American States Water Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:AWR * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Aug 24	SellMex$785,644	Anne Holloway	Individual	500	Mex$1,571.29
30 May 24	BuyMex$678,102	Mary Hopkins	Individual	560	Mex$1,210.90
22 May 24	BuyMex$825,445	Thomas Eichelberger	Individual	640	Mex$1,289.76
05 Mar 24	BuyMex$905,725	Steven Davis	Individual	750	Mex$1,207.63
28 Feb 24	BuyMex$1,704,728	Thomas Eichelberger	Individual	1,400	Mex$1,217.66

Insider Trading Volume

Insider Buying: AWR * insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AWR *?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	381,795	1.03%
General Public	8,024,677	21.7%
Institutions	28,569,928	77.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.93% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.6%	BlackRock, Inc.	6,867,782	Mex$10.4b	0.09%	0.01%
12.6%	The Vanguard Group, Inc.	4,645,494	Mex$7.0b	-0.5%	0.01%
8.94%	State Street Global Advisors, Inc.	3,305,441	Mex$5.0b	-12%	0.01%
3.06%	First Trust Advisors LP	1,131,978	Mex$1.7b	4.96%	0.11%
2.76%	Pictet Asset Management Limited	1,021,010	Mex$1.5b	-2.22%	0.07%
2.08%	Dimensional Fund Advisors LP	770,533	Mex$1.2b	2.58%	0.01%
1.89%	Geode Capital Management, LLC	699,119	Mex$1.1b	4.37%	0.01%
1.63%	Invesco Capital Management LLC	601,731	Mex$908.6m	-5.79%	0.04%
1.6%	Northern Trust Global Investments	593,302	Mex$895.8m	3.59%	0.01%
1.29%	Invesco Ltd.	478,027	Mex$721.8m	-8.39%	0.01%
1.2%	BNY Mellon Asset Management	442,753	Mex$668.5m	-3.22%	0.01%
0.92%	Charles Schwab Investment Management, Inc.	341,666	Mex$515.9m	0.11%	0.01%
0.9%	Norges Bank Investment Management	334,424	Mex$505.0m	0%	no data
0.77%	Amundi Asset Management	283,712	Mex$428.4m	4.25%	0.01%
0.72%	Eaton Vance Management	267,412	Mex$403.8m	0.19%	0.01%
0.7%	J.P. Morgan Asset Management, Inc.	258,505	Mex$390.3m	24.6%	no data
0.63%	Legal & General Investment Management Limited	234,738	Mex$354.4m	-28.3%	0.01%
0.6%	Principal Global Investors, LLC	223,259	Mex$337.1m	-1.53%	0.01%
0.52%	Millennium Management LLC	192,629	Mex$290.9m	8.4%	0.02%
0.51%	Morgan Stanley, Investment Banking and Brokerage Investments	188,434	Mex$284.5m	-0.11%	no data
0.44%	Kepler-Fonds KAG	162,247	Mex$245.0m	0%	0.56%
0.43%	Robert Sprowls	158,799	Mex$239.8m	6.2%	no data
0.4%	Columbia Management Investment Advisers, LLC	148,192	Mex$223.8m	-6.4%	no data
0.39%	UBS Asset Management AG	145,994	Mex$220.4m	97%	no data
0.38%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	140,907	Mex$212.8m	18.3%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/06/13 10:55
End of Day Share Price	2023/03/16 00:00
Earnings	2023/03/31
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

American States Water Company is covered by 14 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Parker	Baird
Eric Beaumont	Barclays
Ross Allen Fowler	BofA Global Research