Insider Trading February 24, 2026

Clean Harbors Co-CEO Executes $699,650 Stock Sale; Company Eyes $130M Industrial, Rail Deal

Gerstenberg reduces holdings as Clean Harbors advances an industrial and rail services acquisition and draws analyst upward revisions

By Marcus Reed CLH
Clean Harbors Co-CEO Executes $699,650 Stock Sale; Company Eyes $130M Industrial, Rail Deal
CLH

Clean Harbors Inc. Co-CEO Eric W. Gerstenberg sold 2,500 shares on February 23, 2026, for $279.86 per share, netting $699,650 and leaving him with 43,020 shares. Separately, the company agreed to acquire Depot Connect International’s Industrial Services and Rail Services business for about $130 million, a deal covering five sites in Ohio, Louisiana, and Texas expected to close in the first half of 2026 subject to customary conditions. Multiple analysts raised price targets following the announcement and recent quarterly results.

Key Points

  • Co-CEO Eric W. Gerstenberg sold 2,500 Clean Harbors shares on February 23, 2026, at $279.86 per share for $699,650; he now directly owns 43,020 shares.
  • Clean Harbors agreed to acquire Depot Connect International’s Industrial Services and Rail Services business for about $130 million, covering five locations in Ohio, Louisiana, and Texas, with an expected close in the first half of 2026 subject to customary conditions.
  • Multiple analyst firms raised price targets for Clean Harbors following the announcement and recent financial results, including TD Cowen ($320), Needham ($308), Oppenheimer ($300), and BMO Capital ($310) - signaling improved analyst sentiment toward the company.

Clean Harbors Inc. (NYSE: CLH) reported an insider transaction on February 23, 2026 in which Co-Chief Executive Officer Eric W. Gerstenberg sold 2,500 shares of common stock at $279.86 per share. The sale produced gross proceeds of $699,650. After completing the trade, Gerstenberg's direct ownership in the company stands at 43,020 shares.


In a separate corporate development, Clean Harbors has entered into an agreement to acquire Depot Connect International’s Industrial Services and Rail Services business in a transaction valued at approximately $130 million. The acquisition package includes five facilities located across Ohio, Louisiana, and Texas. The companies expect the deal to close in the first half of 2026, subject to customary closing conditions.

Following the acquisition announcement and Clean Harbors’ recent financial disclosures, several brokerages adjusted their price targets for the stock. TD Cowen raised its target to $320, citing the company’s M&A potential. Needham lifted its price target to $308 after Clean Harbors exceeded its fourth-quarter 2025 revenue and adjusted EBITDA estimates. Oppenheimer increased its target to $300, pointing to the company’s favorable fiscal 2026 guidance for net income and free cash flow. BMO Capital raised its target to $310, noting improving demand dynamics, strong execution, and effective cost controls. Collectively, these revisions reflect a more positive analyst stance toward Clean Harbors.


This article presents the transaction details and recent corporate developments as reported. The sale by an executive and the announced acquisition, together with analyst target increases, are the primary items disclosed by the company and the analysts cited.

Risks

  • The Depot Connect acquisition remains subject to customary closing conditions, creating uncertainty about the transaction’s completion and timing - this affects the industrial services and rail sectors tied to the deal.
  • The expected closing window is the first half of 2026; timing could shift, which may delay any operational or financial impacts from the acquired assets on Clean Harbors’ results.
  • Analyst price target increases are forward-looking and contingent on future performance and guidance; these projections may change if company results or market conditions diverge from current expectations, which impacts investor sentiment in the waste-management and industrial services sectors.

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