HTO

H2O AMERICA

Nasdaq · Water Supply · Inc. DE · CIK 0000766829

$57.43 +1.56% $2.4B

Insider Buying Cluster (2 insiders)High Impact Filing (7/10)3 New Institutional Positions3 Institutional Exits

Vol

Market Cap$2.4B

Cap SizeMid Cap

Analyst ConsensusStrong Buy (73%)

Inst. Holders9 funds

Inst. Value$247.7M

Inst. Activity3 buys / 3 sells

Insider Activity3B / 1S

Insider Net $$7.7M

SEC Reports6

Press Releases2

Exchange Nasdaq·Sector Water Supply·Inc. DE·CIK 0000766829·Prev Close $56.55

Recent Activity

Jun 6, 2026 SEC

ATLAS Infrastructure Partners (UK) Ltd., a 10% owner of H2O America, made a single open-market purchase of 31,000 shares

INSIDER-BUY — Impact 5/10

Jun 5, 2026 Insider

Walters Andrew F sold 3,508 shares

Chief Executive Officer @ $0.00 ($0.00)

Jun 2, 2026 Insider

Johnson A Kristen sold 0 shares

Chief Administrative Officer @ $0.00 ($0.00)

May 29, 2026 Insider

ATLAS Infrastructure Partners (UK) Ltd. sold 1,435 shares

10%+ Owner @ $57.52 ($82.5K)

May 18, 2026 Press

H2O America appointed Michael Ambrozewicz as VP of Communications, a routine leadership hire for a mid-level corporate f

Impact 2/10

May 18, 2026 leadership

H2O America Appoints Michael Ambrozewicz as Vice President of Communications

H2O America has appointed Michael Ambrozewicz as vice president of communications

Apr 28, 2026 SEC

H2O America reported Q1 2026 GAAP diluted EPS of $0.49 (flat YoY) and adjusted diluted EPS of $0.50 (flat YoY), in line

8-K — Impact 4/10

Apr 22, 2026 SEC

Two 10% owners of H2O America, ATLAS Infrastructure Partners (UK) Ltd. and GIP ATLAS Holdings Ltd., each purchased 50.4K

CLUSTER — Impact 7/10

Price Targets

$63.71 +10.9% upside Buy

Current $57.43 Low $60.00 Median $64.00 High $67.00 7 analysts

$60.00 $67.00

Analyst Ratings

Buy73% buy · 11 analysts

4Strong Buy

4Buy

3Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 12, 2026	Wells Fargo	INITIATE	Equal-Weight
Apr 17, 2026	TD Cowen	INITIATE	Hold
Apr 15, 2026	Barclays	MAINTAIN	Overweight → Overweight
Mar 13, 2026	Baird	INITIATE	Outperform
Mar 9, 2026	Barclays	MAINTAIN	Overweight → Overweight

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current FY	$2.74 ▼ -0.6%	$2.54 — $2.86	-8% YoY	6
Next FY	$2.75 ▼ -0.5%	$2.56 — $2.97	0% YoY	6
Next Q	$1.08 ▼ -3.7%	$0.96 — $1.18	-15% YoY	4
Current Q	$0.69 ▼ -2.1%	$0.68 — $0.72	-8% YoY	4

Latest Reports

BULLISH INSIDER-BUY 5/10

ATLAS Infrastructure Partners (UK) Ltd., a 10% owner of H2O America, made a single open-market purchase of 31,000 shares

Jun 6, 2026

NEUTRAL Press 2/10

H2O America appointed Michael Ambrozewicz as VP of Communications, a routine leadership hire for a mid-level corporate f

May 18, 2026

NEUTRAL 8-K 4/10

H2O America reported Q1 2026 GAAP diluted EPS of $0.49 (flat YoY) and adjusted diluted EPS of $0.50 (flat YoY), in line

