H2O America

NasdaqGS:HTO 주식 리포트

시가총액: US$2.4b

H2O America 경영진

경영진 기준 점검 2/4

H2O America CEO는 Andrew Walters, Jul2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $2.87M, 21.6% 급여 및 78.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $928.88K 가치에 해당하는 회사 주식의 0.039% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.4 년과 6.3 년입니다.

핵심 정보

Andrew Walters

최고경영자

US$2.9m

총 보수

CEO 급여 비율21.56%
CEO 재임 기간less than a year
CEO 지분 보유율0.04%
경영진 평균 재임 기간1.4yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 11

H2O America: Returns Will Be A Trickle, Not A Roar

Summary H2O America maintains strong fundamentals, with a $2.7 billion capex plan and the accretive Quadvest acquisition driving 13% annual rate base growth through 2030. HTO is positioned to sustain its A- S&P credit rating, with capex fully funded through 2027 and a prudent capital structure supporting long-term growth. Shares now trade above fair value, with a forward P/E of 21 versus a justified 20, suggesting limited near-term upside and a hold recommendation. Dividend safety remains robust, with a 58-year growth streak, low payout ratio, and minimal risk of a cut, but near-term EPS dilution and regulatory risks warrant close monitoring. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 Aug 01

Legislative Wins And Quadvest Integration Will Strengthen Water Infrastructure

Legislative and regulatory wins, along with infrastructure investments and modernization, support stronger earnings predictability and operational efficiency.
User avatar
새로운 내러티브 Aug 01

Legislative Wins And Quadvest Integration Will Strengthen Water Infrastructure

Legislative and regulatory wins, along with infrastructure investments and modernization, support stronger earnings predictability and operational efficiency.
User avatar
새로운 내러티브 Aug 01

Legislative Wins And Quadvest Integration Will Strengthen Water Infrastructure

Legislative and regulatory wins, along with infrastructure investments and modernization, support stronger earnings predictability and operational efficiency.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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...
User avatar
새로운 내러티브 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Andrew Walters의 보수는 H2O America의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$105m

Dec 31 2025US$3mUS$619k

US$103m

Sep 30 2025n/an/a

US$109m

Jun 30 2025n/an/a

US$103m

Mar 31 2025n/an/a

US$99m

Dec 31 2024US$1mUS$520k

US$94m

Sep 30 2024n/an/a

US$90m

Jun 30 2024n/an/a

US$88m

Mar 31 2024n/an/a

US$85m

Dec 31 2023US$1mUS$495k

US$85m

Sep 30 2023n/an/a

US$100m

Jun 30 2023n/an/a

US$88m

Mar 31 2023n/an/a

US$82m

Dec 31 2022US$1mUS$448k

US$74m

Sep 30 2022n/an/a

US$58m

Jun 30 2022n/an/a

US$52m

Mar 31 2022n/an/a

US$62m

Dec 31 2021US$842kUS$427k

US$60m

Sep 30 2021n/an/a

US$56m

Jun 30 2021n/an/a

US$63m

Mar 31 2021n/an/a

US$62m

Dec 31 2020US$967kUS$415k

US$62m

보상 대 시장: Andrew의 총 보수(USD2.87M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.53M)보다 낮습니다.

보상과 수익: Andrew의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Andrew Walters (54 yo)

less than a year
재임 기간
US$2,872,942
보수

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...


리더십 팀

이름직위재임 기간보수지분
Andrew Walters
CEO & Chairmanless than a yearUS$2.87m0.039%
$ 928.9k
Bruce Hauk
President & COO3.3yrsUS$1.39m0.017%
$ 393.1k
Ann Kelly
CFO & Treasurerless than a yearUS$1.08m0.0046%
$ 110.7k
Kristen Johnson
President of Shared Services Organization6.1yrsUS$1.74m0.016%
$ 389.6k
Willie Brown
VP & General Counsel4.9yrsUS$1.08m0.024%
$ 569.3k
Megan Mattern
Chief Accounting Officerless than a year데이터 없음데이터 없음
Douwe Busschops
Chief Information Officer1.4yrs데이터 없음데이터 없음
Jonathan Reeder
Senior Director of Treasury & Investor Relationsno data데이터 없음데이터 없음
Kay New
Chief Human Resources Officer1.1yrs데이터 없음데이터 없음
Ritu Mehta
Tax Managing Director & Vice Presidentno data데이터 없음데이터 없음
Craig Patla
President of Connecticut Waterno data데이터 없음0.0037%
$ 87.1k
Aundrea Williams
President of The Texas Water Company2.8yrs데이터 없음데이터 없음
1.4yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: HTO의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.4 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Andrew Walters
CEO & Chairmanless than a yearUS$2.87m0.039%
$ 928.9k
Denise Kruger
Independent Director2.7yrsUS$211.42k0.0066%
$ 158.1k
Mary Hanley
Independent Director6.6yrsUS$216.42k0.018%
$ 423.4k
Gregory Landis
Lead Independent Director9.5yrsUS$251.42k0.025%
$ 603.6k
Carol Wallace
Independent Director6.6yrsUS$226.42k0.017%
$ 403.8k
Nick Rowe
Directorless than a year데이터 없음데이터 없음
Rebecca Klein
Independent Director4.4yrsUS$213.92k0.012%
$ 288.4k
Heather Hunt
Independent Director6.6yrsUS$218.92k0.017%
$ 403.8k
Carl Guardino
Independent Director6yrsUS$206.42k0.012%
$ 284.3k
Daniel More
Independent Director11.1yrsUS$243.92k0.031%
$ 736.5k
6.3yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: HTO의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 00:18
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

H2O America는 13명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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