How Investors Are Reacting To Advanced Drainage Systems (WMS) Earnings Beat, Higher Dividend And Buybacks
Advanced Drainage Systems (WMS) reported strong first-quarter 2026 results, including higher sales and earnings, and reaffirmed its fiscal 2027 net sales guidance. The company also increased its quarterly dividend by 11% and completed a significant share repurchase program, signaling management's commitment to returning capital to shareholders. This news reinforces the company's investment narrative focused on water management infrastructure demand, despite potential concerns about construction slowdowns.
Oxbow Advisors LLC Takes Position in Advanced Drainage Systems, Inc. $WMS
Oxbow Advisors LLC has acquired a new stake in Advanced Drainage Systems, Inc. (NYSE:WMS), purchasing 23,425 shares valued at approximately $3.68 million during the second quarter. This move is part of broader institutional interest, with 89.83% of WMS stock owned by institutional investors. Advanced Drainage Systems recently reported strong quarterly earnings, beating estimates with an EPS of $2.49 and a 20.6% increase in revenue.
ADS’s Arcadia separator boasts verified mitigation indices
Advanced Drainage Systems (ADS) has announced that its Arcadia hydrodynamic separator (HDS) has achieved independently verified Mitigation Indices (MIs), confirming its effectiveness in silt management and stormwater treatment. The Arcadia HDS uses a unique internal design to promote sediment settlement and prevent re-suspension of contaminants, offering high sediment removal efficiencies. These verified MIs provide designers and specifiers with confidence in the product's performance for sustainable drainage systems (SuDS) aiming to improve water quality.
ETFs Investing in Advanced Drainage Systems, Inc. Stocks
This article lists various ETFs that hold stocks of Advanced Drainage Systems, Inc., providing details such as market value, weight, issuer, management style, focus, expense ratio, and AUM for each fund. The purpose is to help investors find accessible and diversified opportunities with lower risk. The data includes performance metrics like price change and 3-year NAV total return for these ETFs.
Advanced Drainage Systems (WMS) Could Be 17% Undervalued On Earnings Beat And Dividend Rise
Advanced Drainage Systems (WMS) recently surpassed Wall Street expectations with its quarterly results, confirmed fiscal 2027 net sales guidance, and announced a higher quarterly dividend alongside continued share repurchases. The company's stock has seen a 14.68% return over 90 days, with a 5-year total shareholder return of 32.24%. Despite these positive developments, a common valuation narrative suggests WMS is 16.7% undervalued with a fair value of $181.20, driven by long-term growth in stormwater demand and strong margins, though potential risks like choppy demand and resin cost inflation exist.
Advanced Drainage Systems, Inc. (NYSE:WMS) Given Consensus Rating of "Moderate Buy" by Brokerages
Advanced Drainage Systems, Inc. (NYSE:WMS) has received a "Moderate Buy" consensus rating from brokerages, with seven of nine analysts recommending a buy and two recommending a hold. The average 12-month price target is $188.38, significantly above its recent price of $150.82. The company also surpassed quarterly earnings expectations, reporting $2.49 EPS against a $2.10 estimate, and announced a quarterly dividend of $0.20 per share.
ABN AMRO Bank N.V. Makes New $18 Million Investment in Advanced Drainage Systems, Inc. $WMS
ABN AMRO Bank N.V. has made a new $18 million investment in Advanced Drainage Systems, Inc. (NYSE:WMS), purchasing 114,578 shares during the second quarter. Institutional investors now own 89.83% of WMS, and analysts maintain a "Moderate Buy" rating with an average price target of $188.38. The company recently exceeded earnings expectations, reporting $2.49 EPS and nearly $1 billion in revenue, and declared a quarterly dividend of $0.20 per share.
A Look at Advanced Drainage Systems Inc (WMS) After 6.2% Gain -- GF Value $158.00 vs Price $149.23
Advanced Drainage Systems Inc (WMS) shares recently gained 6.2%, reaching $149.23, which is 5.6% below its GF Value™ estimate of $158.00, suggesting it is undervalued. The company has a GF Score™ of 77/100, indicating above-average performance with strong valuation but moderate growth. While gurus show mixed sentiment, the absence of insider transactions points to a stable management outlook.
