WMSNYSEPlastics Foam ProductsFiscal year ends March 31
ADVANCED DRAINAGE SYSTEMS, INC.
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$127.78−0.42 (-0.33%)
Close on Oct 19, 2026
- Market cap
- $9.84B
- P/E (TTM)
- 22.1
- Dividend yield
- 0.56%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.4%
70M of 75M shares
Institutional holders
551
61 new, 78 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $14.84M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,885,292 | 8.90% | 13G (passive) amendment | Jun 30, 2025 |
| Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the Advanced Drainage Systems Inc. Employee Stock Ownership Plan IRS No | 5,464,241 | 7.05% | 13G (passive) amendment | Sep 30, 2024 |
| Advanced Drainage Systems Inc. Employee Stock Ownership Plan Trust | 4,629,213 | 6.00% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 3,979,172 | 5.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WMS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,469,940 | 9.91% | $1.17B | +47,211 | 0.02% |
| Vanguard Portfolio Management LLC | 3,705,538 | 4.91% | $581.62M | +89,851 | 0.03% |
| Vanguard Capital Management LLC | 3,397,037 | 4.51% | $533.20M | −26,666 | 0.01% |
| State Street Corp | 2,693,665 | 3.57% | $422.80M | +204,134 | 0.01% |
| First Trust Advisors LP | 2,660,753 | 3.53% | $417.63M | +616,696 | 0.25% |
| UBS Asset Management Americas Inc | 2,346,623 | 3.11% | $368.33M | −103,500 | 0.07% |
| Impax Asset Management Group plc | 1,845,942 | 2.45% | $289.74M | −81,568 | 1.89% |
| Baillie Gifford & Co | 1,835,297 | 2.43% | $288.07M | −212,052 | 0.26% |
| American Century Companies Inc | 1,634,302 | 2.17% | $256.52M | −23,451 | 0.11% |
| Morgan Stanley | 1,393,836 | 1.85% | $218.78M | +60,496 | 0.01% |
| Geode Capital Management, LLC | 1,367,443 | 1.81% | $214.69M | +22,648 | 0.01% |
| Amundi | 1,354,610 | 1.80% | $212.68M | +65,938 | 0.05% |
| Norges Bank | 1,303,735 | 1.73% | $204.63M | New | 0.02% |
| Dimensional Fund Advisors LP | 1,277,818 | 1.69% | $200.55M | +86,040 | 0.04% |
| Pictet Asset Management Holding SA | 1,127,974 | 1.50% | $177.04M | −1,076,827 | 0.17% |
| Kayne Anderson Rudnick Investment Management LLC | 1,035,255 | 1.37% | $162.49M | −71,168 | 0.50% |
| KBC Group NV | 923,696 | 1.22% | $144.98K | +6,715 | 0.31% |
| Wellington Management Group Llp | 840,488 | 1.11% | $131.92M | −222,743 | 0.02% |
| Qube Research & Technologies Ltd | 839,820 | 1.11% | $131.82M | +293,414 | 0.12% |
| Invesco Ltd. | 835,672 | 1.11% | $131.17M | −146,856 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 551 | 70M | 92.4% | 61 / 198 | 207 / 78 | 8M | 7M |
| Q1 2026 | 579 | 70M | 92.2% | 96 / 229 | 168 / 55 | 14M | 8M |
| Q4 2025 | 547 | 72M | 95.1% | 91 / 162 | 214 / 37 | 5M | 7M |
| Q3 2025 | 500 | 73M | 96.9% | 73 / 172 | 183 / 52 | 7M | 6M |
| Q2 2025 | 483 | 73M | 96.5% | 74 / 186 | 167 / 51 | 9M | 5M |
| Q1 2025 | 461 | 69M | 91.5% | 58 / 199 | 146 / 56 | 7M | 4M |
| Q4 2024 | 464 | 67M | 89.4% | 62 / 186 | 154 / 80 | 8M | 6M |
| Q3 2024 | 488 | 66M | 87.7% | 63 / 167 | 189 / 71 | 14M | 5M |
| Q2 2024 | 500 | 65M | 85.6% | 81 / 187 | 172 / 68 | 6M | 7M |
| Q1 2024 | 492 | 66M | 87.3% | 103 / 168 | 169 / 36 | 5M | 6M |
| Q4 2023 | 426 | 67M | 88.5% | 67 / 137 | 170 / 48 | 6M | 6M |
