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Clean Harbors exec chair McKim sells $28.11 million in stock
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Clean Harbors exec chair McKim sells $28.11 million in stock

#Clean Harbors #Alan S. McKim #Insider Trading #Stock Sale #Depot Connect International #Analyst Ratings #NYSE:CLH #Form 4

📌 Key Takeaways

  • Clean Harbors exec chair Alan S. McKim sold $28.11 million in stock.
  • McKim retained significant indirect holdings despite the large direct sale.
  • The stock is trading near its 52-week high and has gained 21% year-to-date.
  • Clean Harbors announced a $130 million acquisition of Depot Connect International.
  • Multiple analysts raised their price targets following strong Q4 results.

📖 Full Retelling

Alan S. McKim, the Executive Chairman and Chief Technology Officer of Clean Harbors Inc. (NYSE:CLH), executed a substantial insider sale on February 19, 2026, disposing of 100,000 shares of common stock at a price of $281.14 per share, resulting in a total transaction value of $28.11 million, while simultaneously donating an additional 10,000 shares to charity. This divestiture occurs in a dynamic market environment where Clean Harbors has demonstrated exceptional momentum, boasting a 21% year-to-date gain and trading near its 52-week high of $288.81, which naturally invites scrutiny from investors regarding the stock's current valuation relative to its financial fundamentals. The transaction was formally reported via a Form 4 filing with the Securities and Exchange Commission, a standard requirement for corporate insiders. Following the sale, McKim’s direct stake was reduced to 34,027 shares, though he retains significant indirect ownership through the McKim 2007 Trust and the McKim 2025 Annuity Trust, totaling over 2.2 million shares. This specific disposal was executed on the same day as the direct sale, providing McKim with liquidity while maintaining a philanthropic aspect to the transaction. Despite the high-profile nature of the sale, McKim’s continued massive holdings suggest a long-term commitment to the firm. While the stock currently trades with a Price-to-Earnings ratio of 38.44, indicating a potential premium, the insider's retention of such a large portion of his wealth in the company implies confidence in its future performance, even as some market participants debate whether the equity is fully priced. The timing of this insider trading activity is noteworthy given the wave of positive corporate developments and strategic expansion announced by Clean Harbors recently. The company announced the acquisition of Depot Connect International’s Industrial Services and Rail Services business for approximately $130 million, a move expected to close in the first half of 2026 and add five strategic locations across Ohio, Louisiana, and Texas. Furthermore, the firm reported exceptional fourth-quarter 2025 results that surpassed consensus estimates for revenue and adjusted EBITDA, marking the strongest quarterly revenue growth of the year. This performance has set the stage for a series of analyst upgrades. In response to these strong fundamentals, a majority of Wall Street analysts have raised their price targets, with Needham increasing its target to $308, TD Cowen to $320, Oppenheimer to $300, and BMO to $310, citing the company's robust execution, merger potential, and improved demand outlook, reflecting a positive sentiment among institutional investors regarding the industrial services sector.

🏷️ Themes

Insider Trading, Industrial Services, Corporate Acquisitions

📚 Related People & Topics

Insider trading

Insider trading

Trading using nonpublic information

# Insider Trading **Insider trading** is the trading of a public company's stock or other securities (such as bonds or stock options) based on **material, nonpublic information** about the company. While the practice is common, its legality is subject to complex regulations that vary significantly ...

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Clean Harbors

Clean Harbors

American environmental company

Clean Harbors, Inc., headquartered in Norwell, Massachusetts, is a provider of waste management and industrial services for commercial customers, specializing in the collection, transportation, treatment and disposal of hazardous waste, but also offering services for non-hazardous waste. The company...

