Waste Management price target raised to $265 from $260 at Scotiabank

Published 27/06/2025, 12:46
Waste Management price target raised to $265 from $260 at Scotiabank

Investing.com - Scotiabank (TSX:BNS) raised its price target on Waste Management (NYSE:WM) to $265.00 from $260.00 on Friday, while maintaining a Sector Outperform rating on the waste management company. According to InvestingPro, Waste Management is a prominent player in the Commercial Services & Supplies industry, with a market capitalization of over $91 billion.

The firm increased its 2026 EV/EBITDA multiple by 0.5x to 15.5x, bringing it in line with other waste sector companies in its coverage. Currently trading at an EV/EBITDA of 17.1x, Waste Management has shown strong financial performance with a revenue growth of 10.8% in the last twelve months. Scotiabank expressed increased optimism about WM’s Healthcare segment following the company’s investor day, noting that synergy targets had been raised again.

Waste Management’s 2027 targets were described as broadly in line with Scotiabank’s expectations and slightly ahead of consensus estimates, with the company projecting high-single digit to low-double digit compound annual growth rates for key metrics. This growth is expected to be driven by organic expansion, Stericycle (NASDAQ:SRCL) synergy, self-help initiatives, and acquisitions.

Scotiabank anticipates Waste Management will continue raising its dividend at a strong pace and resume share buybacks when its leverage ratio normalizes, likely in the third quarter of 2026. InvestingPro data shows the company has maintained dividend payments for 28 consecutive years, with a recent dividend growth of 10%.

The firm highlighted Waste Management’s attractive valuation at 13.6x 2026 estimated earnings, representing a 3.9% free cash flow yield, which makes it the cheapest among the "Big 4" waste companies compared to the group average of 15.0x. Based on InvestingPro’s comprehensive analysis, the stock appears to be trading near its Fair Value, with 12 additional ProTips and extensive financial metrics available to subscribers through the Pro Research Report.

In other recent news, Waste Management has been the focus of several notable developments. The company has introduced new 2027 financial targets, emphasizing revenue growth, margin expansion, and capital allocation. This was part of a presentation at their Investor Day, where they also discussed integration strategies for their recent acquisition of Stericycle. Analysts have shown varied responses to these updates; JPMorgan upgraded Waste Management’s stock rating to Overweight and increased the price target to $277, citing expectations for revenue and EBITDA growth. In contrast, RBC Capital maintained a Sector Perform rating with a $229 price target, while Raymond (NSE:RYMD) James and William Blair reiterated their Outperform ratings, highlighting the company’s strong cash flow potential and dividend growth.

Additionally, Waste Management’s shareholders have approved the election of all nine director nominees to the Board and ratified Ernst & Young LLP as the independent accounting firm for the fiscal year ending December 31, 2025. This shareholder approval reflects confidence in the company’s leadership and strategic direction. Waste Management continues to focus on sustainability, with ongoing investments in renewable natural gas and recycling operations. These developments underscore the company’s efforts to enhance its market position and financial performance in the coming years.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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