Sienna Gestion Raises Holdings in Wabtec $WAB

Posted by Francis Steltz on Jun 16th, 2026

Sienna Gestion lifted its position in shares of Wabtec (NYSE:WAB – Free Report) by 16.0% during the fourth quarter, Holdings Channel reports. The firm owned 63,055 shares of the transportation company’s stock after acquiring an additional 8,717 shares during the quarter. Sienna Gestion’s holdings in Wabtec were worth $13,595,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Guggenheim Capital LLC grew its stake in Wabtec by 7.4% during the 2nd quarter. Guggenheim Capital LLC now owns 4,938 shares of the transportation company’s stock worth $1,034,000 after buying an additional 342 shares during the last quarter. Bank of Nova Scotia lifted its stake in Wabtec by 0.5% in the second quarter. Bank of Nova Scotia now owns 17,890 shares of the transportation company’s stock valued at $3,745,000 after buying an additional 97 shares during the last quarter. Nebula Research & Development LLC boosted its holdings in shares of Wabtec by 208.7% in the second quarter. Nebula Research & Development LLC now owns 5,386 shares of the transportation company’s stock valued at $1,128,000 after acquiring an additional 3,641 shares during the period. Treasurer of the State of North Carolina grew its position in shares of Wabtec by 11.6% during the second quarter. Treasurer of the State of North Carolina now owns 92,097 shares of the transportation company’s stock worth $19,281,000 after acquiring an additional 9,545 shares during the last quarter. Finally, Ieq Capital LLC grew its position in shares of Wabtec by 19.2% during the second quarter. Ieq Capital LLC now owns 30,352 shares of the transportation company’s stock worth $6,354,000 after acquiring an additional 4,889 shares during the last quarter. 91.69% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts recently commented on WAB shares. Wall Street Zen downgraded shares of Wabtec from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Weiss Ratings reissued a “buy (b)” rating on shares of Wabtec in a research report on Monday, April 20th. Jefferies Financial Group restated a “buy” rating and issued a $290.00 price objective (down from $300.00) on shares of Wabtec in a research note on Tuesday, March 31st. Wolfe Research reaffirmed an “outperform” rating and issued a $303.00 target price on shares of Wabtec in a report on Thursday, April 23rd. Finally, Morgan Stanley reiterated an “overweight” rating and set a $318.00 target price on shares of Wabtec in a research note on Monday, April 27th. Ten investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $289.82.

Get Our Latest Analysis on Wabtec

Insider Activity

In related news, CEO Rafael Santana sold 60,852 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $268.89, for a total value of $16,362,494.28. Following the completion of the sale, the chief executive officer owned 128,729 shares in the company, valued at $34,613,940.81. This trade represents a 32.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 64,341 shares of company stock valued at $17,277,171. Company insiders own 0.57% of the company’s stock.

Wabtec Trading Up 1.4%

NYSE WAB opened at $268.92 on Tuesday. The company has a quick ratio of 0.54, a current ratio of 1.02 and a debt-to-equity ratio of 0.42. The stock has a market capitalization of $45.63 billion, a P/E ratio of 38.04, a P/E/G ratio of 1.90 and a beta of 0.94. Wabtec has a 52-week low of $184.26 and a 52-week high of $275.84. The firm has a 50-day moving average price of $262.92 and a 200 day moving average price of $244.18.

Wabtec (NYSE:WAB – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The transportation company reported $2.71 earnings per share for the quarter, beating analysts’ consensus estimates of $2.62 by $0.09. Wabtec had a return on equity of 14.52% and a net margin of 10.52%.The firm had revenue of $2.95 billion for the quarter, compared to the consensus estimate of $3.08 billion. During the same period in the previous year, the business earned $2.28 earnings per share. 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. Equities research analysts expect that Wabtec will post 10.61 EPS for the current year.

Wabtec Dividend Announcement

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

About Wabtec

(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.