Waste ConnectionsWCN
About: Waste Connections is the third-largest integrated provider of traditional solid waste and recycling services in the North America, operating 103 active landfills (9 are exploration and production waste landfills and 16 are nonmunicipal waste landfills), 157 transfer stations, and 81 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 2023, 12% of consolidated revenue was generated from the firm's Canadian segment.
Employees: 23,854
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
84% more call options, than puts
Call options by funds: $81.8M | Put options by funds: $44.5M
25% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 64
1.13% more ownership
Funds ownership: 83.8% [Q3] → 84.93% (+1.13%) [Q4]
1% more funds holding
Funds holding: 718 [Q3] → 722 (+4) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 19 [Q3] → 19 (+0) [Q4]
3% less capital invested
Capital invested by funds: $38.7B [Q3] → $37.6B (-$1.02B) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 278
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Scotiabank Konark Gupta 100% 1-year accuracy 8 / 8 met price target | 4%upside $206 | Sector Perform Maintained | 8 Apr 2025 |
Truist Securities Tobey Sommer 44% 1-year accuracy 24 / 55 met price target | 6%upside $210 | Buy Reiterated | 14 Feb 2025 |
Morgan Stanley Toni Kaplan 32% 1-year accuracy 9 / 28 met price target | 11%upside $219 | Overweight Maintained | 14 Feb 2025 |
Jefferies Stephanie Moore 49% 1-year accuracy 17 / 35 met price target | 6%upside $210 | Buy Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 7 articles about WCN published over the past 30 days
