GFL Environmental gains as investors focus on SECURE deal progress and earlier guidance increase

GFL Environmental (GFL) is up 4.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is renewed optimism around GFL’s pending acquisition of SECURE Waste Infrastructure as the transaction moved closer to completion this week. The stock also continues to benefit from momentum after GFL’s late-July results beat expectations and management raised full-year 2026 guidance again, reinforcing the view that the combined company could deliver stronger margins and cash flow.

Details:

Sources:

GFL Environmental Investor Relations, SECURE Waste Infrastructure, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GFL Hedge Fund Activity

We have seen 182 institutional investors add shares of $GFL stock to their portfolio, and 200 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• FIL LTD added 7,641,177 shares (+7675.4%) to their portfolio in Q2 2026, for an estimated $281,118,901
• MAVERICK CAPITAL LTD added 6,353,275 shares (+165.0%) to their portfolio in Q2 2026, for an estimated $233,736,987
• BLACKROCK, INC. added 5,511,143 shares (+212.7%) to their portfolio in Q2 2026, for an estimated $202,754,950
• MITSUBISHI UFJ TRUST & BANKING CORP added 3,063,707 shares (+inf%) to their portfolio in Q2 2026, for an estimated $112,713,780
• FMR LLC removed 2,824,366 shares (-11.1%) from their portfolio in Q2 2026, for an estimated $103,908,425
• JANE STREET GROUP, LLC removed 2,362,227 shares (-94.4%) from their portfolio in Q2 2026, for an estimated $86,906,331
• STATE STREET CORP added 2,229,983 shares (+16277.2%) to their portfolio in Q2 2026, for an estimated $82,041,074

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GFL Price Targets

Multiple analysts have issued price targets for $GFL recently. We have seen 5 analysts offer price targets for $GFL in the last 6 months, with a median target of $52.0.

Here are some recent targets:

• Tami Zakaria from JP Morgan set a target price of $40.0 on 07/06/2026
• Konark Gupta from Scotiabank set a target price of $52.0 on 05/04/2026
• Bryan Burgmeier from Citigroup set a target price of $51.0 on 04/15/2026
• Jerry Revich from Wells Fargo set a target price of $69.0 on 03/18/2026
• Brad Hewitt from Wolfe Research set a target price of $74.0 on 03/13/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.