American Century Companies Inc. Increases Position in Archrock, Inc. $AROC

American Century Companies Inc. increased its stake in Archrock, Inc. (NYSE:AROC) by 3.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,077,999 shares of the energy company’s stock after acquiring an additional 191,914 shares during the quarter. American Century Companies Inc. owned approximately 3.47% of Archrock worth $159,912,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Balyasny Asset Management L.P. purchased a new position in Archrock during the second quarter worth approximately $16,027,000. Franklin Resources Inc. lifted its holdings in Archrock by 78.7% during the 2nd quarter. Franklin Resources Inc. now owns 1,237,956 shares of the energy company’s stock worth $30,738,000 after buying an additional 545,336 shares during the last quarter. Cubist Systematic Strategies LLC boosted its holdings in shares of Archrock by 256.6% in the 2nd quarter. Cubist Systematic Strategies LLC now owns 498,418 shares of the energy company’s stock valued at $12,376,000 after buying an additional 358,658 shares in the last quarter. Qube Research & Technologies Ltd boosted its holdings in shares of Archrock by 87.0% in the second quarter. Qube Research & Technologies Ltd now owns 603,351 shares of the energy company’s stock valued at $14,981,000 after acquiring an additional 280,745 shares during the period. Finally, Panagora Asset Management Inc. purchased a new position in shares of Archrock during the second quarter worth about $4,199,000. Institutional investors and hedge funds own 95.45% of the company’s stock.

Archrock News Summary

Here are the key news stories impacting Archrock this week:

• Positive Sentiment: Analyst price-target upgrades: Wells Fargo raised its target to $39 and moved AROC to “overweight,” while Stifel raised its target to $40 with a “buy” rating — both signal renewed buy-side interest. Benzinga
• Positive Sentiment: Sidoti raised near-term and multi-year EPS forecasts (FY2026 to ~$1.89 and FY2027 to ~$2.17), reflecting stronger margin and cash-flow expectations that support upside to earnings. MarketBeat / Sidoti note
• Positive Sentiment: Debt-reduction move: Archrock announced redemption of all $800M of 6.25% senior notes due 2028, which should improve the company’s leverage profile and credit optionality. GlobeNewswire
• Positive Sentiment: Strong results & guidance: Archrock reported robust Q4 2025 results and provided $865M–$915M adjusted EBITDA guidance for 2026, underpinning the bullish analyst revisions and consensus estimate upgrades. Seeking Alpha — earnings call / guidance
• Neutral Sentiment: Momentum/quant signals highlighted: Zacks and other screens rank AROC favorably on momentum metrics, which can attract short-term quant/retail flows but are not guaranteed to sustain longer-term gains. Zacks
• Neutral Sentiment: Coverage & presentation materials available (earnings slides/transcript) — useful for investors doing deeper due diligence but less likely to move price immediately. Seeking Alpha — presentation
• Negative Sentiment: Profit-taking / valuation pressure: The stock is near its 52-week high and is trading with above-average volume; some investors may be locking gains after the recent run-up, which can push intraday price declines even when fundamental news is positive.

Archrock Trading Down 0.4%

NYSE AROC opened at $35.28 on Monday. Archrock, Inc. has a one year low of $20.12 and a one year high of $35.90. The company has a 50-day simple moving average of $29.00 and a 200-day simple moving average of $26.24. The company has a debt-to-equity ratio of 1.62, a quick ratio of 0.99 and a current ratio of 1.54. The firm has a market capitalization of $6.17 billion, a PE ratio of 19.28, a price-to-earnings-growth ratio of 1.47 and a beta of 0.87.

Archrock (NYSE:AROC) last released its quarterly earnings data on Tuesday, February 24th. The energy company reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.40 by $0.29. The firm had revenue of $377.07 million for the quarter, compared to analyst estimates of $378.04 million. Archrock had a net margin of 21.63% and a return on equity of 23.57%. Archrock’s quarterly revenue was up 15.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.34 earnings per share. On average, equities analysts forecast that Archrock, Inc. will post 1.09 earnings per share for the current year.

Archrock Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, February 18th. Investors of record on Tuesday, February 10th were given a $0.22 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $0.88 annualized dividend and a yield of 2.5%. This is an increase from Archrock’s previous quarterly dividend of $0.21. Archrock’s payout ratio is 48.09%.

Wall Street Analyst Weigh In

AROC has been the subject of a number of recent analyst reports. Wells Fargo & Company raised their price objective on shares of Archrock from $30.00 to $39.00 and gave the company an “overweight” rating in a research report on Friday. Raymond James Financial restated an “outperform” rating and set a $40.00 price objective on shares of Archrock in a research report on Wednesday. Wall Street Zen upgraded shares of Archrock from a “hold” rating to a “buy” rating in a report on Saturday. Stifel Nicolaus lifted their price target on Archrock from $31.00 to $40.00 and gave the company a “buy” rating in a report on Thursday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Archrock in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average price target of $35.86.

Archrock Profile

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.