Republic Services, Inc. (RSG)

In the past six months, Republic Services' stock (RSG) has experienced several notable events, including earnings reports, analyst ratings and price targets, insider activity, and stock performance. For Q2 2025, Republic Services reported $1.77 earnings per share (EPS), beating analysts' consensus estimates, with revenue for the quarter at $4.24 billion, a 4.6% increase year-over-year. BMO Capital Markets boosted its price objective from $280.00 to $284.00, while Barclays initiated coverage with an "equal weight" rating and a $240.00 target price. EVP Gregg Brummer sold 7,338 shares on August 22nd, and Cascade Investment, L.L.C. purchased 4,258 shares on August 19th. As of October 27, 2025, the stock was trading around $221.44, with a 52-week range between $197.60 and $258.75, and experienced a price change of 16.69% over the past six months.

While specific detailed monthly seasonality data for Republic Services' products and services is not extensively detailed, the waste management industry generally experiences some seasonal fluctuations. The essential nature of waste collection, transfer, disposal, and recycling services provides a relatively stable revenue stream. Demand for certain services, such as construction and demolition debris management, might correlate with construction activity, which can have seasonal patterns. Residential collection services are often provided under long-term municipal contracts, offering revenue stability.

Republic Services, Inc. is the second-largest integrated provider of traditional solid waste services in the United States, operating within the Industrials sector, specifically the Waste Management industry. The company offers a comprehensive range of environmental services, including non-hazardous solid waste collection, waste transfer, waste disposal, recycling, and energy services. Its major products and services include curbside collection for residential, commercial, and industrial customers, diverse container rentals, and specialized industrial waste handling. The company also offers single-stream and source-separated recycling programs, operating numerous recycling centers that process materials like paper, cardboard, plastics, metals, and glass. Republic Services owns and operates active landfills for the safe disposal of non-hazardous solid waste, many of which feature gas-to-energy projects. Additionally, the company manages regulated and non-regulated special waste, including liquid waste, exploration and production (E&P) waste, and emergency response services, and engages in landfill gas-to-energy and other renewable energy projects.

Republic Services primarily operates across the United States and Canada. The company has an extensive network of assets, including approximately 367 collection operations, 248 transfer stations, 75 recycling centers, 208 active landfills, and various treatment and disposal facilities. It serves millions of residential, commercial, and industrial customers in over 40 states and Puerto Rico.

Republic Services has maintained a positive brand reputation in the past year, marked by several recognitions and sustainability initiatives. The company was certified as a Great Place to Work® for the ninth consecutive year in September 2025, and Forbes recognized Republic Services among the "World's Best Employers," "America's Best Employers For Company Culture," and "America's Best Large Employers" in 2025. Republic Services is committed to sustainability, with initiatives like increasing recycling, harnessing landfill gas, and reducing emissions. In September 2025, Republic Services announced that its recycled plastic flake provides a 54% lower carbon footprint for sustainable packaging. The company engages in community partnerships, such as the Mint 400 Desert Clean-Up, to promote environmental stewardship.

Republic Services, Inc. has a significant portion of its stock owned by institutional investors and hedge funds, accounting for 57.73% of the stock. Cascade Investment, L.L.C., owned by Bill Gates, is a major shareholder, holding 35.1% of the company, with 109,816,832 shares as of August 19th, 2025. Various institutional investors and hedge funds have modified their holdings, with some increasing their stakes, such as Golden State Wealth Management LLC and Cranbrook Wealth Management LLC. Corporate insiders own 0.11% of the company's stock.