US · Utilities · Utilities - Regulated Water
EPS came in at 2.00 against a street estimate of 2.11 — a miss of 5.2%.
Analysts rate American Water Works a hold (3 buy, 9 hold, 1 sell out of 13) with an average price target of $141.09.
CONFIDENT American Water reported solid third-quarter earnings, narrowed 2026 guidance toward the top half, initiated 2027 standalone guidance, and reported further merger progress. Q3 FY26 New Jersey rates were implemented September 15; Illinois received a favorable proposed order, while Pennsylvania and California matters remain under review. Analysts focused on merger timing, consolidated guidance, Peoples’ strategic future, capital needs and regulatory execution. Management deferred detailed pro forma guidance until after closing and said strategic alternatives remain open. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.35% |
| Wellington Management Company LLP | 7.49% |
| Vanguard Capital Management, LLC | 6.42% |
| State Street Corp | 5.98% |
| Vanguard Portfolio Management, LLC | 5.65% |
| GQG Partners LLC | 4.47% |
| Aristotle Capital Management LLC | 2.73% |
| Geode Capital Management, LLC | 2.62% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • American Water Works filed an 8-K dated November 5, 2026, regarding its proposed merger with Essential Utilities, Inc. • The merg | 2026-11-05 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 operating revenue was $1,510 million, up from $1,451 million in the third quarter of 2025. • Nine-month 2026 o | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 GAAP EPS was $1.94, unchanged from $1.94 in the third quarter of 2025. Year-to-date GAAP EPS was $4.56, compare | 2026-10-28 |
| Company announcement · Q3 2026 AMERICAN WATER WORKS COMPANY, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Merger Agreement Date: October 26, 2025 between American Water Works Compan | 2026-09-17 |
| Company announcement · Q3 2026 AMERICAN WATER WORKS COMPANY, INC. - 8-K SUMMARY HEADLINE NUMBERS • Debt Issuance: $500.0 million aggregate principal amount of 5.550% Senior Notes | 2026-09-16 |
| Company announcement · Q3 2026 AMERICAN WATER WORKS COMPANY, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Revenue increase approved: $68 million in annualized water and wastewater r | 2026-09-09 |
| Reg FD disclosure · Q3 2026 AMERICAN WATER WORKS COMPANY, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: August 28, 2026 • Company: American Water Works Company, Inc. | 2026-08-31 |
| Quarterly report · Q2 2026 AMERICAN WATER WORKS COMPANY, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income (six months ended June 30, 2026): $511 million vs. $494 mill | 2026-07-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.90 / share ex-date Nov 12, 2026 · pay Dec 1, 2026 | 2026-11-12 |
| Dividend | $0.90 / share ex-date Aug 11, 2026 · pay Sep 1, 2026 | 2026-08-11 |
| Dividend | $0.90 / share ex-date May 12, 2026 · pay Jun 2, 2026 | 2026-05-12 |
| Dividend | $0.83 / share ex-date Feb 10, 2026 · pay Mar 3, 2026 | 2026-02-10 |
| Dividend | $0.83 / share ex-date Nov 13, 2025 · pay Dec 2, 2025 | 2025-11-13 |
| Announcement | Date |
|---|---|
| Joint petition filed for non-unanimous settlement in merger approval proceeding American Water Works has filed a joint settlement agreement with Pennsylvania regulators regarding its proposed merger with Essential Utilities, announced in October 2025. The settlement was | 2026-09-17 |
| Non-unanimous settlement reached in proposed merger regulatory proceeding American Water Works Company announced that it has reached a non-unanimous settlement agreement with Essential Utilities regarding their proposed merger, as approved by an Administrative Law | 2026-08-31 |
| Rate request filed for $1.6 billion capital investments through 2028 American Water Works' Missouri subsidiary filed a rate increase request with state regulators on July 1, 2026. Missouri American Water seeks $179 million in annual additional revenue (plus $ | 2026-07-01 |
| Completed acquisition of water and wastewater system assets for $315 million American Water Works Company completed its acquisition of water and wastewater system assets from Nexus Regulated Utilities on June 1, 2026. The company paid approximately $315 million in ca | 2026-06-01 |
| Proposed merger announced; parties working toward regulatory approvals This 8-K filing is a standard cautionary statement about forward-looking statements in a proposed merger between American Water and Essential Utilities. The document does not contain actual | 2026-02-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.