AdvisorNet Financial Inc Has $8.94 Million Holdings in Essential Utilities Inc. $WTRG
AdvisorNet Financial Inc. significantly increased its stake in Essential Utilities Inc. (WTRG) by 130.1% in the fourth quarter, now holding 232,963 shares valued at approximately $8.94 million. Other major institutional investors like JPMorgan Chase & Co. also boosted their holdings, contributing to a total institutional ownership of 74.78%. Essential Utilities recently surpassed earnings expectations and declared a quarterly dividend of $0.3426 per share.
AdvisorNet Financial Boosts Stake in Essential Utilities
AdvisorNet Financial Inc. has significantly increased its stake in Essential Utilities Inc. (NYSE: WTRG) by 130.1% during the fourth quarter, reflecting growing investor confidence in regulated utility companies. The investment firm now owns 232,963 shares worth $8.94 million, citing Essential Utilities' reliable earnings, dividend payouts, and potential for future growth. Essential Utilities is scheduled to report its Q1 2026 financial results on May 5, 2026.
Essential Utilities reports $2.20 EPS for 2025, invests $1.4 billion in infrastructure
Essential Utilities announced its 2025 financial results, reporting earnings per share of $2.20. The utility company also revealed significant infrastructure investments totaling $1.4 billion for the year to enhance its water and natural gas systems, demonstrating a commitment to service reliability and expansion.
WTRG Expands Through Strategic Investments, Competitive Rates, and Key Acquisitions
Essential Utilities (WTRG) is pursuing growth through strategic capital investments, approved rate increases, and key acquisitions of municipal assets. The company plans significant investments in infrastructure and recently announced a merger with American Water Works, as well as the acquisition of wastewater assets. Despite these growth drivers, WTRG faces challenges from potential water contamination risks and increasingly stringent regulatory requirements, although it maintains a Zacks Rank #2 (Buy).
WTRG's Investments, Rates and Strategic Acquisition Drive Growth
Essential Utilities (WTRG) is well-positioned for growth through 2027 due to significant capital investments, recent rate hikes, and strategic acquisitions. The company plans to invest $1.7 billion in 2026 and is engaged in a major merger with American Water Works, as well as the acquisition of wastewater assets from Delaware County. Despite potential risks like water contamination and regulatory compliance, these initiatives are expected to drive revenue and earnings.
Essential Utilities (WTRG) up 2.5% since last earnings report: Can it continue?
Essential Utilities (WTRG) saw a 2.5% increase in its stock price since its last earnings report. The article discusses general market trends following earnings releases and whether this positive momentum for WTRG is sustainable.
A.D. Beadell Investment Counsel Buys Stake in Essential Utilities
A.D. Beadell Investment Counsel Inc. has acquired a new stake of 37,345 shares in Essential Utilities Inc. (NYSE: WTRG), valued at approximately $1.43 million, during the fourth quarter. This investment signals the firm's confidence in Essential Utilities' regulated utility business model, recognizing growth potential in its water and natural gas services. Essential Utilities is a significant utility provider for Pennsylvania and other states.
Assenagon Asset Management S.A. Raises Holdings in Essential Utilities Inc. $WTRG
Assenagon Asset Management S.A. increased its stake in Essential Utilities Inc. (WTRG) by 13.9% in the fourth quarter of the previous year, now owning 245,229 shares valued at $9.41 million. The company recently surpassed earnings expectations, reporting an EPS of $0.47 and revenue of $699.1 million, and declared a quarterly dividend of $0.3426, yielding 3.4%. Analysts currently have a "Hold" rating on the stock with a consensus price target of $43.20.
Essential Utilities (WTRG) schedules public hearings; IMO leader change announced
Essential Utilities (WTRG) has provided an integration planning update for its proposed merger with American Water, announcing public input hearings in Pennsylvania and North Carolina and a leadership change within American Water's Integration Management Office (IMO). The Pennsylvania PUC will hold telephonic hearings on April 28, 2026, while North Carolina hearings are scheduled for May 4 and 5, 2026, with other state schedules pending. Marty Falkenberg has taken over as American Water's IMO leader following Jimmy Sheridan's return to retirement, and employees are reminded to complete the Organizational Health Index survey.
Essential Utilities (WTRG) up 2.5% since last earnings report: Can it continue?
This article discusses the recent performance of Essential Utilities (WTRG), noting a 2.5% increase in its stock price since its last earnings report. It poses a question about the sustainability of this upward trend. The content is sourced from MSN.
