Rafael Santana Sells 1,798 Shares of Wabtec (NYSE:WAB) Stock

Wabtec (NYSE:WAB) CEO Rafael Santana sold 1,798 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $245.71, for a total transaction of $441,786.58. Following the sale, the chief executive officer directly owned 118,749 shares of the company’s stock, valued at $29,177,816.79. The trade was a 1.49% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Rafael Santana also recently made the following trade(s):

• On Wednesday, December 17th, Rafael Santana sold 1,798 shares of Wabtec stock. The stock was sold at an average price of $212.17, for a total transaction of $381,481.66.

Wabtec Trading Up 1.1%

Shares of Wabtec stock opened at $256.68 on Friday. Wabtec has a 1-year low of $151.81 and a 1-year high of $262.40. The company’s fifty day simple moving average is $226.37 and its 200-day simple moving average is $207.20. 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 has a market capitalization of $43.88 billion, a PE ratio of 37.58, a P/E/G ratio of 1.69 and a beta of 1.01.

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

Wabtec Increases Dividend

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

Wabtec announced that its Board of Directors has initiated a share buyback program on Wednesday, February 11th that permits the company to repurchase $1.20 billion in shares. This repurchase authorization permits the transportation company to repurchase up to 2.9% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its stock is undervalued.

Hedge Funds Weigh In On Wabtec

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its holdings in shares of Wabtec by 2.5% during the 2nd quarter. Vanguard Group Inc. now owns 19,930,893 shares of the transportation company’s stock worth $4,172,532,000 after acquiring an additional 493,437 shares during the period. State Street Corp increased its position in 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 during the last quarter. Geode Capital Management LLC increased its position in Wabtec by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 4,366,157 shares of the transportation company’s stock worth $928,249,000 after purchasing an additional 38,029 shares during the last quarter. Wellington Management Group LLP raised its stake in Wabtec by 3.6% during the third 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 during the period. Finally, Nordea Investment Management AB boosted its holdings in Wabtec by 55.5% in the 4th quarter. Nordea Investment Management AB now owns 3,069,340 shares of the transportation company’s stock valued at $659,939,000 after purchasing an additional 1,095,083 shares during the last quarter. 91.69% of the stock is owned by hedge funds and other institutional investors.

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.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on WAB shares. Morgan Stanley increased their price target on Wabtec from $257.00 to $264.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. JPMorgan Chase & Co. boosted their target price on shares of Wabtec from $215.00 to $245.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Wall Street Zen upgraded shares of Wabtec from a “hold” rating to a “buy” rating in a research report on Saturday. KeyCorp lifted their price target on shares of Wabtec from $240.00 to $308.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Susquehanna set a $300.00 price target on shares of Wabtec in a research note on Thursday. Eight research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $263.90.

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.