Monitor the pending Aquarion water acquisition for regulatory decisions and any updates to the $1.2B capex plan in future filings. No earnings release was included, so the next 10-Q will provide the next hard data point.
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Executive Summary
Unitil Corporation filed an 8-K attaching its annual shareholder presentation, which reported record net income of $50.2 million, adjusted EPS of $3.16, and a 5.6% dividend increase to $1.90 annualized. The presentation reaffirmed long-term EPS growth guidance of 5%-7% and a $1.2 billion five-year capital plan, but no new material financial data was disclosed.
Key Facts
- Record net income of $50.2 million for the twelve months ended December 31, 2025
- Adjusted EPS of $3.16 (non-GAAP)
- Dividend increased 5.6% to $1.90 annualized
- Rate base grew 17% to $1.329 billion
- Five-year capital investment plan of approximately $1.2 billion, up 20% from prior forecast
- Long-term EPS growth guidance: 5%-7%; rate base growth: 6.5%-8.5%
- Acquired Bangor Natural Gas and Maine Natural Gas; pending acquisition of three water companies
- 110,100 electric customers and 105,000 natural gas customers
- Kingston Solar Array generates 9.7 million kWh annually, 5 MW, $2 million estimated customer savings
Financial Impact
Record net income of $50.2M and adjusted EPS of $3.16; dividend yield ~3.0% at current price
Risk Factors
- Regulatory approval risk for the pending water utility acquisition
- Execution risk on the $1.2B capital investment plan
- Interest rate sensitivity given debt financing component
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000755001-26-000004 |
| Document: utl-ex99_1.htm | 0000755001-26-000004 |
| Document: 0000755001-26-000004-index-headers.html | 0000755001-26-000004 |
| Document: 0000755001-26-000004-index.html | 0000755001-26-000004 |
| Document: 0000755001-26-000004.txt | 0000755001-26-000004 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $55.27 | awaiting T+60 | — | $54.97 (−0.54%) |
Oct 19, 2026 8d ago | 8-K | $53.70 | awaiting T+60 | — | $54.97 (+2.36%) |
Aug 3, 2026 12w ago | Press Release | $53.61 | awaiting T+60 | — | $54.97 (+2.54%) |
Jun 30, 2026 17w ago | Press Release | $52.45 $50.84 | ▼ −3.07% | ▼ −5.94% | $54.97 (+4.80%) |
May 27, 2026 21w ago | 8-K | $51.04 $53.17 | ▲ +4.17% | ▲ +2.44% | $54.97 (+7.70%) |
May 5, 2026 25w ago | 8-K | $49.28 $53.94 | ▲ +9.46% | ▲ +7.40% | $54.97 (+11.55%) |
Apr 29, 2026 25w ago | 8-K | $51.63 $55.58 | ▲ +7.64% | ▲ +3.53% | $54.97 (+6.46%) |
Apr 21, 2026 27w ago | Press Release | $51.75 $54.41 | ▲ +5.14% | ▼ −1.76% | $54.97 (+6.22%) |
Feb 24, 2026 35w ago | 8-K | $51.84 $51.33 | ▼ −0.98% | ▼ −7.93% | $54.97 (+6.04%) |
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