Synergy Asset Management LLC Cuts Stock Holdings in Essential Utilities Inc. $WTRG
Synergy Asset Management LLC significantly reduced its stake in Essential Utilities Inc. (WTRG) by 65.9% in Q4, selling 154,355 shares. Despite this, other major institutional investors, like JPMorgan Chase & Co., substantially increased their holdings, leading to 74.78% institutional ownership. Essential Utilities also reported strong quarterly earnings, beating estimates, and declared a quarterly dividend.
Essential Utilities Advances Toward Merger With American Water
Essential Utilities (WTRG) has provided an update on its pending merger with American Water, which will result in Essential Utilities becoming a wholly-owned subsidiary of American Water, subject to regulatory approvals. The company also furnished American Water's financial statements to the SEC for reference, while emphasizing they haven't been independently validated by Essential Utilities. Analysts currently rate WTRG as a Buy with a $45.00 price target, and TipRanks' AI Analyst Spark gives it an "Outperform" rating due to steady earnings and favorable technicals, tempered by some financial data inconsistencies and execution risks related to the merger.
Vanguard realignment leads to 0 holdings in Essential Utilities (WTRG)
The Vanguard Group has filed an amendment (Schedule 13G/A) reporting zero beneficial ownership of Essential Utilities Inc. (WTRG) common stock. This change is due to an internal realignment within Vanguard effective January 12, 2026, which now requires certain Vanguard subsidiaries to report their beneficial ownership separately. Consequently, The Vanguard Group itself no longer reports holdings for WTRG.
American Water Works Stock in Focus Amid Essential Utilities Merger Filing and Strong 2025 Financial
American Water Works (AWK) shares are gaining attention after Essential Utilities' SEC filing revealed AWK's strong audited 2025 financial results, including $5.14 billion in revenue and $1.11 billion net income. This filing is a significant step forward for the planned stock-for-stock merger between the two regulated water utilities, announced in October 2025, which aims to expand American Water Works' scale and market dominance in the U.S. water and wastewater sector. Investors are watching for further regulatory approvals which are critical for the merger, anticipated to close by Q1 2027.
Argus reiterates Essential Utilities stock rating on merger progress
Argus has reiterated a Buy rating and a $45.00 price target for Essential Utilities, Inc. (NYSE:WTRG), citing progress on its proposed $63 billion all-stock merger with American Water Works Company, Inc. (NYSE:AWK). Essential Utilities recently reported strong Q4 2025 financial results and completed a significant acquisition for its Aqua Pennsylvania subsidiary, reflecting ongoing growth initiatives. The utility currently offers a 3.43% dividend yield and has a history of 33 consecutive years of dividend increases.
Nordea Investment Management Reduces Stake in Essential Utilities
Nordea Investment Management has reduced its stake in Essential Utilities Inc. by 15% during the fourth quarter, selling over 1.3 million shares. This move by a major institutional investor could indicate a shift in sentiment regarding the water and natural gas utility company, potentially influencing its stock price and long-term prospects. The reduction leaves Nordea with approximately 2.69% ownership of Essential Utilities.
Essential Utilities Named to Newsweek’s Most Charitable Companies List
Essential Utilities Inc. (NYSE: WTRG) has been recognized on Newsweek’s list of America’s Most Charitable Companies, following its report of nearly $7.2 million in community giving in 2025 and 4,900 volunteer hours from employees. CEO Christopher Franklin emphasized that the company's charitable work is a result of both employee volunteer efforts and foundation funding. Since 2020, the company has donated over $29 million across its nine-state service area through various programs.
WTRG Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides an in-depth financial analysis of Essential Utilities Inc (WTRG), detailing its revenue breakdown, profit margins, and a comparison with competitors AWR and CWT. WTRG primarily generates revenue from Water, Natural Gas, and Wastewater services, with Water Revenue being the largest contributor. The company demonstrates strong profitability with a gross margin of 64.61% and holds a leading market position within the Water & Related Utilities industry.
PUC Schedules Hearings to Gather Public Input on Proposed Merger Involving American Water Works and Essential Utilities
The Pennsylvania Public Utility Commission (PUC) has scheduled a series of in-person and telephonic hearings to collect public input regarding the proposed merger between American Water Works Company and Essential Utilities. These companies provide water, wastewater, and natural gas services to millions of customers across several states, including Pennsylvania. The hearings will take place in various counties like Dauphin, Chester, Washington, Lackawanna, Montgomery, and Clarion throughout April and May 2026, with a telephonic option also available.
