WTTR

Select Water Solutions, Inc.

NYSE · Oil & Gas Field Services, NEC · Inc. DE · CIK 0001693256
$18.91 +2.38% $2.6B
Insider Selling Cluster (4 insiders)7 New Institutional Positions3 Institutional Exits
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$939.7M
Inst. Activity7 buys / 3 sells
Insider Activity0B / 10S
Insider Net $-$36.2M
SEC Reports7
Exchange NYSE·Sector Oil & Gas Field Services, NEC·Inc. DE·CIK 0001693256·Prev Close $18.47

Recent Activity

Jun 11, 2026 SEC
An institutional cluster in WTTR shows mixed conviction: two mega-passive funds (UBS, Morgan Stanley) added $6.7M in agg
INST-CLUSTER — Impact 4/10
Jun 1, 2026 SEC
Select Water Solutions filed an 8-K reporting that EVP & COO Michael C. Skarke transitioned to EVP & Chief Commercial Of
8-K — Impact 2/10
May 22, 2026 SEC
A cluster of insider selling at Select Water Solutions (WTTR) totaling $12.88M over a 7-day window, dominated by a $11.6
CLUSTER — Impact 5/10
May 19, 2026 Insider
Crestview Partners II GP, L.P. sold 617,240 shares
10%+ Owner @ $18.92 ($11.7M)
May 19, 2026 Insider
Crestview Partners II GP, L.P. acquired 2,632,760 shares
10%+ Owner
May 19, 2026 Insider
Crestview Partners II GP, L.P. disposed of 2,632,760 shares
10%+ Owner
Inst.
FRANKLIN RESOURCES INC — ADD
10,872,399 shares ($166.3M)
Inst.
SEI INVESTMENTS CO — ADD
422,854 shares ($6.5M)

Price Targets

$21.83 +15.5% upside Buy
Current $18.91 Low $19.00 Median $21.50 High $24.00 6 analysts
$19.00 $24.00

Analyst Ratings

Strong Buy92% buy · 13 analysts
5Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 B of A Securities INITIATE Buy → Buy
May 18, 2026 Piper Sandler MAINTAIN Overweight → Overweight
May 12, 2026 Citigroup MAINTAIN Buy → Buy
Apr 2, 2026 Citigroup MAINTAIN Buy → Buy
Feb 26, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.12 ▲ +42.5% $0.09 — $0.16 -23% YoY 4
Next Q $0.13 ▲ +29.7% $0.09 — $0.18 220% YoY 4
Current FY $0.49 ▲ +42.8% $0.35 — $0.69 8% YoY 4
Next FY $0.65 ▲ +17.7% $0.45 — $1.00 33% YoY 5

Latest Reports

MIXED INST-CLUSTER 4/10
An institutional cluster in WTTR shows mixed conviction: two mega-passive funds (UBS, Morgan Stanley) added $6.7M in agg
Jun 11, 2026
NEUTRAL 8-K 2/10
Select Water Solutions filed an 8-K reporting that EVP & COO Michael C. Skarke transitioned to EVP & Chief Commercial Of
Jun 1, 2026

Top Institutional Holders

FundValueMove
FRANKLIN RESOURCES INC$166.3MADD
BlackRock, Inc.$146.9M—
DIMENSIONAL FUND ADVISORS LP$100.2M—
VANGUARD CAPITAL MANAGEMENT LLC$75.6M—
WELLINGTON MANAGEMENT GROUP LLP$60.9M—

