View ValuationH2O America 将来の成長Future 基準チェック /16H2O America利益と収益がそれぞれ年間14.9%と7.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.2% 9.3%なると予測されています。主要情報14.9%収益成長率9.28%EPS成長率Water Utilities 収益成長10.2%収益成長率7.7%将来の株主資本利益率7.17%アナリストカバレッジLow最終更新日30 Apr 2026今後の成長に関する最新情報分析記事 • Aug 01H2O America Just Beat Revenue By 5.8%: Here's What Analysts Think Will Happen NextShareholders might have noticed that H2O America ( NASDAQ:HTO ) filed its quarterly result this time last week. The...分析記事 • May 02SJW Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsSJW Group ( NASDAQ:SJW ) just released its quarterly report and things are looking bullish. It was overall a positive...分析記事 • Mar 01SJW Group (NASDAQ:SJW) Just Released Its Yearly Earnings: Here's What Analysts ThinkSJW Group ( NASDAQ:SJW ) defied analyst predictions to release its annual results, which were ahead of market...お知らせ • Mar 01SJW Group Provides Earnings Guidance for the Year 2025SJW Group Provided earnings guidance for the year 2025. For the year, the company is extending non-linear long-term diluted EPS growth of 5% to 7% through 2029, anchored off of 2022's diluted EPS of $2.43.Price Target Changed • Feb 03Price target decreased by 7.7% to US$59.40Down from US$64.33, the current price target is an average from 5 analysts. New target price is 14% above last closing price of US$52.10. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$2.75 for next year compared to US$2.69 last year.お知らせ • Apr 27+ 1 more updateSJW Group Reaffirms Earnings Guidance for the Year 2024SJW Group announced that the company’s 2024 full-year guidance is reaffirmed and includes: Net income per diluted common share of $2.68to $2.78.すべての更新を表示Recent updatesDeclared Dividend • May 01First quarter dividend of US$0.44 announcedShareholders will receive a dividend of US$0.44. Ex-date: 11th May 2026 Payment date: 1st June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Seeking Alpha • May 01H2O America: Dividend King Selling At A Discount To Fair Market ValueSummary H2O America earns a BUY rating for its reliable, growing dividend and undervalued share price. HTO's growth is fueled by new connections, strategic acquisitions like Quadvest, and consistent rate increases. Management targets a 6–8% EPS CAGR through 2030, supported by sector-leading margins and robust regulatory relationships. Valuation models indicate 11.6–15.1% annualized returns, with a 3.1% yield and 58 years of dividend growth underpinning long-term appeal. Read the full article on Seeking Alphaお知らせ • Apr 29H2O America Declares Quarterly Cash Dividend, Payable on June 1, 2026On April 27, 2026, the Board of Directors of H2O America declared a quarterly cash dividend on common stock of $0.44 per share, payable on June 1, 2026, to shareholders of record at the close of business on May 11, 2026. The 2026 annualized dividend is expected to be $1.76 per share compared with $1.68 per share in 2025.Reported Earnings • Apr 29First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$0.50 (up from US$0.49 in 1Q 2025). Revenue: US$183.3m (up 9.4% from 1Q 2025). Net income: US$19.0m (up 15% from 1Q 2025). Profit margin: 10% (in line with 1Q 2025). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.ナラティブ更新 • Apr 27HTO: Follow On Offerings And Lock Up Terms Will Support Steady OutlookAnalysts 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.Buy Or Sell Opportunity • Apr 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to US$61.31. The fair value is estimated to be US$50.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Apr 16H2O America to Report Q1, 2026 Results on Apr 28, 2026H2O America announced that they will report Q1, 2026 results After-Market on Apr 28, 2026ナラティブ更新 • Apr 12HTO: Equity Issuance And Dividend Policy Will Support A Steady OutlookAnalysts 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).お知らせ • Apr 06H2O America, Annual General Meeting, May 13, 2026H2O America, Annual General Meeting, May 13, 2026. Location: 16 water works drive biddeford, me 04005, United Statesナラティブ更新 • Mar 29HTO: Equity Issuance And Dividend Increases Will Support A Balanced OutlookAnalysts 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).ナラティブ更新 • Mar 15HTO: Capital Raises And Dividend Policy Will Shape A Balanced OutlookAnalysts 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).New Risk • Mar 03New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Mar 03+ 2 more updatesH2O America has completed a Follow-on Equity Offering in the amount of $608.695672 million.H2O America has completed a Follow-on Equity Offering in the amount of $608.695672 million. Security Name: Common stock Security Type: Common Stock Securities Offered: 11,484,824 Price\Range: $53 Discount Per Security: $1.7225お知らせ • Feb 27H2O America Announces Appointment of Nick O. Rowe as Director Effective March 1, 2026H2O America announced the appointment of Nick O. Rowe to the H2O America board of directors effective March 1, 2026. Rowe has been a leader in the drinking water industry for 39 years. Prior to his retirement in 2022, he was the senior vice president of American Water Works Company (American Water) and president of its subsidiary, Kentucky American Water Company. During his tenure at American Water, he held multiple executive leadership roles focused on operations and long-term value creation. Rowe also has extensive water utility experience in customer service, regulatory compliance, and local stakeholder relationships. Rowe has served in many leadership roles throughout his career, including board chair of the Kentucky Chamber of Commerce, board member of the Lexington Clinic, board member First Security Bank, and past chair of the Kentucky Governor’s Higher Education Nominating Committee. Rowe is currently a principal at NOR Solutions, a consulting firm that is focused on organizational leadership training. He is a graduate of Western Kentucky University where he earned a Bachelor of Science degree in civil engineering; he also holds a Master of Business Administration degree from Lebanon Valley College in Pennsylvania. In addition, he completed the Thames Water Oxford Leadership and RWE International Leadership programs.Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.93 (up from US$2.87 in FY 2024). Revenue: US$800.6m (up 7.0% from FY 2024). Net income: US$102.6m (up 9.2% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 13H2O America to Report Q4, 2025 Results on Feb 25, 2026H2O America announced that they will report Q4, 2025 results After-Market on Feb 25, 2026分析記事 • Jan 30H2O America's (NASDAQ:HTO) Dividend Will Be Increased To $0.44H2O America ( NASDAQ:HTO ) will increase its dividend from last year's comparable payment on the 2nd of March to $0.44...Declared Dividend • Jan 29Third quarter dividend increased to US$0.44Dividend of US$0.44 is 4.8% higher than last year. Ex-date: 9th February 2026 Payment date: 2nd March 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 26H2O America Declares A Quarterly Cash Dividend, Payable on March 2, 2026, Announces Annual Dividend Guidance for 2026The Board of Directors of H2O America has declared a quarterly cash dividend of $0.44 per share payable on March 2, 2026, to all shareholders of record at the close of business on Feb. 9, 2026. The March dividend will represent a 4.8% increase over the dividend paid in December 2025. The company also announced that 2026 annualized dividend is expected to be $1.76 per share compared with $1.68 per share in 2025.