Waverly Advisors 13F: Adds $394K to Antero Midstream (AM) Stake

Waverly Advisors Adds to Energy Holdings

Waverly Advisors increased its stake in Antero Midstream Corporation NYSE:AM during the period, adding to a busy stretch of portfolio adjustments that included recent moves in other industrial and chemical names. According to its latest Form 13F filing with the SEC, the advisory firm grew its position by adding fresh shares of the midstream operator.

Position Details and Share Count

The firm boosted its holdings by 17,051 shares, representing a 3.9% increase over its prior position. Waverly Advisors now holds a total of 457,330 shares in Antero Midstream. Based on the reporting period data, that stake carries an estimated value of about $10.56 million.

Antero Midstream Stock Price Context

Shares of Antero Midstream trade near $23.09, sitting toward the upper end of the company's 52-week trading range of $16.96 to $23.83. The stock trades above both its 50-day moving average of $22.15 and its 200-day moving average of $21.15. Because 13F filings look backward at holdings from the end of the reporting period, this snapshot may not reflect the investor's current position today.

Recent Earnings Performance

Antero Midstream reported annual revenue of $1.31 billion alongside an 8.3% revenue growth rate. The company generated earnings of $0.83 per share, backed by a net margin of 30.4% and a return on equity of 19.8%. Investors will want to watch for the company's next earnings report, which is currently scheduled for October 28, 2026.

Dividend Profile

The company pays an annual dividend rate of $0.90 per share, which works out to a dividend yield of about 4.25%. The company's dividend payout ratio stands at 1.08, indicating that the payout is closely matched to current earnings.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the stock alongside recent trading activity. On September 21, 2026, UBS maintained a neutral rating on the shares while adjusting its price target down from $24.00 to $22.00. Earlier, on August 3, 2026, Wells Fargo maintained an equal-weight rating while lifting its price target from $23.00 to $24.00. Overall, the stock holds a consensus recommendation key of hold with a mean target price of $24.00.

Company Business Overview

Antero Midstream Corporation owns and operates midstream energy infrastructure across the Appalachian Basin, focusing on gathering, compression, and water handling services for natural gas producers in West Virginia and Ohio. The company's pipeline networks and processing facilities support the region's energy output. Institutional interest from firms like Waverly Advisors reflects ongoing portfolio allocation toward midstream energy operators with steady cash flow profiles.

What's Ahead for Antero Midstream Corporation

As market participants review the latest round of 13F filings, attention turns to how advisory firms adjust their sector allocations heading into the final quarters of the year. Investors should keep an eye on upcoming earnings reports and regulatory filings to track future shifts in institutional ownership.