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Crestview PartnersSELL$11.7M
May 19, 2026Crestview PartnersC$0.00
May 19, 2026Crestview PartnersD$0.00
May 19, 2026Crestview PartnersC$0.00
May 15, 2026Burnett RichardSELL$849.2K
50 institutional holders with $939.7M total value (62,279,739 shares) as of 2026-Q1. Top holders: FRANKLIN, BlackRock,, DIMENSIONAL. Net buying activity: 7 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FRANKLIN RESOURCES INC10,872,399$166.3M17.7%ADD +40.7%
2BlackRock, Inc.9,602,971$146.9M15.6%—
3DIMENSIONAL FUND ADVISORS LP6,550,309$100.2M10.7%—
4VANGUARD CAPITAL MANAGEMENT LLC4,942,554$75.6M8.0%—
5WELLINGTON MANAGEMENT GROUP LLP3,983,077$60.9M6.5%—
6STATE STREET CORP3,335,105$51.0M5.4%—
7VICTORY CAPITAL MANAGEMENT INC2,725,411$41.7M4.4%—
8ROYCE & ASSOCIATES LP2,080,396$31.8M3.4%—
9ALLIANCEBERNSTEIN L.P.2,762,210$29.1M3.1%NEW
10Russell Investments Group, Ltd.1,784,537$27.3M2.9%DOUBLED +124.2%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,628,316$24.9M2.7%—
12VANGUARD PORTFOLIO MANAGEMENT LLC1,482,524$22.7M2.4%—
13CITADEL ADVISORS LLC1,138,857$17.4M1.9%TRIM -54.6%
14GOLDMAN SACHS GROUP INC1,063,787$16.3M1.7%—
15Invesco Ltd.987,764$15.1M1.6%—
16MORGAN STANLEY937,586$14.3M1.5%ADD +40.5%
17VANGUARD FIDUCIARY TRUST CO724,559$11.1M1.2%—
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC530,241$8.1M0.9%TRIM -25.6%
19SEI INVESTMENTS CO422,854$6.5M0.7%ADD +100.0%
20RENAISSANCE TECHNOLOGIES LLC403,461$6.2M0.7%TRIM -31.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FRANKLIN RESOURCES INCADD7,726,04910,872,399+40.7%$166.3M2026-Q1
SEI INVESTMENTS COADD211,433422,854+100.0%$6.5M2026-Q1
FMR LLCDOUBLED35,34973,407+107.7%$1.1M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD39,97859,577+49.0%$911.5K2026-Q1
Cullen Capital Management, LLCTRIM58,82434,663-41.1%$530.3K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED61512,800+1981.3%$195.8K2026-Q1
EXCHANGE TRADED CONCEPTS, LLCTRIM12,7779,504-25.6%$145.4K2026-Q1
BNP Paribas Asset Management Holding S.A.NEAR_EXIT9,9391,813-81.8%$27.7K2026-Q1
Rockefeller Capital Management L.P.DOUBLED2461,228+399.2%$18.8K2026-Q1
GROUP ONE TRADING LLCADD429587+36.8%$9.0K2026-Q1
FRANKLIN RESOURCES INCADD4,939,8777,726,049+56.4%$81.3M2025-Q4
ALLIANCEBERNSTEIN L.P.NEW—2,776,419—$29.2M2025-Q4
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM767,281570,591-25.6%$6.0M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM682,076470,061-31.1%$4.9M2025-Q4
FIRST TRUST ADVISORS LPDOUBLED25,032297,089+1086.8%$3.1M2025-Q4
SEI INVESTMENTS CODOUBLED34,402211,433+514.6%$2.2M2025-Q4
WELLS FARGO & COMPANY/MNADD127,071159,620+25.6%$1.7M2025-Q4
BALYASNY ASSET MANAGEMENT L.P.TRIM187,25186,955-53.6%$914.8K2025-Q4
AMERIPRISE FINANCIAL INCTRIM96,17570,101-27.1%$737.5K2025-Q4
STATE OF WISCONSIN INVESTMENT BOARDTRIM77,31649,100-36.5%$516.5K2025-Q4
FMR LLCDOUBLED5,77435,349+512.2%$371.9K2025-Q4
ADAGE CAPITAL PARTNERS GP, L.L.C.NEAR_EXIT280,00030,000-89.3%$315.6K2025-Q4
CWM, LLCADD12,24421,306+74.0%$224.002025-Q4
FRANKLIN RESOURCES INCADD2,773,2284,939,877+78.1%$52.8M2025-Q3
Russell Investments Group, Ltd.DOUBLED803,6411,801,488+124.2%$19.3M2025-Q3
