Casella Waste Systems, Inc. Class A (CWST)

Over the past six months, Casella Waste Systems' stock experienced notable events. The stock's all-time high closing price was $120.37 on May 6, 2025, and as of February 5, 2026, the closing stock price was $104.73. In the past month, the stock increased by 4.23%. Over the last 12 months, the stock's price decreased by 4.79%, with a year-to-date return of 6.55%. Key events include the Q3 2025 earnings report, which showed a revenue increase of 17.9%, a CEO transition on January 5, 2026, and eight acquisitions year-to-date in 2025, adding approximately $105 million in annualized revenue. Casella is expected to release its Q4 2025 earnings on February 19, 2026.

Casella Waste Systems provides essential solid waste services, implying stable demand. Seasonal charts suggest a "Buy Date" of June 21 and a "Sell Date" of September 9, historically resulting in positive returns above the S&P 500 Total Return Index. The company's Q2 2025 earnings call mentioned more normalized seasonal working capital flows compared to the previous year.

Casella Waste Systems, Inc. operates as a vertically integrated solid waste services company in the United States, providing resource management services such as solid waste collection and disposal, recycling, and organics services to diverse clients. The company also markets various recyclable materials.

Casella Waste Systems primarily operates in seven northeastern states: Vermont, New Hampshire, New York, Massachusetts, Connecticut, Maine, and Pennsylvania, managing operations through Eastern and Western regional segments. In July 2025, Casella expanded into West Virginia via the acquisition of Mountain State Waste. The Resource Solutions team manages over 10,000 customer locations in more than 40 states, offering environmental and zero-waste solutions.

Casella Waste Systems' brand reputation is influenced by its financial performance, strategic acquisitions, and operational efficiency. Analyst narratives suggest that inorganic expansion, landfill integration, and acquisitions drive growth and margin expansion. Investments in sustainability and automation also contribute to market share gains. News headlines include analyst opinions on the stock's valuation and the company's acquisition of Mountain State Waste, which aligns with Casella's strategy.

Casella Waste Systems, Inc. is primarily controlled by institutional investors, holding approximately 87.49% of the shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and Wasatch Advisors Inc. Public and individual investors hold approximately 10.27% of the shares, while insiders hold about 2.24%.