Inside the research
Essential Utilities, Inc.
WTRG Research profile · latest available data
Price overview
$39.53
▼ -0.21 (-0.5%)
| 52w hi | $42.00 |
|---|---|
| 52w lo | $35.92 |
| Vol | 1.24M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.06
| Short | +0.45 |
|---|---|
| Medium | -0.11 |
| Long | -0.38 |
computed 2026-09-27
Key fundamentals
Essential Utilities, Inc.
Utilities · Utilities - Regulated Water
| Market cap | $11.21B |
|---|---|
| Enterprise value | $19.75B |
| Trailing P/E | 20.27x |
| Forward P/E | 16.61x |
| EV / EBITDA | 14.63x |
| P / S (ttm) | 4.37x |
| Profit margin | 21.6% |
| Return on equity | 8.1% |
| Revenue growth | +3.1% |
| Earnings growth | -2.6% |
| Debt / equity | 121.66 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.15 | |
| Sector | -0.10 | |
| Technical | +0.22 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, and natural gas services in the United States. The company operates through Regulated Water; and Regulated Natural Gas segments. It also provides utility service line protection solutions and repair services to households; gas marketing and production activities; and natural gas distribution services. The company serves approximately 5.5 million residential water, commercial water, fire protection, industrial water, wastewater, and other water and utility customers in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, and Kentucky under the Aqua and Peoples brands. The company was formerly known as Aqua America, Inc. and changed its name to Essential Utilities, Inc. in February 2020. Essential Utilities, Inc. was founded in 1886 and is headquartered in Bryn Mawr, Pennsylvania.
Risk Metrics
| Beta vs SPX | -0.14 |
|---|---|
| Corr SPX | -0.11 |
| Annual vol | 21.8% |
| Annual ret | +4.3% |
| Sharpe | 0.20 |
| Max DD | -17.4% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $40.40 |
|---|---|
| High / Low | $43.00 / $38.00 |
| Median | $41.00 |
| Analysts | 5 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 1 | |
| Hold | 5 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2025-12-17 | Barclays | → Underweight |
| 2025-10-28 | UBS | → Neutral |
| 2025-10-28 | Jefferies | → Hold |
| 2025-10-27 | Janney Montgomery Scott | → Neutral |
| 2025-10-10 | Jefferies | → Buy |
| 2025-10-10 | Barclays | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-05-15 | Reg FD Disclosure, Exhibits | read |
| 2026-05-08 | Reg FD Disclosure, Exhibits | read |
| 2026-05-07 | Earnings Release, Exhibits | read |
| 2026-04-30 | Shareholder Vote | read |
| 2026-04-22 | Reg FD Disclosure, Exhibits | read |
| 2026-03-25 | Reg FD Disclosure, Exhibits | read |
| 2026-03-09 | Material Agreement, Other Material Event… | read |
| 2026-02-26 | Earnings Release, Exhibits | read |
| 2026-02-10 | Shareholder Vote, Reg FD Disclosure… | read |
| 2026-02-10 | Reg FD Disclosure | read |
| 2025-11-05 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | Arnold Colleen | President - Aqua | Sell | 2.85K | $112.92K |
| 2026-06-23 | Amato Elizabeth B | Grant | 3.67K | $134.98K | |
| 2026-06-23 | Hilferty Daniel J III | Grant | 3.67K | $134.98K | |
| 2026-06-23 | Ciesinski David Alan | Grant | 3.67K | $134.98K | |
| 2026-06-23 | Lewis Wilbert Bryan | Grant | 3.67K | $134.98K | |
| 2026-06-23 | Linde Tamara Louise | Grant | 3.67K | $134.98K | |
| 2026-06-23 | Bruner Christopher L | Grant | 3.67K | $134.98K | |
| 2026-02-22 | SCHULLER DANIEL | Executive Vice President | Grant | 6.68K | — |
| 2026-02-22 | SCHULLER DANIEL | Executive Vice President | Withheld for tax | 4.68K | $181.53K |
| 2026-02-22 | Huwar Michael | President - Peoples | Grant | 2.60K | — |
Flow & Concentration
| Insider 180d net | -$112.92K |
|---|---|
| Insider buys / sells | 0 / 1 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 1.74% |
|---|---|
| $ / share (TTM) | $0.69 |
| 5y CAGR | +6.6% |
Annual dividend per share
| 2021 | $1.04 |
|---|---|
| 2022 | $1.11 |
| 2023 | $1.19 |
| 2024 | $1.27 |
| 2025 | $1.34 |
| 2026 | $0.34 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.47B | +8.5% | |
| Operating income | $692.10M | +7.8% | |
| Net income | $498.23M | +11.0% | |
| Cash from ops | $1.01B | +10.6% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $39.77 | $39.89 | $39.24 | $39.53 | 1.24M |
| Sep 24 | $40.39 | $40.59 | $39.69 | $39.74 | 1.60M |
| Sep 23 | $40.36 | $40.57 | $39.89 | $40.18 | 3.03M |
| Sep 22 | $40.49 | $40.82 | $40.33 | $40.38 | 3.72M |
| Sep 21 | $41.01 | $41.23 | $40.41 | $40.48 | 2.49M |
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