HTO

H2O AMERICA

Nasdaq· Water Supply· Inc. DE· CIK 0000766829 Traditional Energy

$58.48 −0.42 (−0.71%)

Oct 26 4:00 PM ET · prev $58.90

Market cap

$2.5B

Mid cap

Consensus

Buy

75% Buy or better · 12 analysts

Median target

$65.00

+11% · range $60.00–72.00

1 year

+14.5%

from $51.06 · Oct 27

30 days

−4.7%

from $61.37

52-week range

$44.44–65.43

−11% from high · low Nov 19

Avg volume 20D

529.4K

shares / day

Short interest

🔒 Subscribers only

Insider net

+$7.9M

2 buyers · 1 seller · 12 mo

New fund stakes

Q2 2026 13F · 0 exits

Filing reports

analyzed by SecBot

SecBot read MIXED 7 reports · 90 days

Balance 2 bearish · 2 bullish · 3 neutral oldest → newest, height = score

Avg score

·High conf. 2/7

Strongest BULLISH H2O America's Texas subsidiary completed the acquisition of all Quadvest assets, more than doubling its…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

A May 12 Wells Fargo initiates
B May 29 1 insider buy $1.8M at $57.62
S May 29 1 insider sell $82.5K at $57.52
B Jul 1 to Jul 7 2 days of insider buys: $302.2K by 1 insider, avg $61.48
S Jul 1 1 insider sell $102.4K at $60.73
X Sep 30 Short interest falls 61.0% to 2.01M
R Oct 1 H2O America's Texas subsidiary completed the acquisition of all Quad…
E Oct 26 Earnings: HTO Q3 2026 Earnings: EPS $1.04 (-6.9% vs est)

Signal stack

Where each data set points today.

InsidersBULLISH

2 insiders bought $8.0M at an average $58.82. 1 insider sold $184.9K.
InstitutionsBULLISH

Q2 2026: 30 added (1 new), 17 trimmed or exited. Largest new: Assenagon Asset Management S.A $10.9M.
AnalystsBULLISH

9 of 12 rate it Buy or better. Every target is above the price.
TrendDOWNTREND

5% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

$10.9M

in new stakes

Fund	Move	Shares	Value
VICTORY CAPITAL MANAGEMENT INC	ADD	1,168,734	$71.0M
GOLDMAN SACHS GROUP INC	ADD	436,328	$26.5M
Nuveen, LLC	ADD	337,662	$20.5M
RAYMOND JAMES FINANCIAL INC	DOUBLED	315,073	$19.1M
Assenagon Asset Management S.A.	NEW	179,910	$10.9M
BANK OF AMERICA CORP /DE/	TRIM	176,992	$10.8M
DUFF & PHELPS INVESTMENT MANAGEMENT CO	ADD	175,972	$10.7M
Squarepoint Ops LLC	ADD	170,129	$10.3M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

12 analysts

Buy 75% rate it Buy or better

Strong Buy4Buy5Hold3Sell0Strong Sell0

12-month targets · 7 analysts

$58.48 $60.00 $65.00 $72.00

Price is below the lowest target. Median implies +11%.Targets as of Oct 27, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 19, 2026	Barclays MAINTAIN	MAINTAIN	Overweight
Sep 30, 2026	Barclays MAINTAIN	MAINTAIN	Overweight
Jul 29, 2026	Baird MAINTAIN	MAINTAIN	Outperform
Jul 15, 2026	Barclays MAINTAIN	MAINTAIN	Overweight
May 12, 2026	Wells Fargo INITIATE	INITIATE	Equal-Weight

Insider ledger

Form 4

$8.0M

bought · 2 insiders

$184.9K

sold · 1 insider

−0.6%

vs their $58.82 cost

Date	Insider	Type	Value
Jul 30, 2026	Mattern Megan CAO, PAO and Controller	TAX W/H	$71.5K
Jul 7, 2026	ATLAS Infrastructure Partners (UK) Ltd. 10%+ Owner	BUY	$172.7K
Jul 1, 2026	Walters Andrew F Chief Executive Officer	TO ISSUER	$22.7K
Jul 1, 2026	Kelly Ann P CFO and Treasurer	TAX W/H	$5.3K
Jul 1, 2026	ATLAS Infrastructure Partners (UK) Ltd. 10%+ Owner	BUY	$129.5K
Jul 1, 2026	ATLAS Infrastructure Partners (UK) Ltd. 10%+ Owner	SELL	$102.4K
Jun 5, 2026	Walters Andrew F Chief Executive Officer	GIFT	3,508 sh
Jun 2, 2026	Johnson A Kristen Chief Administrative Officer	AWARD	0 sh

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

Period	EPS est.	Range	30D rev.	Revenue
Current Q	🔒 Fresh data, subscribers only
Next Q	🔒 Fresh data, subscribers only
Current FY	🔒 Fresh data, subscribers only
Next FY	🔒 Fresh data, subscribers only