Analysts Set Wabtec (NYSE:WAB) Target Price at $241.00

Shares of Wabtec (NYSE:WAB) have received an average rating of “Moderate Buy” from the eleven research firms that are presently covering the company, MarketBeat Ratings reports. Three research analysts have rated the stock with a hold rating and eight have given a buy rating to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $263.90.

A number of brokerages recently weighed in on WAB. Weiss Ratings restated a “buy (b)” rating on shares of Wabtec in a research note on Wednesday, January 21st. Wolfe Research raised 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 raised their price target on shares of Wabtec from $224.00 to $270.00 and gave the company an “equal weight” rating in a report on Friday. Citigroup boosted their price objective on shares of Wabtec from $258.00 to $283.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, JPMorgan Chase & Co. raised their target price on shares of Wabtec from $215.00 to $245.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th.

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.

Insiders Place Their Bets

In other Wabtec news, VP David L. Deninno sold 5,000 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $214.62, for a total transaction of $1,073,100.00. Following the transaction, the vice president owned 50,450 shares in the company, valued at approximately $10,827,579. This represents a 9.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Rafael Santana sold 1,798 shares of Wabtec stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $245.71, for a total transaction of $441,786.58. Following the sale, the chief executive officer owned 118,749 shares of the company’s stock, valued at $29,177,816.79. The trade was a 1.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have 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.

Hedge Funds Weigh In On Wabtec

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Jacobi Capital Management LLC lifted its position in Wabtec by 2.3% during the fourth quarter. Jacobi Capital Management LLC now owns 4,448 shares of the transportation company’s stock valued at $949,000 after purchasing an additional 98 shares during the period. Kestra Advisory Services LLC raised its stake in shares of Wabtec by 3.0% during the 4th quarter. Kestra Advisory Services LLC now owns 39,910 shares of the transportation company’s stock valued at $8,519,000 after buying an additional 1,165 shares during the last quarter. Quartz Partners LLC lifted its holdings in shares of Wabtec by 13.2% in the 4th quarter. Quartz Partners LLC now owns 21,489 shares of the transportation company’s stock valued at $4,587,000 after buying an additional 2,498 shares during the period. UMB Bank n.a. boosted its stake in shares of Wabtec by 24.7% in the fourth quarter. UMB Bank n.a. now owns 454 shares of the transportation company’s stock worth $97,000 after buying an additional 90 shares during the last quarter. Finally, Quarry LP grew its holdings in Wabtec by 347.2% during the fourth quarter. Quarry LP now owns 474 shares of the transportation company’s stock worth $101,000 after acquiring an additional 368 shares during the period. Hedge funds and other institutional investors own 91.69% of the company’s stock.

Wabtec Price Performance

Shares of WAB opened at $256.68 on Thursday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.75 and a current ratio of 1.11. The company has a 50 day moving average price of $226.37 and a 200-day moving average price of $207.30. Wabtec has a fifty-two week low of $151.81 and a fifty-two week high of $262.40. The stock has a market capitalization of $43.88 billion, a PE ratio of 37.58, a PEG ratio of 1.71 and a beta of 1.01.

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

Wabtec Increases Dividend

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

Wabtec announced that its board has approved 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 purchase up to 2.9% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board believes its stock is undervalued.

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.