Advanced Drainage Systems
About: Advanced Drainage Systems Inc is the manufacturer of water management solutions in the stormwater and onsite septic wastewater industries, providing superior drainage solutions for use in the construction and agriculture marketplaces. Its products are used across a broad range of end markets and applications, including residential, non-residential, infrastructure and agriculture applications. It operates business in three distinct reportable segments: Pipe; International, and Infiltrator. It generates a greater proportion of revenue from its Pipe segment, which consists of Pipe product sales in the United States. The Infiltrator is a provider of plastic leachfield chambers and systems, septic tanks and accessories, for use in residential applications.
Employees: 6,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
152% more call options, than puts
Call options by funds: $16M | Put options by funds: $6.33M
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
43% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 51
11% more capital invested
Capital invested by funds: $7.5B [Q1] → $8.31B (+$805M) [Q2]
4.2% more ownership
Funds ownership: 89.05% [Q1] → 93.25% (+4.2%) [Q2]
4% more funds holding
Funds holding: 455 [Q1] → 473 (+18) [Q2]
8% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 166
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
RBC Capital
Jeffrey Reive
|
$159
|
Outperform
Initiated
|
11 Aug 2025 |
UBS
John Lovallo
|
$167
|
Buy
Maintained
|
8 Aug 2025 |
Baird
Michael Halloran
|
$166
|
Outperform
Maintained
|
8 Aug 2025 |
Oppenheimer
Bryan Blair
|
$165
|
Outperform
Maintained
|
8 Aug 2025 |
Keybanc
Jeffrey Hammond
|
$159
|
Overweight
Maintained
|
8 Aug 2025 |
Barclays
Matthew Bouley
|
$160
|
Overweight
Maintained
|
8 Aug 2025 |
Financial journalist opinion