| Q3 2023 | 413 | 66M | 87.9% | 69 / 152 | 138 / 36 | 7M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WMS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2,452,492 | 3.25% | $384.94M | 0.31% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,431,878 | 3.23% | $381.71M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,755,643 | 2.33% | $275.57M | 0.15% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 1,677,118 | 2.22% | $263.24M | 2.29% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,012,102 | 1.34% | $158.86M | 0.34% | Jun 30, 2026 |
| Ultra Fund | 977,000 | 1.30% | $135.29M | 0.52% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 884,282 | 1.17% | $138.80M | 0.15% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 821,587 | 1.09% | $128.96M | 0.13% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 570,452 | 0.76% | $79.38M | 0.59% | May 31, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 491,850 | 0.65% | $77.20M | 0.88% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 441,638 | 0.59% | $69.32M | 0.61% | Jun 30, 2026 |
| Invesco Water Resources ETF | 410,998 | 0.55% | $56.92M | 2.84% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 405,477 | 0.54% | $56.15M | 0.04% | Jul 31, 2026 |
| Vanguard Explorer Fund | 403,257 | 0.53% | $55.84M | 0.25% | Jul 31, 2026 |
| Virtus KAR Mid-Cap Core Fund | 395,410 | 0.52% | $62.06M | 3.53% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| D. Scott Barbour | See Remarks, Director | 389,854 | 0.52% | Aug 24, 2026 |
| Patrick M. Coyle Jr | See Remarks | 14,356 | 0.02% | Sep 3, 2026 |
| Bret Martz | See Remarks | 3,089 | 0.00% | May 28, 2026 |
| Scott A. Cottrill | EVP, CFO AND SECRETARY | 127,980 | 0.17% | May 28, 2026 |
| Tim A. Makowski | See Remarks | 24,279 | 0.03% | May 28, 2026 |
| Kevin C. Talley | EVP and CAO | 85,097 | 0.11% | May 28, 2026 |
| Brian W. King | Executive Vice President | 23,464 | 0.03% | May 28, 2026 |
| Craig J. Taylor | Executive Vice President | 14,873 | 0.02% | May 28, 2026 |
| Thomas J. Waun Sr. | EVP, International | 18,397 | 0.02% | May 27, 2026 |
| Darin S. Harvey | EVP, Supply Chain & Logistics | 18,123 | 0.02% | Jun 11, 2025 |
| Robert M. Eversole | Director | 53,715 | 0.07% | Sep 3, 2026 |
| De La Mesa Manuel J. Perez | Director | 25,070 | 0.03% | Jul 20, 2026 |
| Tanya D. Fratto | Director | 30,552 | 0.04% | Jul 20, 2026 |
| Alexander R. Fischer | Director | 17,564 | 0.02% | Jul 20, 2026 |
| Kelly S. Gast | Director | 8,981 | 0.01% | Jul 20, 2026 |
| Anil Seetharam | Director | 17,436 | 0.02% | Jul 20, 2026 |
| Anesa Chaibi | Director | 8,698 | 0.01% | Jul 20, 2026 |
| Michael B. Coleman | Director | 12,587 | 0.02% | Jul 20, 2026 |
| Mark Haney | Director | 8,196 | 0.01% | Jul 21, 2025 |
| Luther C. Kissam Iv | Director | 1,972 | 0.00% | Jul 21, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Patrick M. Coyle Jr See Remarks | Sep 1, 2026 | Tax withholding | −26 | $130.75 | $3.40K | 10,039 |
| Robert M. Eversole Director | Sep 1, 2026 | Gift | +2,386 | – | – | 51,462 |
| Robert M. Eversole Director | Sep 1, 2026 | Gift | −2,386 | – | – | 2,253 |
| D. Scott Barbour See Remarks, Director | Aug 20, 2026 | Gift | −2,000 | – | – | 51,652 |
| Anil Seetharam Director | Jul 16, 2026 | Award | +1,782 | – | – | 16,240 |
| Robert M. Eversole Director | Jul 16, 2026 | Award | +2,253 | – | – | 4,639 |
| Kelly S. Gast Director | Jul 16, 2026 | Award | +1,110 | – | – | 8,981 |
