Clean Harbors (NYSE:CLH) Director John Welch Sells 750 Shares

February 21, 2026 by InsiderTrades.com

Key Points

CFO Eric Dugas sold 2,788 shares on Feb. 20 at an average price of $281.31, generating about $784,292 and reducing his stake by 14.9% to 15,933 shares (≈$4.48M).
Clean Harbors beat Q4 expectations (EPS $1.62 vs. $1.59; revenue $1.50B vs. $1.46B), drew analyst target raises and upbeat commentary on PFAS-driven growth, and announced a roughly $130M acquisition of Depot Connect’s industrial and rail services business.

Clean Harbors, Inc. (NYSE:CLH - Get Free Report) Director John Welch sold 750 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $273.07, for a total value of $204,802.50. Following the completion of the transaction, the director owned 10,237 shares of the company's stock, valued at approximately $2,795,417.59. This trade represents a 6.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Clean Harbors Trading Up 1.1%

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Clean Harbors stock opened at $284.30 on Friday. Clean Harbors, Inc. has a 12 month low of $178.29 and a 12 month high of $288.81. The business's fifty day simple moving average is $255.42 and its two-hundred day simple moving average is $240.18. The company has a market capitalization of $15.04 billion, a price-to-earnings ratio of 39.05 and a beta of 0.96. The company has a current ratio of 2.33, a quick ratio of 2.09 and a debt-to-equity ratio of 1.01.

Clean Harbors (NYSE:CLH - Get Free Report) last announced its quarterly earnings results on Wednesday, February 18th. The business services provider reported $1.62 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.59 by $0.03. Clean Harbors had a return on equity of 14.47% and a net margin of 6.48%.The firm had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.46 billion. During the same period in the prior year, the company posted $1.55 earnings per share. The company's quarterly revenue was up 4.8% on a year-over-year basis. As a group, equities analysts predict that Clean Harbors, Inc. will post 7.89 earnings per share for the current fiscal year.

Analyst Ratings Changes

CLH has been the subject of several research reports. The Goldman Sachs Group increased their price objective on shares of Clean Harbors from $228.00 to $253.00 and gave the company a "neutral" rating in a report on Tuesday, January 20th. Truist Financial raised their target price on shares of Clean Harbors from $250.00 to $310.00 and gave the stock a "buy" rating in a report on Thursday. Barclays cut their price objective on Clean Harbors from $253.00 to $230.00 and set an "equal weight" rating on the stock in a research report on Thursday, October 30th. Needham & Company LLC raised their target price on shares of Clean Harbors from $290.00 to $308.00 and gave the stock a "buy" rating in a research report on Thursday. Finally, Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Clean Harbors in a research report on Monday, December 29th. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Clean Harbors presently has a consensus rating of "Moderate Buy" and an average target price of $283.09.

Check Out Our Latest Analysis on Clean Harbors

Hedge Funds Weigh In On Clean Harbors

Hedge funds and other institutional investors have recently made changes to their positions in the company. Norges Bank acquired a new stake in Clean Harbors during the fourth quarter worth about $152,195,000. Durable Capital Partners LP purchased a new position in shares of Clean Harbors in the third quarter valued at approximately $133,217,000. Nordea Investment Management AB grew its holdings in shares of Clean Harbors by 120.8% in the fourth quarter. Nordea Investment Management AB now owns 1,040,594 shares of the business services provider's stock valued at $246,725,000 after purchasing an additional 569,388 shares in the last quarter. Two Sigma Investments LP increased its stake in Clean Harbors by 148.3% during the 3rd quarter. Two Sigma Investments LP now owns 384,494 shares of the business services provider's stock worth $89,287,000 after buying an additional 229,666 shares during the period. Finally, Janus Henderson Group PLC boosted its position in Clean Harbors by 10.0% in the 4th quarter. Janus Henderson Group PLC now owns 2,376,088 shares of the business services provider's stock valued at $557,146,000 after buying an additional 215,659 shares during the period. Hedge funds and other institutional investors own 90.43% of the company's stock.

Trending Headlines about Clean Harbors

Here are the key news stories impacting Clean Harbors this week:

Positive Sentiment: Q4 results beat expectations — Clean Harbors reported stronger-than-expected Q4 revenue and EPS (record revenue cited) and management highlighted PFAS-related growth and ongoing operational investments, which underpins the upbeat near-term narrative. Q4 Earnings Transcript
Positive Sentiment: Analysts lifting targets — Needham raised its price target to $308 and maintained a Buy rating after strong Q4 results, signaling institutional confidence in earnings momentum. Needham Price Target Raise
Positive Sentiment: Wells Fargo raised its price target to $291 (Equal Weight), reflecting revised valuations after the earnings print. This adds incremental analyst support to the stock. Wells Fargo Price Target
Positive Sentiment: Acquisition announced — Clean Harbors agreed to buy Depot Connect International’s Industrial and Rail Services business for about $130M, expanding industrial services exposure and potentially accelerating revenue/EBITDA contribution. Depot Connect Acquisition
Neutral Sentiment: Investor outreach — Clean Harbors will present at the Raymond James conference on March 3, offering additional management access that could clarify strategy and guide sentiment. Conference Participation
Neutral Sentiment: Analyst/valuation coverage and deep dives — Several post-earnings write-ups explore CLH’s valuation, buybacks, fleet investment and PFAS growth; useful for investors but not immediate catalysts. Valuation Analysis
Negative Sentiment: Insider selling — Multiple senior insiders sold stock this week: Director John R. Welch sold 750 shares (SEC filing), CFO Eric Dugas sold 2,788 shares (~14.9% reduction in his position), and EVP Sharon Gabriel sold 3,540 shares (~13.2% reduction). Large insider sales can signal portfolio rebalancing or raise governance/conviction questions. Welch SEC Filing Dugas SEC Filing Gabriel SEC Filing
Negative Sentiment: Mixed/Lower analyst estimates from Zacks — Zacks cut several near-term and FY estimates (including FY2027 down notably), which could temper expectations and limit upside until guidance clarity is provided.

Clean Harbors Company Profile

(Get Free Report)

Clean Harbors, Inc is a leading provider of environmental, energy and industrial services in North America. The company specializes in the collection, transportation and disposal of hazardous and non-hazardous wastes, emergency spill response and remediation, industrial cleaning and on-site field services. Its comprehensive service offering also includes chemical neutralization, drum crushing, high-pressure water blasting, tank cleaning and vacuum services designed to help customers meet stringent environmental regulations.

Founded in 1980 by Alan S.