Federated Hermes Inc. Has $12.62 Million Holdings in Waste Management, Inc. $WM

Federated Hermes Inc. trimmed its stake in Waste Management, Inc. (NYSE:WM) by 15.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,135 shares of the business services provider’s stock after selling 10,701 shares during the period. Federated Hermes Inc.’s holdings in Waste Management were worth $12,617,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in WM. Loomis Sayles & Co. L P bought a new position in Waste Management during the second quarter valued at about $40,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Waste Management during the 3rd quarter worth approximately $41,000. Wealth Watch Advisors INC bought a new stake in shares of Waste Management during the second quarter valued at approximately $43,000. Halbert Hargrove Global Advisors LLC raised its stake in shares of Waste Management by 47.0% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 244 shares of the business services provider’s stock valued at $54,000 after purchasing an additional 78 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. bought a new position in Waste Management in the second quarter worth $58,000. Institutional investors and hedge funds own 80.40% of the company’s stock.

Insider Transactions at Waste Management

In other Waste Management news, SVP Rafael Carrasco sold 1,380 shares of the stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $217.06, for a total transaction of $299,542.80. Following the sale, the senior vice president owned 15,540 shares of the company’s stock, valued at $3,373,112.40. This represents a 8.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.18% of the stock is currently owned by company insiders.

Waste Management Stock Performance

NYSE WM opened at $222.17 on Friday. Waste Management, Inc. has a 1-year low of $194.11 and a 1-year high of $242.58. The company has a 50 day moving average of $219.25 and a 200-day moving average of $219.22. The company has a current ratio of 0.89, a quick ratio of 0.80 and a debt-to-equity ratio of 2.22. The firm has a market cap of $89.51 billion, a price-to-earnings ratio of 33.16, a PEG ratio of 2.51 and a beta of 0.59.

Waste Management (NYSE:WM) last released its quarterly earnings results on Wednesday, January 28th. The business services provider reported $1.93 EPS for the quarter, missing analysts’ consensus estimates of $1.95 by ($0.02). Waste Management had a return on equity of 32.45% and a net margin of 10.74%.The business had revenue of $6.31 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same quarter last year, the company earned $1.70 earnings per share. The firm’s revenue was up 7.1% on a year-over-year basis. On average, equities analysts forecast that Waste Management, Inc. will post 7.7 earnings per share for the current fiscal year.

Waste Management Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Friday, December 5th were issued a $0.825 dividend. This represents a $3.30 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, December 5th. Waste Management’s payout ratio is currently 49.25%.

Waste Management News Roundup

Here are the key news stories impacting Waste Management this week:

• Positive Sentiment: Multiple broker upgrades/price-target raises signal analyst confidence and create upside expectations — notable lifts include TD Cowen raising its target to $270 (Buy), Oppenheimer to $264 (Outperform), Wells Fargo to $250 (Overweight), Stifel to $252 (Buy) and RBC to $235 (Sector Perform). These raises help underpin demand and longer-term upside.
• Positive Sentiment: MarketBeat piece argues WM is in a trend-following rally, supported by widening margins, accelerating free cash flow and a resumed buyback plan — factors that can sustain share-price appreciation. Waste Management’s “Boring” Business Is Powering a Quiet Rally
• Positive Sentiment: Dividend and buyback tailwinds: WM raised its dividend and signaled intent to resume repurchases (guidance assumes ~$2B in buybacks), improving shareholder-return prospects and offsetting share-based dilution over time. (Referenced in MarketBeat coverage.)
• Neutral Sentiment: Industry report notes long-term demand in specialized waste markets (solid control drilling waste mgmt. forecast to 2035) — a potential structural tailwind but only indirectly tied to WM’s near-term earnings. Solid Control Drilling Waste Management Market Size
• Neutral Sentiment: Full Q4 earnings call transcript is available for investors wanting detail on segment performance and management commentary; useful for parsing how sustainable margin and cash-flow commentary is. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 results missed expectations on both EPS ($1.93 vs. ~$1.95 est.) and revenue (came up short of estimates). The miss pressured the stock as it undercut near-term growth/beat expectations that had supported the rally. Waste Management Stock Falls After Disappointing Q4 Results
• Negative Sentiment: Guidance was slightly below Street expectations (revenue/growth assumptions modest), leaving room for disappointment if execution slips — this is the primary catalyst for short-term downside risk.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on WM shares. UBS Group upgraded shares of Waste Management from a “neutral” rating to a “buy” rating and increased their price objective for the company from $225.00 to $260.00 in a research note on Friday, January 9th. Weiss Ratings reissued a “hold (c+)” rating on shares of Waste Management in a research report on Monday, December 29th. Citigroup decreased their price objective on Waste Management from $270.00 to $263.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Truist Financial set a $260.00 target price on Waste Management in a report on Wednesday, October 29th. Finally, Scotiabank restated a “sector perform” rating and set a $250.00 target price (down previously from $254.00) on shares of Waste Management in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $253.55.

About Waste Management

Waste Management, Inc (NYSE: WM) is a leading provider of integrated waste management and environmental services in North America. The company offers end-to-end solutions that span collection, transfer, disposal and recycling, along with landfill operations and related infrastructure. Headquartered in Houston, Texas, Waste Management serves a broad customer base that includes residential, commercial, industrial and municipal clients.

Core services include curbside and commercial waste collection, roll-off and temporary container services, materials recovery and recycling, and engineered landfill disposal.