American Century Companies Inc. Purchases 9,375 Shares of Wabtec $WAB

American Century Companies Inc. boosted its holdings in shares of Wabtec (NYSE:WAB) by 0.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,159,425 shares of the transportation company’s stock after acquiring an additional 9,375 shares during the period. American Century Companies Inc. owned approximately 0.68% of Wabtec worth $232,431,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Colonial Trust Advisors lifted its position in Wabtec by 454.5% in the 2nd quarter. Colonial Trust Advisors now owns 122 shares of the transportation company’s stock valued at $26,000 after acquiring an additional 100 shares in the last quarter. Piscataqua Savings Bank raised its stake in shares of Wabtec by 12,800.0% in the 3rd quarter. Piscataqua Savings Bank now owns 129 shares of the transportation company’s stock valued at $26,000 after purchasing an additional 128 shares during the period. Motco raised its stake in shares of Wabtec by 6,600.0% in the 3rd quarter. Motco now owns 134 shares of the transportation company’s stock valued at $27,000 after purchasing an additional 132 shares during the period. Salomon & Ludwin LLC lifted its holdings in shares of Wabtec by 370.6% in the third quarter. Salomon & Ludwin LLC now owns 160 shares of the transportation company’s stock valued at $32,000 after purchasing an additional 126 shares in the last quarter. Finally, North Capital Inc. boosted its position in shares of Wabtec by 18,900.0% during the third quarter. North Capital Inc. now owns 190 shares of the transportation company’s stock worth $38,000 after buying an additional 189 shares during the period. Institutional investors and hedge funds own 91.69% of the company’s stock.

Trending Headlines about Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Wabtec and Progress Rail reached a settlement in the antitrust lawsuit, ending a source of regulatory and legal uncertainty. Management and Progress Rail said the settlement is in the best interests of customers and avoids protracted litigation — a removal of overhang that can support the valuation. Business Wire: Settlement
• Positive Sentiment: Recent quarterly results and FY‑2026 guidance remain supportive: Wabtec beat Q4 revenue and EPS estimates and gave FY26 EPS guidance of $10.05–$10.45, reinforcing growth expectations that underlie the stock’s premium multiple. (See company releases summarized in recent coverage.)
• Positive Sentiment: Capital returns: the board authorized a $1.2 billion buyback program and the quarterly dividend was raised (to $0.31 per share). Both actions signal management confidence and can underpin the share price via reduced float and income appeal.
• Neutral Sentiment: Analyst coverage is broadly constructive but mixed on conviction — several firms raised targets (Wells Fargo, Morgan Stanley, Citi) while others trimmed ratings; consensus remains a “Moderate Buy” with an average target near $269, providing upside but also differing views on near-term catalysts.
• Negative Sentiment: Multiple insider sales this week (CFO John Olin, director/executive Nalin Jain, and Sameer Gaur among others) — sizable dispositions at ~ $262–$264 per share — may concern some investors about near-term insider sentiment or tax/liquidity-driven selling. Filings: SEC and reporting outlets detail the transactions. SEC: Sameer Gaur Form 4

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on WAB shares. JPMorgan Chase & Co. lifted their target price on Wabtec from $215.00 to $245.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Wall Street Zen cut shares of Wabtec from a “buy” rating to a “hold” rating in a research note on Sunday, February 22nd. KeyCorp boosted their price objective on shares of Wabtec from $240.00 to $308.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Citigroup increased their target price on shares of Wabtec from $258.00 to $283.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Wells Fargo & Company raised their target price on shares of Wabtec from $224.00 to $270.00 and gave the company an “equal weight” rating in a research report on Friday, February 13th. Eight analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $269.00.

Wabtec Stock Performance

Shares of WAB stock opened at $263.91 on Friday. The company has a fifty day moving average price of $235.95 and a two-hundred day moving average price of $212.35. Wabtec has a one year low of $151.81 and a one year high of $266.27. The stock has a market cap of $45.00 billion, a P/E ratio of 38.64, a P/E/G ratio of 1.99 and a beta of 1.01. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.11 and a quick ratio of 0.57.

Wabtec (NYSE:WAB) last issued its earnings results 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 company had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.86 billion. During the same period in the prior year, the firm earned $1.68 EPS. Wabtec’s quarterly 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. As a group, equities analysts predict that Wabtec will post 8.54 EPS for the current year.

Wabtec Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 17th will be given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 0.5%. This is a boost from Wabtec’s previous quarterly dividend of $0.25. The ex-dividend date is Tuesday, February 17th. Wabtec’s dividend payout ratio (DPR) is 18.16%.

Wabtec announced that its Board of Directors has authorized a stock repurchase program on Wednesday, February 11th that allows the company to buyback $1.20 billion in shares. This buyback authorization allows the transportation company to purchase up to 2.9% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Insider Activity at Wabtec

In related news, insider Sameer Gaur sold 1,150 shares of Wabtec stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $262.62, for a total transaction of $302,013.00. Following the completion of the sale, the insider directly owned 12,017 shares of the company’s stock, valued at approximately $3,155,904.54. This trade represents a 8.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Rogerio Mendonca sold 3,500 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $264.21, for a total value of $924,735.00. Following the completion of the sale, the insider owned 10,101 shares of the company’s stock, valued at approximately $2,668,785.21. This trade represents a 25.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 40,211 shares of company stock valued at $9,885,467. Insiders own 1.10% of the company’s stock.

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.