ERII Energy Recovery (ERII) Insider Trading, Ownership & Congress Trades
Semiconductors & Electronics · Special industry machinery, nec · CIK 0001421517
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
122
13F, latest reported quarter
Conversions, 180 days
1
Codes C/M, not in net · $131.8K priced
What the filings say about ERII
Insiders, 180 days
+$72.7K net bought
2 buyers · 3 sellers · 0% of sales under a 10b5-1 plan
Energy Recovery insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Energy Recovery, Inc. insiders bought a net $72.7K of stock across 121 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 sales), the last on Mar 4, 2026.
- The trade is 5.0% of the 108,301 shares held after it.
- 1 other insider sold within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Water Clemente Rodney sold about $46.1K of ERII on Jul 28, 2026; 1 other insider sold within 30 days and 122 funds added in the latest 13F quarter.Context
- 25 earlier Form 4 trades (code P or S) here by this insider (25 sales), the last on Feb 6, 2026.
- The trade is 2.1% of the 99,291 shares held after it.
- 1 other insider sold within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Officer Yeung William sold about $17.5K of ERII on Jul 28, 2026; 1 other insider sold within 30 days and 122 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Nov 9, 2023.
- -17.5% median (-17.5% mean) 90-day return after 2 previous buys.
- The trade is 20.1% of the 55,671 shares held after it.
- No other insider bought within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Sabol Colin R bought about $99.3K of ERII on Jun 15, 2026; 122 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jun 3, 2022.
- The trade is 22.3% of the 66,755 shares held after it.
- No other insider sold within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Interim President and CEO BUEHLER ALEXANDER J sold about $129.8K of ERII on Jun 15, 2026; 122 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on May 14, 2025.
- -2.0% median (-2.0% mean) 90-day return after 2 previous buys.
- The trade is 53.5% of the 37,362 shares held after it.
- No other insider bought within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director TONDREAU PAMELA L. bought about $166.8K of ERII on May 13, 2026, the largest insider purchase at the company on our record; 122 funds added in the latest 13F quarter.121 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$72.7K over 180 days
more than 91% of Semiconductors & Electronics
Congress
no House purchase disclosed in the last 12 months
Funds
122 funds bought in last quarter
below 56% of Semiconductors & Electronics
Revenue
-6.9% year over year
below 79% of Semiconductors & Electronics
Margin
17.0% net margin
more than 86% of Semiconductors & Electronics
Buybacks
$20.7M repurchased, FY to 2026-06-30
below 58% of Semiconductors & Electronics
Short interest
6.8% of the float short (float per yahoo 2026-10-26) · 3.7 days to cover · settled 2026-09-30
more than 62% of Semiconductors & Electronics
What changed in the last 30 days
Oct 28Insider selling stopped: no sales in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch ERII
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-62.0%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns ERII: institutional holders (13F)
13F holdings, latest reported quarter
6,344,252 sh
$57.2M
4,003,535 sh
$36.1M
2,183,718 sh
$19.7M
2,059,764 sh
$18.6M
1,715,722 sh
$15.5M
Congress trades in ERII
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
ERII planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Clemente Rodney
Filed 2026-07-28
$46.1K
Yeung William
Filed 2026-07-28
$17.5K
ERII mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Meridian Contrarian Fund
$7.6M position · as of 2026-06-30
1.1%
Calvert Global Water Fund
$5.6M position · as of 2026-06-30
1.0%
KBI GLOBAL INVESTORS AQUARIUS FUND
$382.0K position · as of 2026-07-31
0.7%
Brown Capital Management Small Company Fund
$1.7M position · as of 2026-06-30
0.5%
Royce Capital Fund - Micro-Cap Portfolio
$594.2K position · as of 2026-06-30
0.4%
Royce Micro-Cap Fund
$1.8M position · as of 2026-06-30
0.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Moon
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$3.2M
$2.8M
$1.4M
-1%
+65%
2024
$3.7M
$3.2M
$1.3M
+50%
+116%
2023
$2.2M
$1.9M
$1.5M
+92%
+78%
2022
$2.0M
$2.1M
$1.0M
+109%
+36%
2021
$2.0M
$4.7M
$859.0K
+120%
+61%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $72.7K bought by insiders over 180 days, 122 funds added last quarter. Each figure is a federal filing, dated the day it went public.
