Insider Trading March 4, 2026

Waste Management CIO Disposes of 617 Shares Near 52-Week High

Varkey Johnson sold $150,628 worth of WM stock as company posts modest Q4 EPS and revenue shortfalls and sets March dividend payment

By Hana Yamamoto WM
Waste Management CIO Disposes of 617 Shares Near 52-Week High
WM

Varkey Johnson, Waste Management's senior vice president and chief information officer, sold 617 shares of company stock on March 3, 2026, for $150,628 at $244.13 per share. The sale occurred close to the stock's 52-week high. Waste Management reports a P/E ratio of 36.2 and a market capitalization of $98 billion, and an InvestingPro analysis lists the stock among the Most Overvalued relative to its Fair Value. The company reported a slight EPS and revenue miss for Q4 2025 and announced a quarterly dividend payable March 27, 2026.

Key Points

  • Varkey Johnson sold 617 shares on March 3, 2026 for $150,628 at $244.13 per share, leaving him with 9,606.7856 shares.
  • Waste Management trades at a P/E of 36.2 with a market cap of $98 billion and is listed by InvestingPro as overvalued relative to Fair Value.
  • Q4 2025 results showed EPS of $1.93 (vs. $1.95 expected) and revenue of $6.31 billion (vs. $6.39 billion expected); the company declared a $0.945 quarterly dividend payable March 27, 2026.

Varkey Johnson, who serves as senior vice president and chief information officer at Waste Management (NYSE: WM), executed a personal sale of 617 shares of the company’s common stock on March 3, 2026. The transaction generated proceeds of $150,628, reflecting a per-share price of $244.13. That price sits very near Waste Management’s 52-week peak of $244.88.


Transaction details

The sale reduced insider holdings by the stated amount, leaving Johnson with a direct stake of 9,606.7856 shares in Waste Management following the trade.


Valuation and market metrics

At present, Waste Management trades at a price-to-earnings ratio of 36.2 and carries a market capitalization of $98 billion. An InvestingPro analysis cited in company-related commentary places WM on the Most Overvalued list, indicating it appears overvalued relative to its Fair Value per that analysis.


Recent financial results and shareholder returns

Waste Management’s fourth-quarter 2025 results included an earnings-per-share (EPS) figure of $1.93, slightly below consensus forecasts of $1.95, a -1.03% surprise. Revenue for the quarter came in at $6.31 billion versus expectations of $6.39 billion. These reported figures are focal points for investors evaluating the company's near-term performance.

The company reaffirmed its distribution policy with a declared quarterly cash dividend of $0.945 per share. That dividend is scheduled to be paid on March 27, 2026, to shareholders of record as of March 13, 2026. Waste Management has a 22-year track record of consecutive dividend increases and currently yields 1.36%.


Context for stakeholders

The combination of an insider sale near a 52-week high, valuation metrics that place the stock above InvestingPro’s Fair Value estimate, and a recent quarter that missed both EPS and revenue expectations are all factual elements that investors and analysts can weigh when assessing Waste Management’s current standing. The announced dividend payment and long history of raises remain explicit elements of the company’s shareholder-return profile.

Risks

  • Reported Q4 2025 EPS and revenue were below expectations, which could influence investor sentiment for the waste management sector and equity markets.
  • InvestingPro’s analysis classifies the stock as overvalued versus Fair Value, presenting a valuation risk for market participants.
  • An insider sale executed near the stock’s 52-week high may raise questions for shareholders assessing management stock holdings, relevant to corporate governance and investor confidence.

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