Rep. April McClain Delaney Sells Off Shares of Wabtec (NYSE:WAB)

Representative April McClain Delaney (D-Maryland) recently sold shares of Wabtec (NYSE:WAB). In a filing disclosed on February 02nd, the Representative disclosed that they had sold between $1,001 and $15,000 in Wabtec stock on January 30th.

Representative April McClain Delaney also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of PTC (NASDAQ:PTC) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Trimble (NASDAQ:TRMB) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Bio-Techne (NASDAQ:TECH) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of BJ’s Wholesale Club (NYSE:BJ) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of Trimble (NASDAQ:TRMB) on 1/28/2026.
• Purchased $1,001 – $15,000 in shares of Labcorp (NYSE:LH) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of PTC (NASDAQ:PTC) on 1/23/2026.
• Sold $1,001 – $15,000 in shares of Somnigroup International (NYSE:SGI) on 1/22/2026.
• Sold $1,001 – $15,000 in shares of Wabtec (NYSE:WAB) on 1/22/2026.
• Sold $1,001 – $15,000 in shares of Morningstar (NASDAQ:MORN) on 1/15/2026.

Wabtec Stock Performance

Shares of WAB stock opened at $240.95 on Thursday. The company’s fifty day moving average price is $221.04 and its 200-day moving average price is $205.07. The stock has a market cap of $41.19 billion, a PE ratio of 35.02, a price-to-earnings-growth ratio of 1.61 and a beta of 1.01. The company has a current ratio of 1.42, a quick ratio of 0.75 and a debt-to-equity ratio of 0.45. Wabtec has a 12 month low of $151.81 and a 12 month high of $243.99.

Wabtec News Summary

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Wabtec signed a $1.2 billion contract with Union Pacific to modernize UP’s AC4400 locomotives — described as the largest locomotive‑modernization agreement in rail industry history. The deal lifts Wabtec’s service/backlog visibility, supports multi‑year revenue and aftermarket services, and directly addresses strong freight railroad maintenance demand. Union Pacific and Wabtec Sign $1.2B Deal to Modernize Locomotives
• Positive Sentiment: Coverage across industry outlets emphasizes the contract’s scale and likely margin benefit from modernization work and aftermarket parts/services — a high‑visibility, recurring‑revenue opportunity that investors typically value more highly than one‑time equipment sales. Wabtec Lands $1.2B UP Locomotive Overhaul Order
• Neutral Sentiment: Analyst/preview pieces ahead of Wabtec’s Q4 report are mixed but keep focus on Freight and Transit demand and rising consensus estimates — these drive expectations but leave outcomes dependent on the company’s actual results and guidance updates. (See earnings previews below for differing takes.)
• Negative Sentiment: One earnings preview flags that Wabtec may lack the specific mix of revenue and margin drivers needed for a likely earnings beat next week, suggesting upside from the UP deal could be partially offset if Q4 results or guidance disappoint. Westinghouse Air Brake Technologies (WAB) Reports Next Week: Wall Street Expects Earnings Growth

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on WAB shares. JPMorgan Chase & Co. lifted their target price on shares of Wabtec from $215.00 to $245.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Citigroup raised their price objective on Wabtec from $245.00 to $258.00 and gave the company a “buy” rating in a research report on Friday, January 9th. Morgan Stanley boosted their target price on Wabtec from $257.00 to $264.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Wolfe Research upgraded Wabtec from a “peer perform” rating to an “outperform” rating and set a $245.00 price target for the company in a report on Thursday, January 8th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wabtec in a research report on Wednesday, January 21st. Eight investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Wabtec has an average rating of “Moderate Buy” and an average target price of $241.00.

Insiders Place Their Bets

In other news, VP David L. Deninno sold 5,000 shares of the business’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $214.62, for a total transaction of $1,073,100.00. Following the completion of the sale, the vice president owned 50,450 shares of the company’s stock, valued at $10,827,579. The trade was a 9.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Rogerio Mendonca sold 2,019 shares of the firm’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $214.51, for a total value of $433,095.69. Following the completion of the transaction, the insider directly owned 9,516 shares in the company, valued at approximately $2,041,277.16. This represents a 17.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 24,641 shares of company stock valued at $5,233,559. 1.10% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Wabtec

A number of hedge funds have recently bought and sold shares of the business. Colonial Trust Advisors grew its stake in shares of Wabtec by 454.5% in the second quarter. Colonial Trust Advisors now owns 122 shares of the transportation company’s stock worth $26,000 after acquiring an additional 100 shares during the period. Piscataqua Savings Bank raised its stake in Wabtec by 12,800.0% during the 3rd quarter. Piscataqua Savings Bank now owns 129 shares of the transportation company’s stock valued at $26,000 after buying an additional 128 shares during the last quarter. Motco boosted its stake in shares of Wabtec by 6,600.0% in the 3rd quarter. Motco now owns 134 shares of the transportation company’s stock worth $27,000 after buying an additional 132 shares during the last quarter. Salomon & Ludwin LLC grew its holdings in shares of Wabtec by 370.6% in the third quarter. Salomon & Ludwin LLC now owns 160 shares of the transportation company’s stock worth $32,000 after acquiring an additional 126 shares during the period. Finally, BOKF NA increased its position in Wabtec by 66.7% during the fourth quarter. BOKF NA now owns 175 shares of the transportation company’s stock valued at $37,000 after acquiring an additional 70 shares during the last quarter. Hedge funds and other institutional investors own 91.69% of the company’s stock.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

Wabtec Company Profile

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.