Transaction details
Sharon M. Gabriel, serving as executive vice president and chief information officer at Clean Harbors Inc. (NYSE:CLH), executed a sale of 3,540 shares of the company s common stock on February 20, 2026. The shares were sold at a price of $282.07 each, producing gross proceeds of $998,527. After completing the sale, Gabriel directly holds 23,193 shares of Clean Harbors.
Quarterly performance and guidance
Clean Harbors reported fourth-quarter 2025 results that exceeded consensus estimates for both revenue and adjusted EBITDA. The company identified its Environmental Services business as a key contributor to the quarter s performance, noting it produced the strongest quarterly revenue growth of the year. In the wake of that performance, Clean Harbors set fiscal year 2026 guidance with net income and free cash flow midpoints that sit above market expectations.
Acquisition and timing
In a strategic transaction, Depot Connect International has agreed to sell its Industrial and Rail Services business to Clean Harbors for approximately $130 million. The parties expect the deal to close in the first half of 2026.
Market reaction and analyst moves
Analysts responded to the company s results and outlook by raising price targets. Needham, Oppenheimer, and BMO Capital increased their targets, citing the strong quarterly results and a favorable outlook. TD Cowen also raised its price target, calling out Clean Harbors M&A potential.
Bottom line
The insider sale by Gabriel coincides with a period of positive operational results and strategic activity for Clean Harbors. The company s better-than-expected fourth-quarter results, guidance that places fiscal 2026 midpoints above expectations, and the planned acquisition of Depot Connect International s Industrial and Rail Services business have prompted analyst support and reflect what the company and commentators describe as robust demand and disciplined capital allocation strategies.
Note on limitations
The item above reports the transaction price, share counts, quarterly results, guidance posture, the announced acquisition and its expected timing, and analysts reactions as stated. Where expectations are noted, the company s and analysts statements reflect those expectations rather than guaranteed outcomes.