ERII financials
Revenue growth
-6.9%
XBRL, annual
Net margin
17.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$120.6M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM ERII
| FY Dec 2025 | $135.0M |
| FY Dec 2024 | $144.9M |
| FY Dec 2023 | $128.3M |
| FY Dec 2022 | $125.6M |
| FY Dec 2021 | $103.9M |
| Jun 2026 | $12.0M |
| Mar 2026 | $9.7M |
| Dec 2025 | $66.9M |
| Sep 2025 | $32.0M |
| Jun 2025 | $28.1M |
| Mar 2025 | $8.1M |
| Dec 2024 | $67.1M |
| Sep 2024 | $38.6M |
At each fiscal year end
Single quarter
Net margin, TTM
+12.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM ERII
| FY Dec 2025 | +17.0% |
| FY Dec 2024 | +15.9% |
| FY Dec 2023 | +16.8% |
| FY Dec 2022 | +19.1% |
| FY Dec 2021 | +13.7% |
| Jun 2026 | -26.7% |
| Mar 2026 | -126.2% |
| Dec 2025 | +40.2% |
| Sep 2025 | +12.1% |
| Jun 2025 | +7.3% |
| Mar 2025 | -122.5% |
| Dec 2024 | +35.0% |
| Sep 2024 | +22.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$38.6M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM ERII
| FY Dec 2025 | $17.4M |
| FY Dec 2024 | $19.2M |
| FY Dec 2023 | $23.5M |
| FY Dec 2022 | $8.4M |
| FY Dec 2021 | $6.8M |
| Jun 2026 | $15.4M |
| Mar 2026 | $20.2M |
| Dec 2025 | $6.4M |
| Sep 2025 | -$3.5M |
| Jun 2025 | $4.0M |
| Mar 2025 | $10.5M |
| Dec 2024 | $8.9M |
| Sep 2024 | -$3.2M |
At each fiscal year end
Single quarter
Debt to equity
0.00x
long-term 2018-12-31 (91 months older than the period end) plus current 2018-12-31 (91 months older than the period end); equity 2026-06-30
Debt to equity ERII
| FY Dec 2025 | 0.00x |
| FY Dec 2024 | 0.00x |
| FY Dec 2023 | 0.00x |
| FY Dec 2022 | 0.00x |
| FY Dec 2021 | 0.00x |
| Jun 2026 | 0.00x |
| Mar 2026 | 0.00x |
| Dec 2025 | 0.00x |
| Sep 2025 | 0.00x |
| Jun 2025 | 0.00x |
| Mar 2025 | 0.00x |
| Dec 2024 | 0.00x |
| Sep 2024 | 0.00x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt to cover
Cash flow to debt ERII
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+8.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity ERII
| FY Dec 2025 | +11.0% |
| FY Dec 2024 | +10.7% |
| FY Dec 2023 | +10.6% |
| FY Dec 2022 | +13.2% |
| FY Dec 2021 | +8.1% |
| Jun 2026 | +8.6% |
| Mar 2026 | +10.8% |
| Dec 2025 | +11.0% |
| Sep 2025 | +9.4% |
| Jun 2025 | +12.0% |
| Mar 2025 | +10.3% |
| Dec 2024 | +10.7% |
| Sep 2024 | +9.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+7.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets ERII
| FY Dec 2025 | +9.7% |
| FY Dec 2024 | +9.3% |
| FY Dec 2023 | +9.2% |
| FY Dec 2022 | +11.2% |
| FY Dec 2021 | +6.8% |
| Jun 2026 | +7.5% |
| Mar 2026 | +9.5% |
| Dec 2025 | +9.7% |
| Sep 2025 | +8.3% |
| Jun 2025 | +10.5% |
| Mar 2025 | +9.1% |
| Dec 2024 | +9.3% |
| Sep 2024 | +8.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+10.4%
operating income after a 12.8% effective tax rate, over long-term 2018-12-31 (91 months older than the period end) plus current 2018-12-31 (91 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital ERII
| FY Dec 2025 | +11.7% |
| FY Dec 2024 | +10.6% |
| FY Dec 2023 | +12.9% |
| FY Dec 2022 | +19.6% |
| FY Dec 2021 | n/a |
| Jun 2026 | +10.4% |
| Mar 2026 | +12.5% |
| Dec 2025 | +11.7% |
| Sep 2025 | +10.5% |
| Jun 2025 | +12.8% |
| Mar 2025 | +11.1% |
| Dec 2024 | +10.6% |
| Sep 2024 | +8.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+7.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed ERII
