GFL Environmental Inc.
boothcheck covers GFL Environmental Inc. (GFL) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 26, 2026.
• Price, not volume, produced the growth: revenue excluding divestitures rose 9.5% in 2025, with 6.1 points of that coming from core pricing, 3.0 from acquisitions and only 0.5 from higher volumes [Source: GFL FY2025 40-F, annual MD&A]. • The obligations are the constraint: borrowings stood at 7,422.6 million Canadian dollars against a cash balance of 85.6 million at 31 December 2025, and profit before tax from continuing operations came to 226.9 million for the full year. • Watch the retained i
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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 26, 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.