Waste Systems had a net margin of 0.29% and a return on equity of 5.32%. The company had revenue of $543.75 million for the quarter, compared to analysts’ expectations of $526.43 million. During the same quarter in the prior year, the firm earned $0.36 EPS. The business’s revenue was up 16.9% on a year-over-year basis. On average, equities analysts anticipate that Casella Waste Systems, Inc. will post 1.24 EPS for the current year.

Casella Waste Systems Profile

(Free Report)

Casella Waste Systems, Inc is a regional solid waste services company headquartered in Rutland, Vermont. Founded in 1975, the company provides waste collection, transfer, disposal, recycling and resource-recovery services to residential, commercial, industrial and municipal customers.

Casella’s services include curbside and commercial waste collection, construction and demolition debris management, transfer station operations, recycling of paper, cardboard, plastics and other materials, and organics recycling.