HTOUtilities · Utilities - Regulated WaterThe 7 Wall Street analysts covering H2O America hold a median 12-month price target of $65 — +3.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 24 of 100 as at 3 Nov 2026 — in the weakest quartile.
Consensus tells you what everyone already believes. The model scores H2O America on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (87): The shares have been drifting up relative to others.
Issuance (16): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on HTO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +3.7% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Nov 2026 | Mizuho | Initiates | Outperform | $67 |
| 19 Oct 2026 | Barclays | Maintains | Overweight | $66 → $65 |
| 30 Sept 2026 | Barclays | Maintains | Overweight | $67 → $66 |
| 30 Sept 2026 | Barclays | Maintains | Overweight | — |
| 29 July 2026 | Baird | Maintains | Outperform | — |
| 29 July 2026 | Baird | Maintains | Outperform | $67 → $72 |
| 15 July 2026 | Barclays | Maintains | Overweight | $60 → $67 |
| 15 July 2026 | Barclays | Maintains | Overweight | — |
| 12 May 2026 | Wells Fargo | Initiates | Equal-Weight | $60 |
| 12 May 2026 | Wells Fargo | Initiates | Equal-Weight | — |
| 17 Apr 2026 | TD Cowen | Initiates | Hold | — |
| 15 Apr 2026 | Barclays | Maintains | Overweight | — |
| 13 Mar 2026 | Baird | Initiates | Outperform | — |
| 9 Mar 2026 | Barclays | Maintains | Overweight | — |
| 23 Feb 2026 | Barclays | Initiates | Overweight | — |
| 9 Jan 2026 | BTIG | Upgrade | Buy | — |
| 30 July 2025 | Wells Fargo | Maintains | Equal-Weight | — |
| 29 Apr 2025 | Wells Fargo | Maintains | Equal-Weight | — |
| 11 Apr 2025 | Seaport Global | Maintains | Buy | — |
| 28 Feb 2025 | Wells Fargo | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
HTO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, H2O America returned +36.1% against +14.8% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 32% of US stocks
Cheaper than 33% of US stocks
Cheaper than 58% of US stocks
Cheaper than 25% of US stocks
Higher than 37% of US stocks
Higher than 31% of US stocks
Higher than 69% of US stocks
Higher than 84% of US stocks
Higher than 74% of US stocks
Higher than 54% of US stocks
Higher than 59% of US stocks
Higher than 85% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
H2O America has a market value of $3.0B and an enterprise value of $4.5B.
Revenue in the twelve months to 30 June 2026: $786.2M. The latest quarter grew 4.0% year on year.
Net income over the same four quarters: $86.5M, a 11.0% net margin.
Diluted earnings per share, trailing twelve months: $2.27.
Free cash flow in the twelve months to 30 June 2026: −$271.1M, after $499.9M of capital spending.
H2O America spent $64.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 23.8×; forward P/E: 22.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.88%, paying out 68% of earnings.
H2O America employs 837 people — $939K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own H2O America — and when they’d sell — is the membership. See the Ticker Nerd 20 →
H2O America announced that it has priced its previously announced underwritten public offering of 6.5 million equity units.
Why it matters — The offering is a corporate financing development that HTO watchers may wish to track.
Zacks says the waste removal services industry may benefit from rising ESG goals, technological developments, and innovation in waste-to-energy technology. It identifies HTO, CLH, and BBCP as positioned to benefit from growing demand.
Why it matters — HTO is included among the companies Zacks says may benefit from these industry trends.
H2O America announced that it has commenced an underwritten public offering of 6.5 million equity units, subject to market and other conditions.
Why it matters — The proposed equity-unit offering is relevant to HTO watchers because it is a company financing announcement.
H2O America reported third-quarter 2026 GAAP diluted EPS of $0.99 and adjusted diluted EPS of $1.04, compared with prior-year-quarter adjusted EPS of $1.27. For the first nine months of 2026, GAAP diluted EPS was $2.13 and adjusted diluted EPS was $2.30, versus $2.53 for the same period of 2025.
Why it matters — The figures give HTO watchers a comparison of reported and adjusted earnings per share for both the quarter and the first nine months against prior-year periods.
H2O America reported third-quarter 2026 diluted EPS of $0.99, compared with $1.27 a year earlier, and adjusted diluted EPS of $1.04, compared with $1.27. It narrowed standalone full-year adjusted EPS guidance to $3.10–$3.16 and initiated guidance of $2.91–$2.97 including acquisition and financing impacts; it also reported $325.1 million in year-to-date infrastructure investment and declared a $0.44 per-share dividend.
Why it matters — The results update gives HTO watchers a view of earnings relative to the prior year, revised guidance, infrastructure spending, acquisition impacts, and the declared dividend.
The 7 Wall Street analysts covering H2O America have a median 12-month price target of $65, with estimates ranging from $60 to $70. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering H2O America, 5 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks H2O America 24 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, H2O America ranks 24 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (87 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +3.7% from the last close, and Ticker Nerd's factor model ranks H2O America 24 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering H2O America publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for HTO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $60 to $70 over the next 12 months.
H2O America returned +36.1% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
H2O America is a U.S. water utility holding company that provides essential water and wastewater services through its regional subsidiaries.
The most recent item we track (GlobeNewsWire, 30 Oct 2026): "H2O America Announces Pricing of Offering of Equity Units". H2O America announced that it has priced its previously announced underwritten public offering of 6.5 million equity units.
H2O America is a U.S. water utility holding company that provides essential water and wastewater services through its regional subsidiaries. The company manages the production, purchase, storage, purification, distribution, wholesale, and retail sale of water, serving residential, commercial, and municipal customers across regulated service territories. Its operating network includes local utilities in California, Connecticut, Maine, and Texas, where it supports the delivery of clean water, wastewater handling, and related utility services. H2O America also works with groundwater, surface water, reclaimed water, and imported water sources as part of its supply mix. Headquartered in San Jose, California, H2O America plays a central role in the utility market by operating critical infrastructure that supports daily water access and community service reliability.
CEO Mr. Andrew F. Walters · 837 employees · United States · https://www.h2o-america.com
