Aris Water Solutions Inc Stock Price, News & Analysis

Western Midstream (NYSE: WES) and Aris Water Solutions (NYSE: ARIS) announced preliminary results of Aris securityholders' elections for the form of merger consideration in WES's pending acquisition of Aris, with an election deadline of October 7, 2025.

Aris holders could elect: 0.625 WES Common Units, a $7.00 cash + 0.450 WES Common Units mix, or $25.00 cash. Cash consideration is subject to proration to cap total cash payable at $415.0 million. Preliminary tallies imply approximately 26.6 million WES Common Units will be issued and $415.0 million paid in cash, triggering proration for cash electors. Results are preliminary, include guaranteed delivery positions, and final certified results are expected shortly before closing.

Western Midstream Partners (NYSE: WES) and Aris Water Solutions (NYSE: ARIS) have announced key updates regarding their pending merger. The election deadline for Aris securityholders to choose their preferred form of merger consideration is set for October 7, 2025, at 5:00 p.m. New York time.

Shareholders can elect to receive either 0.625 WES common units, a combination of $7.00 in cash and 0.450 WES common units, or $25.00 in cash per share. The cash consideration option is subject to a $415.0 million total cap. The merger is expected to close on October 15, 2025.

Additionally, the companies announced the expiration of the Hart-Scott-Rodino Act waiting period on September 26, 2025, satisfying a crucial condition for completing the transaction.

Western Midstream Partners (NYSE: WES) and Aris Water Solutions (NYSE: ARIS) have announced key updates regarding their pending merger transaction. The election deadline for Aris securityholders to choose their preferred form of merger consideration is set for October 7, 2025, at 5:00 p.m. New York time.

Shareholders can elect to receive either 0.625 WES common units, a combination of $7.00 in cash and 0.450 WES common units, or $25.00 in cash per share. The cash consideration option is subject to a $415.0 million total cap. The companies expect the transaction to close on October 15, 2025.

Additionally, the companies announced the expiration of the Hart-Scott-Rodino Act waiting period on September 26, 2025, satisfying a crucial condition for completing the merger.

Aris Water Solutions (NYSE:ARIS) reported strong Q2 2025 results with notable growth across key metrics. The company achieved record produced water handling volumes for the second consecutive quarter, with a 13% year-over-year increase. Net income reached $14.1 million, while Adjusted EBITDA grew 9% year-over-year to $54.6 million.

Significantly, Western Midstream Partners (WES) has agreed to acquire Aris in a $1.5 billion equity-and-cash transaction. The company maintains a strong balance sheet with $57 million in cash and a leverage ratio of 2.0X. The Board declared a Q3 2025 dividend of $0.14 per share, payable on September 18, 2025.

Western Midstream Partners (NYSE: WES) has announced the acquisition of Aris Water Solutions (NYSE: ARIS) in a strategic equity-and-cash transaction valued at approximately $1.5 billion. Under the agreement, Aris shareholders will receive 0.625 WES common units per share or $25.00 in cash, with a maximum cash consideration of $415 million.

The transaction, expected to close in Q4 2025, creates a premier Delaware Basin produced-water system with approximately 1,620 miles of pipeline and 3,835 MBbls/d of disposal capacity. The merger combines Aris's 790-mile infrastructure and 1,800 MBbls/d handling capacity with WES's existing 830-mile network and 2,035 MBbls/d capacity.

The deal targets $40 million in annual cost synergies and is expected to be accretive to WES's 2026 Free Cash Flow per unit, representing an approximate 7.5x multiple on consensus 2026 EBITDA including synergies.

[ "Transaction valued at $1.5B represents a 23% premium to Aris's closing price", "Expected to be accretive to 2026 Free Cash Flow per unit", "$40 million in targeted annual cost synergies", "Significant expansion into New Mexico market with complementary infrastructure", "Long-term contracts with investment grade counterparties", "Maintains healthy 3.0x pro forma net leverage", "Creates fully integrated produced-water value chain" ]

Western Midstream (NYSE:WES) reported strong Q2 2025 results with record Adjusted EBITDA of $617.9 million and Net income of $333.8 million. The company announced two major strategic moves: the acquisition of Aris Water Solutions for $2.0 billion and the sanctioning of a new 300 MMcf/d cryogenic processing train at North Loving plant.

Q2 operational highlights include record Delaware Basin throughput across all products: natural gas (2.1 Bcf/d), crude oil/NGLs (269 MBbls/d), and produced water (1,242 MBbls/d). The company maintained its quarterly distribution of $0.910 per unit and reaffirmed its 2025 guidance with Adjusted EBITDA of $2.350-2.550 billion.

The Aris acquisition is expected to be accretive to 2026 Free Cash Flow per unit, targeting $40 million in annual cost synergies while maintaining a pro forma net leverage of approximately 3.0x.

Western Midstream Partners (NYSE:WES) has announced the acquisition of Aris Water Solutions (NYSE:ARIS) in a transaction valued at approximately $2.0 billion. The equity-and-cash deal offers ARIS shareholders 0.625 WES common units or $25.00 per share in cash, with a maximum cash consideration of $415 million.

The strategic combination creates a premier Delaware Basin produced-water system, with Aris contributing 790 miles of pipeline, 1,800 MBbls/d of handling capacity, and 1,400 MBbls/d of recycling capacity. The merger significantly expands WES's New Mexico footprint and is expected to generate $40 million in annual cost synergies.

The transaction, expected to close in Q4 2025, is projected to be accretive to 2026 Free Cash Flow per unit and represents a 7.5x multiple on consensus 2026 EBITDA. Post-closing, Aris shareholders will own approximately 7% of WES's outstanding common units.

Aris Water Solutions (NYSE: ARIS) has announced a significant seven-year extension of its Water Gathering and Disposal Agreement with ConocoPhillips, extending the term from May 2033 to May 2040. The extension maintains existing terms while strengthening their operational partnership.

This strategic development extends Aris' acreage-weighted remaining term of produced water contracts from approximately 6 years to over 10 years. The company will continue providing comprehensive water infrastructure services, including recycled water supply and produced water handling in the Northern Delaware Basin.

Additionally, Aris expects to report Q2 2025 Adjusted EBITDA at the high end of its guidance range and has reaffirmed its full-year financial outlook, supported by strong activity levels from dedicated customers.

Aris Water Solutions (NYSE:ARIS) has scheduled its second quarter 2025 earnings conference call for August 12, 2025, at 8:00 a.m. Central Time. The company will release its Q2 2025 financial results after market close on August 11, 2025.

Investors can participate by calling (800) 274-8461 with reference code ARISQ225, or listen to the live webcast through the Investor Relations section of ariswater.com. An audio replay will be available for approximately fourteen days following the call.