Apr 28, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$133.8M	—
MORGAN STANLEY	$67.0M	DOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT	$21.2M	NEW
TWO SIGMA INVESTMENTS, LP	$9.6M	ADD
BANK OF AMERICA CORP	$5.7M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 5, 2026	Walters Andrew	G	$0.00
Jun 2, 2026	Johnson A	A	$0.00
May 29, 2026	ATLAS Infrastructure	SELL	$82.5K
May 29, 2026	ATLAS Infrastructure	BUY	$1.8M
May 13, 2026	KRUGER DENISE	A	$0.00

9 institutional holders with $247.7M total value (5,055,324 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	2,731,868	$133.8M	54.0%	—
2	MORGAN STANLEY	1,368,180	$67.0M	27.1%	DOUBLED +123.0%
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	433,757	$21.2M	8.6%	NEW
4	TWO SIGMA INVESTMENTS, LP	196,911	$9.6M	3.9%	ADD +35.4%
5	BANK OF AMERICA CORP /DE/	115,719	$5.7M	2.3%	—
6	WELLS FARGO & COMPANY/MN	96,903	$4.7M	1.9%	ADD +69.3%
7	RENAISSANCE TECHNOLOGIES LLC	84,000	$4.1M	1.7%	TRIM -27.8%
8	FMR LLC	20,644	$1.0M	0.4%	TRIM -36.6%
9	Cullen Capital Management, LLC	7,342	$359.7K	0.1%	TRIM -37.7%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
MORGAN STANLEY	DOUBLED	613,465	1,368,180	+123.0%	$67.0M	2025-Q4
TWO SIGMA INVESTMENTS, LP	ADD	145,378	196,911	+35.4%	$9.6M	2025-Q4
WELLS FARGO & COMPANY/MN	ADD	57,224	96,903	+69.3%	$4.7M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	TRIM	116,300	84,000	-27.8%	$4.1M	2025-Q4
FMR LLC	TRIM	32,559	20,644	-36.6%	$1.0M	2025-Q4
Cullen Capital Management, LLC	TRIM	11,790	7,342	-37.7%	$359.7K	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	31,700	116,300	+266.9%	$5.7M	2025-Q3
WELLS FARGO & COMPANY/MN	ADD	40,062	57,224	+42.8%	$2.8M	2025-Q3
FMR LLC	TRIM	49,436	32,559	-34.1%	$1.6M	2025-Q3
Cullen Capital Management, LLC	ADD	8,507	11,790	+38.6%	$574.2K	2025-Q3
NORGES BANK	EXIT	101,207	0	-100.0%	$0.00	2025-Q3
TWO SIGMA INVESTMENTS, LP	DOUBLED	16,211	119,956	+640.0%	$6.2M	2025-Q2
NORGES BANK	NEW	—	101,207	—	$5.3M	2025-Q2
FMR LLC	DOUBLED	4,994	49,436	+889.9%	$2.6M	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	TRIM	47,400	31,700	-33.1%	$1.6M	2025-Q2
Cullen Capital Management, LLC	ADD	5,634	8,507	+51.0%	$442.1K	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	TRIM	70,900	47,400	-33.1%	$2.6M	2025-Q1
WELLS FARGO & COMPANY/MN	ADD	26,023	37,910	+45.7%	$2.1M	2025-Q1
CITADEL ADVISORS LLC	TRIM	31,750	20,599	-35.1%	$1.1M	2025-Q1
TWO SIGMA INVESTMENTS, LP	NEAR_EXIT	65,341	16,211	-75.2%	$886.6K	2025-Q1
Cullen Capital Management, LLC	NEW	—	5,634	—	$308.5K	2025-Q1
FMR LLC	NEAR_EXIT	40,921	4,994	-87.8%	$273.1K	2025-Q1
NORGES BANK	EXIT	208,360	0	-100.0%	$0.00	2025-Q1
NORGES BANK	DOUBLED	92,872	208,360	+124.4%	$10.3M	2024-Q4
RENAISSANCE TECHNOLOGIES LLC	TRIM	114,700	70,900	-38.2%	$3.5M	2024-Q4

