Equities Analysts Offer Predictions for ARIS FY2026 Earnings

Aris Water Solutions, Inc. (NYSE:ARIS) – Investment analysts at US Capital Advisors reduced their FY2026 EPS estimates for shares of Aris Water Solutions in a research report issued to clients and investors on Monday, February 3rd. US Capital Advisors analyst J. Carreker now forecasts that the company will earn $2.01 per share for the year, down from their prior 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.

A number of other analysts have also issued reports on the stock. Citigroup restated a “neutral” rating and set a $26.00 target price (up previously from $18.00) on shares of Aris Water Solutions in a research report on Wednesday, January 8th. Evercore ISI cut Aris Water Solutions from an “outperform” rating to an “in-line” rating and lifted their price target for the company from $25.00 to $27.00 in a report on Wednesday, January 15th. Stifel Nicolaus raised their target price on shares of Aris Water Solutions from $26.00 to $28.00 and gave the stock a “buy” rating in a research report on Tuesday, December 17th. JPMorgan Chase & Co. lowered shares of Aris Water Solutions from an “overweight” rating to a “neutral” rating and upped their price target for the stock from $19.00 to $22.00 in a research report on Wednesday, November 6th. Finally, The Goldman Sachs Group lifted their target price on Aris Water Solutions from $21.00 to $30.00 and gave the company a “buy” rating in a report on Thursday, December 19th. Four research analysts have rated the stock with a hold rating and two have given a buy rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $26.50.

Aris Water Solutions Stock Performance

Shares of ARIS opened at $25.86 on Thursday. Aris Water Solutions has a 12-month low of $8.31 and a 12-month high of $30.40. The stock has a market cap of $1.51 billion, a P/E ratio of 32.32 and a beta of 1.94. The company has a current ratio of 1.72, a quick ratio of 1.72 and a debt-to-equity ratio of 0.62. The company has a 50-day moving average of $26.05 and a two-hundred day moving average of $20.74.

Hedge Funds Weigh In On Aris Water Solutions

A number of hedge funds have recently added to or reduced their stakes in ARIS. SBI Securities Co. Ltd. acquired a new position in Aris Water Solutions in the 4th quarter valued at approximately $33,000. Meeder Asset Management Inc. bought a new position in Aris Water Solutions in the 3rd quarter worth approximately $39,000. New York State Teachers Retirement System lifted its position in Aris Water Solutions by 2,346.0% during the 3rd quarter. New York State Teachers Retirement System now owns 2,446 shares of the company’s stock valued at $41,000 after purchasing an additional 2,346 shares during the period. SG Americas Securities LLC grew its stake in shares of Aris Water Solutions by 48.1% during the fourth quarter. SG Americas Securities LLC now owns 10,941 shares of the company’s stock worth $262,000 after purchasing an additional 3,554 shares during the period. Finally, Janney Montgomery Scott LLC acquired a new position in shares of Aris Water Solutions during the 4th quarter worth about $279,000. Institutional investors and hedge funds own 39.71% of the company’s stock.

Insiders Place Their Bets

In related news, major shareholder Delaware Energy Llc sold 3,223,670 shares of Aris Water Solutions stock in a transaction dated Friday, December 13th. The stock was sold at an average price of $25.81, for a total value of $83,202,922.70. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Debra Coy sold 1,500 shares of the stock in a transaction on Monday, November 11th. The shares were sold at an average price of $25.39, for a total value of $38,085.00. Following the completion of the sale, the director now owns 42,082 shares of the company’s stock, valued at $1,068,461.98. The trade was a 3.44 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 4,161,178 shares of company stock valued at $106,845,859. Company insiders own 22.46% of the company’s stock.

About Aris Water Solutions

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.