お知らせ • Dec 15H2O America Announces Board ChangesH2O America announced that Eric W. Thornburg will retire as non-executive chair of the board of directors, effective January 31, 2026. Mr. Thornburg has served the company with distinction for many years, including as chair, president, and CEO, and most recently as non-executive chair of the board. His leadership has been instrumental in shaping H2O America’s mission and its commitment to delivering high-quality, reliable water service to communities across the region. This transition follows Mr. Thornburg’s retirement from the CEO and president roles earlier this year, after eight years of servant leadership at H2O America and more than 40 years of service to the drinking water profession. The board of directors and the company express their deep gratitude for his steady guidance and continued support during this period of change. Effective February 1, 2026, the board of directors has appointed current CEO, Andrew F. Walters, as the new chair of the board. The board is confident that Mr. Walters will continue to lead H2O America with stability, transparency, and a long-term focus on serving customers and communities.Declared Dividend • Nov 03Third quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 10th November 2025 Payment date: 1st December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 28Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.27 (up from US$1.18 in 3Q 2024). Revenue: US$240.6m (up 6.9% from 3Q 2024). Net income: US$45.1m (up 17% from 3Q 2024). Profit margin: 19% (up from 17% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.0%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Oct 28H2O America Declares Quarterly Cash Dividend, Payable on December 1, 2025On October 24, 2025, the Board of Directors of H2O America declared a quarterly cash dividend on common stock of $0.42 per share, payable on December 1, 2025, to shareholders of record at the close of business on November 10, 2025. The 2025 annualized dividend is expected to be $1.68 per share compared with $1.60 per share in 2024.お知らせ • Oct 15H2O America to Report Q3, 2025 Results on Oct 27, 2025H2O America announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2025分析記事 • Oct 10Returns 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...新しいナラティブ • Aug 01Legislative 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.新しいナラティブ • Aug 01Legislative 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.新しいナラティブ • Aug 01Legislative 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.分析記事 • Aug 01H2O America Just Beat Revenue By 5.8%: Here's What Analysts Think Will Happen NextShareholders might have noticed that H2O America ( NASDAQ:HTO ) filed its quarterly result this time last week. The...Declared Dividend • Jul 31Second quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 11th August 2025 Payment date: 2nd September 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.71 (up from US$0.64 in 2Q 2024). Revenue: US$198.3m (up 13% from 2Q 2024). Net income: US$24.7m (up 19% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.9%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jul 29H2O America Declares Quarterly Cash Dividend, Payable on September 2, 2025On July 25, 2025, the directors of H2O America declared a quarterly cash dividend on common stock of $0.42 per share, payable on September 2, 2025, to shareholders of record at the close of business on August 11, 2025. The 2025 annualized dividend is expected to be $1.68per share compared with $1.60per share in 2024.お知らせ • Jul 16H2O America to Report Q2, 2025 Results on Jul 28, 2025H2O America announced that they will report Q2, 2025 results After-Market on Jul 28, 2025分析記事 • Jul 09We 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...お知らせ • Jun 25H2o America Appoints Megan Mattern as Chief Accounting Officer, Effective July 28, 2025H2O America announced the appointment of Megan Mattern as Chief Accounting Officer, Principal Accounting Officer and Controller, effective July 28, 2025. In this role, Mattern will lead accounting operations, financial reporting, financial planning and analysis, regulatory compliance, cost management, and internal controls, while playing a key role in advancing H2O America’s growth strategy and operational excellence. Mattern most recently served as Vice President and Chief Financial Officer of UGI International, a $2.3 billion multinational LPG distributor headquartered in Paris. She led financial strategy across 16 countries and more than 2,200 employees, driving portfolio optimization, delivering 15%+ EBIT growth, and unlocking over $1 million in annual savings through banking efficiencies. During a CEO transition, she was appointed Deputy and oversaw all of UGI International, reflecting her strength as a steady and strategic leader. Previously, she held senior financial leadership roles at UGI Energy Services, UGI Utilities, and PPL Corporation, leading initiatives in M&A, systems modernization, and financial transformation across regulated utility and energy businesses. She began her career at Deloitte. Mattern holds a bachelor’s degree in accounting from King’s College and an MBA from Wilkes University. She is a licensed CPA and has served on multiple nonprofit boards, reflecting her commitment to community engagement and servant leadership. Her appointment coincides with a broader leadership transition at H2O America. Following Thornburg’s retirement on June 30, Chief Financial Officer and Treasurer Andrew F. Walters will become CEO, and current CAO Ann P. Kelly will assume the role of CFO, both effective July 1, 2025.分析記事 • Jun 24If EPS Growth Is Important To You, H2O America (NASDAQ:HTO) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • May 23+ 1 more updateH2O America Announces Chief Executive Officer Changes, Effective July 1, 2025H2O America appointed Mr. Walters, the Company's current Chief Financial Officer and Treasurer, to the position of Chief Executive Officer upon the retirement of Eric W. Thornburg as Chief Executive Officer of the Company, each effective July 1, 2025. Mr. Thornburg will remain as Chair of the Board .分析記事 • May 20Is 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...分析記事 • May 02SJW Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsSJW Group ( NASDAQ:SJW ) just released its quarterly report and things are looking bullish. It was overall a positive...Declared Dividend • May 01First quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 12th May 2025 Payment date: 2nd June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Apr 30Calculating 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...Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.49 (up from US$0.36 in 1Q 2024). Revenue: US$167.6m (up 12% from 1Q 2024). Net income: US$16.6m (up 42% from 1Q 2024). Profit margin: 9.9% (up from 7.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 29SJW Group Declares Quarterly Cash Dividend, Payable on June 2, 2025On April 25, 2025, the directors of SJW Group declared a quarterly cash dividend on common stock of $0.42 per share, payable on June 2, 2025, to shareholders of record at the close of business on May 12, 2025. The 2025 annualized dividend is expected to be $1.68 per share compared with $1.60 per share in 2024.お知らせ • Apr 22SJW Group Appoints Kay R. New as Chief Human Resources Officer, Effective April 21, 2025SJW Group announced that its board of directors has appointed Kay R. New as chief human resources officer (CHRO), effective April 21, 2025. In her new role, New will oversee enterprise-wide efforts related to talent development, organizational effectiveness, employee engagement and performance. New most recently served as vice president of rewards and employee experience at Avangrid, a leading energy company serving more than 3 million customers across 24 states. She also held the role of vice president of people operations and employee experience. During her tenure at Avangrid, she shaped the full employee journey—from onboarding, compensation and benefits, retirement programs, to policy and compliance, global mobility, budgets and analytics. Her leadership in designing equitable and innovative programs to attract, engage, and retain top talent – while fostering a culture of inclusion, growth, and excellence - played a key role in the company’s recognition as a Top Employer in the U.S. by Top Employers Institute. Additionally, she spearheaded the successful implementation of enterprise-wide HR technologies, including Workday and ServiceNow, to modernize and streamline the employee experience. Prior to joining Avangrid, New held key talent acquisition and recruitment roles at SGS North America, the world's leading testing, inspection and certification company, and with local business enterprises. She began her career as a supervisor at US Bank, the fifth-largest commercial banking company in the United States. She holds a Bachelor of Science in Business Administration – HR Management from the DeVoe School of Business at Indiana Wesleyan University and completed the Energising Leadership Programme at ESADE Business School, headquartered in Madrid, Spain. She also serves as Advisory Board Chair for Trust for Public Land in Connecticut, a nonprofit organization that works to connect everyone to the outdoors.