Cibc World Market Inc. Cuts Stake in GFL Environmental Inc. $GFL

Cibc World Market Inc. lessened its position in GFL Environmental Inc. (NYSE:GFL) by 8.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 287,277 shares of the company’s stock after selling 26,957 shares during the period. Cibc World Market Inc.’s holdings in GFL Environmental were worth $13,613,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Jones Financial Companies Lllp lifted its position in GFL Environmental by 684.5% in the first quarter. Jones Financial Companies Lllp now owns 2,573 shares of the company’s stock valued at $124,000 after purchasing an additional 2,245 shares during the period. Goldman Sachs Group Inc. lifted its holdings in shares of GFL Environmental by 94.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 714,438 shares of the company’s stock valued at $34,514,000 after buying an additional 346,394 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of GFL Environmental by 3.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 458,936 shares of the company’s stock valued at $22,171,000 after buying an additional 14,252 shares in the last quarter. Vanguard Personalized Indexing Management LLC boosted its stake in shares of GFL Environmental by 28.6% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 13,783 shares of the company’s stock valued at $695,000 after buying an additional 3,063 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. grew its holdings in GFL Environmental by 10.3% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 5,228 shares of the company’s stock worth $264,000 after acquiring an additional 489 shares during the period. 64.70% of the stock is currently owned by institutional investors and hedge funds.

GFL Environmental Stock Down 6.0%

Shares of NYSE GFL opened at $41.40 on Friday. The firm’s 50-day moving average is $43.24 and its two-hundred day moving average is $45.61. The company has a market capitalization of $14.87 billion, a PE ratio of 6.09 and a beta of 0.88. GFL Environmental Inc. has a 12-month low of $40.83 and a 12-month high of $52.00. The company has a debt-to-equity ratio of 0.98, a current ratio of 0.69 and a quick ratio of 0.69.

GFL Environmental Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 13th were issued a dividend of $0.0154 per share. This represents a $0.06 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Tuesday, January 13th. GFL Environmental’s dividend payout ratio is 0.94%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Citigroup reduced their target price on GFL Environmental from $58.00 to $56.00 and set a “buy” rating for the company in a report on Friday, January 16th. Barclays increased their price target on shares of GFL Environmental from $62.00 to $63.00 and gave the company an “overweight” rating in a report on Thursday. Scotiabank decreased their price objective on shares of GFL Environmental from $57.00 to $56.00 and set a “sector outperform” rating on the stock in a report on Thursday. The Goldman Sachs Group started coverage on shares of GFL Environmental in a report on Monday, November 24th. They issued a “neutral” rating and a $50.00 target price for the company. Finally, Weiss Ratings downgraded shares of GFL Environmental from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $56.67.

Key Headlines Impacting GFL Environmental

Here are the key news stories impacting GFL Environmental this week:

• Positive Sentiment: Q4 EPS beat and margin strength — GFL reported $0.26 EPS (above consensus) and highlighted record Adjusted EBITDA margins (30.2% Q4, 30.0% full-year), signaling improved profitability and operational leverage. Article Title
• Positive Sentiment: Company outlook and buy-side support — Management issued full-year 2026 guidance that targets revenue and Adjusted EBITDA growth (PR Newswire summary), and RBC raised its price target to $60 with an Outperform rating, signaling analyst confidence in the company’s outlook. Article Title RBC Price Target
• Neutral Sentiment: Analyst reactions mixed but generally constructive — Several firms revised forecasts after the quarter (some raising targets, one modest cut by Scotiabank to $56). The street still shows multiple buy/outperform ratings and a median longer-term target above current levels. Article Title Scotiabank Note
• Negative Sentiment: Revenue and some cash metrics disappointed — Q4 revenue reported at $1.23B missed some street expectations and showed YoY declines in reported results across certain reports; cash balances and net income were flagged lower in third‑party summaries, raising concerns about near-term top-line momentum. Article Title
• Negative Sentiment: Local operational incident — Multiple GFL garbage trucks were damaged in a fire at an Etobicoke yard; while likely manageable via insurance and localized response, the event adds short-term operational/sentiment risk. Article Title

GFL Environmental Company Profile

GFL Environmental Inc is a leading North American provider of diversified environmental services, offering comprehensive solutions across solid waste management, liquid waste management, soil remediation and infrastructure services. The company’s core business activities include residential, commercial and industrial waste collection, recycling, composting and landfill management. In addition to traditional waste services, GFL provides specialized liquid waste hauling, treatment and disposal services as well as environmental consulting to support industrial and municipal clients in meeting regulatory and sustainability goals.

Founded in 2007 by entrepreneur Patrick Dovigi, GFL Environmental has pursued an aggressive growth strategy driven by strategic acquisitions and organic expansion.