AWK American Water Works Company, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Jun 1, 2026 Processed 13d 11h ago SEC 0001410636-26-000098
8-K context-dependent: Items 8.01
Latest settled — T+1d
AWK ▲ +0.13% at T+1d
NEUTRAL call ✓ call won +0.13% · α vs SPY +0.85% · entry $123.55 → $123.71
Next anchor: T+5d due 7d ago
Last close $126.31 (close Jun 12) · +2.24% from $123.55 entry
Entry anchored
Jun 1, 2026
via day open
T+1d
+0.13%
call +0.13% · α +0.85%
$123.71
settled 13d ago
T+5d
call — · α —
due 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

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Executive Summary

American Water Works (AWK) completed its previously announced $315M acquisition of regulated water/wastewater assets from Nexus Water Group, adding ~47,000 customer connections across eight states and ~70 employees. The deal was funded from cash flow and existing liquidity, with all regulatory approvals received. This tuck-in acquisition fits AWK's core regulated growth strategy but is incrementally small relative to AWK's $24.1B market cap.

Actionable Insight

Monitor next 10-Q for rate base contribution and integration costs. No material change to AWK's investment thesis — small bolt-on within existing footprint. Watch for further M&A pipeline commentary on upcoming earnings call.

Key Facts

  • Purchase price of approximately $315 million in cash
  • Estimated aggregate rate base of acquired assets: ~$200 million
  • Adds ~47,000 customer connections to existing footprint across 8 states
  • Adds ~70 employees
  • Funded from cash flow from operations and existing liquidity
  • Agreement announced May 19, 2025; closed June 1, 2026 after all regulatory approvals
  • Tuck-in acquisition within existing footprint — no new state entry

Financial Impact

$315M purchase price vs $24.1B market cap (~1.3%), $200M estimated rate base — small relative to AWK's scale

rate base growthcustomer countcapital expenditure

Risk Factors

  • Integration risk on ~70 employees and 47,000 accounts across 8 states — though small
  • Post-closing purchase price adjustments could alter final consideration

Market Snapshot

Exchange
NYSE
Sector
Water Supply
Analyst Consensus
28% bullish (18 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001410636-26-000098
Exhibit: exhibit991-awkpressrelease.htm0001410636-26-000098
Document: 0001410636-26-000098-index-headers.html0001410636-26-000098
Document: 0001410636-26-000098-index.html0001410636-26-000098
Document: 0001410636-26-000098.txt0001410636-26-000098
11 reports for AWK
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for AWK — sortable, filterable
Type Now
Jun 9, 2026
5d ago
8-K
NEUTRAL ★ 4/10
$125.53 awaiting T+1awaiting T+1$126.31 (+0.63%)
Jun 4, 2026
10d ago
425
NEUTRAL ★ 3/10
$122.17 $124.40▲ +1.83%▲ +4.42%$126.31 (+3.39%)
Jun 1, 2026
13d ago
8-K
NEUTRAL ★ 4/10
$123.55 $123.71▲ +0.13%▲ +0.85%$126.31 (+2.24%)
May 29, 2026
16d ago
425
NEUTRAL ★ 3/10
$123.14 $121.09▼ −1.66%▼ −1.92%$126.31 (+2.58%)
May 29, 2026
16d ago
425
NEUTRAL ★ 3/10
$123.14 $121.09▼ −1.66%▼ −1.92%$126.31 (+2.58%)
May 28, 2026
18d ago
Court Ruling
BULLISH ★ 6/10
$122.25 $123.14▲ +0.73%▲ +0.49%$126.31 (+3.32%)
May 20, 2026
25d ago
8-K
NEUTRAL ★ 3/10
$122.24 $123.76▲ +1.24%▲ +1.05%$126.31 (+3.33%)
May 14, 2026
4w ago
425
NEUTRAL ★ 4/10
$124.22 $124.76▲ +0.43%▲ +0.50%$126.31 (+1.68%)
May 8, 2026
5w ago
DEFA14A
NEUTRAL ★ 2/10
$125.71 $127.40▲ +1.34%▲ +1.48%$126.31 (+0.48%)
Apr 29, 2026
6w ago
8-K
BEARISH ★ 6/10
$128.31 $127.33▲ +0.76%▲ +0.98%$126.31 (+1.56%)
Showing 10 of 11

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