お知らせ • Apr 16SJW Group to Report Q1, 2025 Results on Apr 28, 2025SJW Group announced that they will report Q1, 2025 results After-Market on Apr 28, 2025分析記事 • Apr 08SJW Group (NASDAQ:SJW) Is Experiencing Growth In Returns On CapitalIf 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...お知らせ • Apr 03SJW Group, Annual General Meeting, May 14, 2025SJW Group, Annual General Meeting, May 14, 2025. Location: 151 west 43rd street, new york, United Statesお知らせ • Apr 01+ 1 more updateSJW Group Appoints Ann P. Kelly as Chief Financial Officer, Effective July 1, 2025SJW Group announced that its Board of Directors has appointed Ann P. Kelly as Chief Financial Officer (CFO), effective July 1, 2025. Kelly, who joined SJW Group in November 2024 as Chief Accounting Officer, has already played a key role in advancing the company’s business transformation and operational excellence. In her new role, Kelly will lead business planning, growth and development, and oversee core financial functions including treasury and investor relations. Her promotion follows the recent retirement announcement of Eric W. Thornburg, SJW Group’s Chair, President, and Chief Executive Officer, who will step down in July 2025. He will be succeeded as CEO by the company’s current CFO and Treasurer, Andrew F. Walters. As CFO at AEP, one of the nation’s largest electric utilities, Kelly led a team of more than 250 professionals across accounting, tax, treasury and risk, corporate planning and budgeting, and investor relations. Prior to joining AEP, she served in various roles of increasing responsibility at UGI Corporation (“UGI”), a natural gas, propane and electric power distribution company, up to Vice President of Finance and Chief Financial Officer at AmeriGas Propane, a UGI subsidiary. Kelly’s utility experience also includes finance and risk roles at Exelon Generation and PECO Energy, and she began her career as a senior accountant at Price Waterhouse. Kelly holds a Bachelor of Arts in accounting from Ohio Wesleyan University and a Master of Business Administration with a concentration in finance from Villanova University.Seeking Alpha • Mar 31SJW Group: A Dividend King On SaleSummary 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 Alpha分析記事 • Mar 07SJW Group's (NASDAQ:SJW) Profits Appear To Have Quality IssuesSJW Group's ( NASDAQ:SJW ) robust recent earnings didn't do much to move the stock. However the statutory profit number...分析記事 • Mar 01SJW Group (NASDAQ:SJW) Just Released Its Yearly Earnings: Here's What Analysts ThinkSJW Group ( NASDAQ:SJW ) defied analyst predictions to release its annual results, which were ahead of market...お知らせ • Mar 01SJW Group Provides Earnings Guidance for the Year 2025SJW Group Provided earnings guidance for the year 2025. For the year, the company is extending non-linear long-term diluted EPS growth of 5% to 7% through 2029, anchored off of 2022's diluted EPS of $2.43.お知らせ • Feb 28+ 2 more updatesSJW Group Announces CEO ChangesSJW Group announced leadership transition that marks the next phase of the company's strategic direction and planned growth. After eight years of servant leadership and over 40 years of service to the drinking water profession, Eric W. Thornburg will retire as Chief Executive Officer (CEO) on June 30, 2025. He will remain on the SJW Group Board of Directors as non-executive Chair of the Board. The Board has appointed Andrew F. Walters as the company's next CEO, effective July 1, 2025. Walters, who currently serves as Chief Financial Officer and Treasurer of SJW Group, has been a driving force in the company's financial strength and growth. The Company will name a new Chief Financial Officer and Treasurer to succeed Mr. Walters. A proven leader with nearly 25 years of experience in the utility sector, Walters has played an integral role in shaping SJW Groups financial and operational strategy. As CEO, he will focus on investing in critical infrastructure, enhancing operational efficiencies, and advancing sustainability while keeping affordability and service excellence at the forefront. Prior to joining SJW Group in 2014, Walters developed deep experience managing infrastructure funds and in investment banking.Reported Earnings • Feb 27Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$2.87 (up from US$2.69 in FY 2023). Revenue: US$748.4m (up 12% from FY 2023). Net income: US$94.0m (up 11% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 13SJW Group to Report Q4, 2024 Results on Feb 26, 2025SJW Group announced that they will report Q4, 2024 results on Feb 26, 2025Price Target Changed • Feb 03Price target decreased by 7.7% to US$59.40Down from US$64.33, the current price target is an average from 5 analysts. New target price is 14% above last closing price of US$52.10. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$2.75 for next year compared to US$2.69 last year.Declared Dividend • Jan 31Third quarter dividend increased to US$0.42Dividend of US$0.42 is 5.0% higher than last year. Ex-date: 10th February 2025 Payment date: 3rd March 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (57% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jan 30Risks 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...お知らせ • Jan 29SJW Group Declares Quarterly Cash Dividend, Payable on March 3, 2025SJW Group has declared a quarterly cash dividend of $0.42 per share payable on March 3, 2025, to all shareholders of record at the close of business on Feb. 10, 2025. The March dividend will represent a 5% increase over the dividend paid in December 2024. The 2025 annualized dividend is expected to be $1.68per share compared with $1.60 per share in 2024.Seeking Alpha • Jan 10SJW Group: Snatch Up This Discounted Dividend King NowSummary 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 AlphaBoard Change • Jan 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Director Denise Kruger was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 10SJW Group Appoints Douwe Busschops as Chief Information OfficerSJW Group announced the appointment of Douwe Busschops as chief information officer (CIO), effective 09 December 2024. In this role, Busschops will focus on the integration and optimization of technology systems to enhance operational efficiency, customer experience, and long-term business growth. Douwe is an accomplished technology leader with a wealth of experience leading digital innovation and customer-focused technology solutions, said Eric Thornburg, president, chair and CEO of SJW Group. He will be an invaluable asset as company execute on the company's digital transformation strategy and ensure company technology aligns with its commitment to best-in-class service and growth across its national platform. With extensive experience in driving digital and organizational transformation and leading customer-centric technology strategy, Busschops joins SJW Group from Veolia North America, where he served as vice president and CIO for the Municipal Water division. In this role, Busschops delivered technology modernization and rationalization initiatives, including cloud migrations and the creation of a digital transformation strategy. He also designed and implemented a digital governance model to ensure optimal utilization of resources and compliance with applicable regulations and standards. Prior to this, he held senior roles at SUEZ Water North America, including vice president of customer experience, where he drove significant improvements in self-service adoption and customer satisfaction. Busschops holds a Master of Science in International Business Studies from Maastricht University School of Business and Economics.分析記事 • Nov 22Calculating 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...