WM (NYSE: WM) reported third-quarter 2026 revenue of $6.846 billion, up 6.3% from a year earlier, and net income attributable to Waste Management Inc. of $820 million. Diluted earnings per share were $2.05, compared with $1.49 in the prior-year quarter.
The company returned $957 million to shareholders during the quarter through $580 million of share repurchases and $377 million of cash dividends. WM reaffirmed its 2026 guidance ranges.
- Third-quarter operating income was $1.279 billion, compared with $989 million a year earlier.
- Healthcare Solutions revenue grew 3.7%, while its operating income increased by $41 million.
- Net cash provided by operating activities totaled $4.867 billion through the first nine months of 2026.
- WM expects full-year revenue at the high end of its $26.275 billion to $26.475 billion guidance range.
- The company began operations at a renewable natural gas facility in New York, its eighteenth new facility completed since 2022.
$WM Insider Trading Activity
$WM insiders have traded $WM stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $WM stock by insiders over the last 6 months:
- RAFAEL CARRASCO (SVP of Enterprise Strategy) sold 2,655 shares for an estimated $585,334
- JOHN A. CARROLL (VP & Chief Accounting Officer) sold 1,365 shares for an estimated $300,163
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$WM Hedge Fund Activity
We have seen 1,040 institutional investors add shares of $WM stock to their portfolio, and 1,068 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,348,368 shares (+inf%) to their portfolio in Q2 2026, for an estimated $523,404,259
- JPMORGAN CHASE & CO added 2,250,680 shares (+inf%) to their portfolio in Q2 2026, for an estimated $501,631,558
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,706,093 shares (+19.5%) to their portfolio in Q2 2026, for an estimated $380,254,007
- PICTET ASSET MANAGEMENT HOLDING SA removed 929,837 shares (-61.6%) from their portfolio in Q2 2026, for an estimated $207,242,070
- GATES FOUNDATION TRUST removed 921,600 shares (-3.3%) from their portfolio in Q2 2026, for an estimated $205,406,208
- BARCLAYS PLC removed 839,055 shares (-30.8%) from their portfolio in Q2 2026, for an estimated $187,008,578
- DIAMANT ASSET MANAGEMENT, INC. removed 767,165 shares (-99.5%) from their portfolio in Q2 2026, for an estimated $170,985,735
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
