US · Utilities · Utilities - Regulated Water
EPS came in at 1.04 against a street estimate of 1.06 — a miss of 1.9%.
Analysts rate H2O America a buy (5 buy, 2 hold, 0 sell out of 7) with an average price target of $65.14.
MIXED Q3 adjusted EPS missed the street, but Quadvest closed, connection growth is strong, and full-year stand-alone guidance remains intact. Q3 FY26 Texas is the key growth engine; Connecticut, Maine and California remain focused on regulatory recovery. Analysts focused on Texas rate-case timing, CapEx, acquisition dilution, affordability and financing. Management emphasized documentation quality, developer-funded capital and closing timing. 2026-10-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.71% |
| ATLAS Infrastructure Partners (UK) Ltd | 9.54% |
| Wellington Management Company LLP | 4.13% |
| Antipodes Partners Limited | 3.64% |
| Vanguard Capital Management, LLC | 3.26% |
| State Street Corp | 3.22% |
| HPM Partners LLC | 2.71% |
| Vanguard Portfolio Management, LLC | 2.62% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • H2O America issued and sold 7,475,000 equity units on November 3, 2026, including 975,000 units purchased through the underwriters | 2026-11-03 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 operating revenue was $250,229,000, up from $240,550,000 in the third quarter of 2025. • Nine-month operating | 2026-10-26 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 operating revenue rose 4% to $250.2 million from $240.6 million. • GAAP net income fell 5% to $43.0 million fr | 2026-10-26 |
| Acquisition completed · Q4 2026 HEADLINE NUMBERS • H2O America completed the acquisition of Quadvest’s water and sewer businesses on October 1, 2026. • The base purchase price was | 2026-10-01 |
| Quarterly report · Q2 2026 H2O AMERICA - FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Operating revenue (6 months): $393.8 million vs. $365.9 mill | 2026-07-28 |
| Results announced · Q3 2026 H2O AMERICA Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 reported diluted EPS: $0.62 vs. $0.71 in Q2 2025 (down 13%) • Q2 2026 adjus | 2026-07-27 |
| Board / officer change · Q2 2026 H2O AMERICA - FORM 8-K SUMMARY (June 10, 2026) HEADLINE NUMBERS • No material financial figures disclosed in this filing • Filing date: June 10, 2026 | 2026-06-12 |
| Shareholder vote results · Q2 2026 H2O AMERICA (HTO) – FORM 8-K SUMMARY HEADLINE NUMBERS • Stockholders' Meeting Date: May 13, 2026 • Total Votes Cast (Director Election): Approximate | 2026-05-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.44 / share ex-date Nov 9, 2026 · pay Dec 1, 2026 | 2026-11-09 |
| Dividend | $0.44 / share ex-date Aug 10, 2026 · pay Sep 1, 2026 | 2026-08-10 |
| Dividend | $0.44 / share ex-date May 11, 2026 · pay Jun 1, 2026 | 2026-05-11 |
| Dividend | $0.44 / share ex-date Feb 9, 2026 · pay Mar 2, 2026 | 2026-02-09 |
| Dividend | $0.42 / share ex-date Nov 10, 2025 · pay Dec 1, 2025 | 2025-11-10 |
| Announcement | Date |
|---|---|
| Completed acquisition of water and sewer utility assets for $540 million H2O America completed a major acquisition on October 1, 2026, purchasing water and sewer utility assets from Quadvest for $540 million. The deal involved two separate transactions: the regul | 2026-10-01 |
| Company announces offering to finance acquisition of Quadvest entities H2O America completed a public stock offering on March 2-3, 2026, issuing approximately 13.2 million shares at $51.2775 per share. The offering consisted of 3.9 million newly issued shares a | 2026-03-04 |
| Acquisition of Quadvest Retail and Quadvest Wholesale businesses completed H2O America filed an 8-K on March 2, 2026 disclosing the acquisition of two businesses: Quadvest Retail and Quadvest Wholesale. The company attached audited financial statements for both ent | 2026-03-02 |
| Subsidiary receives fair market value determination for Quadvest LP asset acquisition H2O America's Texas water utility subsidiary, The Texas Water Company (TWC), has received a fair market value determination for its planned acquisition of Quadvest LP's assets. This determin | 2025-12-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.