H2O America マネジメント
マネジメント 基準チェック /24
H2O Americaの CEO はAndrew Waltersで、 Jul2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 2.87Mで、 21.6%給与と78.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.039%を直接所有しており、その価値は$ 917.13K 。経営陣と取締役会の平均在任期間はそれぞれ1.5年と6.1年です。
主要情報
Andrew Walters
最高経営責任者
US$2.9m
報酬総額
| CEO給与比率 | 21.56% |
| CEO在任期間 | less than a year |
| CEOの所有権 | 0.04% |
| 経営陣の平均在職期間 | 1.5yrs |
| 取締役会の平均在任期間 | 6.1yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 07
HTO: Adjusted Assumptions And Higher Future P/E Will Support Steady Outlook
Analysts have trimmed their price target for H2O America to about $63.71 from roughly $64.33. This reflects updated assumptions for a slightly higher discount rate, modestly different revenue growth and profit margin expectations, and a higher projected future P/E multiple.Seeking Alpha • May 11
H2O America: Returns Will Be A Trickle, Not A Roar
Summary H2O America maintains strong fundamentals, with a $2.7 billion capex plan and the accretive Quadvest acquisition driving 13% annual rate base growth through 2030. HTO is positioned to sustain its A- S&P credit rating, with capex fully funded through 2027 and a prudent capital structure supporting long-term growth. Shares now trade above fair value, with a forward P/E of 21 versus a justified 20, suggesting limited near-term upside and a hold recommendation. Dividend safety remains robust, with a 58-year growth streak, low payout ratio, and minimal risk of a cut, but near-term EPS dilution and regulatory risks warrant close monitoring. Read the full article on Seeking Alphaナラティブの更新 • Apr 27
HTO: Follow On Offerings And Lock Up Terms Will Support Steady Outlook
Analysts have lifted their price target on H2O America by about $1.73, reflecting updated assumptions that include revenue growth of 9.22%, a profit margin of 16.68% and a future P/E of 19.01x. What's in the News H2O America filed a follow on equity offering for $550 million of common stock.ナラティブの更新 • Apr 12
HTO: Equity Issuance And Dividend Policy Will Support A Steady Outlook
Analysts kept their $62.60 price target for H2O America unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News H2O America filed a follow on equity offering of US$550 million in common stock, adding to its capital raising activity in the public markets (Key Developments).ナラティブの更新 • Mar 29
HTO: Equity Issuance And Dividend Increases Will Support A Balanced Outlook
Analysts kept their $62.60 price target for H2O America unchanged, citing largely consistent assumptions around the discount rate, revenue growth, profit margin and future P/E, with only negligible technical adjustments in the underlying model inputs. What's in the News H2O America filed a follow on equity offering of $400 million in common stock, signaling plans to raise additional capital through the public markets (Key Developments).ナラティブの更新 • Mar 15
HTO: Capital Raises And Dividend Policy Will Shape A Balanced Outlook
Analysts have raised their price target for H2O America to $62.60 from $61.67, reflecting updated assumptions regarding revenue growth, profit margins, and future P/E levels. What's in the News H2O America completed a follow on equity offering of approximately $608.7m, issuing 11,484,824 common shares at $53 per share with a discount of $1.7225 per share (Key Developments).分析記事 • Jan 30
H2O America's (NASDAQ:HTO) Dividend Will Be Increased To $0.44
H2O America ( NASDAQ:HTO ) will increase its dividend from last year's comparable payment on the 2nd of March to $0.44...分析記事 • Oct 10
Returns On Capital Are Showing Encouraging Signs At H2O America (NASDAQ:HTO)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...分析記事 • Aug 01
H2O America Just Beat Revenue By 5.8%: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that H2O America ( NASDAQ:HTO ) filed its quarterly result this time last week. The...分析記事 • Jul 09
We Like These Underlying Return On Capital Trends At H2O America (NASDAQ:HTO)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jun 24
