InsidersTradesSigma
Track the Casella Waste Systems INC stock price and the full management transaction log of the company, a listed equity based in United States. Shares are listed on the US market, under the oversight of SEC (Form 4). Operating in the Technology sector, Casella Waste Systems INC has published 204 insider filings. Market capitalisation: €5.9bn. The latest transaction was disclosed on 26 August 2026 (Cession). Among the most active insiders: CASELLA DOUGLAS R. The full history is openly available.
204
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€31m
70 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Casella Waste Systems INC Buy (bullish), based on 10 analysts. Average price target: US$111.80.
47Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 21,715 of 29,042 companies
34.7
score / 100
Value35
Quality35
FCF yld1.4%
Earn yld0.1%
EV/EBITDA18.7x
ROE0.4%
Gross mgn34%
Net mgn0.4%
Debt/EBITDA3.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 26 August 2026
Declarations204 total
1,100 shares@ US$92.99Class A Common StockSEC:0001224062-26-000006:0
1,838 shares@ US$90.890.0029% mcap1.4% of flowClass A Common StockSEC:0001055353-26-000008:0
13,319 shares@ US$91.070.021% mcap10.3% of flowClass A Common StockSEC:0001055353-26-000008:1
1,343 shares@ US$91.120.0021% mcap1.0% of flowClass A Common StockSEC:0001055353-26-000008:2
1,838 shares@ US$90.85490.0029% mcap1.6% of flowCommonSEC144:0001974078-26-000304
600 sharesClass A Common StockSEC:0001553453-26-000004:0
1,793 shares@ US$83.650.0022% mcap7.5% of flowClass A Common StockSEC:0001224062-26-000004:0
1,793 shares@ US$83.650.0022% mcap50.1% of flowClass A Common StockSEC:0001379357-26-000006:0
1,793 shares@ US$83.650.0022% mcap1.2% of flowClass A Common StockSEC:0001055353-26-000006:0
1,793 shares@ US$83.650.0022% mcap50.1% of flowClass A Common StockSEC:0001180658-26-000002:0
1,793 shares@ US$83.650.0022% mcap5.6% of flowClass A Common StockSEC:0001283143-26-000002:0
1,793 shares@ US$83.650.0022% mcap30.9% of flowClass A Common StockSEC:0001553453-26-000002:0
1,793 shares@ US$83.650.0022% mcap50.1% of flowClass A Common StockSEC:0001820260-26-000002:0
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% mcap10.9% of flowClass A Common StockSEC:0001224062-26-000002:0
4,907 shares@ US$90.070.0061% mcap7.3% of flowClass A Common StockSEC:0001564279-26-000007:2
1,593 shares@ US$90.000.0020% mcap2.4% of flowClass A Common StockSEC:0001564279-26-000007:1
6,000 shares@ US$89.030.0074% mcap8.8% of flowClass A Common StockSEC:0001564279-26-000007:0
40,000 shares0Class B Common StockSEC:0001055353-26-000002:0
989 shares0Class A Common StockSEC:0002114418-26-000005:0
5,513 shares0Class A Common StockSEC:0001055352-26-000006:0
25 of 204 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)) 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))
