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WTRG

Essential Utilities, Inc.
$39.47 +1.54 (+4.06%) At close · Jul 16
Market Cap
$11.19B
Shares
283,632,983

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$39.47 Open$38.10 Day$38.06–39.59 52W$35.50–41.84 Avg vol 30d2.0M Short int4.8M · 1.7% float · 1.8d Short vol25% Last earningsMay 7, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 7
Up next
Next earnings call
Aug 4, 2026 Est · unconfirmed · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 7, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very Low
      Market backdrop VIX 16.7 · calm Equity put/call 0.67
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +1%
      above
      Price vs 50-day avg +5%
      above
      RSI (14) 61
      neutral
      MACD trend Positive
      52-week position 63%
      mid-range
      Volume (OBV) Bearish div.
      distributing
      Momentum
      relative strength
      Strong
      1-month return +4%
      trailing
      6-month return +1%
      trailing
      YTD return +4%
      this year
      Relative strength −8%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $38 › 200d $39 — 200d above 50d
      Institutional flow Distributing
      79 of 694 funds reported for Jun 30 · net -1.4M sh shares · +4 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      1.69% of float · ▲ +1.6% MoM · 1.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      694 holders — near 3-yr high, broad support
      Squeeze score 42
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +19%
      Y/Y
      EPS growth +1%
      Y/Y
      Free cash flow $514.7M
      Valuation P/E 20.1
      below peers
      Balance sheet $3.0B
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 22%
      annualized · 1-yr
      Max drawdown −13%
      past year
      ATR 2.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the 8-K filed May 7, 2026
      long-term (affirmed)
      Compound annual growth rate of earnings per share 5% – 7%
      2026
      Infrastructure investment / capital expenditures Initiated $1.7B

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +1% Bullish
      Price vs 50-day avg
      +5% Bullish
      RSI (14)
      61 Neutral
      MACD trend
      Positive Bullish
      52-week position
      63% Neutral
      Volume (OBV)
      Bearish div. Bearish
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $38 › 200d $39 — 200d above 50d
      Institutional flow Distributing
      79 of 694 funds reported for Jun 30 · net -1.4M sh shares · +4 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      1.69% of float · ▲ +1.6% MoM · 1.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      694 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $35 Now $39 · 63% 52-wk high $42
      vs 200-day avg +1% vs 50-day avg +5%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      adjusted non-GAAP earnings per share non-GAAP $0.83 Q1 2026 call
      capital invested in infrastructure $269M Q1 2026 call
      customers added via signed purchase agreements 201,000 FY2026 call
      Greenville Municipal Water Authority purchase price $18M Q1 2026 call
      Intellis gas meters installed 71,000 FY2025 call
      planned capital investments $1.7B FY2026 call
      purchase price for signed acquisitions $285M FY2026 call
      regulatory recoveries (annualized revenue) $15.1M FY2026 year-to-date call

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Utilities - Regulated Water — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      WTRG
      Essential Utilities, Inc.
      this stock
      $11.19B +3.8% +18.6% 20.1 1.7%
      AWK
      American Water Works Company, Inc.
      $26.23B -0.3% +4.6% 23.8 5.7%
      SBS
      Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
      $20.30B +24.8% 0.7%
      UUGRY
      United Utilities Group plc
      $13.54B +14.1% 0.0%
      AWR
      American States Water Co
      $3.45B +22.2% +10.5% 25.6 2.3%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      689
      % held
      70.1%
      Reported
      79 of 694
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      363
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      4.8M
      Days to cover
      1.8d
      Change
      +76.5K sh
      View
      Short Volume
      Short vol %
      25%
      As of
      Jul 16, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2.0K
      Value
      $77.2K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      38.7%
      Week of
      Jun 22, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Lisa McClain
      Amount
      $1.0K–$15.0K
      Traded
      Oct 31, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $2.5B
      Net income (FY)
      $616.4M
      EPS diluted
      $2.20
      View
      Buybacks
      Authorized
      shares 1.0M
      Remaining
      shares 720.3K
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 15, 2026
      This year
      13
      View
      Proposed Sales
      Value
      $303.4K
      Shares
      7.7K
      Filed
      Mar 17, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 7, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      WTRG +2.4% +4.1% +0.6% +3.0% +3.9%
      SPY -0.1% +0.1% +9.0% +0.5% +10.1%
      vs SPY +2.6% +4.1% -8.4% +2.5% -6.2%

      Capital returns

      Latest dividend
      $0.343 / share · ex May 12, 2026
      Raised 5.2%
      Paid (TTM)
      $1.372 / share · 4 payouts
      Dividend yield (TTM, derived)
      3.48%
      Buyback program · as of Dec 31, 2015
      Authorized
      shares 1.00M
      Spent (derived)
      shares 279,652
      Remaining
      shares 720,348
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 78128 CUSIP 29670G102 13F (30d) 95 filings 73 filers Visit website Investor relations