CASELLA WASTE SYSTEMS, INC.
At today's price, CASELLA WASTE SYSTEMS, INC. (CWST) is priced for today's economics sustained for ~13.4 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Casella's defining asset is permitted landfill capacity in the Northeast, a scarce, near-impossible-to-replicate resource that lets it internalize its own collected waste; the company is working to ⟦"optimiz"⟧e ⟦"the internalization of solid waste and recycling volumes"⟧ and is pursuing permits to more than double tonnage at key sites. • The biggest risk is the price relative to reported profit: GAAP earnings are minimal because heavy depreciation and acquisition costs absorb the income line,
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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: 2026-07-01 (items 5.02); 2026-06-08 (items 5.07); 2026-06-01 (items 8.01); 2026-05-27 (items 8.01, 9.01); 2026-05-11 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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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.