Sidoti Issues Pessimistic Estimate for Archrock Earnings

Key Points

• Sidoti cut its Q3 2026 EPS estimate for Archrock to $0.48 (from $0.49) and projects FY2026 EPS of $1.88 and FY2027 EPS of $2.16, versus a consensus full‑year estimate of $1.90.
• Analyst sentiment remains largely positive with nine Buy and two Hold ratings and a consensus target price of $39.00, while Citigroup and RBC recently raised targets to $40.00.
• Archrock recently beat quarterly EPS estimates ($0.69 actual vs. $0.40 consensus) with revenue up 15.5% year‑over‑year, and the company raised its quarterly dividend to $0.22 (annualized $0.88, ~2.4% yield).

Archrock, Inc. (NYSE:AROC - Free Report) - Equities researchers at Sidoti dropped their Q3 2026 EPS estimates for shares of Archrock in a note issued to investors on Wednesday, April 22nd. Sidoti analyst S. Ferazani now forecasts that the energy company will earn $0.48 per share for the quarter, down from their prior forecast of $0.49. The consensus estimate for Archrock's current full-year earnings is $1.90 per share. Sidoti also issued estimates for Archrock's FY2026 earnings at $1.88 EPS and FY2027 earnings at $2.16 EPS.

AROC has been the topic of several other reports. Dawson James reissued an "outperform" rating on shares of Archrock in a research report on Wednesday, February 25th. Raymond James Financial reissued an "outperform" rating and set a $40.00 price objective on shares of Archrock in a research report on Wednesday, February 25th. Citigroup increased their price objective on shares of Archrock from $31.00 to $40.00 and gave the company a "buy" rating in a research report on Monday, March 2nd. Royal Bank Of Canada increased their price objective on shares of Archrock from $32.00 to $40.00 and gave the company an "outperform" rating in a research report on Monday, March 16th. Finally, Zacks Research downgraded shares of Archrock from a "strong-buy" rating to a "hold" rating in a research report on Thursday, April 16th. Nine analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $39.00.

Archrock Stock Performance

Shares of AROC stock opened at $36.18 on Friday. Archrock has a one year low of $21.17 and a one year high of $37.72. The company's 50-day moving average is $35.30 and its 200 day moving average is $29.19. The company has a market capitalization of $6.34 billion, a price-to-earnings ratio of 19.77, a price-to-earnings-growth ratio of 1.57 and a beta of 0.91. The company has a debt-to-equity ratio of 1.62, a quick ratio of 0.99 and a current ratio of 1.54.

Archrock (NYSE:AROC - Get Free Report) last released its earnings results on Wednesday, February 25th. The energy company reported $0.69 earnings per share for the quarter, topping analysts' consensus estimates of $0.40 by $0.29. Archrock had a net margin of 21.63% and a return on equity of 23.57%. The firm had revenue of $377.07 million for the quarter, compared to the consensus estimate of $378.04 million. During the same period in the prior year, the firm earned $0.34 EPS. The company's revenue was up 15.5% compared to the same quarter last year.

Institutional Trading of Archrock

Institutional investors have recently made changes to their positions in the stock. Sound Income Strategies LLC boosted its holdings in shares of Archrock by 71.0% during the 4th quarter. Sound Income Strategies LLC now owns 971 shares of the energy company's stock valued at $26,000 after acquiring an additional 403 shares during the last quarter. Ameriflex Group Inc. purchased a new stake in shares of Archrock during the 3rd quarter valued at about $27,000. Garton & Associates Financial Advisors LLC purchased a new stake in shares of Archrock during the 4th quarter valued at about $27,000. Wilmington Savings Fund Society FSB boosted its holdings in shares of Archrock by 164.5% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,082 shares of the energy company's stock valued at $28,000 after acquiring an additional 673 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Archrock during the 4th quarter valued at about $33,000. Hedge funds and other institutional investors own 95.45% of the company's stock.

Insider Transactions at Archrock

In other news, CAO Donna A. Henderson sold 10,413 shares of the firm's stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $36.74, for a total transaction of $382,573.62. Following the sale, the chief accounting officer owned 27,757 shares of the company's stock, valued at $1,019,792.18. This trade represents a 27.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Doug S. Aron sold 98,050 shares of the firm's stock in a transaction dated Monday, March 30th. The shares were sold at an average price of $34.76, for a total transaction of $3,408,218.00. Following the sale, the chief financial officer directly owned 484,337 shares in the company, valued at approximately $16,835,554.12. The trade was a 16.84% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 179,963 shares of company stock worth $6,336,907. Insiders own 2.90% of the company's stock.

Archrock Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, February 18th. Stockholders of record on Tuesday, February 10th were issued a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Tuesday, February 10th. This is a boost from Archrock's previous quarterly dividend of $0.21. Archrock's payout ratio is 48.09%.

About Archrock

Archrock, Inc is a Houston‐based provider of natural gas compression services and equipment to the oil and gas industry in North America. Founded in 2004, the company supplies both short‐term rentals and long‐term contracts for compression solutions, serving upstream and midstream producers. Archrock's offerings include engineered compression systems, aftermarket parts, maintenance and field services designed to optimize wellhead and pipeline operations.

The company's core business activities focus on the design, manufacture, rental and sale of gas compression equipment.

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