Market Cap
$9.6B
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
$128.06 ▲ +0.95%
Prev close $126.86Market cap$9.6B
ConsensusStrong Buy
12-mo target$182.25 (+42.3%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)29 New Institutional Positions21 Institutional Exits
Snapshot
The big-picture read on WMS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (94%)
Inst. Holders
50 funds
Inst. Value
$8.1B
Inst. Activity
29 buys / 21 sells
Social Sentiment
50° Neutral
SEC Reports
5
Price chart 30d -3.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: WMS — 11,273 shares ($1.4M) failed to deliver
Settlement: 20260914, Price: $127.88, FTD Value: $1,441,591.24, ADVANCED DRAIN SYS INC COM STK
Sep 1, 2026 Insider
Coyle Patrick M. Jr surrendered for taxes 26 shares
See Remarks @ $130.75 ($3.4K)
Sep 1, 2026 Insider
Aug 26, 2026 SEC EVERSOLE ROBERT M gifted 2,386 shares
Director
A mixed institutional cluster in WMS for Q2 2026 shows 39 buyers accumulating $297.2M in new positions, led by a massive
INST-CLUSTER — Impact 5/10
Aug 20, 2026 Insider
Aug 6, 2026 SEC BARBOUR D. SCOTT gifted 2,000 shares
See Remarks
Advanced Drainage Systems (WMS) reported a strong Q1 FY2027 beat, with revenue of $1.001B (+20.6% YoY) and Adjusted EPS
8-K — Impact 7/10
Jun 30, 2026 Inst.
FIRST TRUST ADVISORS LP — ADD
2,660,753 shares ($417.6M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
1,303,735 shares ($204.6M)
Analyst ratings buy % +9.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
94% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Aug 25, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Aug 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 11, 2026 | Jefferies | INITIATE | Buy | 53% |
| Jun 8, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 27, 2026 | Stephens & Co. | UPGRADE | Overweight | 54% |
| May 26, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| May 22, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 10 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 6 | 9 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 6 | 9 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% | |
| Apr 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| Feb 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% |
Price targets
Where 12 covering analysts think WMS trades over the next 12 months.
$182.25 +42.3% upside Strong Buy
Current$128.06 Low$145.00 Median$181.50 High$207.00 12 analysts
$145.00$207.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 2 neutral · avg impact 5.0/10.
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in WMS for Q2 2026 shows 39 buyers accumulating $297.2M in new positio
Aug 26, 2026
BULLISH8-K7/10
Advanced Drainage Systems (WMS) reported a strong Q1 FY2027 beat, with revenue of $1.001B (+20.6% Yo
Aug 6, 2026
NEUTRAL8-K4/10
Advanced Drainage Systems (WMS) hosted its 2026 Investor Day, unveiling a Fiscal 2030 vision targeti
Jun 18, 2026
NEUTRAL8-K3/10
Advanced Drainage Systems filed an 8-K to disclose a segment realignment following the NDS acquisiti
May 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: WMS — 11,273 shares ($1.4M) failed to deliver
Settlement: 20260914, Price: $127.88, FTD Value: $1,441,591.24, ADVANCED DRAIN SYS INC COM STK
Sep 11, 2026
ftd
FTD: WMS — 13,006 shares ($1.7M) failed to deliver
Settlement: 20260911, Price: $127.16, FTD Value: $1,653,842.96, ADVANCED DRAIN SYS INC COM STK
Sep 7, 2026
dark_pool
Dark Pool: WMS — 1.0M shares, 36,070 trades
Week starting 2026-09-07. Total ATS volume: 1,041,137 shares across 36,070 trades.
Aug 31, 2026
short_interest_report
Short Interest: WMS up 23% to 3.0M shares
Settlement 2026-08-31 | Days to cover: 5.65 | ≈3.94% of shares outstanding (est.)