Essential Utilities Issues 2036 Notes And Reshapes Long Term Debt Profile
Essential Utilities (NYSE: WTRG) has issued $500 million in new senior notes due 2036 with a 5.125% interest rate, a move that reshapes its long-term debt profile and provides funding for corporate purposes and future investments. This transaction adds to the company's capital structure and offers additional liquidity, which could support infrastructure investment and acquisition plans, though it also raises concerns about interest coverage given analysts' existing observations. Investors will monitor how this capital is allocated, its impact on leverage ratios, and how financing costs are handled in future rate cases.
Essential Utilities Boosts Dividend by 5.25%
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2 days agoEssential Utilities, Inc. SEC Filing | WTRG SEC Filing - Form ARS
This article reports on an ARS SEC filing by Essential Utilities, Inc. (WTRG) on March 17, 2026, at 04:08 PM. The filing is available as a PDF document on SEC EDGAR. The document also provides an overview of Essential Utilities, including its market cap, rankings, and recent news and SEC filings.
Essential Utilities declares $0.3426 quarterly dividend
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Essential Utilities, Inc. ($WTRG) CEO 2025 Pay Revealed
Essential Utilities, Inc. ($WTRG) CEO Christopher H. Franklin's compensation for 2025 is estimated to be $9,212,815, a 32.45% increase from 2024, based on a recent SEC filing. The article also details congressional stock trading, hedge fund activity, analyst ratings, and price targets for WTRG. These insights are drawn from Quiver Quantitative's data analytics.
Short Interest in Essential Utilities Inc. (NYSE:WTRG) Grows By 14.6%
Essential Utilities Inc. (NYSE:WTRG) experienced a 14.6% increase in short interest during February, reaching 7,835,006 shares by February 27th. The company also surpassed quarterly earnings expectations with $0.47 EPS and $699.1M in revenue, and announced a quarterly dividend of $0.3426. Analyst ratings for WTRG currently lean towards "Hold" with a consensus price target of $43.20.
Gotham Asset Management LLC Has $36.22 Million Position in Essential Utilities Inc. $WTRG
Gotham Asset Management LLC significantly increased its stake in Essential Utilities Inc. (NYSE:WTRG) by 168.1% in Q3, now holding 907,809 shares valued at $36.22 million. Other institutional investors also increased their positions in the company. Essential Utilities reported strong Q4 earnings, surpassing analyst expectations with EPS of $0.47 and revenue up 15.7% year-over-year, and announced a quarterly dividend of $0.3426 per share.
Gotham Asset Management Increases Stake in Essential Utilities
Gotham Asset Management LLC has significantly increased its stake in Essential Utilities Inc. (NYSE:WTRG) by 168.1% in the third quarter, now owning 907,809 shares worth approximately $36.22 million. This move reflects the investment firm's confidence in the utility company’s growth prospects and could influence its strategic direction and stock price. Essential Utilities distributes water and natural gas to customers across Pennsylvania and several other states.
Essential Utilities Inc. (NYSE:WTRG) Given Average Rating of "Hold" by Brokerages
Essential Utilities Inc. (NYSE:WTRG) has received an average "Hold" rating from analyst brokerages, with an average 1-year price target of $43.20. The company recently reported strong earnings, exceeding analyst estimates, and announced a quarterly dividend. Institutional investors hold a significant portion of its stock.
Aventail Capital Group LP Increases Position in Essential Utilities Inc. $WTRG
Aventail Capital Group LP increased its stake in Essential Utilities Inc. (NYSE:WTRG) by 9.9% in the third quarter, holding 454,461 shares valued at $18.13 million. Other institutional investors like JPMorgan Chase & Co. and Norges Bank also significantly raised their positions. Essential Utilities reported strong quarterly earnings, surpassing analyst expectations, and announced a quarterly dividend of $0.3426 per share.
Essential Utilities Inc. $WTRG Shares Purchased by Korea Investment CORP
Korea Investment CORP significantly increased its stake in Essential Utilities Inc. (NYSE:WTRG) during the third quarter, purchasing an additional 145,919 shares to hold a total of 281,248 shares valued at $11.22 million. The company reported strong Q3 earnings, beating analyst EPS estimates and showing a 15.7% increase in revenue. Essential Utilities also declared a quarterly dividend of $0.3426, leading to an annualized yield of 3.4%, and currently holds a consensus "Hold" rating from analysts with an average price target of $43.20.
Barclays Boosts Stake in Essential Utilities
Barclays PLC has significantly increased its stake in Essential Utilities Inc. (NYSE: WTRG) by 90% in the third quarter of 2025, according to a recent SEC filing. The investment firm now holds 645,515 shares, valued at approximately $25.8 million, signaling confidence in the Pennsylvania-based utility's long-term growth and stable returns. Essential Utilities provides essential water, wastewater, and natural gas services to customers across Pennsylvania.
