Vaughan Nelson Investment Management, L.P. 13F: Adds $6.2M to AROC Stake

Vaughan Nelson Investment Management, L.P. has increased its stake in Archrock, Inc. (NYSE:AROC), according to the latest 13F filing with the SEC. The fund added 152,360 shares, boosting its total holdings to 2,502,235 shares, valued at approximately $90.3 million as of the reporting period.

What Changed in Vaughan Nelson's Archrock Position

Vaughan Nelson boosted its Archrock position by 152,360 shares, a 6.5% increase from its previous holding of 2,349,875 shares. This adjustment brings its total to 2,502,235 shares, valued at about $90.3 million. The move shows a continued interest in Archrock's business prospects.

Other Institutional Activity in Archrock

Several other major funds also adjusted their positions in Archrock. BlackRock, Inc. grew its holdings by 697,834 shares, ending with 28,103,162 shares worth about $978 million. Vanguard Portfolio Management LLC added 10,937,847 shares, bringing its total to the same number. Conversely, Earnest Partners LLC reduced its stake by 268,509 shares, holding 9,766,279 shares valued at $340 million. Invesco Ltd. also cut its position by 704,351 shares, now holding 8,014,669 shares worth $279 million. Meanwhile, State Street Corp increased its holdings by 216,455 shares to a total of 7,235,344 shares, valued at $252 million.

Archrock, Inc. Stock Up 29.3%

Shares of Archrock, Inc. trade around $36.07. The company has a market cap of $6.42 billion and a P/E ratio of 19.9. Its forward P/E stands at 15.6, indicating expected earnings growth. Archrock's stock has seen a 52-week low of $21.17 and a high of $40.12. The stock's 50-day moving average is $36.45, while the 200-day moving average is $29.97. Archrock maintains a current ratio of 1.41 and a quick ratio of 0.86, with a debt-to-equity ratio of 157.37.

Recent Earnings

Archrock reported revenues of $1.52 billion, reflecting a growth of 7.7%. The company achieved a net margin of 21.4% and a return on equity of 22.7%. Earnings per share were $1.84. The next earnings report is expected on May 5, 2026.

Dividend

Archrock pays an annual dividend of $0.88, yielding 2.4% based on its current price. The payout ratio stands at 45.1%, indicating a balanced approach to returning capital to shareholders.

Insider Buying and Selling at Archrock, Inc.

Recent insider transactions show significant selling activity. On May 18, 2026, Senior Vice President Jason Ingersoll sold 33,000 shares at $38.19 each. CFO Doug Aron sold 35,000 shares at $38.30 on the same day, following earlier sales of 90,000 shares at $36.74 on May 14, and 98,050 shares at $34.76 on March 30. Aron also sold 71,500 shares at $35.61 on March 27. Vice President Donna Henderson sold 10,413 shares at $36.74 on March 4.

Analysts Set New Price Targets

On June 3, 2026, Mizuho maintained a buy rating with a $40 price target. Citigroup reiterated its buy rating with a $43 target on May 13. Wells Fargo also maintained a buy rating, setting a target of $43 on May 7. The consensus among analysts is a strong buy, with an average target price of $41.89 based on nine opinions.

About Archrock, Inc.

Archrock, Inc. is an energy infrastructure company based in Houston, Texas. It provides natural gas compression services through its Contract Operations and Aftermarket Services segments. The company designs, owns, and operates natural gas compression equipment and offers related services to oil and gas companies. Led by CEO Mr. D. Bradley Childers, Archrock employs around 1,350 people.

Bottom Line

Vaughan Nelson's decision to increase its stake in Archrock reflects confidence in the company's future. Archrock's financials show steady growth and a solid market position, while insider sales and analyst ratings provide additional context. Investors keep a close eye on such filings to gauge institutional sentiment, though it's important to remember these filings are historical snapshots and may not reflect current positions.