H2O America Gestione
Criteri Gestione verificati 2/4
H2O America Il CEO è Andrew Walters, nominato in Jul2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 2.87M, composta da 21.6% di stipendio e 78.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.039% delle azioni della società, per un valore di $ 928.88K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.4 anni e 6.3 anni.
Informazioni chiave
Andrew Walters
Amministratore delegato
US$2.9m
Compenso totale
| Percentuale dello stipendio del CEO | 21.56% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.04% |
| Durata media del management | 1.4yrs |
| Durata media del Consiglio di amministrazione | 6.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • May 11
H2O America: Returns Will Be A Trickle, Not A Roar
Summary H2O America maintains strong fundamentals, with a $2.7 billion capex plan and the accretive Quadvest acquisition driving 13% annual rate base growth through 2030. HTO is positioned to sustain its A- S&P credit rating, with capex fully funded through 2027 and a prudent capital structure supporting long-term growth. Shares now trade above fair value, with a forward P/E of 21 versus a justified 20, suggesting limited near-term upside and a hold recommendation. Dividend safety remains robust, with a 58-year growth streak, low payout ratio, and minimal risk of a cut, but near-term EPS dilution and regulatory risks warrant close monitoring. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 27
HTO: Follow On Offerings And Lock Up Terms Will Support Steady Outlook
Analysts have lifted their price target on H2O America by about $1.73, reflecting updated assumptions that include revenue growth of 9.22%, a profit margin of 16.68% and a future P/E of 19.01x. What's in the News H2O America filed a follow on equity offering for $550 million of common stock.Aggiornamento della narrazione • Apr 12
HTO: Equity Issuance And Dividend Policy Will Support A Steady Outlook
Analysts kept their $62.60 price target for H2O America unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News H2O America filed a follow on equity offering of US$550 million in common stock, adding to its capital raising activity in the public markets (Key Developments).Aggiornamento della narrazione • Mar 29
HTO: Equity Issuance And Dividend Increases Will Support A Balanced Outlook
Analysts kept their $62.60 price target for H2O America unchanged, citing largely consistent assumptions around the discount rate, revenue growth, profit margin and future P/E, with only negligible technical adjustments in the underlying model inputs. What's in the News H2O America filed a follow on equity offering of $400 million in common stock, signaling plans to raise additional capital through the public markets (Key Developments).Aggiornamento della narrazione • Mar 15
HTO: Capital Raises And Dividend Policy Will Shape A Balanced Outlook
Analysts have raised their price target for H2O America to $62.60 from $61.67, reflecting updated assumptions regarding revenue growth, profit margins, and future P/E levels. What's in the News H2O America completed a follow on equity offering of approximately $608.7m, issuing 11,484,824 common shares at $53 per share with a discount of $1.7225 per share (Key Developments).Articolo di analisi • Jan 30
H2O America's (NASDAQ:HTO) Dividend Will Be Increased To $0.44
H2O America ( NASDAQ:HTO ) will increase its dividend from last year's comparable payment on the 2nd of March to $0.44...Articolo di analisi • Oct 10
Returns On Capital Are Showing Encouraging Signs At H2O America (NASDAQ:HTO)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Nuova narrazione • Aug 01
Legislative Wins And Quadvest Integration Will Strengthen Water Infrastructure
Legislative and regulatory wins, along with infrastructure investments and modernization, support stronger earnings predictability and operational efficiency.Nuova narrazione • Aug 01
Legislative Wins And Quadvest Integration Will Strengthen Water Infrastructure
Legislative and regulatory wins, along with infrastructure investments and modernization, support stronger earnings predictability and operational efficiency.Nuova narrazione • Aug 01
Legislative Wins And Quadvest Integration Will Strengthen Water Infrastructure
Legislative and regulatory wins, along with infrastructure investments and modernization, support stronger earnings predictability and operational efficiency.Articolo di analisi • Aug 01
