Aviva PLC Purchases 13,458 Shares of Wabtec $WAB

Aviva PLC boosted its stake in shares of Wabtec (NYSE:WABFree Report) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 971,941 shares of the transportation company’s stock after purchasing an additional 13,458 shares during the quarter. Aviva PLC’s holdings in Wabtec were worth $207,461,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WAB. Geode Capital Management LLC lifted its holdings in shares of Wabtec by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 4,366,157 shares of the transportation company’s stock worth $928,249,000 after buying an additional 38,029 shares in the last quarter. Wellington Management Group LLP lifted its holdings in shares of Wabtec by 3.6% during the third quarter. Wellington Management Group LLP now owns 3,304,183 shares of the transportation company’s stock worth $662,390,000 after buying an additional 116,329 shares in the last quarter. Nordea Investment Management AB lifted its holdings in shares of Wabtec by 55.5% during the fourth quarter. Nordea Investment Management AB now owns 3,069,340 shares of the transportation company’s stock worth $659,939,000 after buying an additional 1,095,083 shares in the last quarter. Boston Partners lifted its holdings in shares of Wabtec by 1.9% during the third quarter. Boston Partners now owns 2,304,832 shares of the transportation company’s stock worth $462,057,000 after buying an additional 43,376 shares in the last quarter. Finally, Farallon Capital Management LLC raised its stake in Wabtec by 68.6% in the third quarter. Farallon Capital Management LLC now owns 2,205,098 shares of the transportation company’s stock valued at $442,056,000 after purchasing an additional 896,900 shares in the last quarter. 91.69% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CEO Rafael Santana sold 1,163 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $261.06, for a total value of $303,612.78. Following the sale, the chief executive officer directly owned 124,077 shares in the company, valued at $32,391,541.62. This represents a 0.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 64,341 shares of company stock valued at $17,277,171 in the last quarter. Corporate insiders own 0.57% of the company’s stock.

Analyst Ratings Changes

WAB has been the subject of a number of analyst reports. Wall Street Zen downgraded Wabtec from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Wells Fargo & Company boosted their price target on Wabtec from $270.00 to $284.00 and gave the company an “equal weight” rating in a research note on Thursday, April 23rd. KeyCorp boosted their price target on Wabtec from $240.00 to $308.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Wolfe Research reaffirmed an “outperform” rating and issued a $303.00 price target on shares of Wabtec in a research note on Thursday, April 23rd. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $318.00 price target on shares of Wabtec in a research note on Monday, April 27th. Ten research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $289.82.

View Our Latest Stock Report on Wabtec

Wabtec Trading Up 2.2%

WAB opened at $262.07 on Friday. Wabtec has a fifty-two week low of $184.26 and a fifty-two week high of $275.84. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.02 and a quick ratio of 0.54. The firm has a market capitalization of $44.47 billion, a price-to-earnings ratio of 37.07, a PEG ratio of 1.84 and a beta of 0.94. The company’s 50 day moving average price is $262.46 and its two-hundred day moving average price is $243.28.

Wabtec (NYSE:WABGet Free Report) last posted its earnings results on Wednesday, April 22nd. The transportation company reported $2.71 earnings per share for the quarter, topping analysts’ consensus estimates of $2.62 by $0.09. Wabtec had a net margin of 10.52% and a return on equity of 14.52%. The firm had revenue of $2.95 billion for the quarter, compared to analyst estimates of $3.08 billion. During the same period in the previous year, the firm posted $2.28 EPS. The company’s revenue for the quarter was up 13.0% compared to the same quarter last year. Wabtec has set its FY 2026 guidance at 10.250-10.650 EPS. As a group, research analysts predict that Wabtec will post 10.61 earnings per share for the current year.

Wabtec Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, June 3rd. Investors of record on Friday, May 22nd were issued a $0.31 dividend. The ex-dividend date was Friday, May 22nd. This represents a $1.24 annualized dividend and a yield of 0.5%. Wabtec’s dividend payout ratio is presently 17.54%.

Wabtec Company Profile

(Free Report)

Wabtec Corporation (Westinghouse Air Brake Technologies Corporation) is a global provider of equipment, systems and services for the rail industry. The company supplies products and solutions to freight railroads, transit agencies and other industrial operators, focusing on technologies that improve the performance, safety and efficiency of locomotives and rail networks. Wabtec’s business spans new equipment manufacturing, aftermarket parts and services, and digital and control systems for rail operations.

Product and service offerings include locomotive systems and components, braking and air systems, propulsion and traction equipment, signaling and control technologies, and a range of aftermarket services such as maintenance, remanufacturing, parts distribution and fleet modernization.

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Institutional Ownership by Quarter for Wabtec (NYSE:WAB)

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