Insider Trading March 3, 2026

Waste Management SVP Sells $1.16M Stake; Company Posts Slight Q4 EPS and Revenue Shortfalls

Tara J. Hemmer disposes of 4,818 shares while company reports Q4 2025 EPS and revenue below forecasts and sets dividend payment

By Jordan Park WM
Waste Management SVP Sells $1.16M Stake; Company Posts Slight Q4 EPS and Revenue Shortfalls
WM

Tara J. Hemmer, Senior Vice President and Chief Sustainability Officer at Waste Management Inc (WM), sold 4,818 shares on March 2, 2026 for $241.83 per share, totaling $1,165,136. The transaction was disclosed on a Form 4 filed March 3, 2026. Waste Management's fourth-quarter 2025 results showed EPS of $1.93 versus an expected $1.95 and revenue of $6.31 billion versus an expected $6.39 billion. The company also declared a quarterly cash dividend of $0.945 per share payable March 27, 2026 to shareholders of record March 13, 2026. InvestingPro analysis cited in the filing notes a P/E of 36.2, characterizing the stock as appearing overvalued at current levels.

Key Points

  • Tara J. Hemmer, Waste Management SVP and Chief Sustainability Officer, sold 4,818 shares on March 2, 2026 for $241.83 per share, totaling $1,165,136.
  • Waste Management reported Q4 2025 EPS of $1.93 versus an expected $1.95 (a 1.03% negative surprise) and revenue of $6.31 billion versus an expected $6.39 billion; the company declared a quarterly cash dividend of $0.945 per share payable March 27, 2026 to shareholders of record March 13, 2026.
  • A Form 4 filing signed March 3, 2026 by Courtney Tippy, Attorney-in-fact, disclosed the sale; InvestingPro analysis cited in the filing places Waste Management at a P/E of 36.2, describing the stock as appearing overvalued.

Insider transaction

Tara J. Hemmer, who serves as Senior Vice President and Chief Sustainability Officer at Waste Management Inc (NYSE: WM), completed a sale of 4,818 shares of the company's common stock on March 2, 2026. The shares changed hands at $241.83 apiece, producing a gross transaction value of $1,165,136.

After the disposition, Hemmer's direct holdings in Waste Management stand at 78,917.5789 shares.


Regulatory disclosure

The sale was reported via a Form 4 filing with the U.S. Securities and Exchange Commission. The filing was signed by Courtney Tippy, identified as Attorney-in-fact, on March 3, 2026.


Corporate results and valuation note

Included among the updates investors can consider is Waste Management's fourth-quarter 2025 financial report. The company posted earnings per share of $1.93, short of the $1.95 analysts had forecast, a negative surprise quantified at 1.03 percent. Revenue for the quarter totaled $6.31 billion, below the $6.39 billion consensus forecast.

Also disclosed was a quarterly cash dividend of $0.945 per share. The dividend is scheduled for payment on March 27, 2026 to shareholders of record as of March 13, 2026.

Separately, the filing references InvestingPro analysis indicating Waste Management appears overvalued at current levels, with the company trading at a price-to-earnings ratio of 36.2 times earnings.


Investor considerations

The filing provides contemporaneous data points for market participants: a material insider sale by a senior executive, the company's reported quarterly performance that missed consensus on both EPS and revenue, a declared dividend with set record and payment dates, and an external valuation assessment citing a high P/E multiple. Each of these items is presented in the regulatory disclosure and company results as described above, and they form the latest factual inputs available to shareholders and analysts.

Risks

  • Valuation risk: The InvestingPro analysis cited in the filing indicates Waste Management trades at a P/E of 36.2, which the analysis characterizes as appearing overvalued - a consideration for equity investors.
  • Earnings and revenue shortfall: The fourth-quarter 2025 results missed consensus on both EPS ($1.93 reported versus $1.95 expected) and revenue ($6.31 billion reported versus $6.39 billion expected), introducing near-term performance uncertainty for investors.
  • Timing and shareholder eligibility for dividends: The announced quarterly cash dividend of $0.945 per share has a record date of March 13, 2026 and a payment date of March 27, 2026, which affects who will benefit from the distribution and may influence trading around those dates.

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