H2O America (NASDAQ:HTO) Updates FY 2026 Earnings Guidance

H2O America (NASDAQ:HTO) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 3.080-3.180 for the period, compared to the consensus earnings per share estimate of 2.740. The company issued revenue guidance of -.

Analyst Ratings Changes

HTO has been the topic of several analyst reports. Wells Fargo & Company started coverage on shares of H2O America in a report on Monday, May 11th. They issued an “equal weight” rating and a $60.00 target price on the stock. Weiss Ratings raised shares of H2O America from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. Zacks Research upgraded shares of H2O America from a “strong sell” rating to a “hold” rating in a research report on Monday, June 22nd. BTIG Research reiterated a “buy” rating and set a $67.00 target price on shares of H2O America in a report on Thursday. Finally, Barclays boosted their target price on H2O America from $60.00 to $67.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $64.33.

H2O America Stock Down 0.5%

Shares of H2O America stock traded down $0.34 on Monday, hitting $63.50. The company had a trading volume of 392,403 shares, compared to its average volume of 508,759. The stock has a 50-day moving average of $59.50 and a 200-day moving average of $57.15. The company has a debt-to-equity ratio of 1.02, a current ratio of 2.02 and a quick ratio of 2.02. H2O America has a twelve month low of $43.75 and a twelve month high of $66.05. The firm has a market capitalization of $2.66 billion, a P/E ratio of 21.75, a P/E/G ratio of 7.64 and a beta of 0.35.

H2O America (NASDAQ:HTO) last issued its quarterly earnings data on Monday, July 27th. The utilities provider reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.70 by $0.02. The business had revenue of $210.47 million for the quarter. H2O America had a net margin of 12.87% and a return on equity of 6.76%. H2O America has set its FY 2026 guidance at 3.080-3.180 EPS. Research analysts predict that H2O America will post 2.7 earnings per share for the current year.

Insider Transactions at H2O America

In other news, major shareholder Atlas Infrastructure Partners bought 2,784 shares of the stock in a transaction on Tuesday, July 7th. The stock was purchased at an average price of $62.03 per share, for a total transaction of $172,691.52. Following the acquisition, the insider owned 4,615,265 shares in the company, valued at approximately $286,284,887.95. This trade represents a 0.06% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Company insiders own 0.52% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Amundi acquired a new stake in H2O America in the 3rd quarter valued at approximately $105,965,000. Morgan Stanley boosted its position in H2O America by 123.0% during the 4th quarter. Morgan Stanley now owns 1,368,180 shares of the utilities provider’s stock worth $67,027,000 after acquiring an additional 754,715 shares during the last quarter. State Street Corp boosted its position in H2O America by 4.6% during the 4th quarter. State Street Corp now owns 1,359,773 shares of the utilities provider’s stock worth $66,615,000 after acquiring an additional 59,799 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of H2O America by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 831,812 shares of the utilities provider’s stock worth $40,758,000 after acquiring an additional 12,371 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in shares of H2O America by 1.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 658,935 shares of the utilities provider’s stock worth $32,282,000 after acquiring an additional 7,232 shares in the last quarter. 84.29% of the stock is currently owned by institutional investors.

About H2O America

SJW Group, through its subsidiaries, provides water utility and other related services in the United States. It operates in Water Utility Services and Real Estate Services segments. The company engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services; and supplies groundwater from wells, surface water from watershed run-off and diversion, reclaimed water, and imported water purchased from the Santa Clara Valley Water District.