H2O America
HTO
NASDAQ·Utilities·Regulated Water·Mkt cap $2.7B
$64.56
▲ +1.75%
P/E
22.57
Mkt Cap
$2.7B
52-Wk Range
$43.75–$67.09
52-Week Range
$43.75 - $67.09
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 27.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
6 reasons
- Regulated utility monopoly status with predictable, rate-regulated revenue streams
- Diversified geographic presence across high-growth regions (California, Texas, Northeast)
- Multiple water supply sources reducing vulnerability to single-source disruptions
- Established infrastructure and long-term customer relationships across 404,000+ connections
- Essential service nature providing recession-resistant, stable cash flows
- Strategic real estate holdings in California and Connecticut with development potential
Bear Case
1 risk
- Low volatility (beta 0.3).
Growth
Stable outlook
Population growth in California and Texas driving increased water demand
Value
Fairly valued vs Water Utilities peers
Momentum
Strong
+13.1% over 3m
Quality
Strong
Strong fundamentals
Dividend
Solid
2.74% yield
Smart-money signal
Who's buying HTO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 26, 2026
JUL 27, 2026
Reported EPS of $0.72 vs $0.70 consensus (+3.0% surprise). Revenue of $210.5M vs $214.0M expected (-1.6%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+3.0%
Revenue trend · last 8Q
—
+15%
+12%
+13%
+7%
-2%
+9%
+6%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$225.1M
$197.8M
$167.6M
$198.3M
$240.6M
$194.2M
$183.3M
$210.5M
Margins · last 8Q
Gross
-87.1%
Operating
20.3%
Profit
12.6%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Seaport Global · Aug 12, 2026
vs Industry
How HTO stacks vs Regulated Water
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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