Insider Trading March 10, 2026

Waste Management CFO Sells Small Stake Amid Mixed Quarterly Results

Executive Vice President David L. Reed sold shares in early March as the company reports a modest earnings shortfall and a dividend raise streak continues

By Marcus Reed WM
Waste Management CFO Sells Small Stake Amid Mixed Quarterly Results
WM

David L. Reed, Executive Vice President and Chief Financial Officer of Waste Management Inc., sold a combined 196 shares in early March 2026 tied to both an open-market sale and the settlement of restricted stock. The transactions come as the company reports a slight miss on fourth-quarter 2025 revenue and EPS, while valuation metrics and dividend history draw mixed signals for investors.

Key Points

  • CFO David L. Reed sold 75 shares on March 9, 2026 at $245.26 for $18,394 and settled 121 restricted shares on March 7, 2026 at $246.31 for $29,803.
  • Following the sales, Reed holds 8,494.6057 shares; the stock trades at $235.61 with a market capitalization of $95.38 billion.
  • Waste Management reported slight misses in fourth-quarter 2025 results (EPS $1.93 vs $1.95 expected; revenue $6.31 billion vs $6.39 billion expected) while maintaining a long dividend increase streak (22 years) and a current yield of 1.53%.

David L. Reed, who serves as Executive Vice President and Chief Financial Officer at Waste Management Inc. (NYSE: WM), executed two share disposals in early March 2026, according to a Form 4 filed with the Securities and Exchange Commission.

On March 9, 2026, Reed sold 75 shares of Waste Management common stock at $245.26 per share, generating proceeds of $18,394. Earlier, on March 7, 2026, he disposed of 121 shares related to the settlement of a restricted share award granted under the Waste Management, Inc. 2014 Stock Incentive Plan. That transaction was executed at $246.31 per share, producing total proceeds of $29,803.

After those transactions, Reed directly owns 8,494.6057 shares of Waste Management. The company’s shares are trading at $235.61, giving Waste Management a market capitalization of $95.38 billion.


Valuation and investor signals

Independent analysis cited in the filing indicates that Waste Management is trading above its calculated Fair Value. The stock carries a price-to-earnings ratio of 35.17 and has returned 12.2% year to date. Alongside these valuation measures, the company’s dividend track record was highlighted: Waste Management has increased its dividend for 22 consecutive years and the current yield stands at 1.53%.

Additional research referenced in the disclosure points readers to a broader Pro Research Report covering Waste Management and more than 1,400 other U.S. equities for further detail and supplemental ProTips.


Recent operational and financial developments

Waste Management reported fourth-quarter 2025 results that narrowly missed consensus expectations. The company recorded earnings per share of $1.93, below the $1.95 forecast, and reported revenue of $6.31 billion, short of the $6.39 billion estimate. Alongside the quarterly results, 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.

The company also granted annual incentive awards to senior executives, including CEO James C. Fish, Jr., and other named leaders, as part of its executive compensation program.


Sector context noted by analysts

Analysts at Barclays noted that waste management companies, Waste Management included, are positioned to handle higher fuel costs through established surcharge mechanisms. Barclays also observed that the sector had outperformed the S&P 500 by roughly 200 basis points since the onset of the identified geopolitical conflict.

These disclosures and moves by insiders provide a snapshot of recent activity at Waste Management, illustrating management’s share sales, the company’s near-term financial performance, and how broader sector dynamics are being framed by analysts.

Risks

  • Valuation risk: InvestingPro analysis cited in the filing indicates the stock is trading above its Fair Value, with a P/E ratio of 35.17, which may concern value-focused investors.
  • Operational and revenue risk: The company missed fourth-quarter 2025 consensus estimates for both EPS and revenue, signaling potential near-term performance pressure.
  • Fuel-cost exposure: Geopolitical pressures noted by analysts can drive higher fuel costs; while surcharge programs exist, fuel volatility remains a risk to waste management operators and related transportation sectors.

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