Advanced Drainage Systems Jumps 5.3% After UBS Maintains Buy
Advanced Drainage Systems (WMS) shares rose 5.3% to $147.91 after UBS and RBC Capital maintained their positive ratings and raised price targets. UBS increased its target to $207 from $205 with a Buy rating, while RBC Capital moved to $178 from $170 with an Outperform rating. The dual endorsements and increased price targets, driven by optimism around infrastructure spending and the company's market position, suggest potential upside for the stock.
Advanced Drainage Systems Jumps 5.3% After UBS Maintains Buy
Advanced Drainage Systems (WMS) shares rose 5.3% after UBS and RBC Capital upgraded their price targets, maintaining "Buy" and "Outperform" ratings respectively. UBS increased its target to $207 from $205, while RBC Capital raised its target to $178 from $170. This positive analyst sentiment is attributed to the company's strong position in the building products and equipment sector and benefits from infrastructure spending trends.
Advanced Drainage’s Q2 Earnings Call: Our Top 5 Analyst Questions
Advanced Drainage (WMS) exceeded Q2 revenue and non-GAAP earnings expectations, driven by strong organic growth, the NDS acquisition, and effective price management. The company reaffirmed its full-year revenue and EBITDA guidance. Key analyst questions focused on EBITDA margin cadence given input costs, NDS integration, and the pace of increasing recycled content.
Assenagon Asset Management S.A. Has $4.21 Million Stock Holdings in Advanced Drainage Systems, Inc. $WMS
Assenagon Asset Management S.A. significantly increased its stake in Advanced Drainage Systems, Inc. (NYSE:WMS) by 196.9% in the second quarter, bringing its total holdings to 26,815 shares valued at $4.21 million. Other institutional investors also adjusted their positions in the company. Advanced Drainage Systems recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend.
Advanced Drainage’s Q2 Earnings Call: Our Top 5 Analyst Questions
Advanced Drainage (WMS) exceeded Q2 revenue and EPS estimates, driven by strong organic growth and the NDS acquisition, with CEO Scott Barbour highlighting the benefits of a diversified portfolio. The company reconfirmed its full-year revenue and EBITDA guidance. Analysts focused on future EBITDA margins, NDS integration, the flow-through of lower input costs, and the pace of increasing recycled content.
Is Dividend Hike And Buyback Completion Altering The Investment Case For Advanced Drainage Systems (WMS)?
Advanced Drainage Systems (WMS) recently reported strong Q1 2026 results, including increased sales and net income, an 11% dividend hike, and confirmed fiscal 2027 net sales guidance. The company also completed a significant share repurchase program. These actions strengthen the investment case by demonstrating management's commitment to returning capital to shareholders and supporting the long-term demand thesis for water management solutions, despite potential volatility in construction markets.
Advanced Drainage Systems: NDS Adds $94.7 Million Of Sales As Adjusted EBITDA Margin Expands To 35.8%
Advanced Drainage Systems reported strong first-quarter fiscal 2027 results, with total net sales increasing 20.6% to $1.001 billion. The acquisition of National Diversified Sales (NDS) contributed $94.7 million in revenue, while Adjusted EBITDA rose 28.8% to $358.3 million, expanding the margin to 35.8%. The company also repurchased $228.5 million of common stock during the quarter.
Bank of America Corp DE Sells 17,795 Shares of Advanced Drainage Systems, Inc. $WMS
Bank of America Corp DE reduced its stake in Advanced Drainage Systems, Inc. (NYSE:WMS) by 3.9% in the first quarter, selling 17,795 shares but still holding 439,577 shares valued at $60.3 million. Advanced Drainage Systems reported strong quarterly results, beating EPS estimates by $0.39 with $2.49 and seeing revenue grow 20.6% to $1 billion. The company also declared a quarterly dividend of $0.20 per share, and analysts maintain a "Moderate Buy" consensus with an average target price of $188.38.
Advanced Drainage Systems Will Pay Shareholders $0.20 Sept. 15
Advanced Drainage Systems, Inc. (NYSE: WMS) announced a quarterly cash dividend of $0.20 per share, an 11% increase from the prior year. This dividend will be paid on September 15, 2026, to shareholders of record as of September 1, 2026. The company attributes this increase to its strong balance sheet, cash generation, and commitment to returning capital to shareholders.
