RSG at a glance
Republic Services (RSG, SEC CIK 1060391) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Republic Services (RSG) reported revenue of $16.6 billion (up 3.5% from FY2024) and net income of $2.1 billion. Diluted EPS was $6.85.
- As of June 30, 2026, 47 institutional investment managers tracked by SignalX reported holding Republic Services (RSG) shares worth $19.6 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by CASCADE INVESTMENT, L.L.C. on September 11, 2026 of 135,482 shares at $222.59 per share.
- In the last 90 days, RSG insiders reported 86 open-market purchases ($1.4B) and 0 open-market sales ($0) on Form 4, a net purchase of $1.4B.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $16.6B
- +3.5% vs prior year
- Insiders · 90 days
- 86 buys · 0 sells
- Net +$1.4B
- 13F holders
- 47 funds
- $19.6B · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk: multiemployer pension fund withdrawal liability with $1 million charge in 2025 under evolving liability estimation rules
- Macroeconomic threat: volume decline 0.6% due to slowing construction and weather, offset partially by $100 million revenue from disaster recovery efforts
- Operational vulnerability: $20 million restructuring charges in 2025 for new accounts receivable system and ERP conversion impacting environmental solutions segment
- Competitive risk: volume decreases from municipal contract losses and broker-related business affecting residential and small-container lines
- Financial risk: $2.6 billion floating rate debt with $26 million annualized interest expense sensitivity to 100 basis point rate change
Management Discussion & Analysis
- Revenue guidance $17.05B-$17.15B for 2026 with total revenue growth 2.2%-2.7% (yield 3.2%-3.7%, volume approx. -1.0%)
- Adjusted diluted EPS expected $7.20-$7.28 in 2026 vs $7.02 in 2025
- No segment-level revenue or profitability data disclosed
- Focus areas: pricing above inflation, profitable volume growth, sustainability investments, acquisitions, technology to boost productivity and retention
Business Overview
- Core business model: Solid waste collection and landfill operations with renewable energy projects from landfill gas
- New regulatory emphasis on Canadian Landfill Methane Regulations finalized Dec 2025 targeting 42% methane reduction below 2019 levels by 2030
- Strategic risk shift: Increased focus on environmental compliance costs and liabilities related to evolving greenhouse gas and environmental laws
- Significant indebtedness of ~$14 billion as of Dec 31, 2025, impacting financial flexibility and covenant compliance risks
- Operates 84 landfill gas-to-energy and renewable fuel projects subject to changing federal Renewable Fuel Standard program incentives
AI summary of the RSG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factor section provided; supplied text contains Items 2–6 only
- Commercial paper capacity increased from $1.5 billion to $2.0 billion on August 6, 2026
- Unregistered commercial paper notes dependent on Section 4(a)(2) Securities Act exemption
- Share-repurchase authorization expires December 31, 2026, with $1,005,101,258 remaining
- Inflation Reduction Act imposes a 1% excise tax on share repurchases
AI summary of the RSG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 financial results released for periods ended June 30, 2026
- Exhibit 99.1 contains the substantive earnings figures and management commentary
Item 7.01: Regulation FD Disclosure
- Raised adjusted EBITDA guidance to $5,525–$5,550 million, signaling stronger expected operating performance
- Revenue guidance set at $17,200–$17,300 million and net income at $2,210–$2,220 million
Item EX-99.1: Item EX-99.1
- Q2 net income $566M, or $1.84 EPS, up from $550M and $1.75; adjusted EPS $1.85, up 4.5%
- Revenue increased 4.6% to $4.43B, supported by 5.3% core pricing and 1.1% acquisition growth despite 1.6% volume decline
Item 8.01: Other Events
- Quarterly dividend increased $0.045 to $0.670 per share
- Payment scheduled October 15, 2026 for shareholders of record October 2, 2026