14 unique insiders with 50 transactions. Net insider value: -$36.2M ($0.00 bought, $36.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Crestview Partners II GP, L.P.10%+ OwnerSELL617,240$18.92$11.7M
May 19, 2026Crestview Partners II GP, L.P.10%+ OwnerCONVERT2,632,760——
May 19, 2026Crestview Partners II GP, L.P.10%+ OwnerD2,632,760——
May 19, 2026Crestview Partners II GP, L.P.10%+ OwnerCONVERT2,632,760——
May 15, 2026Burnett Richard AlanDirectorSELL45,316$18.74$849.2K
May 14, 2026Burnett Richard AlanDirectorSELL19,684$18.73$368.7K
May 12, 2026Skarke MichaelEVP & COOSELL20,000$17.78$355.6K
May 11, 2026Szymanski BrianChief Accounting OfficerSELL20,000$17.04$340.8K
May 11, 2026Skarke MichaelEVP & COOSELL90,000$17.31$1.6M
May 8, 2026Fielder Robin HDirectorSELL27,010$16.80$453.8K
May 6, 2026Burleson GayleDirectorAWARD9,446——
May 6, 2026Burnett Richard AlanDirectorAWARD9,446——
May 6, 2026Cope Bruce E.DirectorAWARD9,446——
May 6, 2026Fielder Robin HDirectorAWARD9,446——
May 6, 2026Roberts Timothy A.DirectorAWARD9,446——
May 6, 2026FERNANDEZ-MORENO LUIS MDirectorAWARD9,446——
Apr 8, 2026Crestview Partners II GP, L.P.DirectorSELL665,983$15.12$10.1M
Apr 8, 2026Crestview Partners II GP, L.P.DirectorCONVERT2,430,240——
Apr 8, 2026Crestview Partners II GP, L.P.DirectorD2,430,240——
Apr 8, 2026Crestview Partners II GP, L.P.DirectorCONVERT2,430,240——
Apr 8, 2026Crestview Partners II GP, L.P.10%+ OwnerSELL665,983$15.12$10.1M
Apr 8, 2026Crestview Partners II GP, L.P.10%+ OwnerCONVERT2,430,240——
Apr 8, 2026Crestview Partners II GP, L.P.10%+ OwnerD2,430,240——
Apr 8, 2026Crestview Partners II GP, L.P.10%+ OwnerCONVERT2,430,240——
Apr 1, 2026WILSON ROBERT ALLENSVP, General Counsel & CCOAWARD24,138——
Mar 5, 2026Schmitz JohnPresident & CEOTAX W/H49,420$14.03$693.4K
Mar 5, 2026Schmitz JohnPresident & CEOAWARD125,590——
Mar 5, 2026Ortowski CodyEVP, Business StrategyAWARD27,561——
Mar 5, 2026Skarke MichaelEVP & COOAWARD29,450——
Mar 5, 2026George Christopher KileEVP & CFOTAX W/H10,103$14.03$141.7K
Mar 5, 2026Lyons Michael JamesEVP, CSO & CTOAWARD10,602——
Mar 5, 2026Szymanski BrianChief Accounting OfficerTAX W/H7,843$14.03$110.0K
Mar 5, 2026Skarke MichaelEVP & COOTAX W/H11,589$14.03$162.6K
Mar 5, 2026Szymanski BrianChief Accounting OfficerAWARD17,885——
Mar 5, 2026Lyons Michael JamesEVP, CSO & CTOTAX W/H3,430$14.03$48.1K
Mar 5, 2026George Christopher KileEVP & CFOAWARD25,674——
Mar 5, 2026Ortowski CodyEVP, Business StrategyTAX W/H10,846$14.03$152.2K
Feb 24, 2026Szymanski BrianChief Accounting OfficerAWARD18,988——
Feb 24, 2026Schmitz JohnPresident & CEOAWARD143,084——
Feb 24, 2026Skarke MichaelEVP & COOAWARD38,394——
Feb 24, 2026Ortowski CodyEVP, Business StrategyAWARD32,552——
Feb 24, 2026Lyons Michael JamesEVP, CSO & CTOAWARD34,221——
Feb 24, 2026George Christopher KileEVP & CFOAWARD44,714——
Feb 24, 2026George Christopher KileEVP & CFOTAX W/H14,656$13.65$200.1K
Feb 24, 2026Ortowski CodyEVP, Business StrategyAWARD32,552——
Feb 23, 2026Schmitz JohnPresident & CEOGIFT265,250——
Feb 9, 2026Schmitz JohnPresident & CEOTAX W/H36,116$12.96$468.1K
Feb 9, 2026Schmitz JohnPresident & CEOAWARD91,154——
Feb 9, 2026Schmitz JohnPresident & CEOSELL33,916$13.03$441.9K
Feb 9, 2026George Christopher KileEVP & CFOTAX W/H7,834$12.96$101.5K
7 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 5 neutral. Avg impact: 3.4/10.