WMS Q2 Deep Dive: Inflation Pressures and Recycling Drive Advanced Drainage’s Outlook
Advanced Drainage Systems (WMS) reported Q2 CY2026 results that exceeded revenue and non-GAAP earnings expectations, driven by strong performance in its Stormwater and Wastewater segments and the NDS acquisition. The company is focused on navigating inflation through pricing actions, leveraging recycling investments, and integrating NDS for future growth. Management expects raw material and transportation costs to peak soon, with continued focus on increasing recycled content and operational efficiencies.
Advanced Drainage Systems (WMS) Stock Falls Despite Record Margins And Cash Flow
Despite Advanced Drainage Systems (WMS) reporting record margins, cash flow, and a significant increase in Q1 2027 revenue and net income, its stock fell by approximately 3%. This decline highlights market caution influenced by concerns about cost inflation, cyclical end markets, and already high expectations, even as the company demonstrates strong underlying financial performance and is ahead of its long-term margin goals. The article explores both the bullish arguments, such as secular demand and margin expansion, and the bearish concerns regarding resin and freight headwinds and flat residential organic revenue.
Advanced Drainage Systems (NYSE:WMS) Announces Earnings Results, Beats Expectations By $0.39 EPS
Advanced Drainage Systems (NYSE:WMS) announced strong first-quarter results, beating analyst expectations with an EPS of $2.49 and revenue of $1 billion, driven by growth in non-residential, wastewater, and stormwater products. The company also increased its quarterly dividend by 11% to $0.20 per share. Despite the strong performance, the stock traded down due to investor concerns about potential margin pressure from rising resin and transportation costs in the coming quarters and its current valuation.
Advanced Drainage Systems Delivers 21% Revenue Growth in Q1 2027
Advanced Drainage Systems (WMS) reported a strong Q1 2027 with adjusted EPS of $2.26, exceeding estimates by 7.1%, and revenue of $1.00 billion, a 20.6% increase year-over-year. The company's Stormwater segment was a key growth driver, showing a 24.2% revenue increase, indicating robust demand for drainage solutions in infrastructure projects. Analysts maintain a bullish outlook with 9 buy ratings, reflecting confidence in WMS's growth trajectory and market position.
Advanced Drainage Systems Poised for More Outperformance After 'Strong' Fiscal Q1, RBC Says
RBC Capital Markets believes Advanced Drainage Systems (WMS) is set for continued outperformance following its strong fiscal Q1 results. Despite high inflation and weak demand, the company's quarter was bolstered by an early $25 million to $30 million in customer sales. The full details are available to premium subscribers.
Advanced Drainage Systems (NYSE: WMS) posts 21% Q1 sales rise, lifts dividend
Advanced Drainage Systems (NYSE: WMS) reported strong fiscal first-quarter 2027 results with a 20.6% increase in net sales to $1.0 billion and a 22.5% rise in net income from continuing operations. The company also announced an 11% increase in its quarterly dividend to $0.20 per share and repurchased 1.6 million shares for $228.5 million. Despite reaffirming its full-year fiscal 2027 guidance for net sales and Adjusted EBITDA, the company anticipates a slight margin compression for the fiscal year.
Advanced Drainage Systems, Inc. (NYSE:WMS) Announces $0.20 Quarterly Dividend
Advanced Drainage Systems, Inc. (NYSE:WMS) announced a quarterly dividend of $0.20 per share, payable on September 15th to shareholders of record on September 1st. This dividend represents an annualized payout of $0.80 and a 0.5% yield, which is well-covered by earnings with a payout ratio of 12.7%. The company recently reported strong quarterly earnings of $2.49 per share, exceeding estimates, with revenue reaching approximately $1 billion, a 20.6% increase year-over-year.
Earnings call transcript: Advanced Drainage tops Q1 2026 estimates as revenue tops $1 billion
Advanced Drainage Systems (ADS) reported Q1 fiscal 2027 earnings and revenue that exceeded Wall Street estimates, with revenue topping $1 billion for the first time. The strong performance was attributed to pricing power, robust non-residential demand, and the NDS acquisition. Despite management's warning of impending margin pressure due to higher resin and transportation costs, the company maintained its full-year guidance.
