WTTR
Select Water Solutions, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Apr 8 1 insider sell $46.8M at $15.12
- S May 8 to May 19 6 days of insider sells: $65.4M by 5 insiders, avg $18.84
- R Jul 1 Crestview Partners II GP, L.P., a major insider/affiliate, filed a F…
- A Aug 6 Raymond James downgrades
- A Aug 21 JP Morgan initiates
- R Sep 24 Select Water Solutions (WTTR) announced a definitive agreement to ac…
- X Sep 30 Short interest jumps 32.1% to 8.24M
- R Oct 13 Select Water Solutions filed an 8-K announcing a new $500M senior se…
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $112.2M.
- InstitutionsBULLISH
Q2 2026: 40 added (2 new), 15 trimmed or exited. Largest new: Driehaus Capital Management $23.2M, Silvercrest Asset Management Group $18.0M.
- AnalystsBULLISH
13 of 14 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate $0.125 → $0.156 over 90 days. 1 up, 1 down in 30 days.
- Short sellersBUILDING
Short interest +32.1% to 8.24M shares. 3.8 days to cover, ≈6.0% of shares.
- TrendDOWNTREND
5% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | ADD | $65.2M |
| FMR LLC | DOUBLED | $54.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $39.1M |
| Nuveen, LLC | DOUBLED | $35.7M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | $23.2M |
| RAYMOND JAMES FINANCIAL INC | DOUBLED | $19.7M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | NEW | $18.0M |
| WESTWOOD HOLDINGS GROUP INC | DOUBLED | $16.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
14 analystsPrice is below the lowest target. Median implies +39%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 30, 2026 | B of A Securities MAINTAIN | Buy |
| Aug 21, 2026 | JP Morgan INITIATE | Overweight |
| Aug 6, 2026 | Raymond James DOWNGRADE | Outperform |
| May 29, 2026 | B of A Securities INITIATE | Buy |
| May 18, 2026 | Piper Sandler MAINTAIN | Overweight |
| May 12, 2026 | Citigroup MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 15, 2026 | Lyons Michael James EVP, CSO & CTO | TAX W/H | $38.5K |
| Jul 16, 2026 | Schmitz John President & CEO | AWARD | 250,000 sh |
| Jul 16, 2026 | Schmitz John President & CEO | AWARD | 125,000 sh |
| Jul 2, 2026 | George Christopher Kile EVP & CFO | TAX W/H | $13.1K |
| May 19, 2026 | Crestview Partners II GP, L.P. 10%+ Owner | SELL | $49.8M |
| May 19, 2026 | Crestview Partners II GP, L.P. 10%+ Owner | SELL | $11.7M |
| May 19, 2026 | Crestview Partners II GP, L.P. 10%+ Owner | CONVERT | 2,632,760 sh |
| May 19, 2026 | Crestview Partners II GP, L.P. 10%+ Owner | TO ISSUER | 2,632,760 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.16 | $0.15–$0.17 | +0.0% | $397.4M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
13 filings · 2 bullish · 2 bearish · 2 mixed · 7 neutral- NEUTRAL 8-KOct 21, 2026
Select Water Solutions' subsidiary, Select Water Holdings LLC, issued $900 million aggregate…
Monitor the Pilot Water Acquisition closing timeline — if it fails to close by March 1, 2027, the Issuer must redeem up to $450 million of notes at par, which would reduce debt but also signal a…
- MIXED 8-KOct 15, 2026
Select Water Solutions upsized its senior notes offering to $900 million at 7.625% due 2034, with…
Monitor the Pilot Water Acquisition closing — if it fails by March 1, 2027, the mandatory redemption clause triggers a $450M note reduction, which would reduce leverage but also signal a failed…
- BULLISH 8-KOct 13, 2026
Select Water Solutions filed an 8-K announcing a new $500M senior secured revolving credit…
Monitor the Pilot Water acquisition closing conditions (antitrust approval, regulatory) and the integration timeline. The $15M contingent payment tied to operational milestones and the equity…
- NEUTRAL SC 13G/AOct 8, 2026
Dimensional Fund Advisors LP filed an amended Schedule 13G disclosing a 4.9% passive stake in…
Monitor for any further reductions by Dimensional or conversion to a 13D filing if the stake crosses below 5% — a passive filer exiting below 5% could signal reduced institutional conviction.
All WTTR filing & press-release reports (13)
- 8-K reportOct 21, 2026
- 8-K reportOct 15, 2026
- 8-K reportOct 13, 2026
- SC 13G/A reportOct 8, 2026
- 8-K reportSep 24, 2026
- 144 reportJul 1, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 1, 2026
- CLUSTER reportMay 21, 2026
- 144 reportMay 14, 2026
- CLUSTER reportMay 8, 2026
- DEFA14A reportMar 24, 2026
- 8-K reportFeb 25, 2026