H2O America Beheer
Beheer criteriumcontroles 2/4
De CEO H2O America is Andrew Walters, benoemd in Jul2025, heeft een ambtstermijn van 1.17 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 2.87M, bestaande uit 21.6% salaris en 78.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.037% van de aandelen van het bedrijf, ter waarde $ 960.97K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.4 jaar en 6.3 jaar.
Belangrijke informatie
Andrew Walters
Algemeen directeur
US$2.9m
Totale compensatie
| Percentage CEO-salaris | 21.56% |
| Dienstverband CEO | 1.2yrs |
| Eigendom CEO | 0.04% |
| Management gemiddelde ambtstermijn | 1.4yrs |
| Gemiddelde ambtstermijn bestuur | 6.3yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Aug 10
H2O America: A Transformative Acquisition But At A Cost
Summary H2O America is a regulated water utility expanding in Texas via transformative acquisitions but faces dilution and execution risks. Recent equity issuance for the Quadvest deal increased share count by over 11 million, pressuring EPS growth and dividend sustainability. HTO maintains Dividend King status with a 58-year streak, but dividend growth is decelerating and payout ratio is expected to remain 60-70%. Trading near fair value (~22.9x 2026E EPS), I rate HTO as a 'hold' due to balanced strategic benefits and dilution risks. Read the full article on Seeking Alpha
Narratiefupdate • Jul 30
HTO: Earnings, Dividend And Texas Expansion Will Support Balanced Outlook
Analysts have raised the H2O America price target from about $63.71 to about $66.57, citing updated assumptions for revenue growth, profit margins and future P/E levels that modestly adjust their valuation framework. What's in the News H2O America reported its second quarter 2026 operating results, including net income growth, according to its latest earnings release.Narratiefupdate • Jun 26
HTO: Steady Assumptions And Future P/E Will Support Balanced Outlook
Analysts kept their price target for H2O America steady at $63.71, citing unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their updated models. What’s in the News for H2O America No recent news items for H2O America were identified in the provided primary news sources.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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 AlphaAnalyse-artikel • 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...
Nieuw narratief • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$107m |
| 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$62m |
Compensatie versus markt: De totale vergoeding ($USD 2.87M ) Andrew } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 6.99M ).
Compensatie versus inkomsten: De vergoeding van Andrew is het afgelopen jaar met meer dan 20% gestegen.
CEO
Andrew Walters (55 yo)
1.2yrs
Tenure
US$2,872,942
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Chairman | 1.2yrs | US$2.87m | 0.037% $ 961.0k | |
| President & COO | 3.7yrs | US$1.39m | 0.017% $ 432.8k | |
| CFO & Treasurer | 1.2yrs | US$1.08m | 0.0052% $ 136.4k | |
| VP & General Counsel | 5.3yrs | US$1.08m | 0.024% $ 626.8k | |
| Chief Accounting Officer | 1.2yrs | geen gegevens | 0.0073% $ 191.2k | |
| Chief Information Officer | 1.8yrs | geen gegevens | geen gegevens | |
| Senior Director of Treasury & Investor Relations | no data | geen gegevens | geen gegevens | |
| Vice President of Corporate Communications | less than a year | geen gegevens | geen gegevens | |
| Chief Human Resources Officer | 1.4yrs | geen gegevens | geen gegevens | |
| Tax Managing Director & Vice President | no data | geen gegevens | geen gegevens | |
| President of Connecticut Water | no data | geen gegevens | 0.0037% $ 96.0k | |
| President of The Texas Water Company | 3.1yrs | geen gegevens | geen gegevens |
1.4yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van HTO wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.4 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Chairman | 1.2yrs | US$2.87m | 0.037% $ 961.0k | |
| Independent Director | 3yrs | US$211.42k | 0.012% $ 311.8k | |
| Independent Director | 6.9yrs | US$216.42k | 0.023% $ 603.8k | |
| Independent Director | 6.9yrs | US$226.42k | 0.022% $ 582.2k | |
| Director | less than a year | geen gegevens | geen gegevens | |
| Independent Director | 4.8yrs | US$213.92k | 0.017% $ 455.0k | |
| Lead Independent Director | 6.9yrs | US$218.92k | 0.022% $ 582.2k | |
| Independent Director | 6.3yrs | US$206.42k | 0.017% $ 450.6k | |
| Independent Director | 11.4yrs | US$243.92k | 0.036% $ 948.6k |
6.3yrs
Gemiddelde duur
64yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van HTO wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/13 20:08 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
H2O America wordt gevolgd door 13 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Davis Sunderland | Baird |
| Eric Beaumont | Barclays |
| Nicholas Campanella | Barclays |