The article recommends two recession-resistant dividend stocks: Waste Connections (WCN), a solid waste company with durable pricing power and contract structures, and Brookfield Infrastructure Partners (BIP), which owns inflation-indexed and regulated assets globally with growing data infrastructure exposure. Both offer reliable dividend growth at reasonable valuations without premium pricing.

Conestoga Capital Advisors sold 634,534 shares of SPS Commerce (SPSC) worth approximately $45.7 million in Q1 2026, reducing its stake to near-negligible levels. The stock has declined 59.8% over the past year but trades at a P/S ratio of 2.8x—the lowest in over a decade—while the company maintains solid revenue growth and invests in AI capabilities.

Waste Management is the largest trash hauler in North America with significant industry advantages, including limited landfill supply, high barriers to entry, and a consistent 22-year history of dividend increases.

Global waste recycling services market projected to grow from $65.08 billion in 2024 to $109.79 billion by 2033, driven by environmental concerns, regulations, and technological advancements in recycling.

The global waste management market is projected to grow from $1219.6 billion in 2024 to $1598.1 billion by 2029, with a 5.6% CAGR, driven by government measures, technological advancements, and increasing e-waste generation.

Waste Connections reported Q2 2025 financial results with revenue of $2.41 billion, beating estimates. The company maintained full-year guidance despite volume challenges, leveraging solid waste pricing and strategic acquisitions.

Waste Connections has declared a quarterly cash dividend of $0.315 per common share, payable on August 21, 2025, to shareholders of record as of August 6, 2025. The company intends to review the dividend each October with a long-term objective of increasing the amount.

Seaport Research initiated coverage on several major waste management companies, highlighting their resilient business models, dependable recurring revenue, and significant barriers to entry. The analyst believes these companies have historically outperformed the S&P 500 during market corrections.

Waste Connections announced a regular quarterly cash dividend of $0.315 U.S. per common share, to be paid on May 22, 2025 to shareholders of record on May 7, 2025.

The global bioremediation market is expected to grow significantly from $16.36 billion in 2023 to $49.36 billion by 2034, driven by factors like rising environmental regulations, technological advancements, and increased government initiatives. The report covers market analysis by type, technology, service, end-user, and region, along with profiles of the top 10+ major players.

The Construction and Demolition Waste Management Market is growing rapidly due to increasing urbanization, regulatory shifts, and advancements in recycling technologies, with a strong focus on sustainable solutions to address rising waste and environmental challenges.

The global waste management market is expected to grow from $1.42 trillion in 2023 to $2.5 trillion by 2033, driven by the rising generation of waste in urban centers. Key activities include garbage collection, sorting, composting, recycling, and disposal methods.