| FY Dec 2025 | +11.0% |
| FY Dec 2024 | +8.7% |
| FY Dec 2023 | +8.9% |
| FY Dec 2022 | +12.6% |
| FY Dec 2021 | +7.2% |
| Jun 2026 | +7.6% |
| Mar 2026 | +10.8% |
| Dec 2025 | +11.0% |
| Sep 2025 | +8.4% |
| Jun 2025 | +10.2% |
| Mar 2025 | +8.3% |
| Dec 2024 | +8.7% |
| Sep 2024 | +6.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
25.15x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing ERII
| FY Dec 2025 | 32.12x |
| FY Dec 2024 | 35.85x |
| FY Dec 2023 | 50.92x |
| FY Dec 2022 | 48.79x |
| FY Dec 2021 | 85.96x |
| Jun 2026 | 33.41x |
| Mar 2026 | 27.22x |
| Dec 2025 | 32.12x |
| Sep 2025 | 45.35x |
| Jun 2025 | 30.43x |
| Mar 2025 | 42.95x |
| Dec 2024 | 35.85x |
| Sep 2024 | 51.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$285.2M
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term 2018-12-31 (91 months older than the period end) plus current 2018-12-31 (91 months older than the period end), minus cash 2026-06-30
Enterprise value ERII
| FY Dec 2025 | $666.5M |
| FY Dec 2024 | $821.4M |
| FY Dec 2023 | $996.7M |
| FY Dec 2022 | $1.1B |
| FY Dec 2021 | $1.1B |
| Jun 2026 | $403.5M |
| Mar 2026 | $481.9M |
| Dec 2025 | $666.5M |
| Sep 2025 | $773.2M |
| Jun 2025 | $639.5M |
| Mar 2025 | $824.1M |
| Dec 2024 | $821.4M |
| Sep 2024 | $940.6M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+11.1%
TTM free cash flow over market value at close 2026-10-26
FCF yield ERII
| FY Dec 2025 | +2.4% |
| FY Dec 2024 | +2.3% |
| FY Dec 2023 | +2.2% |
| FY Dec 2022 | +0.7% |
| FY Dec 2021 | +0.6% |
| Jun 2026 | +8.3% |
| Mar 2026 | +5.1% |
| Dec 2025 | +2.4% |
| Sep 2025 | +2.4% |
| Jun 2025 | +2.9% |
| Mar 2025 | +2.8% |
| Dec 2024 | +2.3% |
| Sep 2024 | +2.3% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -36%, PEG needs growth
PEG, trailing ERII
| FY Dec 2025 | 13.17x |
| FY Dec 2024 | 3.32x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.72x |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | 13.17x |
| Sep 2025 | 2,777,820,263,906,017.00x |
| Jun 2025 | 1.83x |
| Mar 2025 | 4.87x |
| Dec 2024 | 3.32x |
| Sep 2024 | 1.97x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $135.0M | $144.9M | $128.3M | $125.6M |
| Gross profit | $87.9M | $96.9M | $87.1M | $87.4M |
| Operating income | $23.9M | $19.7M | $19.1M | $24.8M |
| Net income | $23.0M | $23.1M | $21.5M | $24.0M |
| EPS (diluted) | 0.42 | 0.40 | 0.37 | 0.42 |
| Operating cash flow | $18.8M | $20.5M | $26.1M | $12.6M |
| Cash | $48.1M | $29.6M | $68.1M | $56.4M |
| Buybacks | $35.6M | $50.4M | $0 | $26.7M |
SEC XBRL, fiscal years, as known on 2026-10-28
ERII Stock Sonar score 6/7 axes
Find similar shapesCompareERII ranks highest on financial health (99th percentile) and insider conviction (90th), and lowest on institutional and government (44th), among Semiconductors & Electronics peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
ERII filings, in plain words
Are Energy Recovery insiders buying or selling ERII?
In the 180 days to 2026-10-28, Energy Recovery insiders were net buyers, a net $72.7K: $266.1K of purchases and $193.4K of sales reported on Form 4, by 2 buyers and 3 sellers.
Read the full summary
In the 180 days to 2026-10-28, Energy Recovery insiders were net buyers of ERII, a net $72.7K across purchases and sales reported on Form 4 by 2 buyers and 3 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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