CASELLA WASTE SYSTEMS, INC.
In the published model solve dated 2026-Q2, anchored at $93.53, CASELLA WASTE SYSTEMS, INC. (CWST) is priced for today's economics sustained for ~11.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Casella is a route-density business in the Northeast that owns the disposal end of its own pipeline, with collection at about 65% of revenue feeding the transfer stations and landfills the company also owns, so a ton it picks up can pay it twice. • Most of the recent growth was purchased rather than generated: the FY2025 annual report attributes 198.1 million dollars of the 249.5 million dollar increase in solid waste revenue to acquisitions, 16.1 of the 20.3 points of growth, and the share c
Is CWST overvalued? See what's priced in →
391 institutional managers reported holding CWST in 13F filings for the quarter ended 2026-03-31. 59 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 4.4M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (7.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CWST's share count grew 23.7% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CWST over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CWST's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | -4.7% | -4.7% |
| 2023-11-03 | +4.1% | +2.3% |
| 2024-02-17 | -0.0% | +1.8% |
| 2024-04-27 | -5.2% | +10.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CWST's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-07-01 (items 5.02); 2026-06-08 (items 5.07); 2026-06-01 (items 8.01); 2026-05-27 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.