Casella Waste Systems, Inc. Class A (CWST)

Over the past six months, Casella Waste Systems, Inc. stock has experienced a decline. As of April 7, 2026, the stock price was $85.83, down 10.36% over the past 30 days and 17.49% over the past 12 months. Key events impacting the stock price include acquisitions, earnings reports, and operational challenges. Casella acquired nine businesses in fiscal year 2025 and Mountain State Waste on January 1, 2026, and Star Waste Systems on April 1, 2026. The company reported its financial results for the fourth quarter and fiscal year 2025 on February 19, 2026. The company noted weaker February volumes year-over-year due to weather, with March showing improvement, and softness in the roll-off line of business was attributed to a challenging Northeast winter and slower economic activity.

Casella Waste Systems, Inc. experiences demand seasonality for its products and services, reflecting lower waste volumes in the late fall, winter, and early spring months due to decreased construction and demolition activities. Inclement weather can also adversely affect operations. Demand for waste management services can increase during other periods, such as summer months and holidays, due to increased activity in various industries and higher consumer spending.

Casella Waste Systems, Inc. is a vertically integrated solid waste, recycling, and resource management services company headquartered in Rutland, Vermont, founded in 1975. It provides resource management expertise and services to various customers and operates within the Industrials sector, specifically in the Waste Management and Environmental Services industry. The company offers solid waste collection and disposal, recycling services, organics services, energy solutions, and special waste and professional services.

Casella Waste Systems, Inc. primarily operates in the eastern United States, providing integrated solid waste services in seven northeastern states. Its core operations extend to nine states, and it provides waste and recycling services to customers in over 46 states. The company manages its solid waste operations through three regional operating segments: Eastern, Western, and Mid-Atlantic, in addition to its Resource Solutions segment. As of February 16, 2026, Casella Waste Systems operates 134 locations across the United States, with a significant concentration in New York, Vermont, and Maine.

The provided search results do not contain specific events that have negatively impacted Casella Waste Systems, Inc.'s brand reputation in the past year. The company emphasizes its commitment to sustainability, environmental protection, and public health through its integrated waste and recycling services. Customer testimonials indicate satisfaction with their service, communication, and competitive pricing.

Casella Waste Systems, Inc. has 399 institutional owners and shareholders holding a total of 73,825,337 shares as of April 9, 2026, with major institutional owners including BlackRock, Inc., and Vanguard Group Inc. Insider ownership is approximately 2.23% (1.42 million shares), and Kevin Drohan was noted for a stock sale on February 26, 2026.