If EPS Growth Is Important To You, H2O America (NASDAQ:HTO) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 20
Is H2O America (NASDAQ:HTO) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 02
SJW Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
SJW Group ( NASDAQ:SJW ) just released its quarterly report and things are looking bullish. It was overall a positive...分析記事 • Apr 30
Calculating The Fair Value Of SJW Group (NASDAQ:SJW)
Key Insights The projected fair value for SJW Group is US$52.34 based on Dividend Discount Model With US$56.80 share...分析記事 • Apr 08
SJW Group (NASDAQ:SJW) Is Experiencing Growth In Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Seeking Alpha • Mar 31
SJW Group: A Dividend King On Sale
Summary SJW Group is a regulated private utility providing water services in multiple states, offering a stable and safe 3.02% dividend yield and consistent dividend growth for 57 years. SJW has proven itself to be a company that can generate consistently growing revenue, net income, and dividends. SJW is trading below its fair value, and investors desiring certainty, and stability in uncertain times like this should consider having this company in your portfolio. Read the full article on Seeking Alpha分析記事 • Mar 07
SJW Group's (NASDAQ:SJW) Profits Appear To Have Quality Issues
SJW Group's ( NASDAQ:SJW ) robust recent earnings didn't do much to move the stock. However the statutory profit number...分析記事 • Mar 01
SJW Group (NASDAQ:SJW) Just Released Its Yearly Earnings: Here's What Analysts Think
SJW Group ( NASDAQ:SJW ) defied analyst predictions to release its annual results, which were ahead of market...分析記事 • Jan 30
Risks To Shareholder Returns Are Elevated At These Prices For SJW Group (NASDAQ:SJW)
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Seeking Alpha • Jan 10
SJW Group: Snatch Up This Discounted Dividend King Now
Summary Later this month, SJW Group will likely up its payout for the 57th consecutive year. The water utility topped analysts' expectations for revenue and non-GAAP EPS in Q3 2024. SJW Group boasts an A- credit rating from S&P. Shares of the water utility could be priced at a 25% discount to fair value. SJW Group may be set up to deliver 16% annual total returns through 2027. Read the full article on Seeking Alpha分析記事 • Nov 22
Calculating The Fair Value Of SJW Group (NASDAQ:SJW)
Key Insights SJW Group's estimated fair value is US$52.67 based on Dividend Discount Model Current share price of...Seeking Alpha • Oct 26
SJW Group: A Good Investment For A Couple Of Years
Summary SJW Group stock's current valuation and near-term profit outlook support a positive short to mid-term investment thesis. Despite its stability, SJW has long term underperformed the benchmark, making it less suitable for decade-long investments. The consistent increase in the number of shares issued by the company over the past decade reduces returns for investors. SJW Group has the highest debt/equity ratio compared to its competitors. Read the full article on Seeking Alpha分析記事 • Oct 25
Earnings Not Telling The Story For SJW Group (NYSE:SJW)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
新しいナラティブ • Sep 24
Rate Hikes, Infrastructure Investments, And Sustainability Efforts Poised To Propel Growth
Anticipated approval of rate increases in key regions expected to drive revenue growth through enhanced pricing structures, improving ability to cover costs.Seeking Alpha • Aug 31
SJW Group: Buy This Dividend King On Sale Now
Summary The boring and predictable nature of water utilities makes them some of my favorite investments. SJW Group's operating revenue and adjusted diluted EPS climbed higher in Q2. The company's debt-to-capitalization ratio is healthy and steadily improving. The water utility looks poised to generate 30%+ cumulative total returns by the end of 2026. Read the full article on Seeking Alpha分析記事 • Aug 10
Is SJW Group (NYSE:SJW) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jul 03
A Look At The Fair Value Of SJW Group (NYSE:SJW)