| Alexander R. Fischer Director | Jul 16, 2026 | Award | +1,110 | – | – | 17,564 |
| Michael B. Coleman Director | Jul 16, 2026 | Award | +1,110 | – | – | 12,587 |
| Anesa Chaibi Director | Jul 16, 2026 | Award | +1,110 | – | – | 8,698 |
| Tanya D. Fratto Director | Jul 16, 2026 | Award | +1,110 | – | – | 30,552 |
| De La Mesa Manuel J. Perez Director | Jul 16, 2026 | Award | +1,782 | – | – | 25,070 |
| D. Scott Barbour See Remarks, Director | Jun 12, 2026 | Other | +511 | $135.72 | $69.35K | 53,652 |
| D. Scott Barbour See Remarks, Director | Jun 12, 2026 | Other | −511 | $135.72 | $69.35K | 0 |
| Kevin C. Talley EVP and CAO | May 26, 2026 | Award | +1,217 | – | – | 63,453 |
| Craig J. Taylor Executive Vice President | May 26, 2026 | Award | +1,530 | – | – | 14,873 |
| D. Scott Barbour See Remarks, Director | May 26, 2026 | Award | +9,036 | – | – | 77,268 |
| Brian W. King Executive Vice President | May 26, 2026 | Award | +950 | – | – | 21,686 |
| Patrick M. Coyle Jr See Remarks | May 26, 2026 | Award | +1,252 | – | – | 10,065 |
| Scott A. Cottrill EVP, CFO AND SECRETARY | May 26, 2026 | Award | +2,503 | – | – | 110,511 |
| Tim A. Makowski See Remarks | May 26, 2026 | Award | +847 | – | – | 6,722 |
| Bret Martz See Remarks | May 26, 2026 | Award | +1,252 | – | – | 3,089 |
| Scott A. Cottrill EVP, CFO AND SECRETARY | May 22, 2026 | Tax withholding | −604 | $133.00 | $80.33K | 108,008 |
| Craig J. Taylor Executive Vice President | May 22, 2026 | Tax withholding | −152 | $133.00 | $20.22K | 13,343 |
| Brian W. King Executive Vice President | May 22, 2026 | Tax withholding | −230 | $133.00 | $30.59K | 20,736 |
| Thomas J. Waun Sr. EVP, International | May 22, 2026 | Tax withholding | −218 | $133.00 | $28.99K | 17,590 |
| D. Scott Barbour See Remarks, Director | May 22, 2026 | Tax withholding | −1,898 | $133.00 | $252.43K | 68,232 |
| Patrick M. Coyle Jr See Remarks | May 22, 2026 | Tax withholding | −112 | $133.00 | $14.90K | 8,813 |
| Kevin C. Talley EVP and CAO | May 22, 2026 | Tax withholding | −324 | $133.00 | $43.09K | 62,236 |
| Tim A. Makowski See Remarks | May 22, 2026 | Tax withholding | −129 | $133.00 | $17.16K | 5,875 |
| Kevin C. Talley EVP and CAO | May 20, 2026 | Award | +5,903 | – | – | 62,560 |
| Kevin C. Talley EVP and CAO | May 20, 2026 | Tax withholding | −141 | $136.83 | $19.29K | 56,657 |
| Brian W. King Executive Vice President | May 20, 2026 | Tax withholding | −101 | $136.83 | $13.82K | 16,475 |
| Brian W. King Executive Vice President | May 20, 2026 | Award | +4,491 | – | – | 20,966 |
| Patrick M. Coyle Jr See Remarks | May 20, 2026 | Award | +3,233 | – | – | 8,925 |
| Patrick M. Coyle Jr See Remarks | May 20, 2026 | Tax withholding | −64 | $136.83 | $8.76K | 5,692 |
| Craig J. Taylor Executive Vice President | May 20, 2026 | Award | +4,039 | – | – | 13,495 |
| Craig J. Taylor Executive Vice President | May 20, 2026 | Tax withholding | −120 | $136.83 | $16.42K | 9,456 |
| D. Scott Barbour See Remarks, Director | May 20, 2026 | Tax withholding | −1,130 | $136.83 | $154.62K | 40,803 |
| D. Scott Barbour See Remarks, Director | May 20, 2026 | Award | +29,327 | – | – | 70,130 |
| Scott A. Cottrill EVP, CFO AND SECRETARY | May 20, 2026 | Award | +10,075 | – | – | 108,612 |
| Scott A. Cottrill EVP, CFO AND SECRETARY | May 20, 2026 | Tax withholding | −339 | $136.83 | $46.39K | 98,537 |
