Republic Services, Inc. (RSG)

In the past six months, Republic Services' stock price has seen an increase of 25.61%. RBC Capital upgraded Republic Services from "Sector Perform" to "Outperform". Stifel Nicolaus increased their target price for RSG from $240.00 to $257.00 and maintained a "buy" rating. CIBC upgraded its outlook for Republic Services from "Neutral" to "Sector Outperform". Republic Services reported its Q1 2025 results, with revenue of $4.01 billion and adjusted EPS of $1.58, beating analyst estimates. Seaport Global initiated coverage of Republic Services with a "Buy" recommendation. The company announced plans to build a state-of-the-art recycling center in the St. Louis Area. Melius Research initiated coverage with a "Hold" recommendation. BMO Capital Markets reaffirmed its "Outperform" rating and raised its target price to $280.00 from $268.00. The company's stock has been noted for its defensive nature, outperforming the S&P 500 in both good and bad years.

Demand for Republic Services' products and services exhibits seasonality, with the second and third quarters typically being the strongest due to seasonal volume recovery. The company anticipates continued pricing ahead of cost inflation, with the spread between the two expected to modulate over time.

Republic Services, Inc. is a prominent North American waste disposal company, ranking as the second-largest provider of waste disposal services in the United States by revenue. The company offers a comprehensive suite of environmental services, including non-hazardous solid waste collection, waste transfer, waste disposal, and recycling services. Beyond traditional waste management, Republic Services also provides energy services, specialized environmental solutions, and manages energy service waste.

Republic Services operates an extensive network across the United States and Canada, including collection operations, transfer stations, recycling centers, active landfills, treatment, recovery and disposal facilities, salt water disposal wells, deep injection wells, and a polymer center. They are also involved in landfill gas-to-energy and other renewable energy projects and have post-closure responsibility for closed landfills. The company serves over 14 million customers across approximately 250 collection areas in 41 states and is actively expanding its geographic footprint, particularly across more than 20 states on the East Coast.

Republic Services maintains a strong brand reputation, particularly in its commitment to sustainability and as an employer. The company has been recognized for its ESG leadership. The Republic Services Charitable Foundation awarded grants to promote sustainable neighborhoods. Republic Services encouraged consumers to recycle plastic water bottles as part of an Earth Month Challenge. A Republic Services residential collection driver was named the industry's best. The company's "Blue Planet" sustainability platform demonstrates a commitment to environmental leadership, focusing on increasing recycling, harnessing landfill gas, and reducing emissions. Republic Services has been acknowledged as one of the United States' 100 Most Sustainable Companies and listed as one of the country's best employers for women and has been certified as a Great Place to Work.

Republic Services, Inc. has a mixed ownership structure, with a significant portion held by institutional investors. Approximately 57.41% of the company's stock is held by institutional shareholders, 36.17% by Republic Services insiders, and 6.42% by retail investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. The largest individual shareholder is Cascade Investment LLC, which is Bill Gates's investment vehicle.