Aris Water SolutionsARIS
ARIS
About: Aris Water Solutions Inc is an environmental infrastructure and solutions company delivering full-cycle water handling and recycling solutions. Its integrated pipelines and related infrastructure create long-term value by delivering high-capacity, comprehensive produced water management, recycling, and supply solutions to operators in the core areas of the Permian Basin. The company manages its business through a single operating segment comprising two primary revenue streams, Produced Water Handling and Water Solutions. The Produced Water Handling business gathers, transports, and unless recycled, handles produced water generated from oil and natural gas production, and the Water Solutions business develops and operates recycling facilities to treat, store, and recycle produced water.
Employees: 276
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
371% more call options, than puts
Call options by funds: $5.53M | Put options by funds: $1.18M
106% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 31
67% more capital invested
Capital invested by funds: $614M [Q4 2024] → $1.02B (+$409M) [Q1 2025]
28% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 60
19.67% more ownership
Funds ownership: 83.52% [Q4 2024] → 103.19% (+19.67%) [Q1 2025]
17% more funds holding
Funds holding: 187 [Q4 2024] → 218 (+31) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$23
0%
upside
Avg. target
$27
15%
upside
High target
$30
30%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Goldman Sachs John Mackay | 30%upside $30 | Buy Maintained | 8 May 2025 |
Wells Fargo Praneeth Satish | 0%downside $23 | Equal-Weight Maintained | 8 May 2025 |
Financial journalist opinion
Positive
Seeking Alpha
2 days ago
Water You Waiting For? One Of My Favorite Ideas I've Ever Written About
The world is focused on flashy megatrends, but my top thesis, water in energy production, is far more overlooked and, in my view, far more urgent. Produced water is overwhelming the Permian. Handling costs are soaring, pore space is shrinking, and new infrastructure is critical for the future. I'm heavily invested in companies with water, mineral, and surface rights. These landowners are perfectly positioned to benefit for years to come.
Positive
Seeking Alpha
2 weeks ago
Oil Be Rich: 2 Of My All-Time Favorite Energy Stocks For Income And Growth
Oil is critical to global growth, embedded in everything from transport to manufacturing. Despite green energy, the demand for oil remains deeply entrenched. While geopolitics add volatility, long-term supply constraints and underinvestment set the stage for a bullish oil outlook for years to come. That's why I'm doubling down on two standout stocks offering value, income, and exposure to powerful long-term energy tailwinds.
Positive
Seeking Alpha
1 month ago
These 3 Dividend Stocks Could Double - And Pay You Every Step Of The Way
Long-term stock investing works. Historically, holding for 20+ years has never led to losses. I want more than just average returns, so I aim higher. I avoid ETFs and prefer concentrated bets in sectors I know well. My focus is on high-conviction picks I believe can double far faster than the market. In this article, I'm sharing three dividend stocks that are higher-risk, higher-reward. Even if I'm wrong, I believe they're still solid long-term investments.
Positive
Seeking Alpha
1 month ago
2 Underrated Dividend Growers, I'm Eager To Buy On Any Dip
I believe America's greatness stems from access to capital, abundant energy, and personal freedom, traits that continue to support innovation and wealth. A resilient American spirit fuels dip-buying, even amid volatility. I've deployed cash myself, driven by conviction, not perfect timing. This mindset leads me to two fascinating dividend growth stocks. They're not typical picks, but their unique models deserve far more attention.
Neutral
Seeking Alpha
2 months ago
Aris Water Solutions, Inc. (ARIS) Q1 2025 Earnings Call Transcript
Aris Water Solutions, Inc. (NYSE:ARIS ) Q1 2025 Earnings Conference Call May 7, 2025 9:00 AM ET Company Participants David Tuerff - Senior Vice President, Finance and Investor Relations Bill Zartler - Founder and Executive Chairman Amanda Brock - Chief Executive Officer Stephan Tompsett - Chief Financial Officer Conference Call Participants Wade Suki - Capital One Securities Jackie Koletas - Goldman Sachs Spiro Dounis - Citi Jeremy Tonet - JPMorgan Praneeth Satish - Wells Fargo Selman Akyol - Stifel Jeffrey Campbell - Seaport Research Partners Derrick Whitfield - Texas Capital Sean Mitchell - Daniel Energy Partners Operator Greetings and welcome to the Aris Water Solutions First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
2 months ago
Aris Water Solutions, Inc. (ARIS) Tops Q1 Earnings and Revenue Estimates
Aris Water Solutions, Inc. (ARIS) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.23 per share a year ago.
Neutral
Business Wire
2 months ago
Aris Water Solutions, Inc. Reports First Quarter 2025 Results
HOUSTON--(BUSINESS WIRE)--Aris Water Solutions, Inc. (NYSE: ARIS) (“Aris,” “Aris Water,” or the “Company”) today announced financial and operating results for the first quarter ended March 31, 2025. FIRST QUARTER 2025 HIGHLIGHTS Achieved record volumes for both Produced Water Handling and Water Solutions Produced Water Handling volumes grew 7% sequentially and 3% year-over-year Recycled water volumes grew 3% sequentially and 41% year-over-year Achieved first quarter 2025 net income of $16.0 mil.
Neutral
Zacks Investment Research
2 months ago
Aris Water Solutions, Inc. (ARIS) Reports Next Week: What Awaits?
Aris Water Solutions (ARIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Investors Business Daily
2 months ago
Aris Water Solutions Stock Earns IBD Stock Rating Upgrade
The IBD SmartSelect Composite Rating for Aris Water Solutions rose from 94 to 96 Monday.
Neutral
Business Wire
2 months ago
Aris Water Solutions, Inc. Schedules First Quarter 2025 Results Conference Call
HOUSTON--(BUSINESS WIRE)--Aris Water Solutions, Inc. (NYSE: ARIS) (“Aris”, “Aris Water” or the “Company”) announced today that it will host a conference call to discuss its first quarter 2025 results on Wednesday, May 7, 2025, at 8:00 a.m. Central Time (9:00 a.m. Eastern Time). Aris will issue its first quarter 2025 earnings release after market close on May 6, 2025. Participants should call (877) 407-5792 and refer to Aris Water Solutions, Inc. when dialing in. Participants are encouraged to l.
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