Casella Waste Systems (CWST)

171 Church Street, LLC • AGreen Energy, LLC • All Cycle Waste, Inc. • BGreen Energy, LLC • Brattleboro Salvage Company, LLC. • Bristol Waste Management, Inc. • C.V. Landfill, Inc. • Casella Major Account Services LLC • Casella Mid-Atlantic, LLC. • Casella of Holyoke, Inc. ...

IRS number

30338873

CWST stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$120.00

Low target

$113.00

High target

$127.00

Latest filings (excl ownership)

View all

Casella Waste Systems, Inc. Announces Offering of the Vermont Economic Development Authority Solid Waste Disposal Revenue Bonds

18 Feb 25

Casella Waste Systems, Inc. Announces Fourth Quarter and Fiscal Year 2024 Results and Provides Fiscal Year 2025 Guidance

12 Feb 25

8-K

Entry into a Material Definitive Agreement

23 Dec 24

8-K

Casella Waste Systems, Inc. Announces Pricing of Up to $45.0 Million of Finance Authority of Maine Solid Waste Disposal Revenue Bonds

Casella Waste Systems, Inc. Announces Offering of the Finance Authority of Maine Solid Waste Disposal Revenue Bonds

21 Nov 24

S-3ASR

Automatic shelf registration

31 Oct 24

Transcripts

View all

CWST

Earnings call transcript

2024 Q4

13 Feb 25

CWST

Earnings call transcript

2024 Q3

31 Oct 24

CWST

Earnings call transcript

2024 Q2

2 Aug 24

CWST

Earnings call transcript

2024 Q1

26 Apr 24

CWST

Earnings call transcript

2023 Q4

16 Feb 24

CWST

Earnings call transcript

2023 Q3

2 Nov 23

CWST

Earnings call transcript

2023 Q2

28 Jul 23

CWST

Earnings call transcript

2023 Q2

28 Jul 23

CWST

Earnings call transcript

2023 Q1

28 Apr 23

CWST

Earnings call transcript

2022 Q4

17 Feb 23

Latest ownership filings

View all

Notice of proposed sale of securities

3 Mar 25

144

Notice of proposed sale of securities

3 Mar 25

144

Notice of proposed sale of securities

3 Mar 25

144

Notice of proposed sale of securities

3 Mar 25

Financial summary

Financial statements Chart CWST financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	383.30 mm	383.30 mm	383.30 mm	383.30 mm	383.30 mm	383.30 mm
Cash burn (monthly)	45.22 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	99.58 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	283.72 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	6.3	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

CWST institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	340	339	+0.3%
Opened positions	44	54	-18.5%
Closed positions	43	25	+72.0%
Increased positions	121	123	-1.6%
Reduced positions	110	106	+3.8%

13F shares	Current	Prev Q	Change
Total value	6.45 tn	5.90 tn	+9.3%
Total shares	65.10 mm	63.54 mm	+2.5%
Total puts	7.70 k	8.30 k	-7.2%
Total calls	95.30 k	19.20 k	+396.4%
Total put/call ratio	0.1	0.4	-81.3%

Largest owners	Shares	Value	Change
Vanguard	6.11 mm	$646.56 bn	+2.1%
BlackRock	4.77 mm	$505.02 bn	+4.6%
Conestoga Capital Advisors	3.24 mm	$342.31 bn	-0.3%
William Blair Investment Management	2.64 mm	$279.39 bn	-0.4%
Wasatch Advisors	2.58 mm	$272.70 bn	+48.2%
JPM JPMorgan Chase & Co.	1.95 mm	$206.44 bn	-2.4%
IVZ Invesco	1.83 mm	$193.66 bn	+0.8%
Wellington Management	1.64 mm	$174.00 bn	+13.1%
Earnest Partners	1.62 mm	$170.96 bn	-0.8%
Westfield Capital Management	1.52 mm	$160.86 bn	+60.0%

Largest transactions	Shares	Bought/sold	Change
Wasatch Advisors	2.58 mm	+838.09 k	+48.2%
Westfield Capital Management	1.52 mm	+569.82 k	+60.0%
Norges Bank	413.81 k	+413.81 k	NEW
RJF Raymond James Financial	296.06 k	+296.06 k	NEW
Ghisallo Capital Management	25.00 k	-275.00 k	-91.7%
T. Rowe Price	483.35 k	-267.99 k	-35.7%
Voya Investment Management	279.74 k	+260.69 k	+1368.2%
Fred Alger Management	813.40 k	-255.15 k	-23.9%
SG Capital Management	254.30 k	+254.30 k	NEW
Raymond James & Associates	0.00	-223.99 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

CWST insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
3 Mar 25	Kevin Drohan	Class A Common Stock	Sell	Dispose S	No	No	113.48	1,136	128.91 k	5,398
3 Mar 25	Shelley E. Sayward	Class A Common Stock	Sell	Dispose S	No	No	113.35	1,938	219.67 k	23,716
3 Mar 25	Edmond Coletta	Class A Common Stock	Sell	Dispose S	No	No	113.75	5,206	592.18 k	158,381
3 Mar 25	John W Casella	Class A Common Stock	Sell	Dispose S	No	No	113.88	13,577	1.55 mm	26,258
3 Mar 25	Sean Steves	Class A Common Stock	Sell	Dispose S	No	No	113.49	495	56.18 k	6,763
27 Feb 25	Kevin Drohan	Class A Common Stock	Grant	Acquire A	No	No	0	3,639	0.00	6,534
27 Feb 25	Shelley E. Sayward	Class A Common Stock	Grant	Acquire A	No	No	0	6,367	0.00	25,654
27 Feb 25	Edmond Coletta	Class A Common Stock	Grant	Acquire A	No	No	0	14,553	0.00	163,587
27 Feb 25	John W Casella	Class A Common Stock	Grant	Acquire A	No	No	0	29,106	0.00	39,835
27 Feb 25	Sean Steves	Class A Common Stock	Grant	Acquire A	No	No	0	1,456	0.00	7,258