Wabtec (NYSE:WAB) Given New $290.00 Price Target at Stephens

Wabtec (NYSE:WAB) had its price objective raised by Stephens from $230.00 to $290.00 in a research report released on Thursday morning,Benzinga reports. The brokerage currently has an overweight rating on the transportation company’s stock.

A number of other equities research analysts have also recently weighed in on the company. KeyCorp upped their price objective on Wabtec from $240.00 to $308.00 and gave the stock an “overweight” rating in a research note on Thursday. Citigroup lifted their price objective on shares of Wabtec from $258.00 to $283.00 and gave the company a “buy” rating in a research note on Thursday. Wolfe Research upgraded shares of Wabtec from a “peer perform” rating to an “outperform” rating and set a $245.00 target price for the company in a research report on Thursday, January 8th. Bank of America lifted their target price on shares of Wabtec from $228.00 to $233.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Finally, JPMorgan Chase & Co. upped their price target on Wabtec from $215.00 to $245.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Eight equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $259.30.

Wabtec Trading Down 0.1%

Shares of WAB stock opened at $254.05 on Thursday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.11 and a quick ratio of 0.75. The stock’s 50 day simple moving average is $225.53 and its two-hundred day simple moving average is $206.78. The company has a market cap 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 has a 1 year low of $151.81 and a 1 year high of $262.40.

Wabtec (NYSE:WAB) last posted its quarterly earnings data on Wednesday, February 11th. The transportation company reported $2.10 earnings per share 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 business had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.86 billion. During the same quarter in the previous year, the business posted $1.68 earnings per share. The business’s revenue was up 14.8% compared to the same quarter last year. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. Research analysts predict that Wabtec will post 8.54 earnings per share for the current year.

Wabtec declared that its Board of Directors has authorized a share repurchase plan on Wednesday, February 11th that allows the company to repurchase $1.20 billion in shares. This repurchase authorization allows the transportation company to buy up to 2.9% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board believes its stock is undervalued.

Wabtec Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 17th will be paid a $0.31 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This is a positive change from Wabtec’s previous quarterly dividend of $0.25. This represents a $1.24 annualized dividend and a dividend yield of 0.5%. Wabtec’s payout ratio is 14.53%.

Insider Buying and Selling

In related news, insider Rogerio Mendonca sold 2,019 shares of the business’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $214.51, for a total transaction of $433,095.69. Following the completion of the transaction, the insider owned 9,516 shares in the company, valued at approximately $2,041,277.16. The trade was a 17.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Rafael Santana sold 1,798 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 118,749 shares in the company, valued at approximately $29,177,816.79. The trade was a 1.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 15,673 shares of company stock worth $3,420,576 over the last ninety days. Insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Wabtec

Institutional investors and hedge funds have recently bought and sold shares of the stock. US Bancorp DE grew its stake in Wabtec by 10.9% during the 2nd quarter. US Bancorp DE now owns 8,400 shares of the transportation company’s stock worth $1,759,000 after buying an additional 826 shares during the last quarter. MGO One Seven LLC raised its position in Wabtec by 283.7% in the second quarter. MGO One Seven LLC now owns 4,412 shares of the transportation company’s stock worth $924,000 after acquiring an additional 3,262 shares in the last quarter. Sequoia Financial Advisors LLC increased its holdings in shares of Wabtec by 4.6% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 5,353 shares of the transportation company’s stock valued at $1,121,000 after purchasing an additional 233 shares in the last quarter. Atria Wealth Solutions Inc. increased its holdings in Wabtec by 44.7% in the second quarter. Atria Wealth Solutions Inc. now owns 3,410 shares of the transportation company’s stock valued at $714,000 after buying an additional 1,054 shares in the last quarter. Finally, NorthRock Partners LLC raised its holdings in Wabtec by 34.5% during the second quarter. NorthRock Partners LLC now owns 1,703 shares of the transportation company’s stock worth $357,000 after purchasing an additional 437 shares during the last quarter. 91.69% of the stock is owned by hedge funds and other institutional investors.

Wabtec News Roundup

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

About Wabtec

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.