16 unique insiders with 4 transactions. Net insider value: $7.7M ($7.7M bought, $82.5K sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 5, 2026	Walters Andrew F	Chief Executive Officer	G	3,508	$0.00	$0.00
Jun 2, 2026	Johnson A Kristen	Chief Administrative Officer	A	0	$0.00	$0.00
May 29, 2026	ATLAS Infrastructure Partners (UK) Ltd.	10%+ Owner	SELL	1,435	$57.52	$82.5K
May 29, 2026	ATLAS Infrastructure Partners (UK) Ltd.	10%+ Owner	BUY	31,001	$57.62	$1.8M
May 13, 2026	KRUGER DENISE L	Director	A	1,947	$0.00	$0.00
May 13, 2026	More Daniel B.	Director	A	1,947	$0.00	$0.00
May 13, 2026	Rowe Nick Orlando	Director	A	1,947	$0.00	$0.00
May 13, 2026	WALLACE CAROL P	Director	A	1,947	$0.00	$0.00
May 13, 2026	HANLEY MARY ANN	Director	A	1,947	$0.00	$0.00
May 13, 2026	Heather Hunt	Director	A	1,947	$0.00	$0.00
May 13, 2026	Guardino Carl	Director	A	1,947	$0.00	$0.00
May 13, 2026	KLEIN REBECCA A	Director	A	1,947	$0.00	$0.00
Apr 10, 2026	ATLAS Infrastructure Partners (UK) Ltd.	10%+ Owner	BUY	50,385	$59.06	$3.0M
Apr 10, 2026	GIP ATLAS Holdings Ltd	10%+ Owner	BUY	50,385	$59.06	$3.0M
Mar 2, 2026	Johnson A Kristen	Chief Administrative Officer	A	145	$0.00	$0.00
Mar 1, 2026	Rowe Nick Orlando	Director	A	505	$0.00	$0.00
Feb 27, 2026	Mattern Megan	CAO, PAO and Controller	A	2,166	$0.00	$0.00
Feb 27, 2026	Johnson A Kristen	Chief Administrative Officer	A	1,312	$0.00	$0.00
Feb 27, 2026	Johnson A Kristen	Chief Administrative Officer	F	470	$53.79	$25.3K
Feb 27, 2026	Walters Andrew F	Chief Executive Officer	A	5,950	$0.00	$0.00
Feb 27, 2026	Brown Willie D. Jr.	VP & Gen Counsel	A	1,384	$0.00	$0.00
Feb 27, 2026	Hauk Bruce A	President and COO	A	2,743	$0.00	$0.00
Feb 27, 2026	Kelly Ann P	CFO and Treasurer	A	1,707	$0.00	$0.00

6 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 5.3/10.

BULLISH INSIDER-BUY 5/10

ATLAS Infrastructure Partners (UK) Ltd., a 10% owner of H2O America, made a single open-market purch

Jun 6, 2026

NEUTRAL 8-K 4/10

H2O America reported Q1 2026 GAAP diluted EPS of $0.49 (flat YoY) and adjusted diluted EPS of $0.50

Apr 28, 2026

BULLISH CLUSTER 7/10

Two 10% owners of H2O America, ATLAS Infrastructure Partners (UK) Ltd. and GIP ATLAS Holdings Ltd.,

Apr 22, 2026

NEUTRAL PRESS-RELEASE 3/10

H2O America announced it will report Q1 2026 financial results on April 28, 2026, followed by a conf

Apr 15, 2026

NEUTRAL 8-K 6/10

H2O America is raising capital through a $612 million equity offering, including a forward sale agre

Mar 4, 2026

BULLISH 8-K 7/10

H2O America reported 2025 financial results with revenue of $800.6 million (7% YoY growth) and adjus

Feb 25, 2026

NEUTRAL 2/10

H2O America appointed Michael Ambrozewicz as VP of Communications, a routine leadership hire for a m

