GFL Environmental Inc.
In the published model solve dated 2026-Q2, anchored at $39.30, GFL Environmental Inc. (GFL) is priced for +18.3% growth. 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 24, 2026 from SEC EDGAR filings.
• Core pricing rose 7.0% in the first quarter of 2026 while volume fell 1.2%, a deliberate trade of tonnes for margin that produced the highest first-quarter adjusted EBITDA margin in the company's history [Source: GFL first quarter 2026 results release]. • The balance sheet is the whole argument: net leverage was 3.6 times adjusted EBITDA at the end of March and is guided to the mid 3s by year end, while on the reported operating line profit covers the interest bill only about 1.6 times [Sourc
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315 institutional managers reported holding GFL in 13F filings for the quarter ended 2026-03-31. Together they hold about 68% of the company; the top 10 hold 41%. 48 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, MFS Investment Management, among others. On the short side, 11.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (4 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.
GFL's share count grew 2.2% over the past five years. It pays a dividend, and has for 6 years running, raised 5 years straight. Cash returned over the past three years: $61.99M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 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.