Advanced Drainage Systems (NYSE: WMS) lifts Q1 net sales 20.6%
Advanced Drainage Systems (WMS) reported a significant increase in its first-quarter fiscal 2027 net sales, rising 20.6% to $1,001.1 million, largely driven by the Stormwater segment and the NDS acquisition. Net income from continuing operations grew by 22.5% to $176.6 million, and Adjusted EBITDA increased by 28.8% to $358.3 million, reflecting improved margins. The company also repurchased 1.6 million shares and declared a dividend, while navigating preliminary accounting for the NDS acquisition and recording a net loss from discontinued operations related to international entities held for sale.
Advanced Drainage Systems (WMS) Could Be 17% Undervalued As Earnings And Dividend Land
Advanced Drainage Systems (WMS) recently reported strong first-quarter results, confirmed fiscal 2027 net sales guidance, and announced a higher quarterly dividend and completed share repurchases. While its stock shows modest short-term gains, the company is considered 17.4% undervalued, with a fair value of $181.20, driven by expanding higher-margin segments. Risks include potential softness in construction demand or rising input costs.
Advanced Drainage Systems (WMS) Could Be 17% Undervalued As Earnings And Dividend Land
Advanced Drainage Systems (WMS) recently announced strong Q1 results, raised its dividend, and completed share repurchases, despite a recent cooling in short-term share performance. The company is considered 17.4% undervalued with a fair value of $181.20, driven by expanding higher-margin segments. However, potential risks include soft construction demand and rising input costs.
Advanced Drainage Systems, Inc. 2027 Q1 - Results - Earnings Call Presentation (NYSE:WMS) 2026-08-06
Advanced Drainage Systems, Inc. (WMS) released its Q1 2027 earnings call presentation. The company reported an EPS of $2.49, beating estimates by $0.37, and revenue of $1.00 billion, surpassing expectations by $9.70 million with a 20.63% year-over-year increase. The presentation was published in conjunction with their earnings call on August 6, 2026.
Advanced Drainage (NYSE:WMS) Exceeds Q2 CY2026 Expectations
Advanced Drainage Systems (NYSE:WMS) reported strong Q2 CY2026 results, surpassing Wall Street's revenue and non-GAAP EPS expectations. Revenue increased by 20.6% year-on-year to $1.00 billion, and adjusted EPS reached $2.49, beating estimates by 17.4%. The company also reconfirmed its full-year revenue guidance and provided an EBITDA outlook in line with analyst expectations, indicating a robust financial performance.
Advanced Drainage Systems beats estimates, raises dividend
Advanced Drainage Systems Inc. (NYSE:WMS) reported strong first-quarter results, exceeding analyst expectations for both adjusted earnings per share and revenue. The company also announced an 11% increase in its quarterly cash dividend and provided fiscal year 2027 revenue guidance that aligns with analyst consensus. Following the announcement, shares rose by 2%.
Advanced Drainage Systems earnings in focus as margin test looms
Advanced Drainage Systems (ADS) is set to report fiscal first-quarter earnings, with analysts focusing on whether the company can maintain profit margins above 30% while integrating its recent acquisition of NDS. Wall Street anticipates EPS of $2.09 on revenue of $992.5 million. The report will also reveal early signs of cost synergies and revenue opportunities from the NDS deal, and provide insight into the company's ability to achieve its 2030 targets amidst a challenging demand environment.
Rathbones Group PLC Cuts Stake in Advanced Drainage Systems, Inc. $WMS
Rathbones Group PLC reduced its stake in Advanced Drainage Systems, Inc. (NYSE:WMS) by 14% in the first quarter, selling 21,360 shares and retaining 130,792 shares valued at $17.9 million. Despite this, institutional investors still collectively own 89.83% of the company, and analysts maintain a "Moderate Buy" consensus with an average price target of $187. Advanced Drainage Systems also reported exceeding quarterly earnings and revenue estimates and increased its quarterly dividend.
