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H2O AMERICA (HTO)

Sector: Water Supply

Industry: Regulated Water

H2O America logo

H2O America

NASDAQ:HTOUtilities
Pre+0.08%$63.00
Close$62.95+0.51%AH$62.95+0.08%since
Mkt Cap$3.45B
Float36.47M
O/S54.82M
Inst Own74.1%
SI5.3%
Div Yield2.76%
Dilution
H2O America logoNASDAQ:HTOPre$63.00+0.08%
Historical Data
DateOpenHighLowCloseVolume
Nov 6, 202662.5063.0261.7562.95575,771
Nov 5, 202663.2564.6862.0162.63928,230
Nov 4, 202661.0562.7560.5262.651,032,093
Nov 3, 202660.8861.4660.0660.64604,510
Nov 2, 202660.1761.6159.5861.191,036,897
Oct 30, 202658.5059.8258.3559.744,161,248
Oct 29, 202657.7559.4056.3058.573,590,071
Oct 28, 202661.0061.9860.6861.80587,763
Oct 27, 202658.4861.1558.1561.04862,682
Oct 26, 202658.9059.2458.0258.48609,016
Oct 23, 202658.8359.0058.1358.90426,312
Oct 22, 202656.7358.6856.6258.66445,568
Oct 21, 202657.2957.3656.0256.18617,909
Oct 20, 202656.5857.5856.0356.87472,543
Oct 19, 202657.2257.6255.1555.88650,894
Oct 16, 202657.7157.9957.2657.69710,664
Oct 15, 202658.1258.9257.1657.30528,455
Oct 14, 202658.2358.4457.0457.30620,903
Oct 13, 202658.7259.1358.1558.49419,339
Oct 12, 202658.4858.8358.0558.65377,083
Analyst Coverage
Analyst Coverage
ConsensusBuy
Price Target (median, last 90d)
$66.50+5.6%
Low $66High $67
Ratings Distribution
BUY
5
HOLD
1
SELL
0
TOTAL6
Insider Trades
InsiderTypeShares
Mattern Megan profile photoMattern MeganAutomatic Sell1.2K
ATLAS Infrastructure Partners (UK) Ltd. profile photoATLAS Infrastructure Partners (UK) Ltd.Purchase2.8K
ATLAS Infrastructure Partners (UK) Ltd. profile photoATLAS Infrastructure Partners (UK) Ltd.Purchase2.1K
ATLAS Infrastructure Partners (UK) Ltd. profile photoATLAS Infrastructure Partners (UK) Ltd.Sale1.7K
Walters Andrew F profile photoWalters Andrew FWithholding/Transfer374
Kelly Ann P profile photoKelly Ann PAutomatic Sell88
Shareholders
74.1%
Institutional
(340)
0.5%
Insiderⓘ
(19)
17.9%
5%+ Owners
(3)
of which 4.7% rests on schedules older than 24 months (1 holder)
7.5%
Unattributed (incl. retail)ⓘ
Institutional74.1%
Insider0.5%
5%+ Beneficial17.9%
Unattributed (incl. retail)7.5%
Top Shareholders
NameShares%
BlackRock, Inc. logo
BlackRock, Inc.
7.1M13.0%
BlackRock, Inc. logo
BlackRock, Inc.
· also on 13F· may incl. warrants· filed Oct 2026
6.2M11.3%
ATLAS Infrastructure Partners (UK) Ltd. logo
ATLAS Infrastructure Partners (UK) Ltd.
· joint filing· may incl. warrants· filed Sep 2026
4.7M8.5%
GIP ATLAS Holdings Ltd profile photo
GIP ATLAS Holdings Ltd
10% Owner
4.6M8.4%
Future Fund Board of Guardians logo
Future Fund Board of Guardians
· may incl. warrants· filed Mar 2026
2.6M4.7%
Melinda C. Moss logo
Melinda C. Moss
· may incl. warrants· stale · filed Jan 2024
2.6M4.7%
WELLINGTON MANAGEMENT GROUP LLP logo
WELLINGTON MANAGEMENT GROUP LLP
2.0M3.6%
DEUTSCHE BANK AG\ logo
DEUTSCHE BANK AG\
1.8M3.2%
AMUNDI logo
AMUNDI
· also on 13F· may incl. warrants· filed Feb 2026
1.7M3.1%
ANTIPODES PARTNERS Ltd logo
ANTIPODES PARTNERS Ltd
1.7M3.1%
Sources: 13F, Form 4, 13D/13GO/S: 54.8M · checked 9 Nov 2026 · market-data provider
Insiders & Institutional Holders
About

H2O America, operating nationwide via its various subsidiaries, is a key provider of essential water utility and associated services.

The company manages the entire water lifecycle, from procuring, storing, and purifying water to its distribution, wholesale, and retail sale, alongside offering wastewater management services.

Its water supply is diverse, sourced from groundwater wells, surface water collected through watershed runoff and diversions, reclaimed water, and imported water acquired from the Santa Clara Valley Water District. Beyond its primary utility offerings, H2O America also delivers a suite of non-regulated services. These include the management and maintenance of water systems, various contracted services, leasing opportunities for antenna sites, and other water and sewer operational services. A notable offering is the "Linebacker protection plan," specifically tailored for its public drinking water clients in Connecticut and Maine.

The company's extensive service footprint spans several regions. In California, it supplies water to approximately 232,000 connections, benefiting about one million residents in portions of San Jose and Cupertino, as well as the cities of Campbell, Monte Sereno, Saratoga, the Town of Los Gatos, and surrounding unincorporated areas of Santa Clara County. In Connecticut and Maine, H2O America serves roughly 142,000 connections, providing water to an estimated 463,000 individuals across 81 municipalities within an approximate 275-square-mile service area.

Additionally, it oversees around 3,000 wastewater connections in Southbury, Connecticut. Further south, in the corridor between San Antonio and Austin, Texas, the company services approximately 29,000 water connections for about 88,000 people across an area exceeding 271 square miles, supplemented by approximately 1,000 wastewater connections. H2O America also holds various real estate assets, including undeveloped land in California and both commercial properties and land parcels situated in Connecticut.

The company, which was incorporated in 1985 and is headquartered in San Jose, California, was previously known as SJW Group before officially rebranding to H2O America in May 2025.

Key Metrics
Market Cap$3.45B
Enterprise Value--
P/E Ratio--
Est. Net Cash/Share--
Institutional Ownership74.12%

based on 54.82M shares outstanding

SectorUtilities
IndustryRegulated Water
ExchangeNASDAQ
CountryUSUS
IPO Date-
Shares Outstanding54.82M
Authorized Shares
Float36.47M
52-Week Range
$43.75$67.09
$62.95(82nd percentile)
Volume
Average Daily Volume962.90K
575.77K today vs 962.90K avg(-40%)

30d Avg

962.90K

60d Avg

729.63K

90d Avg

598.97K

Earnings
Dividend History
TTM Yield
2.76%
Paid quarterly
Annual (LTM)
$1.74
Latest
$0.4400
Nov 9, 26
5Y Growth
+5.05%
per year
Compliance Status
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