H2O America

NasdaqGS:HTO Aktierapport

Börsvärde: US$2.4b

H2O America Förvaltning

Förvaltning kriterier kontrolleras 2/4

H2O America VD är Andrew Walters, utsedd i Jul 2025, har en mandatperiod på mindre än ett år. totala årliga ersättningen är $ 2.87M, bestående av 21.6% lön 78.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.039% av företagets aktier, värda $ 939.81K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.4 år respektive 6.3 år.

Viktig information

Andrew Walters

Verkställande direktör

US$2.9m

Total ersättning

VD-lön i procent21.56%
Anställning som VDless than a year
Ägande av VD0.04%
Ledningens genomsnittliga anställningstid1.4yrs
Styrelsens genomsnittliga mandatperiod6.3yrs

Senaste uppdateringar av ledningen

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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Analysartikel 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...
Analysartikel 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...
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Ny berättelse 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
Ny berättelse 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
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel May 02

SJW Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

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Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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
Analysartikel 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...
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Ny berättelse 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Andrew Walters:s ersättning förändrats jämfört med H2O America:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Andrew s total kompensation ($USD 2.87M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 7.05M ).

Ersättning vs inkomst: Ersättningen för Andrew har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Andrew Walters (54 yo)

less than a year
Anställning
US$2,872,942
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Andrew Walters
CEO & Chairmanless than a yearUS$2.87m0.039%
$ 939.8k
Bruce Hauk
President & COO3.3yrsUS$1.39m0.017%
$ 397.8k
Ann Kelly
CFO & Treasurerless than a yearUS$1.08m0.0046%
$ 112.0k
Kristen Johnson
President of Shared Services Organization6.1yrsUS$1.74m0.016%
$ 394.1k
Willie Brown
VP & General Counsel4.9yrsUS$1.08m0.024%
$ 576.0k
Megan Mattern
Chief Accounting Officerless than a yearinga uppgifteringa uppgifter
Douwe Busschops
Chief Information Officer1.4yrsinga uppgifteringa uppgifter
Jonathan Reeder
Senior Director of Treasury & Investor Relationsno datainga uppgifteringa uppgifter
Kay New
Chief Human Resources Officer1.1yrsinga uppgifteringa uppgifter
Ritu Mehta
Tax Managing Director & Vice Presidentno datainga uppgifteringa uppgifter
Craig Patla
President of Connecticut Waterno datainga uppgifter0.0037%
$ 88.2k
Aundrea Williams
President of The Texas Water Company2.8yrsinga uppgifteringa uppgifter
1.4yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder

Erfaren ledning: HTO s ledningsgrupp anses inte vara erfaren ( 1.4 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Andrew Walters
CEO & Chairmanless than a yearUS$2.87m0.039%
$ 939.8k
Denise Kruger
Independent Director2.7yrsUS$211.42k0.012%
$ 286.4k
Mary Hanley
Independent Director6.6yrsUS$216.42k0.023%
$ 554.8k
Gregory Landis
Lead Independent Director9.5yrsUS$251.42k0.025%
$ 610.7k
Carol Wallace
Independent Director6.6yrsUS$226.42k0.017%
$ 408.6k
Nick Rowe
Directorless than a yearinga uppgifteringa uppgifter
Rebecca Klein
Independent Director4.4yrsUS$213.92k0.017%
$ 418.0k
Heather Hunt
Independent Director6.6yrsUS$218.92k0.022%
$ 535.1k
Carl Guardino
Independent Director6yrsUS$206.42k0.017%
$ 414.1k
Daniel More
Independent Director11.1yrsUS$243.92k0.036%
$ 871.6k
6.3yrs
Genomsnittlig anställningstid
64.5yo
Genomsnittlig ålder

Erfaren styrelse: HTO s styrelse anses vara erfaren ( 6.3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 15:20
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

H2O America bevakas av 13 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Davis SunderlandBaird
Eric BeaumontBarclays
Nicholas CampanellaBarclays