Advanced Drainage Systems, Inc. $WMS Shares Acquired by California State Teachers Retirement System
The California State Teachers Retirement System increased its stake in Advanced Drainage Systems (NYSE:WMS) by 25.4% in the first quarter, now holding 86,740 shares valued at $11.9 million. Institutional investors collectively own 89.83% of the company. Advanced Drainage Systems also exceeded quarterly expectations with $1.07 EPS and $676.76 million in revenue, and raised its quarterly dividend to $0.20 per share.
Precision Trading with Advanced Drainage Systems Inc. (WMS) Risk Zones
This article analyzes Advanced Drainage Systems Inc. (WMS), highlighting weak near and mid-term sentiment and a neutral long-term outlook. It identifies an exceptional 35.7:1 risk-reward short setup and provides three distinct AI-generated trading strategies tailored to different risk profiles, including long, breakout, and short positions with specific entry, target, and stop-loss zones. The analysis also details multi-timeframe signal strengths and support/resistance levels.
Segall Bryant & Hamill LLC Takes Position in Advanced Drainage Systems, Inc. $WMS
Segall Bryant & Hamill LLC has acquired a new stake in Advanced Drainage Systems, Inc. (NYSE:WMS), purchasing 54,391 shares valued at approximately $7.46 million. Advanced Drainage Systems recently surpassed quarterly earnings expectations, reporting $1.07 EPS against a $0.95 consensus, and increased its quarterly dividend to $0.20 per share. Analysts generally maintain a "Moderate Buy" rating for the company with an average price target of $187.
Lombard Odier Asset Management Europe Ltd Purchases 51,707 Shares of Advanced Drainage Systems, Inc. $WMS
Lombard Odier Asset Management Europe Ltd significantly increased its stake in Advanced Drainage Systems, Inc. (NYSE:WMS) during the first quarter, purchasing 51,707 additional shares to bring its total holding to 111,124 shares valued at $15.2 million. Advanced Drainage Systems reported strong quarterly results, beating earnings and revenue expectations, and also raised its quarterly dividend. Analysts generally maintain a "Moderate Buy" rating for the stock, with an average price target of $187.00.
Advanced Drainage Systems (WMS) Stock May Trade At A Cash Flow Discount But An Earnings Premium
Advanced Drainage Systems (WMS) stock is currently trading below its estimated intrinsic value based on a Discounted Cash Flow model and appears undervalued on an earnings multiple workup, despite a recent pullback. While the stock shows a 12.6% discount according to DCF analysis and is priced below its fair P/E ratio of 30.7x, broader valuation checks offer a mixed picture. The key question for investors is whether strong cash flows and margins can close this valuation gap or if construction-related headwinds will limit its appreciation.
Advanced Drainage Systems (WMS) Stock May Trade At A Cash Flow Discount But An Earnings Premium
Advanced Drainage Systems (WMS) stock appears undervalued based on both Discounted Cash Flow (DCF) intrinsic value and earnings multiples, despite a mixed broader valuation picture. The DCF model suggests a 12.6% discount to its intrinsic value of $159 per share, while the tailored P/E ratio indicates undervaluation compared to its suggested earnings-based benchmark of 30.7x. The article emphasizes that the stock's future performance hinges on whether strong cash flows and margins can close this valuation gap or if construction-related headwinds will persist.
Quantinno Capital Management LP Purchases 11,693 Shares of Advanced Drainage Systems, Inc. $WMS
Quantinno Capital Management LP increased its stake in Advanced Drainage Systems (NYSE:WMS) by 5.8%, acquiring an additional 11,693 shares, bringing its total holdings to 213,971 shares valued at approximately $29.3 million. The company reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend. Analysts maintain a "Moderate Buy" rating with an average price target of $187.
Arrowstreet Capital Limited Partnership Buys Shares of 123,643 Advanced Drainage Systems, Inc. $WMS
Arrowstreet Capital Limited Partnership recently acquired 123,643 shares of Advanced Drainage Systems, Inc. (WMS) valued at approximately $17.0 million, marking a new position in the construction company. Advanced Drainage Systems reported strong quarterly results, exceeding analyst expectations with $1.07 EPS and $676.76 million in revenue, a 9.9% year-over-year increase. The company also raised its quarterly dividend, and analysts maintain a "Moderate Buy" rating with an average price target significantly above its current trading price.