Aug 31, 2026
dark_pool
Dark Pool: WMS — 0.9M shares, 30,486 trades
Week starting 2026-08-31. Total ATS volume: 903,783 shares across 30,486 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.78 | $1.44–$1.94 | -10.3% | -3.3% | 3↑ 4↓ | $0.9B | 10 |
| Next Q | $1.15 | $0.87–$1.26 | -9.6% | -3.4% | 0↑ 7↓ | $0.8B | 10 |
| Current FY | $6.28 | $5.31–$6.80 | 0.1% | -2.4% | 3↑ 3↓ | $3.5B | 10 |
| Next FY | $7.38 | $6.41–$7.81 | 17.6% | -2.0% | 5↑ 3↓ | $3.7B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.778 | — |
| 7d ago | $1.812 | -0.034 |
| 30d ago | $1.837 | -0.060 |
| 60d ago | $1.869 | -0.091 |
| 90d ago | $1.869 | -0.091 |
Institutional ownership
Which big funds own WMS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.1B total value (51,487,143 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,469,940 | $1.2B | 14.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,705,538 | $581.6M | 7.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,397,037 | $533.2M | 6.6% | — |
| STATE STREET CORP | 2,693,665 | $422.8M | 5.2% | — |
| FIRST TRUST ADVISORS LP | 2,660,753 | $417.6M | 5.2% | ADD +30.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,346,623 | $368.3M | 4.6% | — |
| Impax Asset Management Group plc | 1,845,942 | $289.7M | 3.6% | — |
| BAILLIE GIFFORD & CO | 1,835,297 | $288.1M | 3.6% | — |
| AMERICAN CENTURY COMPANIES INC | 1,634,302 | $256.5M | 3.2% | — |
| MORGAN STANLEY | 1,393,836 | $218.8M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 2,044,057 | 2,660,753 | +30.2% | $417.6M |
| NORGES BANK | NEW | — | 1,303,735 | — | $204.6M |
| Pictet Asset Management Holding SA | TRIM | 2,204,801 | 1,127,974 | -48.8% | $177.0M |
| Qube Research & Technologies Ltd | ADD | 546,406 | 839,820 | +53.7% | $131.8M |
| BAMCO INC /NY/ | DOUBLED | 291,152 | 680,431 | +133.7% | $106.8M |
| GOLDMAN SACHS GROUP INC | ADD | 451,763 | 641,404 | +42.0% | $100.7M |
| AMERIPRISE FINANCIAL INC | ADD | 358,948 | 528,473 | +47.2% | $83.0M |
| Swedbank AB | DOUBLED | 164,961 | 410,660 | +148.9% | $64.5M |
| WESTWOOD HOLDINGS GROUP INC | TRIM | 553,211 | 367,876 | -33.5% | $57.7M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 3,067 | 342,925 | +11081.1% | $53.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Coyle Patrick M. Jr | See Remarks | TAX W/H | 26 | $130.75 | $3.4K |
| Sep 1, 2026 | EVERSOLE ROBERT M | Director | GIFT | 2,386 | — | — |
| Aug 20, 2026 | BARBOUR D. SCOTT | See Remarks | GIFT | 2,000 | — | — |
| Jul 16, 2026 | COLEMAN MICHAEL B. | Director | AWARD | 1,110 | — | — |
| Jul 16, 2026 | GAST KELLY S. | Director | AWARD | 1,110 | — | — |
| Jul 16, 2026 | FRATTO TANYA D | Director | AWARD | 1,110 | — | — |
| Jul 16, 2026 | EVERSOLE ROBERT M | Director | AWARD | 2,253 | — | — |
| Jul 16, 2026 | FISCHER ALEXANDER R | Director | AWARD | 1,110 | — | — |
| Jul 16, 2026 | CHAIBI ANESA | Director | AWARD | 1,110 | — | — |
| Jul 16, 2026 | Seetharam Anil | Director | AWARD | 1,782 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WMS.
Shares short
2,873,495
Settlement Sep 15, 2026
Change vs prior
-3.3%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈3.8%
Estimate — not % of float
All WMS filing & press-release reports (5)
- INST-CLUSTER reportAug 26, 2026
- 8-K reportAug 6, 2026
- 8-K reportJun 18, 2026
- 8-K reportMay 21, 2026
- 8-K reportMay 21, 2026