WM · News · 20260815N

Market Demand Trends

WASTE MANAGEMENT INC · 2026-08-15 · Importance 20 · Surprise 24

Third-party reports indicate softer waste collection volumes are weighing on Waste Management’s outlook. The weakness appears to be broad across the company’s waste collection activities, with analysts citing volume concerns despite continued year-over-year revenue growth. No specific customer type or geographic market was identified as the source of the volume softness.

Key facts

• Exchange Traded Concepts LLC increased its stake in Waste Management by 38.8% in Q2 2026, purchasing 4,458 additional shares to own a total of 15,943 shares valued at $3.55 million. source
• L. Roy Papp & Associates LLP increased its stake in Waste Management by 42.5% in Q2, holding 18,969 shares valued at $4.23 million. source
• ABN Amro Investment Solutions reduced its stake in Waste Management by 9.9% in the second quarter of 2026, selling 36,488 shares and retaining 331,967 shares valued at approximately $74 million. source
• Waste Management faces concerns regarding softer volumes. source
• Waste Management faces concerns about softer collection volumes. source
• Waste Management is described as having elevated debt / elevated leverage. source
• Waste Management is described as having a P/E ratio near 32. source
• Analysts give Waste Management a "Moderate Buy" consensus rating with an average price target of $258.89. source