Aris Water Solutions stock rating downgraded by Stifel after merger deal

Published 07/08/2025, 15:26
Aris Water Solutions stock rating downgraded by Stifel after merger deal

Investing.com - Stifel downgraded Aris Water Solutions Inc (NYSE:ARIS) from Buy to Hold and lowered its price target to $25.00 from $30.00 following the company’s merger agreement with Western Midstream. The stock currently trades at $24.35, with InvestingPro data showing an overall "GOOD" financial health score.

The rating change comes after Aris Water Solutions, currently valued at $1.18 billion in market capitalization, and Western Midstream (NYSE:WES) entered into a definitive merger agreement valued at approximately $1.5 billion, according to Stifel analyst Selman Akyol. According to InvestingPro, ARIS maintains strong fundamentals with a current ratio of 1.87 and has been profitable over the last twelve months.

Under the terms of the equity-and-cash transaction, Aris Water Solutions shareholders will receive 0.625 Western Midstream units for each Aris share they own, with an option to elect to receive $25.00 in cash instead.

The cash portion of the deal is capped at $415 million in total, limiting how many shareholders can choose the cash option over equity in the combined company.

Stifel’s new $25.00 price target for Aris Water Solutions aligns with the cash consideration offered in the merger agreement, representing a reduction from its previous $30.00 target.

In other recent news, Western Midstream Partners announced its acquisition of Aris Water Solutions in a deal valued at approximately $2 billion. This transaction involves a mix of equity and cash, offering Aris shareholders 0.625 common units of WES per Aris share, with an option for cash consideration capped at $415 million. Additionally, Aris Water Solutions has extended its Water Gathering and Disposal Agreement with ConocoPhillips (NYSE:COP) until 2040, maintaining existing terms for water infrastructure services. On the financial analysis front, JPMorgan has assumed coverage of Aris Water Solutions with a Neutral rating and a price target of $25.00 for December 2026. Meanwhile, Goldman Sachs reiterated its Buy rating on Aris Water Solutions, adjusting its price target to $28.00 and projecting a Q2 2025 EBITDA of $54 million, slightly below prior estimates but within the company’s guidance range. In a separate development, Aris Mining Corporation has agreed to sell its Juby Gold Project in Ontario to McFarlane Lake Mining Limited for $22 million. This transaction includes Aris Mining’s complete interest in the Juby Gold Project and a 25% stake in the adjacent Knight property. These recent developments highlight significant corporate activities involving Aris Water Solutions and Aris Mining Corporation.

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