Barclays PLC Increases Position in Essential Utilities Inc. $WTRG
Barclays PLC significantly increased its holdings in Essential Utilities Inc. (NYSE:WTRG) by 90.0% during the third quarter, acquiring an additional 305,851 shares to own a total of 645,515 shares valued at $25.76 million. Other institutional investors also adjusted their positions in the company, which reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.3426 per share. Essential Utilities currently holds a "Hold" rating from analysts with an average target price of $43.20.
Essential Utilities (WTRG) Announces Financial Results for Full Year 2025
Essential Utilities, Inc. (NYSE:WTRG) reported strong financial results for full year 2025, with net income rising to $616.4 million and sales increasing by 18.6% to $2.47 billion. The company saw growth in both its regulated water and natural gas divisions and invested over $1.4 billion in infrastructure. Additionally, shareholders approved a merger with American Water Works Company, expected to close in Q1 2027, and quarterly dividends of $0.3426 per share were announced.
Jefferies Financial Group Inc. Sells 59,683 Shares of Essential Utilities Inc. $WTRG
Jefferies Financial Group Inc. reduced its stake in Essential Utilities Inc. by 62.7% in Q3, selling nearly 60,000 shares but retaining valuable holdings. Despite this, Essential Utilities exceeded Q3 earnings and revenue expectations and announced a quarterly dividend, while several other institutional investors increased their positions in the company. The stock currently holds an average "Hold" rating from analysts with an average target price of $43.20.
This water and gas utility just gave $7.2M back to its communities
Essential Utilities Inc. (NYSE: WTRG) has been recognized by Newsweek as one of America’s Most Charitable Companies for 2026, announcing nearly $7.2 million in community giving for 2025. This recognition highlights the company's commitment to philanthropy, with over 1,250 Essential volunteers contributing 4,900 hours, and a total of over $29 million donated across its 9-state service area since 2020. The company emphasizes its mission to provide essential utility services alongside significant community support through the Essential Foundation.
Essential Utilities Issues $500 Million Senior Notes Offering
Essential Utilities successfully completed a public debt offering of $500 million in 5.125% senior notes due in 2036. This financing move enhances the company's long-term funding and financial flexibility for regulated utility investments. TipRanks' AI Analyst, Spark, rates WTRG as Neutral, citing steady earnings and a positive outlook, balanced by negative free cash flow and data uncertainties.
Essential Utilities unit buys Greenville municipal water for $18M
This article reports that Essential Utilities' subsidiary, Aqua, has acquired the municipal water system of Greenville for $18 million. The acquisition will add 10,000 new customers to Aqua's operations in Pennsylvania. This deal marks another step in Essential Utilities' strategy to expand its regulated utility footprint through strategic acquisitions.
Essential Utilities (WTRG) sells $500M of 5.125% notes due 2036 to fund operations
Essential Utilities (WTRG) has priced an offering of $500 million aggregate principal amount of 5.125% Senior Notes due 2036. The notes will fund general corporate purposes including repayment of commercial paper, working capital, capital expenditures, and water/wastewater acquisitions, generating approximately $494.9 million in net proceeds. These unsecured senior obligations are structurally subordinated to subsidiary liabilities and include optional redemption features.
Does Essential Utilities’ Bond-Funded Water Expansion Shift the Risk-Reward Profile for WTRG Investors?
Essential Utilities recently issued US$499.34 million in bonds and acquired the Greenville Municipal Water Authority, furthering its strategy of using debt for infrastructure investment in regulated water assets. This move aligns with its existing playboook but intensifies the focus on interest expense and balance sheet flexibility. Investors should consider how sustained infrastructure spending and financing costs might impact long-term earnings and returns, especially given recent modest earnings growth and lower net margins.
First Trust Advisors Reduces Stake in Essential Utilities
First Trust Advisors LP, an institutional investor, reduced its stake in Essential Utilities Inc. (NYSE:WTRG) by 1.2% in Q3 2025, selling over 51,000 shares. The firm now holds 4,107,047 shares valued at $163.9 million. This adjustment signals a potential shift in their investment strategy or outlook on the utility company.
Essential Utilities Inc. $WTRG Shares Sold by First Trust Advisors LP
First Trust Advisors LP reduced its stake in Essential Utilities Inc. (NYSE:WTRG) by 1.2% in the third quarter, selling 51,329 shares and retaining 4,107,047 shares valued at approximately $163.9 million. Essential Utilities recently reported better-than-expected quarterly earnings and revenue, with EPS of $0.47 and revenue of $699.11 million. The company also declared a quarterly dividend of $0.3426, representing an annualized dividend of $1.37 and a yield of 3.4%.
