ABN Amro Investment Solutions Has $18.78 Million Stock Holdings in Wabtec $WAB

ABN Amro Investment Solutions trimmed its position in shares of Wabtec (NYSE:WAB) by 11.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 93,673 shares of the transportation company’s stock after selling 11,549 shares during the period. ABN Amro Investment Solutions owned 0.05% of Wabtec worth $18,779,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sequoia Financial Advisors LLC increased its holdings in shares of Wabtec by 4.6% in the second 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 during the last quarter. Atria Wealth Solutions Inc. lifted its position in Wabtec by 44.7% during the second quarter. Atria Wealth Solutions Inc. now owns 3,410 shares of the transportation company’s stock worth $714,000 after acquiring an additional 1,054 shares during the last quarter. Harbour Investments Inc. lifted its position in Wabtec by 30.9% during the second quarter. Harbour Investments Inc. now owns 309 shares of the transportation company’s stock worth $65,000 after acquiring an additional 73 shares during the last quarter. Ritholtz Wealth Management boosted its holdings in shares of Wabtec by 119.6% during the second quarter. Ritholtz Wealth Management now owns 5,705 shares of the transportation company’s stock worth $1,194,000 after acquiring an additional 3,107 shares during the period. Finally, Chevy Chase Trust Holdings LLC grew its position in shares of Wabtec by 0.9% in the second quarter. Chevy Chase Trust Holdings LLC now owns 90,705 shares of the transportation company’s stock valued at $18,989,000 after purchasing an additional 853 shares during the last quarter. 91.69% of the stock is owned by institutional investors.

Wabtec Trading Up 1.1%

NYSE WAB opened at $256.68 on Friday. The company has a market cap of $43.88 billion, a price-to-earnings ratio of 37.58, a price-to-earnings-growth ratio of 1.71 and a beta of 1.01. Wabtec has a twelve month low of $151.81 and a twelve month 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 business’s fifty day moving average is $226.37 and its 200 day moving average is $207.30.

Wabtec (NYSE:WAB) last announced its quarterly earnings results on Wednesday, February 11th. The transportation company reported $2.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.08 by $0.02. The firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.86 billion. Wabtec had a net margin of 10.48% and a return on equity of 14.12%. The company’s revenue was up 14.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.68 EPS. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. As a group, sell-side analysts expect that Wabtec will post 8.54 EPS for the current fiscal year.

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 represents a $1.24 dividend on an annualized basis and a dividend yield of 0.5%. This is a positive change from Wabtec’s previous quarterly dividend of $0.25. Wabtec’s dividend payout ratio (DPR) is presently 14.53%.

Wabtec declared that its Board of Directors has authorized a share buyback program on Wednesday, February 11th that authorizes the company to repurchase $1.20 billion in outstanding shares. This repurchase authorization authorizes the transportation company to purchase up to 2.9% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of research firms recently commented on WAB. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wabtec in a research report on Wednesday, January 21st. Stephens raised their target price on shares of Wabtec from $230.00 to $290.00 and gave the stock an “overweight” rating in a report on Thursday. Wolfe Research upgraded shares of Wabtec from a “peer perform” rating to an “outperform” rating and set a $245.00 price target for the company in a research report on Thursday, January 8th. Wells Fargo & Company increased their price target on Wabtec from $224.00 to $270.00 and gave the stock an “equal weight” rating in a research report on Friday. Finally, Susquehanna set a $300.00 price objective on Wabtec in a report on Thursday. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $263.90.

Insiders Place Their Bets

In other Wabtec news, VP David L. Deninno sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $214.62, for a total value of $1,073,100.00. Following the transaction, the vice president directly owned 50,450 shares of the company’s stock, valued at approximately $10,827,579. The trade was a 9.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Rafael Santana sold 1,798 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was 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 have sold 15,673 shares of company stock worth $3,420,576 in the last quarter. 1.10% of the stock is currently owned by company insiders.

Trending Headlines about Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Q4 beat and raised FY‑2026 guidance — Wabtec reported stronger-than-expected Q4 revenue and EPS and issued upbeat FY‑2026 guidance, supporting near‑term earnings visibility and margin outlook. Read More.
• Positive Sentiment: $1.2 billion share repurchase authorized — the board approved a buyback that could reduce share count by ~2.9%, a direct EPS support and signal of management confidence. Read More.
• Positive Sentiment: Acquisition of Dellner Couplers completed — adds safety‑critical passenger‑rail coupler technology and expands Wabtec’s transit product footprint, improving cross‑sell opportunities in passenger systems. Read More.
• Positive Sentiment: Analysts lifting forecasts and price targets — multiple shops raised estimates and targets after Q4, including material upgrades that can draw buy‑side interest. Read More.
• Positive Sentiment: Composite rating and market sentiment improving — third‑party composite score coverage shows rising quality/strength metrics, which can support momentum flows. Read More.
• Neutral Sentiment: Large rail orders in the market — major customers (e.g., CSX) are issuing sizable locomotive contracts that expand the addressable market; upside to Wabtec depends on bid wins and delivery timing. Read More.
• Neutral Sentiment: Momentum investor pieces highlight Wabtec as a buy candidate — useful for flows but not a fundamental driver by itself. Read More.
• Negative Sentiment: CEO insider sale disclosed — Rafael Santana sold ~1,798 shares (~$442k); modest in size versus his total holdings but some traders view insider sales as a caution. Read More.

Wabtec Company Profile

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.