H2O America Just Beat Revenue By 5.8%: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that H2O America ( NASDAQ:HTO ) filed its quarterly result this time last week. The...Articolo di analisi • Jul 09
We Like These Underlying Return On Capital Trends At H2O America (NASDAQ:HTO)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • Jun 24
If EPS Growth Is Important To You, H2O America (NASDAQ:HTO) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Articolo di analisi • May 20
Is H2O America (NASDAQ:HTO) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • May 02
SJW Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
SJW Group ( NASDAQ:SJW ) just released its quarterly report and things are looking bullish. It was overall a positive...Articolo di analisi • Apr 30
Calculating The Fair Value Of SJW Group (NASDAQ:SJW)
Key Insights The projected fair value for SJW Group is US$52.34 based on Dividend Discount Model With US$56.80 share...Articolo di analisi • Apr 08
SJW Group (NASDAQ:SJW) Is Experiencing Growth In Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Seeking Alpha • Mar 31
SJW Group: A Dividend King On Sale
Summary SJW Group is a regulated private utility providing water services in multiple states, offering a stable and safe 3.02% dividend yield and consistent dividend growth for 57 years. SJW has proven itself to be a company that can generate consistently growing revenue, net income, and dividends. SJW is trading below its fair value, and investors desiring certainty, and stability in uncertain times like this should consider having this company in your portfolio. Read the full article on Seeking AlphaArticolo di analisi • Mar 07
SJW Group's (NASDAQ:SJW) Profits Appear To Have Quality Issues
SJW Group's ( NASDAQ:SJW ) robust recent earnings didn't do much to move the stock. However the statutory profit number...Articolo di analisi • Mar 01
SJW Group (NASDAQ:SJW) Just Released Its Yearly Earnings: Here's What Analysts Think
SJW Group ( NASDAQ:SJW ) defied analyst predictions to release its annual results, which were ahead of market...Articolo di analisi • Jan 30
Risks To Shareholder Returns Are Elevated At These Prices For SJW Group (NASDAQ:SJW)
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Seeking Alpha • Jan 10
SJW Group: Snatch Up This Discounted Dividend King Now
Summary Later this month, SJW Group will likely up its payout for the 57th consecutive year. The water utility topped analysts' expectations for revenue and non-GAAP EPS in Q3 2024. SJW Group boasts an A- credit rating from S&P. Shares of the water utility could be priced at a 25% discount to fair value. SJW Group may be set up to deliver 16% annual total returns through 2027. Read the full article on Seeking AlphaArticolo di analisi • Nov 22
Calculating The Fair Value Of SJW Group (NASDAQ:SJW)
Key Insights SJW Group's estimated fair value is US$52.67 based on Dividend Discount Model Current share price of...Seeking Alpha • Oct 26
SJW Group: A Good Investment For A Couple Of Years
Summary SJW Group stock's current valuation and near-term profit outlook support a positive short to mid-term investment thesis. Despite its stability, SJW has long term underperformed the benchmark, making it less suitable for decade-long investments. The consistent increase in the number of shares issued by the company over the past decade reduces returns for investors. SJW Group has the highest debt/equity ratio compared to its competitors. Read the full article on Seeking AlphaArticolo di analisi • Oct 25
Earnings Not Telling The Story For SJW Group (NYSE:SJW)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Nuova narrazione • Sep 24
Rate Hikes, Infrastructure Investments, And Sustainability Efforts Poised To Propel Growth
Anticipated approval of rate increases in key regions expected to drive revenue growth through enhanced pricing structures, improving ability to cover costs.Seeking Alpha • Aug 31
SJW Group: Buy This Dividend King On Sale Now
Summary The boring and predictable nature of water utilities makes them some of my favorite investments. SJW Group's operating revenue and adjusted diluted EPS climbed higher in Q2. The company's debt-to-capitalization ratio is healthy and steadily improving. The water utility looks poised to generate 30%+ cumulative total returns by the end of 2026. Read the full article on Seeking AlphaArticolo di analisi • Aug 10
