Insider Trading February 19, 2026

Zurn Elkay executive sells $102,025 in stock as company posts stronger-than-expected results

Chief administrative officer disposes of 2,006 shares to cover tax and fees; company beats revenue and adjusted EBITDA estimates while declaring a quarterly dividend

By Nina Shah ZWS
Zurn Elkay executive sells $102,025 in stock as company posts stronger-than-expected results
ZWS

Mark W. Peterson, chief administrative officer of Zurn Elkay Water Solutions Corp (NYSE: ZWS), sold 2,006 shares on Feb. 17, 2026, for $102,025 to satisfy tax-withholding and fee obligations tied to vested restricted stock units. The transaction occurred as the stock traded near its 52-week high. Separately, the company reported revenue and adjusted EBITDA above expectations and announced a quarterly cash dividend, while analysts reiterated or initiated Buy ratings with price targets of $54 and $58.

Key Points

  • Chief Administrative Officer Mark W. Peterson sold 2,006 shares on Feb. 17, 2026, for $102,025 to cover tax withholding and related fees tied to vested restricted stock units.
  • After the sale Peterson directly owns 333,814 shares and indirectly holds 5,303 shares through a 401(k); he also holds fully vested options on 33,481 shares at a $33.05 exercise price expiring Oct. 5, 2031.
  • Zurn Water Solutions reported revenue of $407.2 million and adjusted EBITDA of $104.1 million, both exceeding analyst expectations; Stifel reiterated a Buy rating with a $54 target and Jefferies initiated coverage with a Buy and $58 target.

Transaction details

Mark W. Peterson, chief administrative officer of Zurn Elkay Water Solutions Corp (NYSE: ZWS), executed the sale of 2,006 shares of common stock on February 17, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares were sold at a weighted average price of $50.86, producing gross proceeds of $102,025. The trades were carried out in multiple executions at prices ranging from $50.65 to $51.22.


Post-sale holdings and option position

Following the disposition, Peterson directly holds 333,814 shares of Zurn Elkay common stock. In addition to those holdings, he indirectly owns 5,303 shares through participation in a 401(k) plan. The filing also shows that Peterson has options to purchase 33,481 shares of the company's common stock at an exercise price of $33.05. Those options are fully vested and carry an expiration date of October 5, 2031.


Reason for the sale

The Form 4 indicates the share sale was conducted to satisfy tax-withholding obligations and related fees associated with the vesting of restricted stock units. The filing does not indicate any other motivation for the transaction.


Market context

The insider sale took place as Zurn Elkay's stock was trading near its 52-week high of $53.17. Over the past year the shares have delivered a total return of approximately 45%.


Recent financial results and analyst commentary

In related corporate developments, Zurn Water Solutions reported quarterly revenue of $407.2 million. That top-line figure exceeded both Stifel’s internal estimate of $401.6 million and the Street consensus of $400.8 million. Adjusted EBITDA came in at $104.1 million, topping the anticipated $101.0 million.

Following the results and the company’s 2026 guidance, Stifel reiterated a Buy rating on Zurn Water Solutions and maintained a price target of $54. Separately, Jefferies initiated coverage with a Buy rating and a $58 price target, citing the company’s position in the filtered drinking water market and its strong free cash flow.


Dividend announcement

Zurn Elkay declared a quarterly cash dividend of $0.11 per share, payable on March 6, 2026, to stockholders of record as of February 20, 2026.


Takeaway

The Form 4 filing documents a routine insider sale tied to tax and fee obligations arising from equity vesting. The transaction coincides with favorable company results and positive analyst coverage, alongside a declared quarterly dividend. The filing and the company disclosures together present a snapshot of current insider activity, capital allocation and analyst sentiment for Zurn Elkay.

Risks

  • Insider sale was executed to satisfy tax withholding and fee obligations related to vested restricted stock units - this pertains to executive compensation and equity-management practices within the company, potentially affecting perceptions in equity markets.
  • The Form 4 provides limited detail beyond the tax-related intent of the sale; without additional context, market participants must rely on disclosed financial results and analyst commentary to assess near-term company prospects - this affects investor decision-making in the equities market.
  • Analyst expectations and price targets can change; while recent results beat estimates and prompted positive coverage, future guidance or macro developments could alter sentiment - this introduces uncertainty for investors and the industrial/water solutions sector.

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