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Casella Waste Systems Inc Stock: price and insider trades · United States
Casella Waste Systems Inc: what insiders have been doing
Casella Waste Systems Inc, founded in 1975, is a Industrials company based in Rutland, United States. Its directors and officers file their transactions with SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for Casella Waste Systems Inc logged 45 filings by 18 insiders.
All open-market trades in the period are sales: 12 sales worth €2.7M, by 6 insiders, with no purchase on record. Casella Douglas R filed the largest sale, €1.1M, on 14 August 2026, which represents 0.023% of the company's market value.
The median gap between a trade and its publication by SEC (Form 4) is 1 day. Section 16 rules allow two business days to file each Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
For context, the typical company on the same exchange (median of 5,458 companies) published 22 filings over the same period, against 45 filings here. Since 2021, the database holds no purchases and 71 sales by insiders of the company. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 1.84 bn USD and net income at 7.9 m USD.
Elsewhere in the same sector, our signals recently picked up insider purchases at Tennant Co and Butler National Corp. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
209
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€31M
71 ops. · all time
Who traded when
BuySaleDouglas R. Casella5 sales
Edmond Coletta4 sales
Ligon Paul4 sales
Michael K. Burke4 sales
Helgeson Bradford John2 sales
John W. Casella2 sales
+3 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Casella Waste Systems Inc Buy (bullish), based on 10 analysts. Average price target: US$108.40.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 17,982 of 24,148 companies
35.1
score / 100
Value36
Quality35
FCF yld1.5%
Earn yld0.1%
EV/EBITDA17.8x
ROE0.4%
Gross mgn34%
Net mgn0.4%
Debt/EBITDA3.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$86.50
Analyst consensus
10 analystsBuy
US$91.00Target US$108.40(+25%)US$130.00
Income statement
RevenueUS$1.8B
Gross profitUS$620.2M34% margin
EBITDAUS$379.4M21% margin
Net incomeUS$7.9M0.3% margin
Valuation
PER (trailing)961.1x
PER (forward)60.2x
P/Book3.5x
Beta0.78
Balance sheet & cash
Market capUS$5.5B
Total debtUS$1.2B
Free Cash FlowUS$84M
Debt / Equity92%
Profitability & ownership
ROE0.4%
ROA1.7%
% insiders0.6%
% institutions125.8%
Last declaration on 3 September 2026
Declarations209 total
1,100 shares@ US$95.260.0020% mcap4.5% of flowClass A Common StockSEC:0001224062-26-000008:0
1,100 shares@ US$95.960.0064% mcap50.8% of flowCommonSEC144:0001958244-26-000573
1,100 shares@ US$93.740.0062% mcap49.2% of flowCommonSEC144:0001958244-26-000557
1,100 shares@ US$92.990.0019% mcap4.3% of flowClass A Common StockSEC:0001224062-26-000006:0
1,343 shares@ US$90.720.0074% mcap9.1% of flowCommonSEC144:0001958244-26-000510
1,838 shares@ US$90.890.0031% mcap1.4% of flowClass A Common StockSEC:0001055353-26-000008:0
13,319 shares@ US$91.070.023% mcap10.3% of flowClass A Common StockSEC:0001055353-26-000008:1
1,343 shares@ US$91.120.0023% mcap1.0% of flowClass A Common StockSEC:0001055353-26-000008:2
13,319 shares@ US$91.030.074% mcap90.9% of flowCommonSEC144:0001958244-26-000507
1,838 shares@ US$90.85490.0031% mcap1.4% of flowCommonSEC144:0001974078-26-000304
600 sharesClass A Common StockSEC:0001553453-26-000004:0
1,793 shares@ US$83.650.0022% mcap34.0% of flowClass A Common StockSEC:0001379357-26-000006:0
1,793 shares@ US$83.650.0022% mcap1.3% of flowClass A Common StockSEC:0001055353-26-000006:0
1,793 shares@ US$83.650.0022% mcap34.0% of flowClass A Common StockSEC:0001180658-26-000002:0
1,793 shares@ US$83.650.0022% mcap7.8% of flowClass A Common StockSEC:0001283143-26-000002:0
1,793 shares@ US$83.650.0022% mcap20.6% of flowClass A Common StockSEC:0001553453-26-000002:0
1,793 shares@ US$83.650.0022% mcap34.0% of flowClass A Common StockSEC:0001820260-26-000002:0
