Casella Waste Systems, Inc. $CWST Shares Sold by London Co. of Virginia

Posted by George Bondi on Jul 26th, 2026

London Co. of Virginia lessened its stake in shares of Casella Waste Systems, Inc. (NASDAQ:CWST – Free Report) by 2.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 532,707 shares of the industrial products company’s stock after selling 14,337 shares during the quarter. London Co. of Virginia’s holdings in Casella Waste Systems were worth $42,266,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in CWST. Pictet Asset Management Holding SA boosted its stake in shares of Casella Waste Systems by 10,865.8% during the 4th quarter. Pictet Asset Management Holding SA now owns 990,651 shares of the industrial products company’s stock worth $97,040,000 after purchasing an additional 981,617 shares during the last quarter. State Street Corp raised its position in shares of Casella Waste Systems by 60.7% in the fourth quarter. State Street Corp now owns 2,306,780 shares of the industrial products company’s stock valued at $225,926,000 after buying an additional 871,761 shares during the last quarter. Alliancebernstein L.P. raised its position in shares of Casella Waste Systems by 1,106.7% in the second quarter. Alliancebernstein L.P. now owns 867,285 shares of the industrial products company’s stock valued at $100,067,000 after buying an additional 795,414 shares during the last quarter. UBS Group AG lifted its stake in shares of Casella Waste Systems by 653.2% during the fourth quarter. UBS Group AG now owns 841,897 shares of the industrial products company’s stock valued at $82,455,000 after buying an additional 730,128 shares during the period. Finally, Vanguard Group Inc. lifted its stake in shares of Casella Waste Systems by 9.7% during the fourth quarter. Vanguard Group Inc. now owns 6,574,893 shares of the industrial products company’s stock valued at $643,945,000 after buying an additional 581,310 shares during the period. Institutional investors and hedge funds own 99.51% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on CWST. Barclays raised shares of Casella Waste Systems from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $101.00 to $102.00 in a research note on Monday, May 4th. UBS Group decreased their price objective on Casella Waste Systems from $130.00 to $122.00 and set a “buy” rating on the stock in a report on Friday, June 26th. Weiss Ratings restated a “sell (d)” rating on shares of Casella Waste Systems in a report on Friday, May 22nd. TD Cowen reaffirmed a “buy” rating on shares of Casella Waste Systems in a research report on Friday, June 5th. Finally, Zacks Research upgraded Casella Waste Systems from a “strong sell” rating to a “hold” rating in a research note on Wednesday, July 8th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $110.12.

View Our Latest Analysis on CWST

Insider Activity

In other Casella Waste Systems news, Director Michael K. Burke sold 2,305 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $87.56, for a total transaction of $201,825.80. Following the transaction, the director owned 14,048 shares in the company, valued at $1,230,042.88. The trade was a 14.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Edmond Coletta sold 12,500 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $89.56, for a total value of $1,119,500.00. Following the completion of the sale, the chief executive officer directly owned 140,118 shares of the company’s stock, valued at $12,548,968.08. The trade was a 8.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.78% of the company’s stock.

Casella Waste Systems Price Performance

Casella Waste Systems stock opened at $89.39 on Friday. The firm has a fifty day moving average of $90.40 and a 200-day moving average of $91.31. Casella Waste Systems, Inc. has a 52-week low of $74.05 and a 52-week high of $111.48. The company has a quick ratio of 1.38, a current ratio of 1.38 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $5.69 billion, a P/E ratio of 812.71 and a beta of 0.74.

Casella Waste Systems (NASDAQ:CWST – Get Free Report) last posted its earnings results on Thursday, April 30th. The industrial products company reported $0.20 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.10. Casella Waste Systems had a net margin of 0.38% and a return on equity of 5.19%. The business had revenue of $457.33 million for the quarter, compared to analyst estimates of $454.49 million. During the same quarter in the previous year, the business posted $0.19 EPS. The business’s quarterly revenue was up 9.6% on a year-over-year basis. As a group, analysts predict that Casella Waste Systems, Inc. will post 1.06 EPS for the current year.

Casella Waste Systems Profile

(Free Report)

Casella Waste Systems, Inc is a regional resource management company headquartered in Rutland, Vermont. Established in 1975, the company has grown from a single-truck operation into a multi-state provider of integrated waste management solutions. Casella offers a comprehensive range of services, including residential, commercial and industrial waste collection, transfer station operations, landfill disposal, recycling processing and organics management.

Through a network of solid waste transfer stations, recycling facilities and landfills, Casella serves communities primarily across the northeastern United States and parts of the mid-Atlantic region.