Susquehanna Issues Positive Forecast for Wabtec (NYSE:WAB) Stock Price

Wabtec (NYSE:WAB) had its target price hoisted by Susquehanna from $305.00 to $340.00 in a research note published on Thursday, Marketbeat Ratings reports. They currently have a positive rating on the transportation company’s stock.

WAB has been the subject of several other research reports. Stephens raised Wabtec to a “strong-buy” rating in a report on Wednesday, July 8th. Rothschild & Co Redburn upgraded Wabtec from a “neutral” rating to a “buy” rating and lifted their target price for the company from $262.00 to $285.00 in a research report on Thursday, March 26th. Wells Fargo & Company boosted their price target on Wabtec from $270.00 to $284.00 and gave the company an “equal weight” rating in a report on Thursday, April 23rd. Jefferies Financial Group reissued a “buy” rating and set a $290.00 price target (down from $300.00) on shares of Wabtec in a report on Tuesday, March 31st. Finally, Wolfe Research restated an “outperform” rating and issued a $303.00 price target on shares of Wabtec in a research report on Thursday, April 23rd. Ten equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $310.64.

Wabtec Stock Up 2.6%

Shares of Wabtec stock opened at $297.56 on Thursday. Wabtec has a twelve month low of $184.26 and a twelve month high of $298.14. The company has a quick ratio of 0.54, a current ratio of 1.12 and a debt-to-equity ratio of 0.44. The company’s 50 day moving average is $265.04 and its 200 day moving average is $254.83. The company has a market cap of $50.49 billion, a price-to-earnings ratio of 39.99, a price-to-earnings-growth ratio of 2.07 and a beta of 0.94.

Wabtec (NYSE:WAB) last posted its earnings results on Wednesday, July 22nd. The transportation company reported $2.76 EPS for the quarter, topping analysts’ consensus estimates of $2.60 by $0.16. The business had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $3.07 billion. Wabtec had a net margin of 10.59% and a return on equity of 15.10%. The firm’s revenue was up 17.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.27 EPS. Wabtec has set its FY 2026 guidance at 10.600-10.900 EPS. Research analysts anticipate that Wabtec will post 10.64 EPS for the current year.

Wabtec Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 18th will be paid a $0.31 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 0.4%. Wabtec’s dividend payout ratio is 17.54%.

Insider Buying and Selling at Wabtec

In other news, CEO Rafael Santana sold 1,163 shares of the firm’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $262.07, for a total transaction of $304,787.41. Following the sale, the chief executive officer directly owned 122,914 shares in the company, valued at $32,212,071.98. This trade represents a 0.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sameer Gaur sold 1,082 shares of Wabtec stock in a transaction on Friday, June 12th. The shares were sold at an average price of $263.50, for a total transaction of $285,107.00. Following the transaction, the insider owned 11,985 shares in the company, valued at approximately $3,158,047.50. This trade represents a 8.28% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 5,734 shares of company stock worth $1,504,571 over the last 90 days. Insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Wabtec

Several large investors have recently made changes to their positions in the business. Price T Rowe Associates Inc. MD boosted its stake in shares of Wabtec by 20.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 7,965,503 shares of the transportation company’s stock worth $1,700,238,000 after acquiring an additional 1,344,744 shares during the period. State Street Corp grew its position in shares of Wabtec by 2.6% during the fourth quarter. State Street Corp now owns 7,658,040 shares of the transportation company’s stock worth $1,634,609,000 after purchasing an additional 197,610 shares in the last quarter. Geode Capital Management LLC raised its stake in Wabtec by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 4,366,157 shares of the transportation company’s stock valued at $928,249,000 after purchasing an additional 38,029 shares during the period. Wellington Management Group LLP lifted its holdings in Wabtec by 3.6% in the 3rd quarter. Wellington Management Group LLP now owns 3,304,183 shares of the transportation company’s stock worth $662,390,000 after purchasing an additional 116,329 shares in the last quarter. Finally, Farallon Capital Management LLC lifted its holdings in Wabtec by 12.3% in the 4th quarter. Farallon Capital Management LLC now owns 2,476,003 shares of the transportation company’s stock worth $528,503,000 after purchasing an additional 270,905 shares in the last quarter. 91.69% of the stock is currently owned by hedge funds and other institutional investors.

More Wabtec News

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Wabtec reported strong Q2 2026 results, with adjusted EPS of $2.76 and revenue of $3.18 billion both topping estimates, while revenue rose 17.5% year over year and margins improved. Article Title
• Positive Sentiment: The company raised FY2026 guidance, now targeting revenue of about $12.3 billion to $12.6 billion and adjusted EPS of $10.60 to $10.90, reinforcing confidence in continued growth. Article Title
• Positive Sentiment: Analysts turned more constructive after the earnings beat, with Stephens lifting its target to $330 and Susquehanna and KeyCorp both raising targets to $340, signaling expectations for additional upside. Article Title
• Neutral Sentiment: Technical coverage also turned supportive, with reports noting WAB crossed above its 20-day and 50-day moving averages, which may be adding momentum to the stock. Article Title
• Neutral Sentiment: JPMorgan, Wells Fargo, and others also lifted price targets, but in some cases kept neutral/equal-weight views, suggesting the stock may be approaching fair value after its strong run. Article Title

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.