Casella Waste Systems, Inc. Class A (CWST)

Over the past six months, Casella Waste Systems, Inc. stock has experienced some fluctuations. While the stock price decreased by 6.52% over the last 12 months, it has shown an increase of 11.53% over the last three months and 1.02% in the past month, as of January 14, 2026. Key events impacting the stock include Casella missing on EPS in Q2 2025. On July 14, 2025, Casella announced an agreement to acquire Mountain State Waste, an acquisition projected to add approximately $30 million in annualized revenues and expand Casella's footprint into West Virginia, Ohio, Pennsylvania, and Kentucky. The company's Q3 2025 results, announced on October 30, 2025, beat on both top and bottom lines, with revenue reaching $485.4 million, an 18% year-over-year gain. On January 5, 2026, Casella Waste Systems, Inc. completed its CEO transition, with President Ned Coletta assuming the CEO role. An April 2025 review of Q4 2024 earnings highlighted Casella Waste Systems as a top performer in the waste management industry, reporting revenues of $427.5 million, up 18.9% year-on-year, exceeding analysts' expectations.

Casella Waste Systems, Inc. experiences some demand seasonality. Challenging winter weather in the Northeast has been noted to negatively impact roll-off and transfer station volumes, which is considered a recurring seasonal factor. Additionally, the company offers "seasonal services" as part of its recycling solutions.

Casella Waste Systems, Inc. is a regional, vertically integrated solid waste services company operating primarily in the eastern United States, falling under the Industrials sector and the Waste Management industry. Casella provides comprehensive resource management services to a diverse customer base, including residential, commercial, municipal, institutional, and industrial clients. Its major products and services encompass solid waste collection, disposal, and transfer. Casella also offers extensive recycling and organics services, including materials processing, industrial recycling, composting, and energy-from-waste solutions. Specialized recycling services include zero-sort, mattress recycling, and food waste handling, and the company also handles special waste.

Casella Waste Systems, Inc. primarily operates across the Northeastern U.S. and Mid-Atlantic regions, with core operations in nine states: Connecticut, Delaware, Maryland, Massachusetts, Maine, New Hampshire, New York, Vermont, and Pennsylvania. Through strategic acquisitions, Casella has expanded its geographic footprint into West Virginia, Ohio, and Kentucky. The company manages its solid waste operations through three regional operating segments: Eastern, Western, and Mid-Atlantic.

Casella Waste Systems, Inc. maintains a reputation for providing resource solutions, fostering sustainable practices, and building strong community relationships. The company emphasizes its commitment to innovation in sustainable waste management, investing in advanced technologies and practices to maximize resource recovery and minimize environmental impact. This dedication is reflected in its robust recycling programs and expanding portfolio of energy-from-waste solutions. The acquisition of Mountain State Waste in 2025 highlighted Mountain State Waste's established presence and reputation for reliable service, which aligns with Casella's growth strategy. Casella's Q4 2024 earnings were described as "exceptional," with strong performance across key financial metrics. No specific events negatively impacting Casella's brand reputation in the past year were found in the search results.

Casella Waste Systems, Inc. is overwhelmingly controlled by institutional investors, holding approximately 87.49% of the shares as of late 2025, which includes mutual funds (approx. 43.48%), other institutional investors (approx. 28.91%), and ETFs (approx. 15.09%). Public and individual investors hold approximately 10.27%, while insiders, including officers, directors, and the Casella family, hold about 2.24%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Wasatch Advisors Inc., Conestoga Capital Advisors, LLC., Invesco Ltd., Capital Research Global Investors, Capital International Investors, William Blair Investment Management, Llc., T. Rowe Price Investment Management Inc., and JPMorgan Chase & Co.