Wabtec (NYSE:WAB) CEO Sells $441,786.58 in Stock

Wabtec (NYSE:WAB) CEO Rafael Santana sold 1,798 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $245.71, for a total transaction of $441,786.58. Following the sale, the chief executive officer owned 118,749 shares in the company, valued at $29,177,816.79. The trade was a 1.49% 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 hyperlink.

Rafael Santana also recently made the following trade(s):

• On Wednesday, December 17th, Rafael Santana sold 1,798 shares of Wabtec stock. The stock was sold at an average price of $212.17, for a total transaction of $381,481.66.

Wabtec Price Performance

NYSE:WAB opened at $256.68 on Friday. The business’s 50-day simple moving average is $226.37 and its two-hundred day simple moving average is $207.30. Wabtec has a 52 week low of $151.81 and a 52 week high of $262.40. The stock has a market cap of $43.88 billion, a PE ratio of 37.58, a P/E/G ratio of 1.71 and a beta of 1.01. The company has a quick ratio of 0.75, a current ratio of 1.11 and a debt-to-equity ratio of 0.38.

Wabtec (NYSE:WAB) last released its quarterly earnings data on Wednesday, February 11th. The transportation company reported $2.10 earnings per share for the quarter, topping analysts’ consensus estimates of $2.08 by $0.02. The firm had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.86 billion. Wabtec had a return on equity of 14.12% and a net margin of 10.48%.The business’s quarterly revenue was up 14.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.68 earnings per share. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. As a group, analysts forecast that Wabtec will post 8.54 EPS for the current fiscal year.

Wabtec Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 17th will be issued a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 0.5%. This is a boost from Wabtec’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Tuesday, February 17th. Wabtec’s payout ratio is presently 14.53%.

Wabtec declared that its Board of Directors has authorized a share buyback program on Wednesday, February 11th that authorizes the company to buyback $1.20 billion in shares. This buyback authorization authorizes the transportation company to buy up to 2.9% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its shares are undervalued.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Colonial Trust Advisors grew its holdings in Wabtec by 454.5% during the 2nd quarter. Colonial Trust Advisors now owns 122 shares of the transportation company’s stock valued at $26,000 after purchasing an additional 100 shares during the last quarter. Piscataqua Savings Bank boosted its position in shares of Wabtec by 12,800.0% during the third 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 period. Motco grew its stake in shares of Wabtec by 6,600.0% during the third quarter. Motco now owns 134 shares of the transportation company’s stock valued at $27,000 after buying an additional 132 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd raised its holdings in shares of Wabtec by 125.9% in the fourth quarter. Clal Insurance Enterprises Holdings Ltd now owns 131 shares of the transportation company’s stock worth $28,000 after buying an additional 73 shares during the period. Finally, Manchester Capital Management LLC lifted its stake in shares of Wabtec by 122.0% during the 4th quarter. Manchester Capital Management LLC now owns 131 shares of the transportation company’s stock worth $28,000 after acquiring an additional 72 shares during the last quarter. Institutional investors own 91.69% of the company’s stock.

Wabtec News Summary

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Q4 beat and raised FY‑2026 guidance — Wabtec reported stronger-than-expected Q4 revenue and EPS and issued upbeat FY‑2026 guidance, supporting near‑term earnings visibility and margin outlook. Read More.
• Positive Sentiment: $1.2 billion share repurchase authorized — the board approved a buyback that could reduce share count by ~2.9%, a direct EPS support and signal of management confidence. Read More.
• Positive Sentiment: Acquisition of Dellner Couplers completed — adds safety‑critical passenger‑rail coupler technology and expands Wabtec’s transit product footprint, improving cross‑sell opportunities in passenger systems. Read More.
• Positive Sentiment: Analysts lifting forecasts and price targets — multiple shops raised estimates and targets after Q4, including material upgrades that can draw buy‑side interest. Read More.
• Positive Sentiment: Composite rating and market sentiment improving — third‑party composite score coverage shows rising quality/strength metrics, which can support momentum flows. Read More.
• Neutral Sentiment: Large rail orders in the market — major customers (e.g., CSX) are issuing sizable locomotive contracts that expand the addressable market; upside to Wabtec depends on bid wins and delivery timing. Read More.
• Neutral Sentiment: Momentum investor pieces highlight Wabtec as a buy candidate — useful for flows but not a fundamental driver by itself. Read More.
• Negative Sentiment: CEO insider sale disclosed — Rafael Santana sold ~1,798 shares (~$442k); modest in size versus his total holdings but some traders view insider sales as a caution. Read More.

Analyst Upgrades and Downgrades

WAB has been the subject of several research reports. Wells Fargo & Company increased their price objective on shares of Wabtec from $224.00 to $270.00 and gave the company an “equal weight” rating in a report on Friday. KeyCorp boosted their target price on Wabtec from $240.00 to $308.00 and gave the stock an “overweight” rating in a research report on Thursday. Stephens raised their price target on Wabtec from $230.00 to $290.00 and gave the company an “overweight” rating in a report on Thursday. Wolfe Research raised Wabtec from a “peer perform” rating to an “outperform” rating and set a $245.00 price objective on the stock in a report on Thursday, January 8th. Finally, JPMorgan Chase & Co. raised 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. Eight equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Wabtec currently has a consensus rating of “Moderate Buy” and an average target price of $263.90.

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.