Universal Beteiligungs und Servicegesellschaft mbH Sells 10,574 Shares of Wabtec $WAB

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH sold 10,574 Wabtec shares in Q4, trimming its stake by 5.4% to 185,404 shares valued at about $39.8 million (0.11% of the company).
• Insider selling: CEO Rafael Santana sold 60,852 shares for roughly $16.36 million (a 32.1% reduction in his holding), and insiders disposed of 92,364 shares worth about $24.5 million in the quarter, leaving insiders with ~0.57% ownership.
• Company results and capital returns: Wabtec beat EPS estimates with $2.71 for the quarter, set FY2026 guidance of $10.25–$10.65, authorized a $1.2 billion share buyback (about 2.9% of shares), and raised its quarterly dividend to $0.31.

Universal Beteiligungs und Servicegesellschaft mbH cut its holdings in shares of Wabtec (NYSE:WAB - Free Report) by 5.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 185,404 shares of the transportation company's stock after selling 10,574 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned 0.11% of Wabtec worth $39,816,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Salomon & Ludwin LLC boosted its position in shares of Wabtec by 35.6% during the 4th quarter. Salomon & Ludwin LLC now owns 217 shares of the transportation company's stock worth $47,000 after acquiring an additional 57 shares in the last quarter. Evergreen Capital Management LLC boosted its position in shares of Wabtec by 52.9% during the 4th quarter. Evergreen Capital Management LLC now owns 1,769 shares of the transportation company's stock worth $378,000 after acquiring an additional 612 shares in the last quarter. Zurcher Kantonalbank Zurich Cantonalbank boosted its position in Wabtec by 6.2% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 101,594 shares of the transportation company's stock valued at $21,685,000 after buying an additional 5,967 shares in the last quarter. Earned Wealth Advisors LLC boosted its position in Wabtec by 9.7% in the fourth quarter. Earned Wealth Advisors LLC now owns 1,279 shares of the transportation company's stock valued at $273,000 after buying an additional 113 shares in the last quarter. Finally, Elevated Capital Advisors LLC acquired a new stake in Wabtec in the fourth quarter valued at approximately $90,000. Institutional investors and hedge funds own 91.69% of the company's stock.

Insider Transactions at Wabtec

In other Wabtec news, CEO Rafael Santana sold 60,852 shares of Wabtec stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $268.89, for a total value of $16,362,494.28. Following the completion of the sale, the chief executive officer directly owned 128,729 shares of the company's stock, valued at approximately $34,613,940.81. The trade was a 32.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gina Trombley sold 4,013 shares of Wabtec stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $241.87, for a total transaction of $970,624.31. Following the completion of the sale, the executive vice president directly owned 13,841 shares of the company's stock, valued at approximately $3,347,722.67. This trade represents a 22.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 92,364 shares of company stock valued at $24,522,522. 0.57% of the stock is owned by insiders.

Wabtec Price Performance

WAB stock opened at $269.79 on Friday. The firm has a market cap of $45.91 billion, a price-to-earnings ratio of 38.16, a PEG ratio of 1.96 and a beta of 0.99. The company has a quick ratio of 0.57, a current ratio of 1.02 and a debt-to-equity ratio of 0.42. Wabtec has a 12-month low of $179.25 and a 12-month high of $275.84. The company's fifty day simple moving average is $254.43 and its 200 day simple moving average is $228.30.

Wabtec (NYSE:WAB - Get Free Report) last released its earnings results on Wednesday, April 22nd. The transportation company reported $2.71 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.62 by $0.09. The business had revenue of $2.95 billion for the quarter, compared to analyst estimates of $3.08 billion. Wabtec had a net margin of 10.52% and a return on equity of 14.52%. Wabtec's revenue for the quarter was up 13.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.28 earnings per share. Wabtec has set its FY 2026 guidance at 10.250-10.650 EPS. On average, analysts expect that Wabtec will post 10.5 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 company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 17th were issued a $0.31 dividend. The ex-dividend date was Tuesday, February 17th. This is a positive change from Wabtec's previous quarterly dividend of $0.25. This represents a $1.24 annualized dividend and a yield of 0.5%. Wabtec's dividend payout ratio (DPR) is presently 17.54%.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on WAB. Jefferies Financial Group reissued 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. Morgan Stanley restated an "overweight" rating and set a $315.00 price objective on shares of Wabtec in a research report on Tuesday, February 17th. Susquehanna restated a "positive" rating and set a $305.00 price objective on shares of Wabtec in a research report on Thursday. Wells Fargo & Company raised their price objective on Wabtec from $270.00 to $284.00 and gave the stock an "equal weight" rating in a research report on Thursday. Finally, KeyCorp raised their price objective on Wabtec from $240.00 to $308.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Ten equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Wabtec presently has a consensus rating of "Moderate Buy" and an average target price of $289.55.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.