Gregory Sbrocco, who serves as Executive Vice President of Operations at Westinghouse Air Brake Technologies Corp (NASDAQ: WAB), sold 952 shares of the company's stock on February 19, 2026. The shares were executed at $258.43 apiece, producing total gross proceeds of $246,025. Following the sale, Sbrocco's direct holding in Westinghouse Air Brake stands at 21,159 shares.
The sale took place while the stock was trading near its 52-week peak of $263.66. At the time of the report, the share price was $262.67. Over the latest six-month window, the stock has appreciated by 36%, and it has gained 23% year to date.
Analytical commentary from InvestingPro flags the stock as appearing overvalued when compared to its Fair Value estimate. InvestingPro also notes that subscribers can access detailed valuation metrics, 17 additional ProTips, and Pro Research Reports that cover WAB among more than 1,400 U.S. equities.
Corporate results released for the fourth quarter of 2025 showed Westinghouse Air Brake surpassing consensus expectations on both the earnings and revenue lines. The company reported earnings per share of $2.10, modestly ahead of the $2.08 estimate, and posted revenue of $3.00 billion versus a forecast of $2.86 billion. The earnings upside was driven primarily by revenue that exceeded forecasts, although the margin picture in transit was weaker than anticipated and partially offset the benefit from higher sales.
In reaction to the reported results, Stephens increased its price target on Westinghouse Air Brake to $290 from $230 and kept an Overweight rating on the shares.
Summary
Senior operations executive Gregory Sbrocco sold 952 WAB shares on February 19, 2026, for $258.43 each, totaling $246,025. Post-transaction ownership is 21,159 shares. The sale occurred while WAB shares traded near a 52-week high, following strong recent returns and a fourth-quarter earnings and revenue beat that led at least one analyst to raise the price target.
Key points
- Sbrocco sold 952 shares at $258.43 on Feb. 19, 2026, realizing $246,025 in proceeds; he now directly owns 21,159 shares.
- WAB stock is trading close to its 52-week high of $263.66, with a quoted price of $262.67, up 36% over six months and 23% year to date.
- Westinghouse Air Brake beat Q4 2025 EPS and revenue estimates - EPS $2.10 vs $2.08 expected, revenue $3.00 billion vs $2.86 billion forecast - prompting Stephens to raise its price target to $290 and maintain an Overweight rating.
Risks and uncertainties
- Valuation risk: InvestingPro's analysis indicates WAB appears overvalued relative to its Fair Value estimate, creating potential downside if market sentiment shifts.
- Margin pressure: The fourth-quarter results showed weaker-than-expected transit margins, which partially offset revenue-driven earnings gains and represent a near-term operational risk.
- Insider selling timing: The executive sale occurred close to the 52-week high, a circumstance that may introduce short-term market sensitivity for the stock.
This article reports the transaction and related corporate developments based on the information provided. It does not include further valuation advice or investment recommendations.