お知らせ • Nov 12SJW Group Appoints Ann P. Kelly as Chief Accounting Officer and Principal Accounting OfficerSJW Group announced that Ann Kelly joined the company on November 12 as its chief accounting officer and principal accounting officer. In her new role, Kelly will help oversee financial strategy, accounting operations, budgeting and cost management, and associated regulatory compliance, while playing a key role in driving the company’s financial and strategic growth Kelly brings extensive financial and accounting leadership experience and deep expertise in the utility industry. She was most recently the chief financial officer for American Electric Power (AEP), where she led a team of more than 250 professionals in critical areas, including accounting and tax, treasury and risk, corporate planning and budgeting, and investor relations functions. Prior to joining AEP, she served in various roles of increasing responsibility at UGI Corporation (“UGI”) a natural gas, propane and electric power distribution company, up to vice president finance and chief financial officer, AmeriGas Propane, a UGI subsidiary. Kelly’s utility experience also includes financial and risk control roles at Exelon Generation/PECO Energy. Kelly earned a bachelor’s degree in accounting from Ohio Wesleyan University and a Master of Business Administration with a concentration in finance from Villanova University.Declared Dividend • Oct 30Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 4th November 2024 Payment date: 2nd December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (57% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 30SJW Group has filed a Follow-on Equity Offering in the amount of $200 million.SJW Group has filed a Follow-on Equity Offering in the amount of $200 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Oct 29+ 1 more updateSJW Group Declares Quarterly Cash Dividend on Common Stock, Payable on December 2, 2024On October 25, 2024, the directors of SJW Group declared a quarterly cash dividend on common stock of $0.40 per share, payable on December 2, 2024, to shareholders of record at the close of business on November 4, 2024.Reported Earnings • Oct 28Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: EPS: US$1.18 (up from US$1.14 in 3Q 2023). Revenue: US$225.1m (up 9.9% from 3Q 2023). Net income: US$38.7m (up 6.7% from 3Q 2023). Profit margin: 17% (in line with 3Q 2023). Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Seeking Alpha • Oct 26SJW Group: A Good Investment For A Couple Of YearsSummary 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 Alpha分析記事 • Oct 25Earnings 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...お知らせ • Oct 16SJW Group to Report Q3, 2024 Results on Oct 28, 2024SJW Group announced that they will report Q3, 2024 results Pre-Market on Oct 28, 2024新しいナラティブ • Sep 24Rate 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 31SJW Group: Buy This Dividend King On Sale NowSummary 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 Alpha分析記事 • Aug 10Is 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...Declared Dividend • Jul 28Second quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 5th August 2024 Payment date: 3rd September 2024 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (57% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 25Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.64 (up from US$0.58 in 2Q 2023). Revenue: US$176.2m (up 12% from 2Q 2023). Net income: US$20.7m (up 13% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jul 25+ 1 more updateSJW Group Declares Quarterly Cash Dividend on Common Stock, Payable on September 3, 2024On July 24, 2024, the directors of SJW Group declared a quarterly cash dividend on common stock of $0.40 per share, payable on September 3, 2024, to shareholders of record at the close of business on August 5, 2024.お知らせ • Jul 16SJW Group to Report Q2, 2024 Results on Jul 24, 2024SJW Group announced that they will report Q2, 2024 results After-Market on Jul 24, 2024Buy Or Sell Opportunity • Jul 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$58.33. The fair value is estimated to be US$48.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.分析記事 • Jul 03A 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...分析記事 • Jun 14Here's Why Shareholders May Want To Be Cautious With Increasing SJW Group's (NYSE:SJW) CEO Pay PacketKey Insights SJW Group will host its Annual General Meeting on 20th of June Total pay for CEO Eric Thornburg includes...分析記事 • Jun 11SJW Group's (NYSE:SJW) Returns On Capital Not Reflecting Well On The BusinessIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • May 13Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$58.05. The fair value is estimated to be US$47.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • May 01SJW Group, Annual General Meeting, Jun 20, 2024SJW Group, Annual General Meeting, Jun 20, 2024, at 14:00 US Eastern Standard Time. Agenda: To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the proxy statement; to approve an amendment of the company's certificate of incorporation to permit officer exculpation; to approve an amendment of the company's certificate of incorporation to adopt a federal forum selection provision; and to ratify the appointment of deloitte & touche llp as the independent registered public accounting firm of sjw group for the fiscal year ending december 31, 2024.Declared Dividend • Apr 29First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 3rd May 2024 Payment date: 3rd June 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 27+ 1 more updateSJW Group Reaffirms Earnings Guidance for the Year 2024SJW Group announced that the company’s 2024 full-year guidance is reaffirmed and includes: Net income per diluted common share of $2.68to $2.78.Reported Earnings • Apr 27First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: US$0.36. Revenue: US$149.4m (up 8.8% from 1Q 2023). Net income: US$11.7m (up 1.5% from 1Q 2023). Profit margin: 7.8% (down from 8.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Water Utilities industry in the US.分析記事 • Apr 26SJW Group (NYSE:SJW) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Apr 17SJW Group to Report Q1, 2024 Results on Apr 25, 2024SJW Group announced that they will report Q1, 2024 results After-Market on Apr 25, 2024分析記事 • Apr 07SJW Group's (NYSE:SJW) Share Price Could Signal Some RiskWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...分析記事 • Mar 19Estimating The Fair Value Of SJW Group (NYSE:SJW)Key Insights The projected fair value for SJW Group is US$47.95 based on Dividend Discount Model With US$55.79 share...業績と収益の成長予測NasdaqGS:HTO - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,043162N/A353312/31/2027926126-48276512/31/2026923114N/A27413/31/2026816105-249245N/A12/31/2025801103-245245N/A9/30/2025804109-229223N/A6/30/2025789103-200199N/A3/31/202576799-174187N/A12/31/202474894-158196N/A9/30/202472290-143186N/A6/30/202470288-120194N/A3/31/202468285-97191N/A12/31/202367085-81191N/A9/30/2023670100-58196N/A6/30/202364288-53180N/A3/31/202363482-56172N/A12/31/202262174-53166N/A9/30/202258958-66159N/A6/30/202258052-89147N/A3/31/202258362-89142N/A12/31/202157460-104130N/A9/30/202157056-100134N/A6/30/202156963-82139N/A3/31/202156462-74129N/A12/31/202056562-91104N/A9/30/202055543-84109N/A6/30/202050326-63113N/A3/31/202045920-60113N/A12/31/201942023N/A130N/A9/30/201939338N/A109N/A6/30/201940444N/A96N/A3/31/201940043N/A94N/A12/31/201839839N/A91N/A9/30/201839347N/A87N/A6/30/201839251N/A90N/A3/31/201839557N/A95N/A12/31/201738959N/A101N/A9/30/201737556N/A126N/A6/30/201736355N/A116N/A3/31/201734853N/A110N/A12/31/201634053N/A115N/A9/30/201634855N/A102N/A6/30/201631946N/A108N/A3/31/201630437N/A103N/A12/31/201530538N/A98N/A9/30/201528727N/A92N/A6/30/201532956N/A86N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HTOの予測収益成長率 (年間14.9% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: HTOの収益 ( 14.9% ) US市場 ( 16.6% ) よりも低い成長が予測されています。高成長収益: HTOの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: HTOの収益 ( 7.7% ) US市場 ( 11.5% ) よりも低い成長が予測されています。高い収益成長: HTOの収益 ( 7.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HTOの 自己資本利益率 は、3年後には低くなると予測されています ( 7.2 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 23:27終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋H2O America 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Davis SunderlandBairdEric BeaumontBarclaysNicholas CampanellaBarclays9 その他のアナリストを表示
分析記事 • Aug 01H2O America Just Beat Revenue By 5.8%: Here's What Analysts Think Will Happen NextShareholders might have noticed that H2O America ( NASDAQ:HTO ) filed its quarterly result this time last week. The...
