Vanguard Group Inc. Purchases New Stake in H2O America $HTO

Posted by Francis Steltz on May 12th, 2026

Vanguard Group Inc. acquired a new position in H2O America (NASDAQ:HTO – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 2,731,868 shares of the utilities provider’s stock, valued at approximately $133,834,000. Vanguard Group Inc. owned 0.08% of H2O America as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Amundi acquired a new position in H2O America during the 3rd quarter valued at about $105,965,000. First Trust Advisors LP acquired a new stake in shares of H2O America during the 3rd quarter worth approximately $64,063,000. Dimensional Fund Advisors LP bought a new stake in shares of H2O America during the third quarter worth approximately $31,737,000. Invesco Ltd. bought a new stake in shares of H2O America during the third quarter worth approximately $27,753,000. Finally, Legal & General Group Plc acquired a new position in H2O America in the third quarter valued at approximately $27,313,000. 84.29% of the stock is owned by institutional investors.

H2O America Stock Down 1.0%

H2O America stock opened at $57.39 on Tuesday. The firm has a market capitalization of $2.40 billion, a price-to-earnings ratio of 19.65, a PEG ratio of 6.48 and a beta of 0.35. The company’s 50 day simple moving average is $58.02 and its 200 day simple moving average is $52.82. The company has a debt-to-equity ratio of 1.02, a current ratio of 2.02 and a quick ratio of 2.02. H2O America has a fifty-two week low of $43.75 and a fifty-two week high of $61.87.

H2O America (NASDAQ:HTO – Get Free Report) last issued its earnings results on Tuesday, April 28th. The utilities provider reported $0.50 EPS for the quarter, beating the consensus estimate of $0.48 by $0.02. The firm had revenue of $183.29 million during the quarter. H2O America had a net margin of 12.87% and a return on equity of 6.76%. H2O America has set its FY 2026 guidance at 3.080-3.180 EPS. As a group, sell-side analysts anticipate that H2O America will post 2.7 EPS for the current year.

H2O America Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Monday, May 11th will be paid a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend is Monday, May 11th. H2O America’s dividend payout ratio (DPR) is presently 60.27%.

Insider Buying and Selling at H2O America

In other H2O America news, major shareholder Atlas Infrastructure Partners purchased 50,385 shares of the stock in a transaction on Friday, April 10th. The stock was bought at an average cost of $59.06 per share, for a total transaction of $2,975,738.10. Following the completion of the acquisition, the insider directly owned 4,582,469 shares of the company’s stock, valued at $270,640,619.14. The trade was a 1.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Atlas Holdings Ltd Gip purchased 50,385 shares of the company’s stock in a transaction dated Friday, April 10th. The shares were acquired at an average cost of $59.06 per share, for a total transaction of $2,975,738.10. Following the transaction, the insider owned 4,582,469 shares of the company’s stock, valued at $270,640,619.14. This trade represents a 1.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.52% of the company’s stock.

Wall Street Analyst Weigh In

HTO has been the topic of a number of recent research reports. Bank of America reaffirmed a “buy” rating on shares of H2O America in a research note on Wednesday, April 22nd. Weiss Ratings upgraded shares of H2O America from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Wall Street Zen upgraded H2O America from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. BTIG Research reaffirmed a “buy” rating and set a $61.00 price objective on shares of H2O America in a research note on Tuesday, March 3rd. Finally, Robert W. Baird initiated coverage on H2O America in a report on Friday, March 13th. They issued an “outperform” rating and a $67.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $62.17.

Get Our Latest Research Report on H2O America

H2O America Company Profile

(Free Report)

SJW Group, through its subsidiaries, provides water utility and other related services in the United States. It operates in Water Utility Services and Real Estate Services segments. The company engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services; and supplies groundwater from wells, surface water from watershed run-off and diversion, reclaimed water, and imported water purchased from the Santa Clara Valley Water District.