MIXED INST-CLUSTER 4/10
An institutional cluster in WTTR shows mixed conviction: two mega-passive funds (UBS, Morgan Stanley
Jun 11, 2026
NEUTRAL 8-K 2/10
Select Water Solutions filed an 8-K reporting that EVP & COO Michael C. Skarke transitioned to EVP &
Jun 1, 2026
BEARISH CLUSTER 5/10
A cluster of insider selling at Select Water Solutions (WTTR) totaling $12.88M over a 7-day window,
May 22, 2026
NEUTRAL 144 2/10
Director Richard Burnett filed a Form 144 notice to sell 19,684 shares of Select Water Solutions (WT
May 14, 2026
NEUTRAL CLUSTER 3/10
Two insiders at Select Water Solutions sold a combined $795K in open-market sales within a week of t
May 13, 2026
NEUTRAL DEFA14A 3/10
The filing is a definitive proxy statement for Select Water Solutions, Inc.'s 2026 Annual Meeting. I
Mar 24, 2026
NEUTRAL 8-K 5/10
Select Water Solutions, Inc. completed the full exercise of the underwriters' option to purchase an
Feb 25, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (92% buy). Based on 13 analysts: 5 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$21.83 mean target +15.5% upside Buy (3.00)
$19.00 Low $24.00 High
MetricValue
Current Price$18.91
Target Low$19.00
Target Mean$21.83
Target Median$21.50
Target High$24.00
# Analysts6
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.12 $0.09 $0.16 -23.5% +42.5% 3↑ 0↓ $0.4B 2.4% 4
Next Q
2026-09-30
 $0.13 $0.09 $0.18 220.4% +29.7% 3↑ 0↓ $0.4B 18.2% 4
Current FY
2026-12-31
 $0.49 $0.35 $0.69 8.4% +42.8% 3↑ 0↓ $1.5B 6.6% 4
Next FY
2027-12-31
 $0.65 $0.45 $1.00 32.7% +17.7% 3↑ 0↓ $1.6B 5.1% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.117
7d ago$0.126-0.009
30d ago$0.082+0.035
60d ago$0.081+0.037
90d ago$0.081+0.037
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 B of A Securities INITIATE Buy Buy
May 18, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 12, 2026 Citigroup MAINTAIN Buy Buy
Apr 2, 2026 Citigroup MAINTAIN Buy Buy
Feb 26, 2026 Citigroup MAINTAIN Buy Buy
Feb 26, 2026 Piper Sandler MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265710092%
May 1, 20264710092%
Apr 1, 20264710092%
Mar 1, 20264710092%
Feb 1, 20264620083%
Jan 1, 20264720085%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 5, 2026
short_volume
Short Volume: WTTR — 69.2% short (0.4M / 0.5M)
Short: 353,609 | Exempt: 100 | TRF Vol: 510,813 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
WTTR Q1 2026 Earnings Scheduled — 2026-05-05
Apr 17, 2026
short_volume
Short Volume: WTTR — 58.3% short (0.5M / 0.8M)
Short: 450,469 | Exempt: 234 | TRF Vol: 773,234 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: WTTR — 56.2% short (0.4M / 0.7M)
Short: 374,734 | Exempt: 0 | TRF Vol: 666,300 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_interest
FTD: WTTR — 81,245 shares ($1.2M) failed to deliver
Settlement: 20260413, Price: $15.16, FTD Value: $1,231,674.2, SELECT WATER SOLUTIONS, INC.
Apr 1, 2026
short_volume
Short Volume: WTTR — 65.1% short (0.7M / 1.0M)
Short: 671,330 | Exempt: 87 | TRF Vol: 1,031,653 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_volume
Short Volume: WTTR — 59.0% short (0.4M / 0.6M)
Short: 358,497 | Exempt: 0 | TRF Vol: 607,833 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)