分析記事 • May 02SJW Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsSJW Group ( NASDAQ:SJW ) just released its quarterly report and things are looking bullish. It was overall a positive...
分析記事 • Mar 01SJW Group (NASDAQ:SJW) Just Released Its Yearly Earnings: Here's What Analysts ThinkSJW Group ( NASDAQ:SJW ) defied analyst predictions to release its annual results, which were ahead of market...
お知らせ • Mar 01SJW Group Provides Earnings Guidance for the Year 2025SJW Group Provided earnings guidance for the year 2025. For the year, the company is extending non-linear long-term diluted EPS growth of 5% to 7% through 2029, anchored off of 2022's diluted EPS of $2.43.
Price Target Changed • Feb 03Price target decreased by 7.7% to US$59.40Down from US$64.33, the current price target is an average from 5 analysts. New target price is 14% above last closing price of US$52.10. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$2.75 for next year compared to US$2.69 last year.
お知らせ • Apr 27+ 1 more updateSJW Group Reaffirms Earnings Guidance for the Year 2024SJW Group announced that the company’s 2024 full-year guidance is reaffirmed and includes: Net income per diluted common share of $2.68to $2.78.
Declared Dividend • May 01First quarter dividend of US$0.44 announcedShareholders will receive a dividend of US$0.44. Ex-date: 11th May 2026 Payment date: 1st June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Seeking Alpha • May 01H2O America: Dividend King Selling At A Discount To Fair Market ValueSummary H2O America earns a BUY rating for its reliable, growing dividend and undervalued share price. HTO's growth is fueled by new connections, strategic acquisitions like Quadvest, and consistent rate increases. Management targets a 6–8% EPS CAGR through 2030, supported by sector-leading margins and robust regulatory relationships. Valuation models indicate 11.6–15.1% annualized returns, with a 3.1% yield and 58 years of dividend growth underpinning long-term appeal. Read the full article on Seeking Alpha
お知らせ • Apr 29H2O America Declares Quarterly Cash Dividend, Payable on June 1, 2026On April 27, 2026, the Board of Directors of H2O America declared a quarterly cash dividend on common stock of $0.44 per share, payable on June 1, 2026, to shareholders of record at the close of business on May 11, 2026. The 2026 annualized dividend is expected to be $1.76 per share compared with $1.68 per share in 2025.
Reported Earnings • Apr 29First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$0.50 (up from US$0.49 in 1Q 2025). Revenue: US$183.3m (up 9.4% from 1Q 2025). Net income: US$19.0m (up 15% from 1Q 2025). Profit margin: 10% (in line with 1Q 2025). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
ナラティブ更新 • Apr 27HTO: Follow On Offerings And Lock Up Terms Will Support Steady OutlookAnalysts 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.
Buy Or Sell Opportunity • Apr 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to US$61.31. The fair value is estimated to be US$50.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Apr 16H2O America to Report Q1, 2026 Results on Apr 28, 2026H2O America announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
ナラティブ更新 • Apr 12HTO: Equity Issuance And Dividend Policy Will Support A Steady OutlookAnalysts 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).
お知らせ • Apr 06H2O America, Annual General Meeting, May 13, 2026H2O America, Annual General Meeting, May 13, 2026. Location: 16 water works drive biddeford, me 04005, United States
ナラティブ更新 • Mar 29HTO: Equity Issuance And Dividend Increases Will Support A Balanced OutlookAnalysts 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).
ナラティブ更新 • Mar 15HTO: Capital Raises And Dividend Policy Will Shape A Balanced OutlookAnalysts 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).
New Risk • Mar 03New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Mar 03+ 2 more updatesH2O America has completed a Follow-on Equity Offering in the amount of $608.695672 million.H2O America has completed a Follow-on Equity Offering in the amount of $608.695672 million. Security Name: Common stock Security Type: Common Stock Securities Offered: 11,484,824 Price\Range: $53 Discount Per Security: $1.7225
お知らせ • Feb 27H2O America Announces Appointment of Nick O. Rowe as Director Effective March 1, 2026H2O America announced the appointment of Nick O. Rowe to the H2O America board of directors effective March 1, 2026. Rowe has been a leader in the drinking water industry for 39 years. Prior to his retirement in 2022, he was the senior vice president of American Water Works Company (American Water) and president of its subsidiary, Kentucky American Water Company. During his tenure at American Water, he held multiple executive leadership roles focused on operations and long-term value creation. Rowe also has extensive water utility experience in customer service, regulatory compliance, and local stakeholder relationships. Rowe has served in many leadership roles throughout his career, including board chair of the Kentucky Chamber of Commerce, board member of the Lexington Clinic, board member First Security Bank, and past chair of the Kentucky Governor’s Higher Education Nominating Committee. Rowe is currently a principal at NOR Solutions, a consulting firm that is focused on organizational leadership training. He is a graduate of Western Kentucky University where he earned a Bachelor of Science degree in civil engineering; he also holds a Master of Business Administration degree from Lebanon Valley College in Pennsylvania. In addition, he completed the Thames Water Oxford Leadership and RWE International Leadership programs.
Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.93 (up from US$2.87 in FY 2024). Revenue: US$800.6m (up 7.0% from FY 2024). Net income: US$102.6m (up 9.2% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 13H2O America to Report Q4, 2025 Results on Feb 25, 2026H2O America announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
分析記事 • Jan 30H2O America's (NASDAQ:HTO) Dividend Will Be Increased To $0.44H2O America ( NASDAQ:HTO ) will increase its dividend from last year's comparable payment on the 2nd of March to $0.44...