Gabelli Funds LLC Grows Holdings in Essential Utilities Inc. $WTRG
Gabelli Funds LLC significantly increased its stake in Essential Utilities Inc. (NYSE:WTRG) by 6.1% in the third quarter, bringing its total holdings to 578,350 shares valued at $23.08 million. Other institutional investors also boosted their positions in the company. Essential Utilities recently announced a quarterly dividend of $0.3426 per share and reported strong Q3 earnings, surpassing analyst estimates with $0.47 EPS and $699.11 million in revenue.
Does Essential Utilities’ Bond-Funded Water Expansion Shift the Risk-Reward Profile for WTRG Investors?
Essential Utilities recently issued US$499.34 million in bonds at 5.125% and acquired the Greenville Municipal Water Authority for US$18 million, alongside plans for US$10 million in system upgrades. These actions continue the company's strategy of using debt to fund long-term infrastructure investments in regulated water assets. The article examines whether this bond-funded expansion alters the investment narrative and risk balance for WTRG investors, especially given recent earnings showing modest growth and lower net margins due to rising costs.
Essential Utilities Inc. $WTRG Shares Acquired by GW&K Investment Management LLC
GW&K Investment Management LLC increased its stake in Essential Utilities Inc. (NYSE:WTRG) by 14.4% in the third quarter, now owning 819,249 shares valued at $32.688 million. Other institutional investors also adjusted their positions in WTRG, with a significant 74.78% of the stock owned by hedge funds and institutions. Analysts currently have a "Hold" consensus rating on Essential Utilities, with a target price of $43.20.
Intech Investment Management Boosts Stake in Essential Utilities
Intech Investment Management LLC has increased its stake in Essential Utilities Inc. (NYSE: WTRG) by 57.2% during the third quarter, bringing its total ownership to 46,334 shares valued at $1.849 million. This move indicates Intech's confidence in the long-term value and growth prospects of Essential Utilities, a major water and natural gas utility company in Pennsylvania and surrounding states. The increased investment suggests a positive outlook on the company's business model and future performance.
WTRG SEC Filings - Essential Utilities Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Essential Utilities Inc. (WTRG) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. Stock Titan enhances these documents with AI-powered summaries, offering investors quick insights into significant amendments, financial structures, and merger implications. Recent filings detail insider stock grants, the ongoing merger process with American Water, and Essential Utilities' quarterly financial results.
Essential Utilities Inc. $WTRG Shares Bought by Citigroup Inc.
Citigroup Inc. significantly increased its stake in Essential Utilities Inc. (WTRG) by 39.8% in the third quarter, bringing its total holdings to 99,453 shares valued at nearly $4 million. Other institutional investors like JPMorgan Chase & Co. also boosted their positions, with institutional ownership now at 74.78%. Essential Utilities recently reported strong quarterly earnings, beating expectations with an EPS of $0.47 and a 15.7% year-over-year revenue increase, and declared a quarterly dividend of $0.3426.
Is Essential Utilities (WTRG) Fairly Priced After Recent Steady Share Performance?
Essential Utilities (WTRG) shows a mixed valuation based on recent financial analysis. The Dividend Discount Model suggests it's fairly valued, trading close to its intrinsic value of $42.13 per share. However, the Price-to-Earnings ratio indicates the stock might be undervalued, with its current P/E of 18.48x being below Simply Wall St's Fair Ratio of 20.28x.
Aqua Pennsylvania Acquires Greenville Municipal Water Authority in Mercer County
Aqua Pennsylvania, a subsidiary of Essential Utilities, Inc., has completed an $18 million acquisition of the Greenville Municipal Water Authority in Mercer County, PA, serving over 2,900 customers. This acquisition follows their 2025 purchase of the Greenville Sanitary Authority's wastewater system. Aqua Pennsylvania plans to invest $10 million in system upgrades over the next decade to improve service, reliability, and meet regulatory standards, with existing employees offered positions at Aqua and no immediate change to customer base rates.
Aqua Pennsylvania Acquires Greenville Municipal Water Authority in Mercer County
Essential Utilities' subsidiary, Aqua Pennsylvania, has completed the $18 million acquisition of the Greenville Municipal Water Authority in Mercer County, Pennsylvania, serving over 2,900 customers. The company plans to invest $10 million in system upgrades over the next decade to improve service, meet regulatory standards, and ensure the provision of high-quality drinking water. This acquisition follows Aqua Pennsylvania's purchase of the Greenville Sanitary Authority's wastewater system in 2025.
