Insider Trading March 9, 2026

Waste Management President Disposes of $1.95M in Stock as Q4 Results Fall Short

John J. Morris sells nearly 8,000 shares while company reports slight EPS and revenue misses and announces dividend and executive incentives

By Sofia Navarro WM
Waste Management President Disposes of $1.95M in Stock as Q4 Results Fall Short
WM

Waste Management Inc.'s President and Chief Operating Officer, John J. Morris, sold 7,979 shares on March 6, 2026, generating $1.95 million at $245.07 per share. The transaction occurred as the stock traded near its 52-week high and after the company reported fourth-quarter 2025 results that missed expectations on both EPS and revenue. Waste Management also declared a quarterly dividend and disclosed annual incentive awards for senior executives.

Key Points

  • John J. Morris, Waste Management’s President and COO, sold 7,979 shares on March 6, 2026, for $245.07 per share, totaling $1.95 million.
  • The sale occurred while WM shares were trading near a 52-week high of $248.13 and are assessed by InvestingPro as overvalued relative to Fair Value.
  • Waste Management’s Q4 2025 results showed EPS of $1.93 versus an expected $1.95 and revenue of $6.31 billion versus an expected $6.39 billion; the company also declared a $0.945 quarterly dividend and granted annual incentive awards to top executives.

Transaction details

Waste Management Inc. (NYSE: WM) President and Chief Operating Officer John J. Morris executed a sale of 7,979 shares of the company’s common stock on March 6, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares changed hands at $245.07 apiece, producing a total transaction value of $1.95 million.

The timing of the sale coincided with the stock trading close to its 52-week high of $248.13. InvestingPro data cited in the filing indicates the stock is currently assessed as overvalued when compared with its Fair Value analysis.

Shareholdings after the sale

Following the disposition, Morris directly holds 98,656 shares of Waste Management common stock. The filing also records indirect ownership of 2,439.3761 shares through a 401(k) plan.

Recent financial results and corporate actions

Waste Management reported fourth-quarter 2025 earnings with diluted earnings per share of $1.93, narrowly missing the consensus expectation of $1.95, a -1.03% surprise. Quarterly revenue totaled $6.31 billion versus a forecast of $6.39 billion.

The company announced a quarterly cash dividend of $0.945 per share, payable on March 27, 2026, to shareholders of record as of March 13, 2026. Separately, Waste Management’s Management Development and Compensation Committee awarded annual incentive compensation to several senior executives, including Chief Executive Officer James C. Fish, Jr.

Context for investors

The Form 4 filing provides the most recent public detail on Morris’s holdings and the transaction. The company’s financial release supplies contemporaneous operational and compensation information, highlighting the announced dividend and incentive awards alongside the quarter’s near-miss on EPS and revenue targets.


Note: The company is among those covered by InvestingPro’s Pro Research Reports, which the filing notes as part of its broader coverage universe of more than 1,400 U.S. equities and includes Fair Value analysis tools referenced in the filing.

Risks

  • The company reported fourth-quarter 2025 EPS and revenue that came in slightly below analysts’ expectations, indicating potential near-term performance uncertainty in the waste services sector and broader industrial services markets.
  • The stock is trading near its 52-week high and is indicated by InvestingPro to be overvalued relative to its Fair Value, which may affect investor valuation assessments and capital markets reactions.
  • An insider sale of this size, while documented, may raise questions for market participants about timing and confidence, creating potential volatility for the company’s shares in equity markets.

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