Is SJW Group (NYSE:SJW) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Jul 03
A Look At The Fair Value Of SJW Group (NYSE:SJW)
Key Insights SJW Group's estimated fair value is US$48.12 based on Dividend Discount Model With US$54.75 share price...Articolo di analisi • Jun 14
Here's Why Shareholders May Want To Be Cautious With Increasing SJW Group's (NYSE:SJW) CEO Pay Packet
Key Insights SJW Group will host its Annual General Meeting on 20th of June Total pay for CEO Eric Thornburg includes...Articolo di analisi • Jun 11
SJW Group's (NYSE:SJW) Returns On Capital Not Reflecting Well On The Business
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • Apr 26
SJW Group (NYSE:SJW) Seems To Be Using A Lot Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Apr 07
SJW Group's (NYSE:SJW) Share Price Could Signal Some Risk
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$105m |
| Dec 31 2025 | US$3m | US$619k | US$103m |
| Sep 30 2025 | n/a | n/a | US$109m |
| Jun 30 2025 | n/a | n/a | US$103m |
| Mar 31 2025 | n/a | n/a | US$99m |
| Dec 31 2024 | US$1m | US$520k | US$94m |
| Sep 30 2024 | n/a | n/a | US$90m |
| Jun 30 2024 | n/a | n/a | US$88m |
| Mar 31 2024 | n/a | n/a | US$85m |
| Dec 31 2023 | US$1m | US$495k | US$85m |
| Sep 30 2023 | n/a | n/a | US$100m |
| Jun 30 2023 | n/a | n/a | US$88m |
| Mar 31 2023 | n/a | n/a | US$82m |
| Dec 31 2022 | US$1m | US$448k | US$74m |
| Sep 30 2022 | n/a | n/a | US$58m |
| Jun 30 2022 | n/a | n/a | US$52m |
| Mar 31 2022 | n/a | n/a | US$62m |
| Dec 31 2021 | US$842k | US$427k | US$60m |
| Sep 30 2021 | n/a | n/a | US$56m |
| Jun 30 2021 | n/a | n/a | US$63m |
| Mar 31 2021 | n/a | n/a | US$62m |
| Dec 31 2020 | US$967k | US$415k | US$62m |
Compensazione vs Mercato: La retribuzione totale di Andrew ($USD 2.87M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.53M ).
Compensazione vs guadagni: La retribuzione di Andrew è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Andrew Walters (54 yo)
less than a year
Mandato
US$2,872,942
Compensazione
Mr. Andrew F. Walters is Chairman of H2O America from February 1, 2026 and has been the Chief Executive Officer and Director since July 01, 2025. He served as an Interim Principal Accounting Officer of Con...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman | less than a year | US$2.87m | 0.039% $ 928.9k | |
| President & COO | 3.3yrs | US$1.39m | 0.017% $ 393.1k | |
| CFO & Treasurer | less than a year | US$1.08m | 0.0046% $ 110.7k | |
| President of Shared Services Organization | 6.1yrs | US$1.74m | 0.016% $ 389.6k | |
| VP & General Counsel | 4.9yrs | US$1.08m | 0.024% $ 569.3k | |
| Chief Accounting Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Information Officer | 1.4yrs | Nessun dato | Nessun dato | |
| Senior Director of Treasury & Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 1.1yrs | Nessun dato | Nessun dato | |
| Tax Managing Director & Vice President | no data | Nessun dato | Nessun dato | |
| President of Connecticut Water | no data | Nessun dato | 0.0037% $ 87.1k | |
| President of The Texas Water Company | 2.8yrs | Nessun dato | Nessun dato |
1.4yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di HTO non è considerato esperto (durata media 1.4 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman | less than a year | US$2.87m | 0.039% $ 928.9k | |
| Independent Director | 2.7yrs | US$211.42k | 0.0066% $ 158.1k | |
| Independent Director | 6.6yrs | US$216.42k | 0.018% $ 423.4k | |
| Lead Independent Director | 9.5yrs | US$251.42k | 0.025% $ 603.6k | |
| Independent Director | 6.6yrs | US$226.42k | 0.017% $ 403.8k | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 4.4yrs | US$213.92k | 0.012% $ 288.4k | |
| Independent Director | 6.6yrs | US$218.92k | 0.017% $ 403.8k | |
| Independent Director | 6yrs | US$206.42k | 0.012% $ 284.3k | |
| Independent Director | 11.1yrs | US$243.92k | 0.031% $ 736.5k |
6.3yrs
Durata media
64.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HTO sono considerati esperti (durata media dell'incarico 6.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 21:38 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
H2O America è coperta da 13 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Davis Sunderland | Baird |
| Eric Beaumont | Barclays |
| Nicholas Campanella | Barclays |