FY2026 EPS Estimates for ARIS Lowered by US Capital Advisors

Aris Water Solutions, Inc. (NYSE:ARIS) – US Capital Advisors lowered their FY2026 earnings per share (EPS) estimates for shares of Aris Water Solutions in a research note issued on Monday, February 3rd. US Capital Advisors analyst J. Carreker now expects that the company will post earnings per share of $2.01 for the year, down from their previous forecast of $2.03. US Capital Advisors currently has a “Moderate Buy” rating on the stock. The consensus estimate for Aris Water Solutions’ current full-year earnings is $0.91 per share.

Several other research firms also recently commented on ARIS. JPMorgan Chase & Co. downgraded shares of Aris Water Solutions from an “overweight” rating to a “neutral” rating and upped their price target for the company from $19.00 to $22.00 in a research note on Wednesday, November 6th. Evercore ISI cut shares of Aris Water Solutions from an “outperform” rating to an “in-line” rating and raised their target price for the stock from $25.00 to $27.00 in a report on Wednesday, January 15th. Stifel Nicolaus lifted their price target on shares of Aris Water Solutions from $26.00 to $28.00 and gave the company a “buy” rating in a research report on Tuesday, December 17th. Wells Fargo & Company raised their price objective on Aris Water Solutions from $21.00 to $26.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 18th. Finally, Citigroup reiterated a “neutral” rating and set a $26.00 target price (up from $18.00) on shares of Aris Water Solutions in a research report on Wednesday, January 8th. Four research analysts have rated the stock with a hold rating and two have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $26.50.

Aris Water Solutions Stock Performance

ARIS opened at $27.00 on Thursday. Aris Water Solutions has a 12-month low of $8.46 and a 12-month high of $30.40. The stock has a market cap of $1.57 billion, a price-to-earnings ratio of 33.75 and a beta of 1.94. The business has a 50 day moving average of $26.08 and a 200-day moving average of $20.87. The company has a quick ratio of 1.72, a current ratio of 1.72 and a debt-to-equity ratio of 0.62.

Institutional Investors Weigh In On Aris Water Solutions

A number of hedge funds have recently added to or reduced their stakes in ARIS. Raymond James Financial Inc. acquired a new position in Aris Water Solutions during the 4th quarter worth approximately $29,663,000. State Street Corp increased its stake in Aris Water Solutions by 13.8% during the 3rd quarter. State Street Corp now owns 662,324 shares of the company’s stock valued at $11,173,000 after purchasing an additional 80,490 shares in the last quarter. Eagle Asset Management Inc. acquired a new position in Aris Water Solutions during the third quarter worth $10,828,000. Geode Capital Management LLC lifted its stake in shares of Aris Water Solutions by 3.0% in the third quarter. Geode Capital Management LLC now owns 619,349 shares of the company’s stock valued at $10,450,000 after buying an additional 18,304 shares in the last quarter. Finally, Wasatch Advisors LP grew its holdings in shares of Aris Water Solutions by 4.7% during the third quarter. Wasatch Advisors LP now owns 523,533 shares of the company’s stock valued at $8,832,000 after buying an additional 23,594 shares during the last quarter. 39.71% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Aris Water Solutions

In other Aris Water Solutions news, major shareholder S Corp Gable sold 38,739 shares of the stock in a transaction that occurred on Wednesday, December 18th. The shares were sold at an average price of $25.03, for a total transaction of $969,637.17. Following the completion of the sale, the insider now owns 3,111,738 shares of the company’s stock, valued at approximately $77,886,802.14. This represents a 1.23 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Debra Coy sold 1,500 shares of the company’s stock in a transaction on Monday, November 11th. The shares were sold at an average price of $25.39, for a total transaction of $38,085.00. Following the completion of the sale, the director now directly owns 42,082 shares in the company, valued at approximately $1,068,461.98. This represents a 3.44 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 4,161,178 shares of company stock worth $106,845,859 over the last quarter. Corporate insiders own 22.46% of the company’s stock.

Aris Water Solutions Company Profile

Aris Water Solutions, Inc, an environmental infrastructure and solutions company, provides water handling and recycling solutions. The company's produced water handling business gathers, transports, unless recycled, and handles produced water generated from oil and natural gas production. Its water solutions business develops and operates recycling facilities to treat, store, and recycle produced water.