| Tim A. Makowski See Remarks | May 20, 2026 | Award | +3,729 | – | – | 6,004 |
| Tim A. Makowski See Remarks | May 20, 2026 | Tax withholding | −88 | $136.83 | $12.04K | 2,275 |
| Thomas J. Waun Sr. EVP, International | May 20, 2026 | Tax withholding | −100 | $136.83 | $13.68K | 13,253 |
| Kevin C. Talley EVP and CAO | May 19, 2026 | Tax withholding | −141 | $131.59 | $18.55K | 56,798 |
| Brian W. King Executive Vice President | May 19, 2026 | Tax withholding | −116 | $131.59 | $15.26K | 16,576 |
| Patrick M. Coyle Jr See Remarks | May 19, 2026 | Tax withholding | −91 | $131.59 | $11.97K | 5,756 |
| Craig J. Taylor Executive Vice President | May 19, 2026 | Tax withholding | −167 | $131.59 | $21.98K | 9,576 |
| D. Scott Barbour See Remarks, Director | May 19, 2026 | Tax withholding | −934 | $131.59 | $122.91K | 41,933 |
| Bret Martz See Remarks | May 19, 2026 | Tax withholding | −114 | $131.59 | $15.00K | 1,837 |
| Scott A. Cottrill EVP, CFO AND SECRETARY | May 19, 2026 | Tax withholding | −277 | $131.59 | $36.45K | 98,876 |
| Tim A. Makowski See Remarks | May 19, 2026 | Tax withholding | −104 | $131.59 | $13.69K | 2,363 |
| Thomas J. Waun Sr. EVP, International | May 19, 2026 | Award | +4,555 | – | – | 17,808 |
| Thomas J. Waun Sr. EVP, International | May 19, 2026 | Tax withholding | −117 | $131.59 | $15.40K | 13,353 |
| Bret Martz See Remarks | Mar 17, 2026 | Other | −107 | $139.85 | $14.96K | 1,951 |
| D. Scott Barbour See Remarks, Director | Mar 13, 2026 | Gift | −7,150 | – | – | 53,141 |
| D. Scott Barbour See Remarks, Director | Mar 13, 2026 | Gift | +7,150 | – | – | 109,955 |
| D. Scott Barbour See Remarks, Director | Mar 4, 2026 | Gift | +511 | – | – | 511 |
| D. Scott Barbour See Remarks, Director | Mar 4, 2026 | Gift | −511 | – | – | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert M. Eversole Director | Dec 2, 2025 | 10,569 | $1.61M | Dec 2, 2025 | Restricted Stock Award |
| Waun Thomas Officer | Nov 26, 2025 | 1,500 | $232.50K | Nov 26, 2025 | Performance Shares |
| Makowski Tim Officer | Nov 12, 2025 | 4,901 | $731.28K | Nov 12, 2025 | Employee Stock Purchase Plan |
| Waun Thomas Officer | Nov 12, 2025 | 1,000 | $150.00K | Nov 12, 2025 | Restricted Stock |
| Scott Barbour Donald Officer, Director | Nov 12, 2025 | 80,030 | $11.92M | Nov 12, 2025 | Stock Option Exercise |
| Harvey Darin Officer | Nov 10, 2025 | 2,901 | $430.75K | Nov 10, 2025 | Stock Option Exercise |
| S. Harvey Darin Officer | Jun 9, 2025 | 4,464 | $519.56K | Jun 9, 2025 | Restricted Stock |
| S. Harvey Darin Officer | Feb 19, 2025 | 2,464 | $308.00K | Feb 19, 2025 | Employee Stock Purchase Plan |
| Huebert Michael Officer | Aug 14, 2024 | 16,032 | $2.33M | Aug 14, 2024 | Restricted Stock |
| Makowski Tim Officer | May 31, 2024 | 3,800 | $648.60K | May 31, 2024 | Restricted Stock |
| Huebert Michael Officer | May 31, 2024 | 10,000 | $1.73M | May 31, 2024 | Restricted Stock |
| A. Cottrill Scott Officer | May 30, 2024 | 73,207 | $12.67M | May 30, 2024 | Stock Option Exercise |
| Klein Robert Officer | May 24, 2024 | 3,059 | $538.23K | May 24, 2024 | Stock Option Exercise |
| Barbour Donald Officer, Director | May 24, 2024 | 85,938 | $14.96M | May 24, 2024 | Stock Option Exercise |
| S. Harvey Darin Officer | May 21, 2024 | 9,517 | $1.69M | May 21, 2024 | Restricted Stock |