US Capital Advisors Analysts Cut Earnings Estimates for ARIS

Aris Water Solutions, Inc. (NYSE:ARIS) – Research analysts at US Capital Advisors dropped their Q1 2025 earnings per share estimates for shares of Aris Water Solutions in a research note issued to investors on Monday, March 24th. US Capital Advisors analyst J. Carreker now forecasts that the company will post earnings of $0.39 per share for the quarter, down from their prior estimate of $0.40. The consensus estimate for Aris Water Solutions’ current full-year earnings is $0.91 per share. US Capital Advisors also issued estimates for Aris Water Solutions’ Q4 2025 earnings at $0.49 EPS, Q1 2026 earnings at $0.45 EPS, Q2 2026 earnings at $0.51 EPS, Q3 2026 earnings at $0.58 EPS, Q4 2026 earnings at $0.56 EPS, FY2026 earnings at $2.10 EPS and FY2027 earnings at $2.19 EPS.

ARIS has been the subject of several other research reports. Stifel Nicolaus increased 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. Evercore ISI lowered Aris Water Solutions from an “outperform” rating to an “in-line” rating and upped their price target for the company from $25.00 to $27.00 in a research report on Wednesday, January 15th. Wells Fargo & Company lifted their price objective on Aris Water Solutions from $26.00 to $29.00 and gave the stock an “equal weight” rating in a research report on Friday, February 28th. 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 report on Wednesday, January 8th. Finally, The Goldman Sachs Group lifted their price target on shares of Aris Water Solutions from $21.00 to $30.00 and gave the company a “buy” rating in a report on Thursday, December 19th. Four analysts have rated the stock with a hold rating and two have given a buy rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $27.00.

Aris Water Solutions Stock Performance

Shares of ARIS stock opened at $32.62 on Thursday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.72 and a current ratio of 1.72. Aris Water Solutions has a fifty-two week low of $12.44 and a fifty-two week high of $34.01. The company has a market capitalization of $1.91 billion, a P/E ratio of 40.77 and a beta of 1.88. The stock has a 50 day moving average price of $28.65 and a two-hundred day moving average price of $23.90.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of Aris Water Solutions by 3.8% in the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,246 shares of the company’s stock worth $365,000 after buying an additional 557 shares in the last quarter. Quarry LP bought a new position in Aris Water Solutions during the 4th quarter valued at about $27,000. Larson Financial Group LLC purchased a new stake in shares of Aris Water Solutions during the 4th quarter valued at about $28,000. SBI Securities Co. Ltd. bought a new stake in shares of Aris Water Solutions in the fourth quarter worth approximately $33,000. Finally, Centiva Capital LP raised its holdings in shares of Aris Water Solutions by 11.1% during the fourth quarter. Centiva Capital LP now owns 13,647 shares of the company’s stock valued at $327,000 after purchasing an additional 1,368 shares during the last quarter. Institutional investors own 39.71% of the company’s stock.

Insider Activity at Aris Water Solutions

In related news, major shareholder Yorktown Energy Partners Xi, L sold 1,000,000 shares of the business’s stock in a transaction dated Monday, March 17th. The shares were sold at an average price of $27.70, for a total transaction of $27,700,000.00. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Nicholas A. Patterson sold 8,299 shares of the company’s stock in a transaction dated Wednesday, March 12th. The stock was sold at an average price of $30.60, for a total transaction of $253,949.40. Following the completion of the sale, the insider now owns 58,228 shares in the company, valued at approximately $1,781,776.80. This trade represents a 12.47 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 1,433,195 shares of company stock worth $38,936,166 over the last ninety days. 22.46% of the stock is owned by corporate insiders.

Aris Water Solutions Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 27th. Stockholders of record on Thursday, March 13th will be paid a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.72%. The ex-dividend date is Thursday, March 13th. This is a boost from Aris Water Solutions’s previous quarterly dividend of $0.11. Aris Water Solutions’s dividend payout ratio (DPR) is presently 70.00%.

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.