Declared Dividend • Jan 29Third quarter dividend increased to US$0.44Dividend of US$0.44 is 4.8% higher than last year. Ex-date: 9th February 2026 Payment date: 2nd March 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 26H2O America Declares A Quarterly Cash Dividend, Payable on March 2, 2026, Announces Annual Dividend Guidance for 2026The Board of Directors of H2O America has declared a quarterly cash dividend of $0.44 per share payable on March 2, 2026, to all shareholders of record at the close of business on Feb. 9, 2026. The March dividend will represent a 4.8% increase over the dividend paid in December 2025. The company also announced that 2026 annualized dividend is expected to be $1.76 per share compared with $1.68 per share in 2025.
お知らせ • Dec 15H2O America Announces Board ChangesH2O America announced that Eric W. Thornburg will retire as non-executive chair of the board of directors, effective January 31, 2026. Mr. Thornburg has served the company with distinction for many years, including as chair, president, and CEO, and most recently as non-executive chair of the board. His leadership has been instrumental in shaping H2O America’s mission and its commitment to delivering high-quality, reliable water service to communities across the region. This transition follows Mr. Thornburg’s retirement from the CEO and president roles earlier this year, after eight years of servant leadership at H2O America and more than 40 years of service to the drinking water profession. The board of directors and the company express their deep gratitude for his steady guidance and continued support during this period of change. Effective February 1, 2026, the board of directors has appointed current CEO, Andrew F. Walters, as the new chair of the board. The board is confident that Mr. Walters will continue to lead H2O America with stability, transparency, and a long-term focus on serving customers and communities.
Declared Dividend • Nov 03Third quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 10th November 2025 Payment date: 1st December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 28Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.27 (up from US$1.18 in 3Q 2024). Revenue: US$240.6m (up 6.9% from 3Q 2024). Net income: US$45.1m (up 17% from 3Q 2024). Profit margin: 19% (up from 17% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.0%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28H2O America Declares Quarterly Cash Dividend, Payable on December 1, 2025On October 24, 2025, the Board of Directors of H2O America declared a quarterly cash dividend on common stock of $0.42 per share, payable on December 1, 2025, to shareholders of record at the close of business on November 10, 2025. The 2025 annualized dividend is expected to be $1.68 per share compared with $1.60 per share in 2024.
お知らせ • Oct 15H2O America to Report Q3, 2025 Results on Oct 27, 2025H2O America announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2025
分析記事 • Oct 10Returns 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...
新しいナラティブ • Aug 01Legislative 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.
新しいナラティブ • Aug 01Legislative 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.
新しいナラティブ • Aug 01Legislative 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.
分析記事 • Aug 01H2O America Just Beat Revenue By 5.8%: Here's What Analysts Think Will Happen NextShareholders might have noticed that H2O America ( NASDAQ:HTO ) filed its quarterly result this time last week. The...
Declared Dividend • Jul 31Second quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 11th August 2025 Payment date: 2nd September 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.71 (up from US$0.64 in 2Q 2024). Revenue: US$198.3m (up 13% from 2Q 2024). Net income: US$24.7m (up 19% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.9%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jul 29H2O America Declares Quarterly Cash Dividend, Payable on September 2, 2025On July 25, 2025, the directors of H2O America declared a quarterly cash dividend on common stock of $0.42 per share, payable on September 2, 2025, to shareholders of record at the close of business on August 11, 2025. The 2025 annualized dividend is expected to be $1.68per share compared with $1.60per share in 2024.
お知らせ • Jul 16H2O America to Report Q2, 2025 Results on Jul 28, 2025H2O America announced that they will report Q2, 2025 results After-Market on Jul 28, 2025
分析記事 • Jul 09We 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...
お知らせ • Jun 25H2o America Appoints Megan Mattern as Chief Accounting Officer, Effective July 28, 2025H2O America announced the appointment of Megan Mattern as Chief Accounting Officer, Principal Accounting Officer and Controller, effective July 28, 2025. In this role, Mattern will lead accounting operations, financial reporting, financial planning and analysis, regulatory compliance, cost management, and internal controls, while playing a key role in advancing H2O America’s growth strategy and operational excellence. Mattern most recently served as Vice President and Chief Financial Officer of UGI International, a $2.3 billion multinational LPG distributor headquartered in Paris. She led financial strategy across 16 countries and more than 2,200 employees, driving portfolio optimization, delivering 15%+ EBIT growth, and unlocking over $1 million in annual savings through banking efficiencies. During a CEO transition, she was appointed Deputy and oversaw all of UGI International, reflecting her strength as a steady and strategic leader. Previously, she held senior financial leadership roles at UGI Energy Services, UGI Utilities, and PPL Corporation, leading initiatives in M&A, systems modernization, and financial transformation across regulated utility and energy businesses. She began her career at Deloitte. Mattern holds a bachelor’s degree in accounting from King’s College and an MBA from Wilkes University. She is a licensed CPA and has served on multiple nonprofit boards, reflecting her commitment to community engagement and servant leadership. Her appointment coincides with a broader leadership transition at H2O America. Following Thornburg’s retirement on June 30, Chief Financial Officer and Treasurer Andrew F. Walters will become CEO, and current CAO Ann P. Kelly will assume the role of CFO, both effective July 1, 2025.
分析記事 • Jun 24If EPS Growth Is Important To You, H2O America (NASDAQ:HTO) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • May 23+ 1 more updateH2O America Announces Chief Executive Officer Changes, Effective July 1, 2025H2O America appointed Mr. Walters, the Company's current Chief Financial Officer and Treasurer, to the position of Chief Executive Officer upon the retirement of Eric W. Thornburg as Chief Executive Officer of the Company, each effective July 1, 2025. Mr. Thornburg will remain as Chair of the Board .
分析記事 • May 20Is 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...
分析記事 • May 02SJW Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsSJW Group ( NASDAQ:SJW ) just released its quarterly report and things are looking bullish. It was overall a positive...
Declared Dividend • May 01First quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 12th May 2025 Payment date: 2nd June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 30Calculating 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...
Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.49 (up from US$0.36 in 1Q 2024). Revenue: US$167.6m (up 12% from 1Q 2024). Net income: US$16.6m (up 42% from 1Q 2024). Profit margin: 9.9% (up from 7.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 29SJW Group Declares Quarterly Cash Dividend, Payable on June 2, 2025On April 25, 2025, the directors of SJW Group declared a quarterly cash dividend on common stock of $0.42 per share, payable on June 2, 2025, to shareholders of record at the close of business on May 12, 2025. The 2025 annualized dividend is expected to be $1.68 per share compared with $1.60 per share in 2024.
