WTRG

Essential Utilities, Inc.

NYSE · Water Supply · Inc. PA · CIK 0000078128
$36.65 -1.90% $10.4B
High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$10.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (62%)
Inst. Holders8 funds
Inst. Value$1.6B
Inst. Activity2 buys / 3 sells
SEC Reports10
Exchange NYSE·Sector Water Supply·Inc. PA·CIK 0000078128·Prev Close $37.36

Recent Activity

May 29, 2026 SEC
Essential Utilities filed a Rule 425 communication republishing LinkedIn posts by CEO Chris Franklin and the company's c
425 — Impact 3/10
May 29, 2026 SEC
Essential Utilities filed a Rule 425 communication (internal employee memo) announcing a Philadelphia Inquirer Changemak
425 — Impact 4/10
May 15, 2026 SEC
Essential Utilities received Ohio Public Utilities Commission approval for its merger with American Water, the second st
425 — Impact 5/10
Feb 22, 2026 Insider
Arnold Colleen sold 2,747 shares
President - Aqua @ $0.00 ($0.00)
Feb 22, 2026 Insider
Arnold Colleen sold 2,053 shares
President - Aqua @ $38.78 ($79.6K)
Feb 22, 2026 Insider
Franklin Chris sold 25,332 shares
Chief Executive Officer @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
4,019,193 shares ($154.2M)
Inst.
BANK OF AMERICA CORP — ADD
1,341,066 shares ($51.4M)

Price Targets

$39.80 +6.1% upside Buy
Current $37.52 Low $37.00 Median $38.00 High $43.00 5 analysts
$37.00 $43.00

Analyst Ratings

Buy62% buy · 13 analysts
3Strong Buy
5Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 UBS UPGRADE Neutral → Buy
Dec 17, 2025 Barclays DOWNGRADE Overweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.41 ▲ +1.8% $0.39 — $0.42 7% YoY 3
Next Q $0.35 $0.34 — $0.35 5% YoY 3
Current FY $2.25 $2.18 — $2.31 2% YoY 7
Next FY $2.39 $2.30 — $2.51 6% YoY 7

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.2B
NORGES BANK$154.2MNEW
MORGAN STANLEY$131.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT$73.6MNEW
BANK OF AMERICA CORP$51.4MADD

