Energy Recovery Inc. (ERII) reported fourth-quarter 2025 revenue of $66.9 million, down 0.3% year‑over‑year and below the consensus revenue estimate of $84.2 million.
Balance sheet and cash-flow highlights:
The company’s reported diluted EPS of $0.50 missed the EPS estimate of $0.68, and the stock moved lower, down 18.36% since market close. Despite the top-line miss, operating profit expanded materially year over year, reflecting improved operating leverage.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Energy Recovery Inc. Insider Trading Activity
Energy Recovery Inc. insiders have traded $ERII stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $ERII stock by insiders over the last 6 months:
- WILLIAM YEUNG (Chief Legal Officer) has made 0 purchases and 13 sales selling 81,869 shares for an estimated $1,261,233.
- ARVE HANSTVEIT has made 0 purchases and 2 sales selling 30,000 shares for an estimated $445,110.
- RODNEY CLEMENTE (SVP, Water) sold 724 shares for an estimated $10,563
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Energy Recovery Inc. Hedge Fund Activity
We have seen 84 institutional investors add shares of Energy Recovery Inc. stock to their portfolio, and 115 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AMUNDI added 2,178,560 shares (+323.6%) to their portfolio in Q4 2025, for an estimated $29,388,774
- KBC GROUP NV removed 1,144,327 shares (-93.1%) from their portfolio in Q4 2025, for an estimated $15,436,971
- BROWN CAPITAL MANAGEMENT LLC removed 838,189 shares (-52.3%) from their portfolio in Q4 2025, for an estimated $11,307,169
- ACK ASSET MANAGEMENT LLC added 677,251 shares (+inf%) to their portfolio in Q4 2025, for an estimated $9,136,115
- ROBECO SCHWEIZ AG removed 562,689 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $8,676,664
- BLACKROCK, INC. added 561,008 shares (+9.7%) to their portfolio in Q4 2025, for an estimated $7,567,997
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 515,006 shares (-76.3%) from their portfolio in Q4 2025, for an estimated $6,947,430
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Energy Recovery Inc. Analyst Ratings
Wall Street analysts have issued reports on $ERII in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- CJS Securities issued a "Market Outperform" rating on 09/16/2025
To track analyst ratings and price targets for Energy Recovery Inc., check out Quiver Quantitative's $ERII forecast page.
