The 2027 Plan is likely to pass given strong historical shareholder support (95% say-on-pay). The modest size and protections limit downside. Monitor the AGM vote result for any unexpected opposition.
Price Chart
Executive Summary
Consolidated Water Co. Ltd. filed additional definitive proxy materials urging shareholders to vote FOR Proposal 2, the approval of the 2027 Employee Stock Incentive Plan. The plan authorizes 500,000 shares (3.1% of outstanding) for non-executive employees, with strong shareholder protections and a low historical burn rate.
Key Facts
- The 2027 Plan authorizes 500,000 shares, representing approximately 3.1% of outstanding shares.
- The plan is limited to non-executive, non-director employees (approximately 265 people).
- The 2027 Plan has a shareholder value transfer of approximately 3.12% based on the 200-day average stock price of $33.47.
- Company's three-year average equity burn rate is 0.47%.
- 2025 say-on-pay proposal received approximately 95% shareholder support.
- Total shareholder returns: 38.76% over one year, 35.55% annualized over three years, 26.41% annualized over five years.
- Board unanimously recommends a vote FOR Proposal 2.
Financial Impact
The plan represents a modest dilution of 3.1% of outstanding shares, with a shareholder value transfer of approximately 3.12%.
Risk Factors
- Potential dilution if all shares are awarded, though limited to 3.1%.
- If the plan fails, retention of non-executive employees could be impacted.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001104659-26-066207 |
| Document: 0001104659-26-066207-index-headers.html | 0001104659-26-066207 |
| Document: 0001104659-26-066207-index.html | 0001104659-26-066207 |
| Document: 0001104659-26-066207.txt | 0001104659-26-066207 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 24, 2026 14w ago | 8-K | $29.08 $28.20 | ▼ −3.03% | ▼ −6.76% | $29.87 (+2.72%) |
Jun 8, 2026 16w ago | Press Release | $29.44 $28.92 | ▼ −1.77% | ▼ −4.82% | $29.87 (+1.46%) |
Jun 5, 2026 17w ago | Press Release | $29.92 $29.77 | ▼ −0.50% | ▼ −4.50% | $29.87 (−0.17%) |
May 26, 2026 18w ago | DEFA14A | $30.18 $29.69 | ▼ −1.62% | ▼ −4.35% | $29.87 (−1.03%) |
May 12, 2026 20w ago | 8-K | $30.34 $29.92 | ▲ +1.38% | ▲ +5.77% | $29.87 (+1.55%) |
May 11, 2026 20w ago | Press Release | $30.34 $29.92 | ▲ +1.38% | ▲ +5.77% | $29.87 (+1.55%) |
Apr 27, 2026 22w ago | Press Release | $33.80 $29.40 | ▲ +13.02% | ▲ +17.80% | $29.87 (+11.63%) |
Apr 22, 2026 23w ago | DEFA14A | $33.52 $29.17 | ▼ −12.98% | ▼ −17.76% | $29.87 (−10.89%) |
Mar 16, 2026 28w ago | Press Release | $31.22 $30.16 | ▼ −3.39% | ▼ −13.25% | $29.87 (−4.32%) |
Mar 2, 2026 30w ago | Press Release | $37.87 $30.18 | ▼ −20.30% | ▼ −29.63% | $29.87 (−21.12%) |
US Market Status
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