Item 8.01: Other Events
- $1.2B senior-note offering: $700M at 4.750% due 2031 and $500M at 5.000% due 2036
- New debt increases fixed financing obligations through 2036, with higher coupon costs on the longer maturity
AI summaries of RSG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RSG
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- Fund moves. Which tracked funds opened, added or cut RSG, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| CASCADE INVESTMENT, L.L.C. | Buy | Sep 11, 2026 | 135,482 | $222.59 |
| CASCADE INVESTMENT, L.L.C. | Buy | Sep 11, 2026 | 176,547 | $223.15 |
| CASCADE INVESTMENT, L.L.C. | Buy | Sep 11, 2026 | 5,185 | $223.84 |
| CASCADE INVESTMENT, L.L.C. | Buy | Sep 11, 2026 | 7,596 | $221.52 |
| CASCADE INVESTMENT, L.L.C. | Buy | Sep 10, 2026 | 47,819 | $223.44 |
| CASCADE INVESTMENT, L.L.C. | Buy | Sep 10, 2026 | 97,992 | $222.52 |
| CASCADE INVESTMENT, L.L.C. | Buy | Sep 10, 2026 | 2,042 | $224.11 |
| CASCADE INVESTMENT, L.L.C. | Buy | Sep 10, 2026 | 108,147 | $221.57 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $16.0B | $16.6B |
| Operating Income | - | $3.2B | $3.3B |
| Net Income | $1.7B | $2.0B | $2.1B |
| Op. Margin | - | 19.9% | 19.9% |
| Net Margin | - | 12.7% | 12.9% |
| Balance Sheet | |||
| Total Assets | $31.4B | $32.4B | $34.4B |
| Equity | - | $11.4B | $12.0B |
| ROE | - | 17.9% | 17.9% |
| Per Share | |||
| EPS | $5.47 | $6.49 | $6.85 |
| Cash Flow | |||
| Operating CF | - | $3.9B | $4.3B |
| CapEx | $1.6B | $1.9B | $1.9B |
Source: XBRL data in Republic Services (RSG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RSG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 47 | $19.62B |
| Q1 2026 | 46 | $18.39B |
| Q4 2025 | 45 | $17.59B |
| Q3 2025 | 48 | $20.26B |
| Q2 2025 | 47 | $20.22B |
| Q1 2025 | 42 | $13.61B |
| Q4 2024 | 36 | $9.17B |
| Q3 2024 | 33 | $4.91B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 344 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RSG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
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RSG SEC filings: frequently asked questions
Are RSG insiders buying or selling?
In the last 90 days, Republic Services (RSG) officers, directors and 10% owners reported 86 open-market purchases worth $1.4 billion by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold RSG stock?
As of June 30, 2026, the largest Republic Services (RSG) holders among the 13F filers tracked by SignalX were BlackRock ($3.8 billion), Vanguard Capital Management LLC ($2.8 billion), State Street Corp ($2.1 billion), Vanguard Portfolio Management LLC ($1.5 billion), T. Rowe Price Group ($1.4 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RSG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Republic Services (RSG) reported revenue of $16.6 billion (up 3.5% from FY2024) and net income of $2.1 billion. Diluted EPS was $6.85. The figures come from the XBRL data in the 10-K.
What are the main risks in RSG's latest 10-K?
In the 10-K filed February 18, 2026, Republic Services (RSG) flagged: Regulatory risk: multiemployer pension fund withdrawal liability with $1 million charge in 2025 under evolving liability estimation rules. Macroeconomic threat: volume decline 0.6% due to slowing construction and weather, offset partially by $100 million revenue from disaster recovery efforts. (AI summary of the Risk Factors section.)
What did RSG report in its latest 8-K?
Republic Services (RSG) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 and first-half 2026 financial results released for periods ended June 30, 2026.
What are the latest RSG SEC filings?
Republic Services (RSG) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 14, 2026.
What is RSG's SEC CIK number?
Republic Services (RSG)'s SEC Central Index Key (CIK) is 1060391. EDGAR lists every RSG filing under that number.
Ask anything about RSG
The research agent reads RSG's filings, financials, insider trades and 13F holders, then answers with sources.