John Welch Sells 750 Shares of Clean Harbors (NYSE:CLH) Stock

Clean Harbors, Inc. (NYSE:CLH) Director John Welch sold 750 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $273.07, for a total transaction of $204,802.50. Following the completion of the transaction, the director owned 10,237 shares in the company, valued at approximately $2,795,417.59. This trade represents a 6.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link.

Clean Harbors Stock Up 1.1%

CLH stock opened at $284.30 on Friday. The firm’s fifty day simple moving average is $255.42 and its 200-day simple moving average is $240.17. The company has a market capitalization of $15.04 billion, a P/E ratio of 39.05 and a beta of 0.96. The company has a debt-to-equity ratio of 1.01, a current ratio of 2.33 and a quick ratio of 2.09. Clean Harbors, Inc. has a 12 month low of $178.29 and a 12 month high of $288.81.

Clean Harbors (NYSE:CLH) last issued its earnings results on Wednesday, February 18th. The business services provider reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.59 by $0.03. Clean Harbors had a net margin of 6.48% and a return on equity of 14.47%. The firm had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.46 billion. During the same quarter last year, the company posted $1.55 earnings per share. The firm’s revenue was up 4.8% compared to the same quarter last year. As a group, equities research analysts forecast that Clean Harbors, Inc. will post 7.89 earnings per share for the current year.

Key Stories Impacting Clean Harbors

Here are the key news stories impacting Clean Harbors this week:

• Positive Sentiment: Q4 results beat expectations — Clean Harbors reported stronger-than-expected Q4 revenue and EPS (record revenue cited) and management highlighted PFAS-related growth and ongoing operational investments, which underpins the upbeat near-term narrative. Q4 Earnings Transcript
• Positive Sentiment: Analysts lifting targets — Needham raised its price target to $308 and maintained a Buy rating after strong Q4 results, signaling institutional confidence in earnings momentum. Needham Price Target Raise
• Positive Sentiment: Wells Fargo raised its price target to $291 (Equal Weight), reflecting revised valuations after the earnings print. This adds incremental analyst support to the stock. Wells Fargo Price Target
• Positive Sentiment: Acquisition announced — Clean Harbors agreed to buy Depot Connect International’s Industrial and Rail Services business for about $130M, expanding industrial services exposure and potentially accelerating revenue/EBITDA contribution. Depot Connect Acquisition
• Neutral Sentiment: Investor outreach — Clean Harbors will present at the Raymond James conference on March 3, offering additional management access that could clarify strategy and guide sentiment. Conference Participation
• Neutral Sentiment: Analyst/valuation coverage and deep dives — Several post-earnings write-ups explore CLH’s valuation, buybacks, fleet investment and PFAS growth; useful for investors but not immediate catalysts. Valuation Analysis
• Negative Sentiment: Insider selling — Multiple senior insiders sold stock this week: Director John R. Welch sold 750 shares (SEC filing), CFO Eric Dugas sold 2,788 shares (~14.9% reduction in his position), and EVP Sharon Gabriel sold 3,540 shares (~13.2% reduction). Large insider sales can signal portfolio rebalancing or raise governance/conviction questions. Welch SEC Filing Dugas SEC Filing Gabriel SEC Filing
• Negative Sentiment: Mixed/Lower analyst estimates from Zacks — Zacks cut several near-term and FY estimates (including FY2027 down notably), which could temper expectations and limit upside until guidance clarity is provided.

Institutional Investors Weigh In On Clean Harbors

A number of institutional investors have recently added to or reduced their stakes in the stock. Elyxium Wealth LLC acquired a new position in Clean Harbors during the fourth quarter worth $26,000. Quattro Advisors LLC purchased a new stake in shares of Clean Harbors during the fourth quarter worth about $26,000. Parkside Financial Bank & Trust increased its stake in shares of Clean Harbors by 205.1% during the fourth quarter. Parkside Financial Bank & Trust now owns 119 shares of the business services provider’s stock worth $28,000 after purchasing an additional 80 shares in the last quarter. Root Financial Partners LLC acquired a new position in shares of Clean Harbors during the 3rd quarter worth about $30,000. Finally, Larson Financial Group LLC lifted its stake in Clean Harbors by 676.5% in the 4th quarter. Larson Financial Group LLC now owns 132 shares of the business services provider’s stock valued at $31,000 after buying an additional 115 shares in the last quarter. Institutional investors and hedge funds own 90.43% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Oppenheimer lifted their price target on Clean Harbors from $283.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday. BMO Capital Markets lifted their target price on shares of Clean Harbors from $290.00 to $310.00 and gave the company an “outperform” rating in a report on Wednesday. Truist Financial boosted their target price on shares of Clean Harbors from $250.00 to $310.00 and gave the company a “buy” rating in a research note on Thursday. The Goldman Sachs Group increased their price target on shares of Clean Harbors from $228.00 to $253.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. Finally, CJS Securities raised shares of Clean Harbors to a “strong-buy” rating in a report on Thursday, December 11th. Two investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $283.09.

About Clean Harbors

Clean Harbors, Inc is a leading provider of environmental, energy and industrial services in North America. The company specializes in the collection, transportation and disposal of hazardous and non-hazardous wastes, emergency spill response and remediation, industrial cleaning and on-site field services. Its comprehensive service offering also includes chemical neutralization, drum crushing, high-pressure water blasting, tank cleaning and vacuum services designed to help customers meet stringent environmental regulations.

Founded in 1980 by Alan S.