Key Insights SJW Group's estimated fair value is US$48.12 based on Dividend Discount Model With US$54.75 share price...分析記事 • Jun 14
Here's Why Shareholders May Want To Be Cautious With Increasing SJW Group's (NYSE:SJW) CEO Pay Packet
Key Insights SJW Group will host its Annual General Meeting on 20th of June Total pay for CEO Eric Thornburg includes...分析記事 • Jun 11
SJW Group's (NYSE:SJW) Returns On Capital Not Reflecting Well On The Business
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Apr 26
SJW Group (NYSE:SJW) Seems To Be Using A Lot Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Apr 07
SJW Group's (NYSE:SJW) Share Price Could Signal Some Risk
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...分析記事 • Mar 19
Estimating 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$105m |
| Dec 31 2025 | US$3m | US$619k | US$103m |
| Sep 30 2025 | n/a | n/a | US$109m |
| Jun 30 2025 | n/a | n/a | US$103m |
| Mar 31 2025 | n/a | n/a | US$99m |
| Dec 31 2024 | US$1m | US$520k | US$94m |
| Sep 30 2024 | n/a | n/a | US$90m |
| Jun 30 2024 | n/a | n/a | US$88m |
| Mar 31 2024 | n/a | n/a | US$85m |
| Dec 31 2023 | US$1m | US$495k | US$85m |
| Sep 30 2023 | n/a | n/a | US$100m |
| Jun 30 2023 | n/a | n/a | US$88m |
| Mar 31 2023 | n/a | n/a | US$82m |
| Dec 31 2022 | US$1m | US$448k | US$74m |
| Sep 30 2022 | n/a | n/a | US$58m |
| Jun 30 2022 | n/a | n/a | US$52m |
| Mar 31 2022 | n/a | n/a | US$62m |
| Dec 31 2021 | US$842k | US$427k | US$60m |
| Sep 30 2021 | n/a | n/a | US$56m |
| Jun 30 2021 | n/a | n/a | US$63m |
| Mar 31 2021 | n/a | n/a | US$62m |
| Dec 31 2020 | US$967k | US$415k | US$62m |
報酬と市場: Andrewの 総報酬 ($USD 2.87M ) は、 US市場 ($USD 5.30M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Andrewの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Andrew Walters (55 yo)
less than a year
在職期間
US$2,872,942
報酬
Mr. Andrew F. Walters is Chairman of H2O America from February 1, 2026 and has been the Chief Executive Officer and Director since July 01, 2025. He served as an Interim Principal Accounting Officer of Con...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Chairman | less than a year | US$2.87m | 0.039% $ 917.1k | |
| President & COO | 3.4yrs | US$1.39m | 0.017% $ 388.2k | |
| CFO & Treasurer | less than a year | US$1.08m | 0.0046% $ 109.3k | |
| President of Shared Services Organization | 6.2yrs | US$1.74m | 0.022% $ 508.1k | |
| VP & General Counsel | 5yrs | US$1.08m | 0.024% $ 562.1k | |
| Chief Accounting Officer | less than a year | データなし | データなし | |
| Chief Information Officer | 1.5yrs | データなし | データなし | |
| Senior Director of Treasury & Investor Relations | no data | データなし | データなし | |
| Chief Human Resources Officer | 1.2yrs | データなし | データなし | |
| Tax Managing Director & Vice President | no data | データなし | データなし | |
| President of Connecticut Water | no data | データなし | 0.0037% $ 86.0k | |
| President of The Texas Water Company | 2.8yrs | データなし | データなし |
1.5yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: HTOの経営陣は 経験豊富 とはみなされません ( 1.5年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Chairman | less than a year | US$2.87m | 0.039% $ 917.1k | |
| Independent Director | 2.8yrs | US$211.42k | 0.012% $ 279.5k | |
| Independent Director | 6.7yrs | US$216.42k | 0.023% $ 541.4k | |
| Independent Director | 6.7yrs | US$226.42k | 0.017% $ 398.7k | |
| Director | less than a year | データなし | データなし | |
| Independent Director | 4.5yrs | US$213.92k | 0.017% $ 407.9k | |
| Lead Independent Director | 6.7yrs | US$218.92k | 0.022% $ 522.2k | |
| Independent Director | 6.1yrs | US$206.42k | 0.017% $ 404.1k | |
| Independent Director | 11.2yrs | US$243.92k | 0.036% $ 850.6k |
6.1yrs
平均在職期間
64yo
平均年齢
経験豊富なボード: HTOの 取締役会 は 経験豊富 であると考えられます ( 6.1年の平均在任期間)。
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 | 2026/06/09 05:20 |
| 終値 | 2026/06/09 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 6 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。13
| アナリスト | 機関 |
|---|---|
| Davis Sunderland | Baird |
| Eric Beaumont | Barclays |
| Nicholas Campanella | Barclays |