Insider Trading February 10, 2026

Zurn Elkay Water Solutions CAO Sells $1.8M in Shares After Recent Vesting

Transactions include sale of vested stock, receipt of performance shares and new restricted stock units amid positive quarterly results and analyst coverage

By Hana Yamamoto ZWS
Zurn Elkay Water Solutions CAO Sells $1.8M in Shares After Recent Vesting
ZWS

Zurn Elkay Water Solutions Corp Chief Administrative Officer Mark W. Peterson executed a sale of 35,267 shares on February 10, 2026, for roughly $1.8 million, following the recent vesting of performance stock units and the grant of restricted stock units. The company also reported better-than-expected quarterly revenue and adjusted EBITDA, while Stifel and Jefferies maintained or initiated buy ratings with price targets of $54.00 and $58.00, respectively. Zurn Elkay declared a quarterly cash dividend payable March 6, 2026.

Key Points

  • Mark W. Peterson sold 35,267 shares on February 10, 2026, for about $1.8 million at a weighted average price of $51.80, with trade prices ranging from $51.48 to $52.16.
  • Peterson received 73,628 shares on February 6, 2026, from the vesting of performance stock units tied to company performance from January 1, 2023, to December 31, 2025, and 5,874 restricted stock units on February 10, 2026, which vest over three years subject to continued employment.
  • Zurn Elkay reported quarterly revenue of $407.2 million and adjusted EBITDA of $104.1 million, both above expectations; Stifel reiterated a Buy rating with a $54.00 price target and Jefferies initiated coverage with a Buy and $58.00 price target. The company declared a $0.11 quarterly cash dividend payable March 6, 2026.

Mark W. Peterson, Chief Administrative Officer of Zurn Elkay Water Solutions Corp (NYSE:ZWS), sold 35,267 shares of company stock on February 10, 2026, realizing approximately $1.8 million in proceeds. The transactions were carried out at a weighted average price of $51.80 per share, with individual trades executed in a price band from $51.48 to $52.16, according to a Form 4 filing with the Securities and Exchange Commission.

The Form 4 filing also discloses that Peterson acquired 73,628 shares of common stock on February 6, 2026. That acquisition resulted from the vesting of performance stock units granted for the performance period spanning January 1, 2023, through December 31, 2025, and was described as occurring for no consideration. In addition, Peterson received 5,874 restricted stock units on February 10, 2026; those restricted units vest in three annual installments beginning on the first anniversary of the grant date, subject to continued employment.

After accounting for these movements, Peterson's holdings are recorded as 333,739 shares of Zurn Elkay Water Solutions common stock held directly, plus an indirect holding of 5,303 shares through a 401(k) plan. The filing further shows Peterson has options outstanding to acquire 33,481 shares.


These insider transactions coincide with recent operational and market updates from Zurn Water Solutions. The company reported quarterly revenue of $407.2 million, topping Stifel's estimate of $401.6 million and the consensus figure of $400.8 million. Adjusted EBITDA came in at $104.1 million, above the expected $101.0 million.

Following the results, Stifel reiterated its Buy rating on the stock and maintained a price target of $54.00. Jefferies entered coverage with a Buy rating and set a price target of $58.00, calling attention to the company's potential to benefit from increased adoption of filtered drinking water and citing strong free cash flow as a positive factor.

In addition to the operational and analyst developments, Zurn Elkay Water Solutions declared a quarterly cash dividend of $0.11 per share. The dividend is payable on March 6, 2026, to shareholders of record as of February 20, 2026.


These filings and corporate updates together provide a snapshot of recent management compensation events, insider liquidity, and company performance metrics. The disclosures show both the mechanics of equity compensation - performance stock unit vesting and restricted stock unit grants - and the subsequent partial monetization by an executive. At the same time, the company has released quarterly financial results and received supportive analyst coverage and price targets from two firms.

Risks

  • Insider sales can be interpreted by market participants in different ways, potentially creating short-term stock price volatility in the industrials and water solutions sectors.
  • Equity compensation vesting and subsequent sales introduce dilution and liquidity considerations for shareholders in the company, which may affect investor perceptions in markets tracking corporate governance and executive incentives.
  • Analyst ratings and price targets may shift if future results deviate from current performance - a factor relevant to investors in financial markets and equities focused on industrials and water infrastructure.

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