Recent Insider Trades

DateInsiderTypeValue
Feb 22, 2026Arnold ColleenA$0.00
Feb 22, 2026Arnold ColleenF$79.6K
Feb 22, 2026Franklin ChrisA$0.00
Feb 22, 2026Palmer BradleyA$0.00
Feb 22, 2026Arnold ColleenA$0.00
8 institutional holders with $1.6B total value (42,614,546 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC30,935,627$1.2B72.6%
2NORGES BANK4,019,193$154.2M9.4%NEW
3MORGAN STANLEY3,420,270$131.2M8.0%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,919,953$73.6M4.5%NEW
5BANK OF AMERICA CORP /DE/1,341,066$51.4M3.1%ADD +56.8%
6WELLS FARGO & COMPANY/MN667,546$25.6M1.6%TRIM -27.5%
7FMR LLC285,690$11.0M0.7%TRIM -71.5%
8Cullen Capital Management, LLC25,201$966.7K0.1%ADD +54.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,019,193$154.2M2025-Q4
BANK OF AMERICA CORP /DE/ADD855,1011,341,066+56.8%$51.4M2025-Q4
WELLS FARGO & COMPANY/MNTRIM920,502667,546-27.5%$25.6M2025-Q4
FMR LLCTRIM1,000,908285,690-71.5%$11.0M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT305,3170-100.0%$0.002025-Q4
WELLS FARGO & COMPANY/MNADD611,629920,502+50.5%$36.7M2025-Q3
BANK OF AMERICA CORP /DE/TRIM1,336,424855,101-36.0%$34.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED132,469305,317+130.5%$12.2M2025-Q3
TWO SIGMA INVESTMENTS, LPEXIT27,2550-100.0%$0.002025-Q3
NORGES BANKEXIT2,755,7140-100.0%$0.002025-Q3
NORGES BANKNEW2,755,714$102.3M2025-Q2
BANK OF AMERICA CORP /DE/ADD771,6251,336,424+73.2%$49.6M2025-Q2
FMR LLCDOUBLED321,2281,006,252+213.3%$37.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW132,469$4.9M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW27,255$1.0M2025-Q2
CITADEL ADVISORS LLCDOUBLED35,480334,497+842.8%$13.2M2025-Q1
FMR LLCNEAR_EXIT1,621,203321,228-80.2%$12.7M2025-Q1
Cullen Capital Management, LLCADD17,27726,704+54.6%$1.1M2025-Q1
NORGES BANKEXIT2,824,9030-100.0%$0.002025-Q1
UBS Group AGADD790,9081,484,797+87.7%$53.9M2024-Q4
CITADEL ADVISORS LLCADD27,90235,480+27.2%$1.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,871,932$72.2M2024-Q3
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Feb 22, 2026Arnold ColleenPresident - AquaA2,747$0.00$0.00
Feb 22, 2026Arnold ColleenPresident - AquaF2,053$38.78$79.6K
Feb 22, 2026Franklin ChrisChief Executive OfficerA25,332$0.00$0.00
Feb 22, 2026Palmer Bradley JohnChief Accounting OfficerA246$0.00$0.00
Feb 22, 2026Arnold ColleenPresident - AquaA2,747$0.00$0.00
Feb 22, 2026Luning Christopher PaulEVP, General CounselA4,804$0.00$0.00
Feb 22, 2026Huwar MichaelPresident - PeoplesA2,598.5$0.00$0.00
Feb 22, 2026Luning Christopher PaulEVP, General CounselA4,804$0.00$0.00
Feb 22, 2026SCHULLER DANIELExecutive Vice PresidentA6,682$0.00$0.00
Feb 22, 2026Arnold ColleenPresident - AquaA2,747$0.00$0.00
Feb 22, 2026SCHULLER DANIELExecutive Vice PresidentA6,682$0.00$0.00
Feb 22, 2026Huwar MichaelPresident - PeoplesA2,598.5$0.00$0.00
Feb 5, 2026Palmer Bradley JohnChief Accounting OfficerF89$37.69$3.4K
Feb 5, 2026Arnold ColleenPresident - AquaF643$37.69$24.2K
Feb 5, 2026SCHULLER DANIELExecutive Vice PresidentF1,624$37.69$61.2K
Feb 5, 2026Huwar MichaelPresident - PeoplesF652$37.69$24.6K
Feb 5, 2026Luning Christopher PaulEVP, General CounselF1,112$37.69$41.9K
Feb 5, 2026Franklin ChrisChief Executive OfficerF5,917$37.69$223.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (62% buy). Based on 13 analysts: 3 strong buy, 5 buy, 4 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$39.80 mean target +6.1% upside Buy (2.57)
$37.00 Low $43.00 High
MetricValue
Current Price$37.52
Target Low$37.00
Target Mean$39.80
Target Median$38.00
Target High$43.00
# Analysts5
RecommendationBuy (2.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.41 $0.39 $0.42 6.8% +1.8% 1↑ 0↓ $0.6B 7.1% 3
Next Q
2026-09-30
$0.35 $0.34 $0.35 5.2% +0.4% 1↑ 0↓ $0.5B 6.2% 3
Current FY
2026-12-31
$2.25 $2.18 $2.31 2.1% +0.4% 0↑ 2↓ $2.6B 3.8% 7
Next FY
2027-12-31
$2.39 $2.30 $2.51 6.3% -0.4% 0↑ 1↓ $2.7B 5.8% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.406
7d ago$0.405+0.001
30d ago$0.399+0.007
60d ago$0.395+0.011
90d ago$0.400+0.006
2 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 UBS UPGRADE Neutral Buy
Dec 17, 2025 Barclays DOWNGRADE Overweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263541062%
May 1, 20263451054%
Apr 1, 20263451054%
Mar 1, 20263451054%
Feb 1, 20264461053%
Jan 1, 20264461053%
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
dark_pool
Dark Pool: WTRG — 1.4M shares, 30,518 trades
Week starting 2026-05-18. Total ATS volume: 1,419,161 shares across 30,518 trades.
May 11, 2026
dark_pool
Dark Pool: WTRG — 1.9M shares, 38,197 trades
Week starting 2026-05-11. Total ATS volume: 1,871,598 shares across 38,197 trades.
May 7, 2026
earnings_calendar
WTRG Q1 2026 Earnings Scheduled — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: WTRG — 2.0M shares, 40,597 trades
Week starting 2026-05-04. Total ATS volume: 1,964,578 shares across 40,597 trades.
Apr 27, 2026
dark_pool
Dark Pool: WTRG — 1.9M shares, 38,758 trades
Week starting 2026-04-27. Total ATS volume: 1,855,944 shares across 38,758 trades.
Apr 20, 2026
dark_pool
Dark Pool: WTRG — 1.9M shares, 37,673 trades
Week starting 2026-04-20. Total ATS volume: 1,934,631 shares across 37,673 trades.
Apr 13, 2026
dark_pool
Dark Pool: WTRG — 3.2M shares, 51,667 trades
Week starting 2026-04-13. Total ATS volume: 3,206,243 shares across 51,667 trades.
Apr 6, 2026
dark_pool
Dark Pool: WTRG — 2.1M shares, 35,716 trades
Week starting 2026-04-06. Total ATS volume: 2,071,310 shares across 35,716 trades.
Mar 30, 2026
dark_pool
Dark Pool: WTRG — 1.2M shares, 30,037 trades
Week starting 2026-03-30. Total ATS volume: 1,156,542 shares across 30,037 trades.
Mar 23, 2026
dark_pool
Dark Pool: WTRG — 1.5M shares, 34,926 trades
Week starting 2026-03-23. Total ATS volume: 1,541,214 shares across 34,926 trades.
Mar 17, 2026
short_interest
FTD: WTRG — 16,750 shares ($0.7M) failed to deliver
Settlement: 20260317, Price: $41.04, FTD Value: $687,420, ESSENTIAL UTILITIES, INC. (PA)
Mar 16, 2026
dark_pool
Dark Pool: WTRG — 1.5M shares, 33,577 trades
Week starting 2026-03-16. Total ATS volume: 1,458,687 shares across 33,577 trades.
Mar 9, 2026
dark_pool
Dark Pool: WTRG — 2.1M shares, 37,359 trades
Week starting 2026-03-09. Total ATS volume: 2,138,552 shares across 37,359 trades.
Mar 2, 2026
dark_pool
Dark Pool: WTRG — 2.2M shares, 43,490 trades
Week starting 2026-03-02. Total ATS volume: 2,162,889 shares across 43,490 trades.
Feb 26, 2026
short_interest
FTD: WTRG — 54,920 shares ($2.2M) failed to deliver
Settlement: 20260226, Price: $39.90, FTD Value: $2,191,308, ESSENTIAL UTILITIES, INC. (PA)