Does Waste Management’s (WM) Tech Focus Hint at a New Phase for Dividend Growth?

• On September 15, 2025, Waste Management, Inc. participated in the Fal.Con 2025 conference in Las Vegas, featuring insights from Senior Cyber Security Analyst Sandeep Reddy Chintapally.
• This event, coupled with recent analyst optimism and attention to dividend growth, highlights the company's focus on technology and financial sustainability.
• We'll explore how heightened investor interest in Waste Management's earnings and dividend growth supports its ongoing investment themes.

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Waste Management Investment Narrative Recap

To be a Waste Management shareholder, you have to believe that technology and sustainability will continue to lift the company's margins while recurring dividends and prudent cost management deliver reliability. The recent Fal.Con 2025 conference appearance, where Senior Cyber Security Analyst Sandeep Reddy Chintapally presented, underscores this technology focus, but it does not materially alter the company’s most important short-term catalyst, continued dividend growth, or the risk of economic and policy uncertainties impacting margins.

Of the latest announcements, Waste Management's ongoing dividend increases remain highly relevant, especially as the company declared another quarterly cash dividend of US$0.825 per share in August 2025. This supports investor confidence in the company’s financial stability and its ability to return capital even as it invests heavily in digital infrastructure and resilience.

In contrast, it’s important not to overlook how regulatory shifts around renewable energy and recycling could…

Read the full narrative on Waste Management (it's free!)

Waste Management is projected to reach $29.4 billion in revenue and $4.0 billion in earnings by 2028. This outlook assumes a 7.0% annual revenue growth rate and a $1.3 billion earnings increase from the current $2.7 billion.

Uncover how Waste Management's forecasts yield a $257.30 fair value, a 20% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members shared 12 fair value estimates for Waste Management stock ranging from US$175.54 to US$257.30. While opinions differ, the company’s continued emphasis on technology and dividend growth may shape performance outcomes beyond headline price targets.

Explore 12 other fair value estimates on Waste Management - why the stock might be worth as much as 20% more than the current price!

Build Your Own Waste Management Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Waste Management research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Waste Management research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Waste Management's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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