お知らせ • Apr 22SJW Group Appoints Kay R. New as Chief Human Resources Officer, Effective April 21, 2025SJW Group announced that its board of directors has appointed Kay R. New as chief human resources officer (CHRO), effective April 21, 2025. In her new role, New will oversee enterprise-wide efforts related to talent development, organizational effectiveness, employee engagement and performance. New most recently served as vice president of rewards and employee experience at Avangrid, a leading energy company serving more than 3 million customers across 24 states. She also held the role of vice president of people operations and employee experience. During her tenure at Avangrid, she shaped the full employee journey—from onboarding, compensation and benefits, retirement programs, to policy and compliance, global mobility, budgets and analytics. Her leadership in designing equitable and innovative programs to attract, engage, and retain top talent – while fostering a culture of inclusion, growth, and excellence - played a key role in the company’s recognition as a Top Employer in the U.S. by Top Employers Institute. Additionally, she spearheaded the successful implementation of enterprise-wide HR technologies, including Workday and ServiceNow, to modernize and streamline the employee experience. Prior to joining Avangrid, New held key talent acquisition and recruitment roles at SGS North America, the world's leading testing, inspection and certification company, and with local business enterprises. She began her career as a supervisor at US Bank, the fifth-largest commercial banking company in the United States. She holds a Bachelor of Science in Business Administration – HR Management from the DeVoe School of Business at Indiana Wesleyan University and completed the Energising Leadership Programme at ESADE Business School, headquartered in Madrid, Spain. She also serves as Advisory Board Chair for Trust for Public Land in Connecticut, a nonprofit organization that works to connect everyone to the outdoors.
お知らせ • Apr 16SJW Group to Report Q1, 2025 Results on Apr 28, 2025SJW Group announced that they will report Q1, 2025 results After-Market on Apr 28, 2025
分析記事 • Apr 08SJW Group (NASDAQ:SJW) Is Experiencing Growth In Returns On CapitalIf 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...
お知らせ • Apr 03SJW Group, Annual General Meeting, May 14, 2025SJW Group, Annual General Meeting, May 14, 2025. Location: 151 west 43rd street, new york, United States
お知らせ • Apr 01+ 1 more updateSJW Group Appoints Ann P. Kelly as Chief Financial Officer, Effective July 1, 2025SJW Group announced that its Board of Directors has appointed Ann P. Kelly as Chief Financial Officer (CFO), effective July 1, 2025. Kelly, who joined SJW Group in November 2024 as Chief Accounting Officer, has already played a key role in advancing the company’s business transformation and operational excellence. In her new role, Kelly will lead business planning, growth and development, and oversee core financial functions including treasury and investor relations. Her promotion follows the recent retirement announcement of Eric W. Thornburg, SJW Group’s Chair, President, and Chief Executive Officer, who will step down in July 2025. He will be succeeded as CEO by the company’s current CFO and Treasurer, Andrew F. Walters. As CFO at AEP, one of the nation’s largest electric utilities, Kelly led a team of more than 250 professionals across accounting, tax, treasury and risk, corporate planning and budgeting, and investor relations. Prior to joining AEP, she served in various roles of increasing responsibility at UGI Corporation (“UGI”), a natural gas, propane and electric power distribution company, up to Vice President of Finance and Chief Financial Officer at AmeriGas Propane, a UGI subsidiary. Kelly’s utility experience also includes finance and risk roles at Exelon Generation and PECO Energy, and she began her career as a senior accountant at Price Waterhouse. Kelly holds a Bachelor of Arts in accounting from Ohio Wesleyan University and a Master of Business Administration with a concentration in finance from Villanova University.
Seeking Alpha • Mar 31SJW Group: A Dividend King On SaleSummary 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 Alpha
分析記事 • Mar 07SJW Group's (NASDAQ:SJW) Profits Appear To Have Quality IssuesSJW Group's ( NASDAQ:SJW ) robust recent earnings didn't do much to move the stock. However the statutory profit number...
分析記事 • Mar 01SJW Group (NASDAQ:SJW) Just Released Its Yearly Earnings: Here's What Analysts ThinkSJW Group ( NASDAQ:SJW ) defied analyst predictions to release its annual results, which were ahead of market...
お知らせ • Mar 01SJW Group Provides Earnings Guidance for the Year 2025SJW Group Provided earnings guidance for the year 2025. For the year, the company is extending non-linear long-term diluted EPS growth of 5% to 7% through 2029, anchored off of 2022's diluted EPS of $2.43.
お知らせ • Feb 28+ 2 more updatesSJW Group Announces CEO ChangesSJW Group announced leadership transition that marks the next phase of the company's strategic direction and planned growth. After eight years of servant leadership and over 40 years of service to the drinking water profession, Eric W. Thornburg will retire as Chief Executive Officer (CEO) on June 30, 2025. He will remain on the SJW Group Board of Directors as non-executive Chair of the Board. The Board has appointed Andrew F. Walters as the company's next CEO, effective July 1, 2025. Walters, who currently serves as Chief Financial Officer and Treasurer of SJW Group, has been a driving force in the company's financial strength and growth. The Company will name a new Chief Financial Officer and Treasurer to succeed Mr. Walters. A proven leader with nearly 25 years of experience in the utility sector, Walters has played an integral role in shaping SJW Groups financial and operational strategy. As CEO, he will focus on investing in critical infrastructure, enhancing operational efficiencies, and advancing sustainability while keeping affordability and service excellence at the forefront. Prior to joining SJW Group in 2014, Walters developed deep experience managing infrastructure funds and in investment banking.
Reported Earnings • Feb 27Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$2.87 (up from US$2.69 in FY 2023). Revenue: US$748.4m (up 12% from FY 2023). Net income: US$94.0m (up 11% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 13SJW Group to Report Q4, 2024 Results on Feb 26, 2025SJW Group announced that they will report Q4, 2024 results on Feb 26, 2025
Price Target Changed • Feb 03Price target decreased by 7.7% to US$59.40Down from US$64.33, the current price target is an average from 5 analysts. New target price is 14% above last closing price of US$52.10. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$2.75 for next year compared to US$2.69 last year.
Declared Dividend • Jan 31Third quarter dividend increased to US$0.42Dividend of US$0.42 is 5.0% higher than last year. Ex-date: 10th February 2025 Payment date: 3rd March 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (57% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jan 30Risks 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...
お知らせ • Jan 29SJW Group Declares Quarterly Cash Dividend, Payable on March 3, 2025SJW Group has declared a quarterly cash dividend of $0.42 per share payable on March 3, 2025, to all shareholders of record at the close of business on Feb. 10, 2025. The March dividend will represent a 5% increase over the dividend paid in December 2024. The 2025 annualized dividend is expected to be $1.68per share compared with $1.60 per share in 2024.
