Andra AP fonden Has $8.52 Million Position in Wabtec $WAB

Andra AP fonden cut its position in Wabtec (NYSE:WAB) by 75.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,103 shares of the transportation company’s stock after selling 102,797 shares during the quarter. Andra AP fonden’s holdings in Wabtec were worth $8,523,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Meeder Advisory Services Inc. increased its position in Wabtec by 1.6% during the 1st quarter. Meeder Advisory Services Inc. now owns 2,471 shares of the transportation company’s stock worth $618,000 after buying an additional 38 shares during the period. Hilltop Holdings Inc. boosted its position in shares of Wabtec by 3.9% in the fourth quarter. Hilltop Holdings Inc. now owns 1,069 shares of the transportation company’s stock valued at $228,000 after acquiring an additional 40 shares during the period. Apollon Wealth Management LLC grew its stake in shares of Wabtec by 1.6% in the first quarter. Apollon Wealth Management LLC now owns 3,081 shares of the transportation company’s stock valued at $770,000 after acquiring an additional 48 shares in the last quarter. IHT Wealth Management LLC grew its stake in shares of Wabtec by 1.0% in the fourth quarter. IHT Wealth Management LLC now owns 4,856 shares of the transportation company’s stock valued at $1,037,000 after acquiring an additional 50 shares in the last quarter. Finally, Carnegie Investment Counsel increased its position in Wabtec by 2.5% during the fourth quarter. Carnegie Investment Counsel now owns 2,051 shares of the transportation company’s stock worth $438,000 after acquiring an additional 51 shares during the period. 91.69% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Wabtec news, CEO Rafael Santana sold 1,163 shares of the firm’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $261.06, for a total value of $303,612.78. Following the sale, the chief executive officer owned 124,077 shares of the company’s stock, valued at approximately $32,391,541.62. This trade represents a 0.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 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 value of $285,107.00. Following the completion of the transaction, the insider owned 11,985 shares in the company, valued at approximately $3,158,047.50. The trade was a 8.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 5,734 shares of company stock worth $1,504,571 over the last three months. 0.57% of the stock is currently owned by insiders.

Wabtec Trading Up 10.1%

WAB opened at $290.15 on Thursday. The stock has a market capitalization of $49.23 billion, a price-to-earnings ratio of 41.04, a P/E/G ratio of 1.88 and a beta of 0.94. The company has a quick ratio of 0.54, a current ratio of 1.02 and a debt-to-equity ratio of 0.42. Wabtec has a twelve month low of $184.26 and a twelve month high of $295.41. The company has a 50-day simple moving average of $264.47 and a 200 day simple moving average of $254.26.

Wabtec (NYSE:WAB) last released its earnings results on Wednesday, July 22nd. The transportation company reported $2.76 EPS for the quarter, beating the consensus estimate of $2.60 by $0.16. The firm had revenue of $3.18 billion for the quarter, compared to analyst estimates of $3.07 billion. Wabtec had a net margin of 10.52% and a return on equity of 14.52%. The business’s quarterly revenue was up 17.5% compared to the same quarter last year. During the same period last year, the firm earned $2.27 EPS. Wabtec has set its FY 2026 guidance at 10.600-10.900 EPS. Analysts predict that Wabtec will post 10.64 EPS for the current fiscal year.

Wabtec Announces Dividend

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

Analyst Ratings Changes

Several analysts have weighed in on the stock. Jefferies Financial Group reiterated a “buy” rating and issued a $290.00 price objective (down from $300.00) on shares of Wabtec in a research note on Tuesday, March 31st. Susquehanna reaffirmed a “positive” rating and set a $305.00 target price on shares of Wabtec in a report on Thursday, April 23rd. Wolfe Research reiterated an “outperform” rating and issued a $303.00 price target on shares of Wabtec in a research report on Thursday, April 23rd. 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 research note on Thursday, April 23rd. Finally, Rothschild & Co Redburn raised Wabtec from a “neutral” rating to a “buy” rating and increased their price target for the stock from $262.00 to $285.00 in a research report on Thursday, March 26th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $293.36.

Trending Headlines about Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Wabtec beat Q2 expectations on both earnings and revenue, reporting adjusted EPS of $2.76 versus estimates near $2.60-$2.63 and revenue of $3.18 billion versus about $3.07 billion expected. Wabtec Shares Rise After 2Q Earnings Beat Estimates
• Positive Sentiment: The company lifted FY2026 guidance, now expecting revenue of about $12.3 billion-$12.6 billion and adjusted EPS of $10.60-$10.90, signaling management sees stronger demand and earnings momentum ahead. Wabtec forecasts 2026 revenue of about $12.5B and adjusted EPS of $10.60-$10.90 as it raises guidance
• Positive Sentiment: Growth was broad-based across Freight and Transit, helped by stronger locomotive deliveries, acquisition-driven transit sales, and margin expansion; Wabtec also highlighted a large backlog of $30.93 billion, which supports visibility into future revenue. Wabtec Reports Strong Second Quarter 2026 Results, Announces Increase to Full-Year Revenue & Adjusted EPS Guidance
• Neutral Sentiment: Investor attention is also on the company’s strong operating performance and “Strong 1H26” commentary, reinforcing the view that recent gains are tied to solid fundamentals rather than a one-time event. Wabtec: ‘Strong’ 1H26
• Neutral Sentiment: Community-oriented news, such as Wabtec interns helping preserve Erie’s Brig Niagara, is positive for the company’s image but is unlikely to be a major stock driver. Wabtec Interns Give Back, Help Preserve Erie’s Brig Niagara

Wabtec 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.