GFL Environmental
About: GFL Environmental Inc is an environmental services company. Its offerings include non-hazardous solid waste management, infrastructure, soil remediation, and liquid waste management services. Its solid waste management business line, which generates the majority of the revenue, consists of the collection, transportation, transfer, recycling, and disposal of non-hazardous solid waste. Its Environmental Services business line includes liquid waste and soil remediation. The company's geographical segments are Canada and the United States. The company derives the majority of its revenue from the United States.
Employees: 15,000
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
106% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 34
78% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 16 (+7) [Q1 2025]
10% more funds holding
Funds holding: 283 [Q4 2024] → 312 (+29) [Q1 2025]
4% more capital invested
Capital invested by funds: $11.8B [Q4 2024] → $12.3B (+$428M) [Q1 2025]
3.93% less ownership
Funds ownership: 71.77% [Q4 2024] → 67.84% (-3.93%) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 113
56% less call options, than puts
Call options by funds: $9.73M | Put options by funds: $22.3M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$54
14%
upside
Avg. target
$56
18%
upside
High target
$58
22%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
JP Morgan Tami Zakaria | 14%upside $54 | Neutral Downgraded | 23 May 2025 |
Seaport Global John Mazzoni | 22%upside $58 | Buy Initiated | 7 May 2025 |
RBC Capital Sabahat Khan | 18%upside $56 | Outperform Maintained | 5 May 2025 |
Scotiabank Konark Gupta | 18%upside $56 | Sector Outperform Maintained | 5 May 2025 |
Raymond James Patrick Tyler Brown | 20%upside $57 | Outperform Reiterated | 2 May 2025 |
Financial journalist opinion
Based on 4 articles about GFL published over the past 30 days
Positive
Seeking Alpha
2 days ago
GFL Environmental Q2 Preview: Divesting Environmental Services A Major Step, Initiate 'Hold'
I view GFL Environmental's Environmental Services divestiture as a positive move, improving capital allocation and enabling focus on core solid waste operations. The company's cost optimization and robust M&A pipeline should drive margin expansion and support growth in the North American waste market. Despite low operating margins and some share dilution risks, GFL's disciplined acquisition strategy and debt reduction enhance its investment case.
Positive
Zacks Investment Research
1 week ago
GFL Environmental Inc. (GFL) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
GFL Environmental (GFL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
GlobeNewsWire
1 week ago
NBPE - Net Asset Value(s)
THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS
Neutral
PRNewsWire
3 weeks ago
GFL Environmental Inc. Announces Quarterly Dividend
VAUGHAN, ON , July 3, 2025 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that the Board of Directors of the Company has declared a cash dividend of US$0.0154 for each outstanding subordinate voting share and multiple voting share of the Company for the second quarter of 2025. The cash dividend will be paid on July 31, 2025 to shareholders of record at the close of business on July 14, 2025.
Neutral
GlobeNewsWire
1 month ago
NBPE - May Monthly Net Asset Value Estimate
THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS
Neutral
PRNewsWire
1 month ago
GFL Environmental Inc. Sets Date for Q2 2025 Earnings Release
VAUGHAN, ON , June 25, 2025 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that it will release its 2025 second quarter financial results after the market closes on Wednesday July 30, 2025 and will host an investor conference call related to this release on Thursday July 31, 2025 at 8:30 am Eastern Time. A live audio webcast of the conference call can be accessed by logging onto the Company's Investors page at investors.gflenv.com or by clicking here or listeners may access the call toll-free by dialing 1-833-950-0062 in Canada or 1-833-470-1428 in the United States (access code: 117324) approximately 15 minutes prior to the scheduled start time.
Neutral
GlobeNewsWire
2 months ago
Correction: NBPE - April Monthly Net Asset Value Estimate
HEADLINE ALTERATION The headline for NB Private Equity Partners announcement released on 28/05/2025 at 07.00 am should read - NBPE - April Monthly Net Assety Value Estimate The announcement text is unchanged and is reproduced in full below. NBPE Announces April Monthly NAV Estimate St Peter Port, Guernsey 28 May 2025 NB Private Equity Partners (NBPE), the $1.2bn1, FTSE 250, listed private equity investment company managed by Neuberger Berman, today announces its 30 April 2025 monthly NAV estimate.
Neutral
GlobeNewsWire
2 months ago
April Monthly Net Asset Value Estimate
NBPE Announces April Monthly NAV Estimate St Peter Port, Guernsey 28 May 2025 NB Private Equity Partners (NBPE), the $1.2bn1, FTSE 250, listed private equity investment company managed by Neuberger Berman, today announces its 30 April 2025 monthly NAV estimate. NAV Highlights (30 April 2025) NAV per share was $27.29 (£20.43), a total return of 0.4% in the month Approximately 62% of fair value based on private company valuation information as of Q1 2025 or based on 30 April 2025 quoted prices Based on information received so far, private company valuations increased fair value by 0.4% during Q1 2025 on a constant currency basis NBPE expects to receive additional updated Q1 2025 financial information which will be incorporated in future monthly NAV updates $307 million of available liquidity at 30 April 2025 ~151k shares repurchased during April 2025 at a weighted average discount of 33% which were accretive to NAV by ~$0.02 per share.
Neutral
PRNewsWire
2 months ago
GFL Environmental Inc. Announces Results from Annual General Meeting of Shareholders
VAUGHAN, ON , May 14, 2025 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") announced the voting results from its annual general meeting of shareholders held today virtually via live audio webcast. Shareholders of the Company voted in favour of all items of business, including the election of each of the director nominees as follows: Name of Nominee Votes FOR % Votes WITHHELD % (a) Patrick Dovigi 408,801,093 94.42 % 24,168,125 5.58 % (b) Dino Chiesa 346,112,656 79.14 % 91,244,670 20.86 % (c) Violet Konkle 428,092,900 98.87 % 4,876,320 1.13 % (d) Sandra Levy 356,489,049 81.51 % 80,868,278 18.49 % (e) Jessica McDonald 356,449,998 81.50 % 80,907,329 18.50 % (f) Arun Nayar 346,717,659 79.28 % 90,639,668 20.72 % (g) Paolo Notarnicola 340,369,808 77.82 % 96,987,519 22.18 % (h) Ven Poole 428,134,474 98.88 % 4,834,746 1.12 % Final voting results on all matters voted on at the meeting will be filed on SEDAR+ at www.sedarplus.ca and on EDGAR at www.sec.gov.
Positive
Seeking Alpha
2 months ago
GFL Environmental: Still Undervalued
GFL Environmental has significantly reduced its leverage, improving its financial stability and making it more attractive to investors, with a stock up ~15% YTD. The company's aggressive growth strategy, including frequent acquisitions and organic growth, targets $9.24-9.49B in annual revenue by 2028. Despite lower current margins compared to peers, GFL's strategic investments in renewable natural gas and recycling automation are expected to enhance profitability over the next few years.
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