1,793 shares@ US$83.650.0022% mcap6.4% of flowClass A Common StockSEC:0001224062-26-000004:0
36,200 shares0Class B Common StockSEC:0001055352-26-000008:0
36,200 shares0Class B Common StockSEC:0001055352-26-000008:1
30,800 shares0Class B Common StockSEC:0001055352-26-000008:2
30,800 shares0Class B Common StockSEC:0001055352-26-000008:3
2,305 shares@ US$87.560.0028% mcap8.6% of flowClass A Common StockSEC:0001224062-26-000002:0
1,593 shares@ US$90.000.0020% mcap2.6% of flowClass A Common StockSEC:0001564279-26-000007:1
25 of 209 declarations
About Casella Waste Systems Inc
Casella Waste Systems, Inc. is a U.S.-based environmental services company listed on the NASDAQ under the ticker CWST. For international investors, the stock offers exposure to a defensive, infrastructure-like business model centered on solid waste collection, recycling, disposal, and broader resource-management services. The company is headquartered in Rutland, Vermont, United States, and its origins date back to 1975, when it began as Casella’s Refuse Removal. That family-rooted beginning is still part of the company’s identity: it started with local collection routes in Vermont and gradually evolved into a scaled regional platform through organic growth and acquisitions. ([casella.com](https://www.casella.com/our-company/))
Today, Casella operates an integrated waste-management model that spans collection, hauling, transfer stations, landfills, recycling operations, and related resource-management activities. Its geographic footprint is concentrated in the eastern United States, especially New England and parts of the Mid-Atlantic. That regional focus is strategically important: it allows Casella to build route density, control disposal flows, and monetize owned or controlled infrastructure more effectively than a small local hauler could. In industry terms, the company sits in the mid-cap consolidation lane — smaller than the national giants, but large enough to execute tuck-in acquisitions, improve utilization, and expand margins through scale and pricing. ([ir.casella.com](https://ir.casella.com/financial-information/annual-reports))
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From a product and service standpoint, Casella’s core offering is straightforward but economically attractive. Municipal, commercial, and industrial customers rely on it for regular waste collection, landfill disposal, recycling, and resource recovery. The business tends to benefit from recurring demand, local service relationships, and regulatory barriers that make the sector less commoditized than it may appear. In its February 2026 earnings release, Casella reported fiscal 2025 revenue of $1.837 billion, up 18.0% year over year, and Adjusted EBITDA of $422.8 million, up 17.3%. Management also guided fiscal 2026 revenue to $1.97 billion-$1.99 billion and Adjusted EBITDA to $455 million-$465 million, signaling continued growth momentum. ([ir.casella.com](https://ir.casella.com/news-releases/news-release-details/casella-waste-systems-inc-announces-fourth-quarter-and-fiscal-18))
Recent developments underline the company’s acquisition-driven playbook. Casella completed nine acquisitions in fiscal 2025, adding about $115 million in annualized revenue, and added roughly another $30 million after closing Mountain State Waste on January 1, 2026. It had announced the Mountain State Waste deal in July 2025, highlighting ongoing expansion in its regional footprint. For equity investors, this makes CWST a hybrid of defensive cash-generation and roll-up growth: a waste-services platform with recurring demand, strong regional positioning, and a management team still actively densifying the network across the eastern United States. ([ir.casella.com](https://ir.casella.com/news-releases/news-release-details/casella-waste-systems-inc-announces-fourth-quarter-and-fiscal-18))
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