Defense World
25 Jul 2026, 10:51 UTC · 11w ago
Impact · against what's priced in
Waste Connections shows operational strength with a Q2 earnings and revenue beat, alongside significant institutional accumulation. While minor insider selling and a small divestment by BNY Mellon are noted, the overall trend is positive given the gap between the current price and analyst target prices.
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What the story claims
5 claims · scored −1 bearish … +1 bullish
Waste Connections reported Q2 EPS of $1.50 and revenue of $2.56 billion, beating analyst estimates of $1.35 and $2.51 billion respectively.
More positive than 94% of claims this week
Major institutional investors, including Goldman Sachs, JPMorgan Chase, and Capital International Investors, significantly increased their holdings in the fourth quarter.
So whatHeavy accumulation by top-tier institutions suggests strong long-term confidence in the company's valuation and growth.
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The company beat Q2 EPS ($1.50 vs $1.35) and revenue ($2.56B vs $2.51B), while maintaining a significant gap between its current price ($169.52) and the average target price of $202.05.
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Scored by the NIS engine · methodology.
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More positive than 81% of claims this week
The consensus analyst rating for the stock is a 'Moderate Buy' with an average target price of $202.05, well above the current price of $169.52.
More positive than 68% of claims this week
Two senior executives, VP Patrick James Shea and SVP Eric Hansen, sold combined totals of 13,500 shares between April and June.
More negative than 68% of claims this week
Bank of New York Mellon Corp decreased its holdings in Waste Connections by 5.2% in the first quarter.
More negative than 61% of claims this week
Which stocks this story touches
More positive than 80% of ticker scores this week
The company beat EPS and revenue estimates, received multiple analyst upgrades/buy ratings, and saw significant stake increases from major institutional investors.
More negative than 58% of ticker scores this week
The company decreased its holdings in Waste Connections by 5.2%.
More positive than 53% of ticker scores this week
The company significantly increased its holdings in Waste Connections.
More positive than 53% of ticker scores this week
The company significantly grew its stake in Waste Connections.
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Zacks Investment Research
41m ago
−2.2%
Price is moving against the score
$165.80 vs $169.61 close before publication (Jul 24) · not market-adjusted
WCN chart →