Seeking Alpha • Jan 10SJW Group: Snatch Up This Discounted Dividend King NowSummary 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 Alpha
Board Change • Jan 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Director Denise Kruger was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 10SJW Group Appoints Douwe Busschops as Chief Information OfficerSJW Group announced the appointment of Douwe Busschops as chief information officer (CIO), effective 09 December 2024. In this role, Busschops will focus on the integration and optimization of technology systems to enhance operational efficiency, customer experience, and long-term business growth. Douwe is an accomplished technology leader with a wealth of experience leading digital innovation and customer-focused technology solutions, said Eric Thornburg, president, chair and CEO of SJW Group. He will be an invaluable asset as company execute on the company's digital transformation strategy and ensure company technology aligns with its commitment to best-in-class service and growth across its national platform. With extensive experience in driving digital and organizational transformation and leading customer-centric technology strategy, Busschops joins SJW Group from Veolia North America, where he served as vice president and CIO for the Municipal Water division. In this role, Busschops delivered technology modernization and rationalization initiatives, including cloud migrations and the creation of a digital transformation strategy. He also designed and implemented a digital governance model to ensure optimal utilization of resources and compliance with applicable regulations and standards. Prior to this, he held senior roles at SUEZ Water North America, including vice president of customer experience, where he drove significant improvements in self-service adoption and customer satisfaction. Busschops holds a Master of Science in International Business Studies from Maastricht University School of Business and Economics.
分析記事 • Nov 22Calculating 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...
お知らせ • Nov 12SJW Group Appoints Ann P. Kelly as Chief Accounting Officer and Principal Accounting OfficerSJW Group announced that Ann Kelly joined the company on November 12 as its chief accounting officer and principal accounting officer. In her new role, Kelly will help oversee financial strategy, accounting operations, budgeting and cost management, and associated regulatory compliance, while playing a key role in driving the company’s financial and strategic growth Kelly brings extensive financial and accounting leadership experience and deep expertise in the utility industry. She was most recently the chief financial officer for American Electric Power (AEP), where she led a team of more than 250 professionals in critical areas, including accounting and tax, treasury and risk, corporate planning and budgeting, and investor relations functions. Prior to joining AEP, she served in various roles of increasing responsibility at UGI Corporation (“UGI”) a natural gas, propane and electric power distribution company, up to vice president finance and chief financial officer, AmeriGas Propane, a UGI subsidiary. Kelly’s utility experience also includes financial and risk control roles at Exelon Generation/PECO Energy. Kelly earned a bachelor’s degree in accounting from Ohio Wesleyan University and a Master of Business Administration with a concentration in finance from Villanova University.
Declared Dividend • Oct 30Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 4th November 2024 Payment date: 2nd December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (57% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 30SJW Group has filed a Follow-on Equity Offering in the amount of $200 million.SJW Group has filed a Follow-on Equity Offering in the amount of $200 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Oct 29+ 1 more updateSJW Group Declares Quarterly Cash Dividend on Common Stock, Payable on December 2, 2024On October 25, 2024, the directors of SJW Group declared a quarterly cash dividend on common stock of $0.40 per share, payable on December 2, 2024, to shareholders of record at the close of business on November 4, 2024.
Reported Earnings • Oct 28Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: EPS: US$1.18 (up from US$1.14 in 3Q 2023). Revenue: US$225.1m (up 9.9% from 3Q 2023). Net income: US$38.7m (up 6.7% from 3Q 2023). Profit margin: 17% (in line with 3Q 2023). Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Seeking Alpha • Oct 26SJW Group: A Good Investment For A Couple Of YearsSummary 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 Alpha
分析記事 • Oct 25Earnings 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...
お知らせ • Oct 16SJW Group to Report Q3, 2024 Results on Oct 28, 2024SJW Group announced that they will report Q3, 2024 results Pre-Market on Oct 28, 2024
新しいナラティブ • Sep 24Rate 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 31SJW Group: Buy This Dividend King On Sale NowSummary 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 Alpha
分析記事 • Aug 10Is 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...
Declared Dividend • Jul 28Second quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 5th August 2024 Payment date: 3rd September 2024 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (57% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 25Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.64 (up from US$0.58 in 2Q 2023). Revenue: US$176.2m (up 12% from 2Q 2023). Net income: US$20.7m (up 13% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Water Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jul 25+ 1 more updateSJW Group Declares Quarterly Cash Dividend on Common Stock, Payable on September 3, 2024On July 24, 2024, the directors of SJW Group declared a quarterly cash dividend on common stock of $0.40 per share, payable on September 3, 2024, to shareholders of record at the close of business on August 5, 2024.
お知らせ • Jul 16SJW Group to Report Q2, 2024 Results on Jul 24, 2024SJW Group announced that they will report Q2, 2024 results After-Market on Jul 24, 2024
Buy Or Sell Opportunity • Jul 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$58.33. The fair value is estimated to be US$48.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
分析記事 • Jul 03A 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...
分析記事 • Jun 14Here's Why Shareholders May Want To Be Cautious With Increasing SJW Group's (NYSE:SJW) CEO Pay PacketKey Insights SJW Group will host its Annual General Meeting on 20th of June Total pay for CEO Eric Thornburg includes...
分析記事 • Jun 11SJW Group's (NYSE:SJW) Returns On Capital Not Reflecting Well On The BusinessIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • May 13Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$58.05. The fair value is estimated to be US$47.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • May 01SJW Group, Annual General Meeting, Jun 20, 2024SJW Group, Annual General Meeting, Jun 20, 2024, at 14:00 US Eastern Standard Time. Agenda: To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the proxy statement; to approve an amendment of the company's certificate of incorporation to permit officer exculpation; to approve an amendment of the company's certificate of incorporation to adopt a federal forum selection provision; and to ratify the appointment of deloitte & touche llp as the independent registered public accounting firm of sjw group for the fiscal year ending december 31, 2024.
Declared Dividend • Apr 29First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 3rd May 2024 Payment date: 3rd June 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 27+ 1 more updateSJW Group Reaffirms Earnings Guidance for the Year 2024SJW Group announced that the company’s 2024 full-year guidance is reaffirmed and includes: Net income per diluted common share of $2.68to $2.78.
Reported Earnings • Apr 27First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: US$0.36. Revenue: US$149.4m (up 8.8% from 1Q 2023). Net income: US$11.7m (up 1.5% from 1Q 2023). Profit margin: 7.8% (down from 8.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Water Utilities industry in the US.
分析記事 • Apr 26SJW Group (NYSE:SJW) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Apr 17SJW Group to Report Q1, 2024 Results on Apr 25, 2024SJW Group announced that they will report Q1, 2024 results After-Market on Apr 25, 2024
分析記事 • Apr 07SJW Group's (NYSE:SJW) Share Price Could Signal Some RiskWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
分析記事 • Mar 19Estimating The Fair Value Of SJW Group (NYSE:SJW)Key Insights The projected fair value for SJW Group is US$47.95 based on Dividend Discount Model With US$55.79 share...
