Wabtec (NYSE:WAB) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Wabtec (NYSE:WAB) have received an average recommendation of “Moderate Buy” from the eleven research firms that are currently covering the company, MarketBeat Ratings reports. Three equities research analysts have rated the stock with a hold recommendation and eight have given a buy recommendation to the company. The average 1 year price objective among analysts that have updated their coverage on the stock in the last year is $241.00.

WAB has been the topic of a number of recent analyst reports. Bank of America boosted their price objective on Wabtec from $228.00 to $233.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Wabtec in a report on Wednesday, January 21st. Morgan Stanley boosted their price target on Wabtec from $257.00 to $264.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Citigroup increased their price target on Wabtec from $245.00 to $258.00 and gave the stock a “buy” rating in a report on Friday, January 9th. Finally, JPMorgan Chase & Co. lifted their price objective 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.

Insider Activity at Wabtec

In other news, CEO Rafael Santana sold 1,798 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $212.17, for a total transaction of $381,481.66. Following the transaction, the chief executive officer owned 125,941 shares of the company’s stock, valued at $26,720,901.97. This represents a 1.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Rogerio Mendonca sold 2,019 shares of the firm’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $214.51, for a total value of $433,095.69. Following the completion of the sale, the insider owned 9,516 shares of the company’s stock, valued at approximately $2,041,277.16. This represents a 17.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 13,875 shares of company stock worth $2,978,789 over the last three months. 1.10% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Wabtec

Institutional investors have recently modified their holdings of the company. US Bancorp DE grew its position in Wabtec by 10.9% in the 2nd quarter. US Bancorp DE now owns 8,400 shares of the transportation company’s stock valued at $1,759,000 after purchasing an additional 826 shares during the period. Vanguard Personalized Indexing Management LLC raised its holdings in Wabtec by 22.7% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 18,619 shares of the transportation company’s stock worth $3,899,000 after buying an additional 3,449 shares during the last quarter. MGO One Seven LLC lifted its stake in shares of Wabtec by 283.7% in the second quarter. MGO One Seven LLC now owns 4,412 shares of the transportation company’s stock valued at $924,000 after buying an additional 3,262 shares in the last quarter. Sequoia Financial Advisors LLC grew its holdings in shares of Wabtec by 4.6% during the second quarter. Sequoia Financial Advisors LLC now owns 5,353 shares of the transportation company’s stock valued at $1,121,000 after buying an additional 233 shares during the last quarter. Finally, Atria Wealth Solutions Inc. increased its position in shares of 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 in the last quarter. 91.69% of the stock is owned by institutional investors and hedge funds.

Wabtec Trading Up 3.2%

NYSE:WAB opened at $254.29 on Thursday. Wabtec has a 52 week low of $151.81 and a 52 week high of $260.59. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.75 and a current ratio of 1.42. The firm’s fifty day moving average is $224.73 and its 200-day moving average is $206.45. The firm has a market cap of $43.47 billion, a P/E ratio of 36.96, a P/E/G ratio of 1.68 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 (EPS) for the quarter, beating the consensus estimate of $2.08 by $0.02. The business had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.86 billion. Wabtec had a net margin of 10.94% and a return on equity of 13.84%. Wabtec’s revenue for the quarter was up 14.8% on a year-over-year basis. During the same quarter 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. Equities analysts expect that Wabtec will post 8.54 earnings per share for the current year.

Wabtec announced that its board has authorized a stock repurchase plan on Wednesday, February 11th that authorizes the company to repurchase $1.20 billion in shares. This repurchase authorization authorizes the transportation company to purchase up to 2.9% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

Wabtec Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 17th will be paid a $0.31 dividend. 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. The ex-dividend date of this dividend is Tuesday, February 17th. Wabtec’s payout ratio is presently 18.02%.

Wabtec News Roundup

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Q4 results beat expectations (EPS $2.10 vs ~$2.08 est.; revenue ~ $2.96–2.97B) and management raised full‑year 2026 guidance while reporting a record $27B backlog — the core reasons the stock moved up. Wabtec shares rise 3% as record backlog and strong earnings drive optimistic outlook
• Positive Sentiment: Company emphasized Freight strength and acquisition-driven growth; Zacks and other coverage note ~25% EPS jump y/y and ~15% revenue growth, underpinning the bullish outlook. Wabtec Q4 Earnings & Revenues Beat Estimates, Both Increase Y/Y
• Positive Sentiment: Wabtec completed the ~$960M acquisition of Dellner Couplers, expanding its passenger-transit product set and global footprint (13 countries) — a strategic bolt‑on that should lift transit revenue and cross‑sell opportunities. Wabtec Finalizes Acquisition of Dellner Couplers
• Positive Sentiment: Wabtec announced large locomotive/orders (roughly $2.5B in deals across major railroads, including a $670M CSX modernization order), supporting near‑term revenue visibility and backlog conversion. Wabtec signs $2.5 billion in locomotive deals. Will there be new Erie jobs?
• Positive Sentiment: Management launched the EVO modernization program and is guiding 2026 sales growth (~+10.5%), reiterating confidence in aftermarket/upgrades as a recurring revenue driver. Wabtec expects 2026 sales up 10.5% and launches EVO modernization amid record $27B backlog
• Neutral Sentiment: Short interest has declined recently (~14% drop in January), reducing one potential headwind but not a major directional driver on its own.

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.