Casella Waste Systems, Inc. $CWST Shares Newly Acquired by Vise Technologies Inc.

Posted by Brian Himes on Nov 12th, 2026

Vise Technologies Inc. acquired a new stake in shares of Casella Waste Systems, Inc. (NASDAQ:CWST – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,504 shares of the industrial products company’s stock, valued at approximately $603,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in CWST. Wasatch Advisors LP grew its stake in Casella Waste Systems by 36.8% during the 2nd 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 during the last quarter. Ranger Investment Management L.P. acquired a new position in Casella Waste Systems in the 2nd quarter worth approximately $32,045,000. Summit Creek Advisors LLC purchased a new position in Casella Waste Systems during the 2nd quarter worth approximately $9,564,000. Wellington Management Group LLP increased its stake in shares of Casella Waste Systems by 6.6% in the second quarter. Wellington Management Group LLP now owns 1,292,101 shares of the industrial products company’s stock worth $125,295,000 after acquiring an additional 80,299 shares during the period. Finally, Argent Capital Management LLC raised its holdings in shares of Casella Waste Systems by 1,054.4% during the first quarter. Argent Capital Management LLC now owns 73,097 shares of the industrial products company’s stock worth $5,800,000 after purchasing an additional 66,765 shares during the last quarter. Hedge funds and other institutional investors own 99.51% of the company’s stock.

Insider Activity at Casella Waste Systems

In other Casella Waste Systems news, Director Michael Burke sold 1,100 shares of the company’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 transaction, the director directly owned 13,641 shares in the company, valued at $1,299,441.66. This represents a 7.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Douglas Casella sold 1,343 shares of the stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $91.12, for a total value of $122,374.16. Following the transaction, the director directly owned 90,141 shares in the company, valued at approximately $8,213,647.92. The trade was a 1.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,738 shares of company stock valued at $348,700 in the last quarter. 3.78% of the stock is owned by insiders.

Wall Street Analyst Weigh In

CWST has been the topic of a number of recent research reports. JPMorgan Chase & Co. upped their target price on Casella Waste Systems from $91.00 to $99.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 21st. Raymond James Financial reaffirmed a “strong-buy” rating and issued a $106.00 price objective on shares of Casella Waste Systems in a report on Friday, October 9th. UBS Group cut Casella Waste Systems from a “buy” rating to a “neutral” rating and dropped their target price for the company from $122.00 to $95.00 in a research report on Wednesday, October 21st. Weiss Ratings cut Casella Waste Systems from a “sell (d+)” rating to a “sell (d)” rating in a research report on Friday, October 30th. Finally, Barclays lifted their price target on shares of Casella Waste Systems from $104.00 to $109.00 and gave the company an “overweight” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $105.80.

View Our Latest Analysis on CWST

Casella Waste Systems Price Performance

CWST stock opened at $98.53 on Thursday. Casella Waste Systems, Inc. has a 1 year low of $74.05 and a 1 year high of $107.96. The firm has a market capitalization of $6.27 billion, a PE ratio of -547.36 and a beta of 0.71. The company has a debt-to-equity ratio of 0.86, a current ratio of 0.95 and a quick ratio of 0.99. The business has a 50 day simple moving average of $89.48 and a 200-day simple moving average of $89.97.

Casella Waste Systems (NASDAQ:CWST – Get Free Report) last announced its quarterly earnings data on Monday, November 9th. The industrial products company reported $0.35 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.41 by ($0.06). Casella Waste Systems had a negative net margin of 0.56% and a positive return on equity of 5.04%. The firm had revenue of $559.23 million during the quarter, compared to analysts’ expectations of $563.17 million. During the same period in the prior year, the company posted $0.42 EPS. The company’s revenue for the quarter was up 15.2% compared to the same quarter last year. Equities research analysts anticipate that Casella Waste Systems, Inc. will post 1.24 earnings per share for the current fiscal year.

Recent Casella Waste Systems Headlines

These are some of the CWST headlines that stood out recently:

Positive Sentiment: Revenue grew 15.2% year over year to $559.2 million, despite falling short of analysts’ estimates. Casella earnings and revenue results
Neutral Sentiment: CFO Bradford Helgeson sold 195 shares under a pre-arranged plan to cover tax withholding on vested awards; the sale was small relative to his remaining stake. CFO share sale details
Negative Sentiment: Third-quarter EPS of $0.35 missed the $0.42 consensus and was down from $0.42 a year earlier. Revenue of $559.2 million also missed estimates of $563.2 million, weighing on confidence despite sales growth. What the earnings miss means for shareholders

About Casella Waste Systems

(Free Report)

Casella Waste Systems is a regional solid waste services company that provides collection, transfer, disposal, recycling and resource management services. Its customers include residential, commercial, municipal and industrial clients. The company operates primarily in the northeastern United States, with services across states including Vermont, New Hampshire, New York, Maine, Massachusetts, Connecticut and Pennsylvania. Its operations also include recycling and organics services designed to recover materials and manage waste.