Key Points
- CEO Rafael Santana sold $441,786.58 of stock (1,798 shares) on Feb. 10 at an average $245.71, reducing his holding by 1.49% to 118,749 shares; the sale was disclosed in an SEC filing.
- Wabtec beat Q4 estimates and raised guidance, reporting $2.10 EPS and $2.97B revenue, issuing FY‑2026 EPS guidance of $10.05–$10.45, while approving a $1.2B share buyback and boosting the quarterly dividend to $0.31.
Wabtec (NYSE:WAB - Get Free Report) CEO Rafael Santana sold 1,798 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $245.71, for a total value of $441,786.58. Following the completion of the sale, the chief executive officer directly owned 118,749 shares of the company's stock, valued at approximately $29,177,816.79. This represents a 1.49% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.
Rafael Santana also recently made the following trade(s):
- On Wednesday, December 17th, Rafael Santana sold 1,798 shares of Wabtec stock. The stock was sold at an average price of $212.17, for a total value of $381,481.66.
Wabtec Stock Down 0.1%
Shares of WAB opened at $254.05 on Friday. Wabtec has a 52-week low of $151.81 and a 52-week high of $262.40. The company has a quick ratio of 0.75, a current ratio of 1.11 and a debt-to-equity ratio of 0.38. The stock has a fifty day simple moving average of $225.53 and a two-hundred day simple moving average of $206.78. The company has a market capitalization of $43.43 billion, a PE ratio of 37.20, a price-to-earnings-growth ratio of 1.74 and a beta of 1.01.
Wabtec (NYSE:WAB - Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The transportation company reported $2.10 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.08 by $0.02. Wabtec had a net margin of 10.48% and a return on equity of 14.12%. The firm had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.86 billion. During the same quarter in the prior year, the firm posted $1.68 earnings per share. Wabtec's quarterly revenue was up 14.8% on a year-over-year basis. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. As a group, equities analysts forecast that Wabtec will post 8.54 EPS for the current year.
Wabtec Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 17th will be issued a dividend of $0.31 per share. The ex-dividend date is Tuesday, February 17th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from Wabtec's previous quarterly dividend of $0.25. Wabtec's payout ratio is 14.53%.
Wabtec announced that its board has approved a stock buyback plan on Wednesday, February 11th that permits the company to buyback $1.20 billion in outstanding shares. This buyback authorization permits the transportation company to reacquire up to 2.9% of its shares through open market purchases. Shares buyback plans are generally an indication that the company's board believes its shares are undervalued.
Institutional Trading of Wabtec
Large investors have recently modified their holdings of the stock. Norges Bank purchased a new position in Wabtec in the fourth quarter valued at $409,039,000. Nordea Investment Management AB grew its position in shares of Wabtec by 55.5% during the fourth quarter. Nordea Investment Management AB now owns 3,069,340 shares of the transportation company's stock worth $659,939,000 after buying an additional 1,095,083 shares in the last quarter. Farallon Capital Management LLC increased its stake in shares of Wabtec by 68.6% during the third quarter. Farallon Capital Management LLC now owns 2,205,098 shares of the transportation company's stock worth $442,056,000 after buying an additional 896,900 shares during the period. Bank of Montreal Can raised its holdings in Wabtec by 360.0% in the fourth quarter. Bank of Montreal Can now owns 885,197 shares of the transportation company's stock valued at $188,945,000 after acquiring an additional 692,773 shares in the last quarter. Finally, UBS Group AG raised its holdings in Wabtec by 194.2% in the third quarter. UBS Group AG now owns 1,033,304 shares of the transportation company's stock valued at $207,146,000 after acquiring an additional 682,048 shares in the last quarter. Hedge funds and other institutional investors own 91.69% of the company's stock.
More Wabtec News
Here are the key news stories impacting Wabtec this week:
- Positive Sentiment: Q4 results beat consensus and management issued upbeat FY‑2026 guidance — EPS and revenue topped estimates, adjusted EPS jumped y/y, and management raised FY guidance for both EPS (10.05–10.45) and revenue ($12.2–12.5B), signaling stronger-than-expected demand and margin outlook. Wabtec (NYSE:WAB) Delivers Strong Q4 CY2025 Numbers
- Positive Sentiment: Record backlog and large locomotive contracts support multi-year revenue visibility — backlog hit ~$27B and Wabtec cited major new orders (including ~$2.5B in locomotive deals), underpinning revenue growth and aftermarket services. Wabtec sales increase in fourth quarter as backlog hits record levels
- Positive Sentiment: $1.2 billion share buyback authorized — board approval to repurchase up to ~2.9% of shares can support EPS and signal management confidence in valuation. RTT News - Stock Buybacks
- Positive Sentiment: Acquisition of Dellner Couplers completed (adds safety‑critical passenger-rail tech and global footprint) — strengthens transit portfolio and should accelerate cross-selling in passenger systems. Wabtec Finalizes Acquisition of Dellner Couplers
- Positive Sentiment: Analysts are revising estimates and price targets higher — Stephens raised its price target to $290 (overweight) and other shops boosted forecasts after Q4, which could attract buy-side interest. Benzinga - Analysts Boost Forecasts
- Neutral Sentiment: Rail customer orders in the market (CSX and others) may benefit Wabtec as fleet renewals continue — CSX awarded large locomotive contracts that expand addressable market, but timing and Wabtec's direct participation vary. Railway Gazette - CSX awards $670m contract
- Negative Sentiment: Insider selling by CEO — Rafael Santana sold ~1,798 shares (~1.49% lower personal holding), a small, disclosed sale that some traders may view negatively despite being modest relative to total holdings. SEC Form 4 - Insider Sale
Wall Street Analysts Forecast Growth
A number of analysts recently issued reports on WAB shares. Bank of America raised their price objective on Wabtec from $228.00 to $233.00 and gave the stock a "buy" rating in a research report on Thursday, November 13th. Citigroup lifted their target price on shares of Wabtec from $258.00 to $283.00 and gave the company a "buy" rating in a report on Thursday. JPMorgan Chase & Co. upped their price target on Wabtec from $215.00 to $245.00 and gave the stock a "neutral" rating in a research note on Wednesday, January 14th. Wells Fargo & Company boosted their price objective on Wabtec from $221.00 to $224.00 and gave the company an "equal weight" rating in a report on Wednesday, December 17th. Finally, Wolfe Research raised Wabtec from a "peer perform" rating to an "outperform" rating and set a $245.00 target price on the stock in a research note on Thursday, January 8th. Eight investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Wabtec has a consensus rating of "Moderate Buy" and a consensus price target of $259.30.
Check Out Our Latest Stock Report on WAB
Wabtec Company Profile
(
Get Free Report)
Wabtec Corporation (Westinghouse Air Brake Technologies Corporation) is a global provider of equipment, systems and services for the rail industry. The company supplies products and solutions to freight railroads, transit agencies and other industrial operators, focusing on technologies that improve the performance, safety and efficiency of locomotives and rail networks. Wabtec's business spans new equipment manufacturing, aftermarket parts and services, and digital and control systems for rail operations.
Product and service offerings include locomotive systems and components, braking and air systems, propulsion and traction equipment, signaling and control technologies, and a range of aftermarket services such as maintenance, remanufacturing, parts distribution and fleet modernization.
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