Dayah Capital LLC Acquires Shares of 12,801 Advanced Drainage Systems, Inc. $WMS
Dayah Capital LLC has acquired 12,801 shares of Advanced Drainage Systems, Inc. (WMS), valued at approximately $1.755 million, making it their 27th largest holding. Advanced Drainage Systems, a water management solutions company, has received a "Moderate Buy" rating from analysts with an average target price of $187. The company reported strong Q1 earnings, beating estimates with $1.07 EPS and $676.76 million in revenue, and increased its quarterly dividend to $0.20 per share.
Advanced Drainage Systems Number of Employees 2026 | Employee Count & Headcount Data
Advanced Drainage Systems (WMS) had approximately 6,447 employees worldwide as of March 2026, marking a 2.9% growth from 2023. The company is actively hiring with 303 job postings in 2026, though hiring velocity has slowed. Its workforce is primarily concentrated in North America, with an average global salary of $70,626.
Advanced Drainage Systems (WMS) Expected to Announce Quarterly Earnings on Thursday
Advanced Drainage Systems (NYSE: WMS) is scheduled to release its Q1 2027 earnings on Thursday, August 6th, with analysts anticipating earnings of $2.09 per share and revenue around $992.5 million. The company recently increased its quarterly dividend and has a "Moderate Buy" rating from analysts with an average price target of $187. Advanced Drainage Systems specializes in water management solutions, producing HDPE drainage pipes and related products for various infrastructure projects.
Advanced Drainage Systems Inc (WMS) Institutional Confidence
Advanced Drainage Systems Inc (WMS) has an institutional shareholding score of 10.00, placing it first in its industry. Institutional investors hold 99.23% of its shares, which is a 0.99% increase quarter-over-quarter. ETHSX is the largest institutional shareholder, with 1.01 million shares, representing 1.42% of the outstanding shares.
WMS|Advanced Drainage Systems Inc|Price:136.852|Chg%:-1.458
This TradingKey analysis provides a comprehensive stock score for Advanced Drainage Systems Inc (WMS), highlighting its relatively healthy fundamentals, high growth potential, and fair valuation within the Homebuilding & Construction Supplies industry. The report notes high institutional ownership and a stable medium-term price outlook, despite recent weak market performance for the stock. It also details the company's business segments and includes an analyst rating of "Buy" with a target price of 182.86.
Advanced Drainage Systems (NYSE:WMS) Upgraded at Zacks Research
Zacks Research has upgraded Advanced Drainage Systems (NYSE:WMS) from a "strong sell" to a "hold" rating, contributing to a broader analyst consensus of "Moderate Buy" with an average price target of $187. The company's shares opened 1.3% higher at $145.12, and it recently surpassed quarterly earnings and revenue expectations. Institutional investors hold a significant 89.83% stake in the construction company.
Sei Investments Co. Purchases 10,741 Shares of Advanced Drainage Systems, Inc. $WMS
Sei Investments Co. increased its stake in Advanced Drainage Systems, Inc. (NYSE:WMS) by 6.3% in the first quarter, acquiring an additional 10,741 shares to reach a total of 180,395 shares valued at $24.74 million. Other institutional investors also adjusted their holdings, with 89.83% of the stock owned by institutional investors. Advanced Drainage Systems recently beat earnings estimates, reported increased revenue, and declared a higher quarterly dividend.
Castleark Management LLC Takes $986,000 Position in Advanced Drainage Systems, Inc. $WMS
Castleark Management LLC has initiated a new position in Advanced Drainage Systems, Inc. (NYSE:WMS) worth approximately $986,000, acquiring 7,190 shares. This move is part of broader institutional interest, with collective institutional ownership of 89.83%. Analysts generally maintain a "Moderate Buy" rating for Advanced Drainage Systems, with an average price target significantly higher than its current trading price.
Advanced Drainage Systems, Inc. Revenue Breakdown – NYSE:WMS
Advanced Drainage Systems, Inc. (NYSE: WMS) generated $3.05 billion USD in revenue last year, with its Stormwater segment contributing the most at $2.40 billion USD. The majority of the company's revenue, $2.86 billion USD, came from operations within the United States.