May 18, 2026

BEARISH 7/10

H2O America announced a $550 million public offering of common stock, with $150 million sold directl

Mar 2, 2026

Current analyst consensus: Buy (73% buy). Based on 11 analysts: 4 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$63.71 mean target +10.9% upside Buy (3.00)

$60.00 Low $67.00 High

Metric	Value
Current Price	$57.43
Target Low	$60.00
Target Mean	$63.71
Target Median	$64.00
Target High	$67.00
# Analysts	7
Recommendation	Buy (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current FY 2026-12-31	$2.74	$2.54	$2.86	-8.2%	-0.6%	0↑ 1↓	$0.9B	8.5%	6
Next FY 2027-12-31	$2.75	$2.56	$2.97	0.3%	-0.5%	0↑ 1↓	$0.9B	6.5%	6
Next Q 2026-09-30	$1.08	$0.96	$1.18	-14.7%	-3.7%	0↑ 1↓	$0.3B	11.4%	4
Current Q 2026-06-30	$0.69	$0.68	$0.72	-7.7%	-2.1%	0↑ 1↓	$0.2B	9.6%	4

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.692
7d ago	$0.693	-0.001
30d ago	$0.707	-0.015
60d ago	$0.700	-0.008
90d ago	$0.710	-0.018

7 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 4 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 12, 2026	Wells Fargo	INITIATE	—	Equal-Weight
Apr 17, 2026	TD Cowen	INITIATE	—	Hold
Apr 15, 2026	Barclays	MAINTAIN	Overweight	Overweight
Mar 13, 2026	Baird	INITIATE	—	Outperform
Mar 9, 2026	Barclays	MAINTAIN	Overweight	Overweight
Feb 23, 2026	Barclays	INITIATE	—	Overweight
Jan 9, 2026	BTIG	UPGRADE	Neutral	Buy
Jul 30, 2025	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
Apr 29, 2025	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
Apr 11, 2025	Seaport Global	MAINTAIN	Buy	Buy
Feb 28, 2025	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
Feb 3, 2025	B of A Securities	UPGRADE	Neutral	Buy
Jan 7, 2025	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	4	4	3	73%
May 1, 2026	4	4	2	80%
Apr 1, 2026	4	4	1	89%
Mar 1, 2026	3	4	1	88%
Feb 1, 2026	4	3	1	88%
Jan 1, 2026	3	3	2	75%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026

leadership

H2O America Appoints Michael Ambrozewicz as Vice President of Communications

H2O America has appointed Michael Ambrozewicz as vice president of communications

Apr 28, 2026

earnings

H2O America Announces First Quarter 2026 Financial Results

H2O America today reported financial results for the first quarter. First quarter 2026 reported diluted EPS of $0.49 and adjusted diluted EPS of $0.50

Apr 28, 2026

earnings_calendar

HTO Q1 2026 Earnings Scheduled — 2026-04-28

Apr 15, 2026

earnings

H2O America to Report First Quarter 2026 Financial Results on April 28

H2O America expects to report first quarter 2026 financial results after the close on April 28, 2026 with a conference call at 10am ET on April 29, 20

Mar 10, 2026

short_interest

FTD: HTO — 14,976 shares ($0.9M) failed to deliver

Settlement: 20260310, Price: $58.57, FTD Value: $877,144.32, H2O AMERICA COMMON STOCK

Mar 3, 2026

offering

H2O America Announces Pricing of Offering of Common Stock with Forward Component

H2O America Announces Pricing of Offering of Common Stock with Forward Component at a Public Offering Price of $53 per Share

Mar 2, 2026

activist

H2O America Announces Proposed Offering of Common Stock with a Forward Component

H2O America Announces Proposed $550 Million Offering of Common Stock with a Forward Component

Feb 26, 2026

earnings_calendar

HTO Q4 2025 Earnings After Market Close — 2026-02-26