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Connections for Insider trading:

🌐 SEC filing 5 shared
👤 New York Stock Exchange 4 shared
👤 Rachel Haurwitz 3 shared
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Deep Analysis

Why It Matters

This insider sale is significant because it involves a substantial divestment by a top executive at a time when the stock is trading near record highs, raising questions about current valuation. While the sale reduces McKim's direct holdings, his retention of over 2.2 million indirect shares suggests he still believes in the company's long-term growth. Investors must weigh this liquidity event against the backdrop of strong quarterly earnings and recent strategic acquisitions that have driven analyst optimism. Ultimately, the transaction highlights the tension between taking profits at market peaks and maintaining exposure to a company with robust momentum.

Context & Background

  • Clean Harbors Inc. (NYSE: CLH) is a leading provider of environmental and industrial services, handling hazardous waste management and emergency response.
  • Insider trading activity, reported via SEC Form 4, is a legal requirement for corporate officers but is often scrutinized by investors for signals regarding a company's future prospects.
  • The company recently reported exceptional fourth-quarter 2025 results, surpassing consensus estimates for revenue and adjusted EBITDA.
  • Clean Harbors announced the acquisition of Depot Connect International’s Industrial and Rail Services business for approximately $130 million, expected to close in the first half of 2026.
  • Major Wall Street analysts, including TD Cowen and Needham, have recently raised their price targets on the stock, citing robust execution and improved demand outlooks.

What Happens Next

Investors will closely watch the stock's performance in the coming weeks to see if the insider sale triggers a pullback from its 52-week high levels. The integration of the Depot Connect International acquisition will be a key operational focus during the first half of 2026. Additionally, market participants will look for guidance from the company regarding whether the current premium P/E ratio of 38.44 can be sustained through future earnings growth.

Frequently Asked Questions

Why did Alan McKim sell such a large amount of stock?

While the filing does not specify personal reasons, executives often sell shares to diversify their holdings or gain liquidity, especially when the stock is trading near 52-week highs.

Does this sale indicate a lack of confidence in Clean Harbors?

Not necessarily; McKim retains significant indirect ownership of over 2.2 million shares, suggesting he maintains a vested interest in the company's long-term success.

What is a Form 4 filing?

A Form 4 is a document that must be filed with the SEC whenever there is a change in the ownership of a company's stock by corporate insiders, such as officers or directors.

How has the market reacted to Clean Harbors' recent performance?

The market has reacted positively, driving the stock up 21% year-to-date and prompting multiple analyst firms to raise their price targets to over $300.

Original Source
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Gold prices rise as Trump tariff turmoil boosts safe haven demand Dystopian AI report sinks payment and software stocks These 2 chip stocks are new Top Picks at Citi Trump’s new 15% tariff raises fresh legal and trade questions (South Africa Philippines Nigeria) Clean Harbors exec chair McKim sells $28.11 million in stock By Investing.com Insider Trading Published 02/23/2026, 02:02 PM Clean Harbors exec chair McKim sells $28.11 million in stock 0 CLH -1.62% Alan S. McKim, Executive Chairman and CTO of Clean Harbors Inc (NYSE:CLH) , sold 100,000 shares of common stock on February 19, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares were sold at a price of $281.14, for a total transaction value of $28,114,000. On the same day, McKim also disposed of 10,000 shares of Clean Harbors common stock as a charitable gift. Following these transactions, McKim directly owns 34,027 shares of Clean Harbors and indirectly owns 2,265,368 shares through the McKim 2007 Trust and 67,093 shares through the McKim 2025 Annuity Trust.The insider sale comes as Clean Harbors trades at $280.85, near its InvestingPro data showing a 52-week high of $288.81. The stock has delivered strong returns with a 21% gain year-to-date, though it currently appears overvalued according to InvestingPro’s Fair Value analysis. Trading at a P/E ratio of 38.44, investors can access 13 additional ProTips and comprehensive metrics on InvestingPro . In other recent news, Clean Harbors announced its acquisition of Depot Connect International’s Industrial Services and Rail Services business for approximately $130 million. This transaction, involving five locations across Ohio, Louisiana, and Texas, is expected to close in the first half of 2026, pending customary closing conditions. Clean Harbors also reported strong fourth-quarter results for 2025, surpassing consensus estimates for revenue and adjusted EBITDA, markin...
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