Waste Connections
About: Waste Connections is the third-largest integrated provider of traditional solid waste and recycling services in the North America, operating 113 active landfills (20 are exploration and production waste landfills and 16 are nonmunicipal waste landfills), 163 transfer stations, and 89 recycling operations. The firm serves residential, commercial, industrial, and energy end markets. Waste Connections entered the Canadian market with its 2016 merger with Progressive Waste. In 2024, 14% of consolidated revenue was generated from the firm's Canadian segment.
Employees: 23,854
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
209% more call options, than puts
Call options by funds: $170M | Put options by funds: $54.9M
26% more funds holding in top 10
Funds holding in top 10: 19 [Q4 2024] → 24 (+5) [Q1 2025]
15% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 68
12% more capital invested
Capital invested by funds: $37.7B [Q4 2024] → $42.3B (+$4.63B) [Q1 2025]
0% less funds holding
Funds holding: 724 [Q4 2024] → 721 (-3) [Q1 2025]
8% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 277
1.25% less ownership
Funds ownership: 84.98% [Q4 2024] → 83.74% (-1.25%) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$212
16%
upside
Avg. target
$217
18%
upside
High target
$230
25%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
Oppenheimer Noah Kaye | 19%upside $218 | Outperform Maintained | 9 Jul 2025 |
CIBC Kevin Chiang | 16%upside $212 | Outperformer Maintained | 8 Jul 2025 |
Melius Research Rob Wertheimer | 16%upside $213 | Buy Initiated | 9 Jun 2025 |
JP Morgan Tami Zakaria | 25%upside $230 | Overweight Maintained | 23 May 2025 |
Seaport Global John Mazzoni | 20%upside $220 | Buy Initiated | 7 May 2025 |
Financial journalist opinion
Neutral
PRNewsWire
1 week ago
WASTE CONNECTIONS ANNOUNCES DATES FOR SECOND QUARTER 2025 EARNINGS RELEASE
TORONTO , June 30, 2025 /PRNewswire/ -- Waste Connections, Inc. (TSX/NYSE: WCN) ("Waste Connections" or the "Company") today announced that it will report financial results for the second quarter of 2025 after the close of the stock market on July 23, 2025. The Company will be hosting an investor conference call related to this release on July 24 th at 8:30 A.M.
Neutral
PRNewsWire
1 month ago
WASTE CONNECTIONS ANNOUNCES PRICING OF $500 MILLION OF SENIOR NOTES
TORONTO , May 28, 2025 /PRNewswire/ -- Following the previous announcement of the launch of a senior notes offering, Waste Connections, Inc. (TSX/NYSE: WCN) ("Waste Connections" or the "Company") announced today that it has priced an underwritten public offering (the "Offering") of $500 million aggregate principal amount of its 5.25% Senior Notes due 2035 (the "Notes") at a price to the public of 99.874% of their face value. The Offering is expected to close on June 4, 2025, subject to customary closing conditions.
Neutral
PRNewsWire
1 month ago
Waste Connections Announces Senior Notes Offering
TORONTO , May 28, 2025 /PRNewswire/ -- Waste Connections, Inc. (TSX/NYSE: WCN) ("Waste Connections" or the "Company") announced today that it plans to proceed, subject to market and other conditions, to offer senior notes (the "Notes") in an underwritten public offering (the "Offering"). The Notes will be senior unsecured obligations of the Company.
Neutral
PRNewsWire
1 month ago
WASTE CONNECTIONS ANNUAL SHAREHOLDERS MEETING RESULTS
TORONTO , May 16, 2025 /PRNewswire/ -- Waste Connections, Inc. (TSX/NYSE: WCN) ("Waste Connections" or the "Company") today announced the results of its Annual Meeting of Shareholders (the "Meeting"). All eight director nominees in the Company's 2025 management information circular and proxy statement were nominated at the Meeting and elected as directors of the Company.
Positive
Benzinga
2 months ago
In A Recession, These Waste Management Stocks Have Outperformed S&P500 Historically
Seaport Research Partners analyst John Mazzoni initiated coverage on several major waste management companies with a Buy rating.
Positive
Zacks Investment Research
2 months ago
Waste Connections Q1 Earnings Surpass Estimates, Revenues Rise Y/Y
WCN's top line in the first quarter of 2025 mainly benefits from the rise in the solid waste collection segment's revenues.
Neutral
Seeking Alpha
2 months ago
Waste Connections, Inc. (WCN) Q1 2025 Earnings Call Transcript
Waste Connections, Inc. (NYSE:WCN ) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Ronald Mittelstaedt - President and Chief Executive Officer Mary Anne Whitney - Chief Financial Officer Conference Call Participants Tyler Brown - Raymond James & Associates, Inc. Adam Bubes - Goldman Sachs Trevor Romeo - William Blair & Company Yehuda Silverman - Morgan Stanley James Schumm - TD Cowen Sabahat Khan - RBC Capital Markets Noah Kaye - Oppenheimer & Co. Inc. Bryan Burgmeier - Citigroup Inc. Stephanie Moore - Jefferies Group LLC Operator Good day, and welcome to the Waste Connections Q1 2025 Earnings Call. All participants will be in listen-only mode.
Positive
Zacks Investment Research
2 months ago
Waste Connections (WCN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Waste Connections (WCN) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 months ago
Waste Connections (WCN) Q1 Earnings and Revenues Surpass Estimates
Waste Connections (WCN) came out with quarterly earnings of $1.13 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.04 per share a year ago.
Neutral
PRNewsWire
2 months ago
WASTE CONNECTIONS ANNOUNCES REGULAR QUARTERLY CASH DIVIDEND
TORONTO , April 23, 2025 /PRNewswire/ -- Waste Connections, Inc. (TSX/NYSE: WCN) ("Waste Connections" or the "Company") today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.315 U.S. per common share of the Company. The regular quarterly cash dividend will be paid on May 22, 2025 to shareholders of record at the close of business on May 7, 2025.
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