Waste Management Inc. (NYSE:WM) disclosed that John A. Carroll, the company's Vice President and Chief Accounting Officer, completed a small sale of company stock on March 9, 2026. According to a regulatory filing, Carroll sold 47 shares at $245.3001 per share, resulting in proceeds of $11,529.
The filing shows this sale followed an earlier transaction tied to restricted-equity settlement. On March 7, 2026, Carroll disposed of 74 shares of Common Stock at a price of $246.31 per share, totaling $18,226. That disposition was recorded as the settlement of a restricted share award granted under the Waste Management, Inc. 2014 Stock Incentive Plan.
After the March transactions, Carroll's direct holdings in Waste Management total 8,983.3039 shares. Share-price context from the same reporting window places WM trading at $236.87 with a market capitalization of $95.5 billion. Independent analysis cited in the reporting indicates that shares are trading above InvestingPro's Fair Value estimate. The company has returned 14% over the past six months and, according to InvestingPro Tips, has increased its dividend for 22 consecutive years.
Separately, Waste Management reported fourth-quarter 2025 results that slightly missed consensus expectations. The company posted earnings per share of $1.93, compared with anticipated EPS of $1.95, and reported revenue of $6.31 billion, against an expected $6.39 billion.
The board declared a quarterly cash dividend of $0.945 per share, payable on March 27, 2026, to shareholders of record as of March 13, 2026.
Institutional commentary cited in the report pointed to the sector's capacity to cope with elevated fuel costs resulting from the ongoing Iran war through established surcharge programs. Barclays analysts specifically observed that waste management companies, including Waste Management, are positioned to manage higher fuel-related expenses via such mechanisms. The firm's Management Development and Compensation Committee also awarded annual incentive grants to top executives, including CEO James C. Fish, Jr. Barclays highlighted the defensive characteristics of the sector in light of global energy price impacts.
Taken together, the filings and quarterly results present a mix of equity-level insider activity, near-term operational performance, and corporate compensation actions. The insider dispositions reported by Carroll were relatively modest in aggregate size and included a settlement of restricted stock awards, while the company's reported quarterly financials showed slight shortfalls versus expectations and a continuation of its long-running dividend program.