HTOHTOUtilities · Utilities - Regulated Water

HTO Stock Forecast: H2O America Price Predictions for 2026-2027

Last close, 24 Aug 2026
$65
+1.64% on the day

The 7 Wall Street analysts covering H2O America hold a median 12-month price target of $67 — +3.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 25 of 100 as at 22 Aug 2026 — in the lower half.

Market cap
$2.7B
Ticker Nerd rank
25 / 100
Median analyst target
$67
Analysts covering
7
Revenue$210.5M+25.6% y/y
Operating income$42.8M
Net income$26.6M
Free cash flow−$62.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.1%
1M
+1.8%
YTD
+34.8%
1Y
+30.7%
From 52W high
−0.7%
From 52W low
+48.6%
$43
$65
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

HTO stock analysis: one number for the whole business

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.

Where the model ranks itAs at 22 Aug 2026
25 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
88
Revisions
63
Volatility
39
Quality
37
Accruals
33
Size
33
Issuance
28
Growth
20
Value
15

Momentum (88): The shares have been drifting up relative to others.

Value (15): The shares cost a lot relative to the profits and assets behind them.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

HTO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on HTO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$40$45$50$55$60$65$70$75Oct 25Jan 26Apr 26Jul 26HTOHigh $72Median $67Low $60

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

What Wall Street says7 analysts
5 Buy2 Hold0 Sell
Low $60Median $67High $72

The green dot is the last close — the median target sits +3.8% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
29 July 2026BairdMaintainsOutperform$67$72
15 July 2026BarclaysMaintainsOverweight$60$67
15 July 2026BarclaysMaintainsOverweight
12 May 2026Wells FargoInitiatesEqual-Weight$60
12 May 2026Wells FargoInitiatesEqual-Weight
17 Apr 2026TD CowenInitiatesHold
15 Apr 2026BarclaysMaintainsOverweight
13 Mar 2026BairdInitiatesOutperform
9 Mar 2026BarclaysMaintainsOverweight
23 Feb 2026BarclaysInitiatesOverweight
9 Jan 2026BTIGUpgradeBuy
30 July 2025Wells FargoMaintainsEqual-Weight
29 Apr 2025Wells FargoMaintainsEqual-Weight
11 Apr 2025Seaport GlobalMaintainsBuy
28 Feb 2025Wells FargoMaintainsEqual-Weight
3 Feb 2025B of A SecuritiesUpgradeBuy
7 Jan 2025Wells FargoMaintainsEqual-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.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. HTO appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

HTO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 24 Aug 2026, H2O America returned +30.7% against +19.6% for the S&P 500, dividends included.

HTO vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140Oct 25Jan 26Apr 26Jul 26HTOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

HTO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−0.4%
Analysts raising
4
Analysts cutting
1
Fundamentals

H2O America (HTO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
22.4×

Cheaper than 35% of US stocks

Price / sales
3.2×

Cheaper than 40% of US stocks

Price / book
1.4×

Cheaper than 58% of US stocks

EV / EBITDA
14.0×

Cheaper than 26% of US stocks

Growth & margins
Revenue growth (YoY)
6.2%

Higher than 42% of US stocks

Earnings growth (YoY)
7.8%

Higher than 45% of US stocks

Gross margin
55.8%

Higher than 69% of US stocks

Operating margin
21.3%

Higher than 80% of US stocks

Net margin
12.9%

Higher than 75% of US stocks

Returns & dividend
Return on equity
6.5%

Higher than 56% of US stocks

Return on assets
2.3%

Higher than 60% of US stocks

Dividend yield
2.8%

Higher than 61% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

H2O America (HTO) statistics: revenue, profit & scale

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 $2.7B and an enterprise value of $4.4B.

  • Revenue in the twelve months to 30 June 2026: $786.2M. The latest quarter grew 6.2% 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.

  • Shares outstanding: 41.9M.

  • Trailing P/E: 22.4×; forward P/E: 23.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.77%, paying out 61% of earnings.

  • H2O America employs 837 people $939K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 25 Aug 2026

Data provided by Twelve Data

Peers

HTO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelUtilities - Regulated Water
CompanyMarket capTKN rank
HTOH2O America$2.7B
25
CWTCalifornia Water Service Group$3.0B
40
AWRAmerican States Water Co.$3.5B
83
MSEXMiddlesex Water Co.$1.1B
29
WTRGEssential Utilities, Inc.$11.4B
31
YORWThe York Water Co.$543.5M
57
CWCOConsolidated Water Co. Ltd.$469.3M
71

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 →

News

Latest HTO news & analysis

Best Dividend Kings: August 2026

Seeking Alpha · 24 Aug 2026positive

A Seeking Alpha report on Dividend Kings for August 2026 notes the group is outperforming the S&P 500 year-to-date, posting a 14.98% total return versus SPY's 12.89%. Thirty Dividend Kings are beating SPY, 25 appear potentially undervalued with at least 10% annualized return potential, and dividend growth among the group accelerated to an average 4.12%.

Why it matters — For an H2O America (HTO) watcher, this signals that name-brand dividend-growth stocks are delivering stronger returns and payouts than the broader market, potentially relevant if HTO holds or tracks such dividend payers.

Feel The Flow With This Water Utility Stock

Investors Business Daily · 20 Aug 2026positive

Investors Business Daily published an article highlighting H2O America, noting that the water utility provides service to more than 1.6 million people across California, Connecticut, Texas and Maine.

Why it matters — The article brings attention to H2O America's broad customer base across multiple states, which is relevant for those tracking the utility's operations.

H2O America Receives Regulatory Approval for Texas Subsidiary's Acquisition of Quadvest

GlobeNewsWire · 17 Aug 2026positive

H2O America announced that its Texas subsidiaries, The Texas Water Company and Texas Water Operation Services, along with Quadvest, have received the state and federal regulatory approvals needed to complete the acquisition of all of Quadvest's assets by TWC and TWOS. Quadvest is a regulated investor-owned water and wastewater utility in the Houston metro area.

Why it matters — A HTO watcher would care because the regulatory clearance removes a key hurdle to completing the acquisition of Quadvest, expanding H2O America's regulated utility footprint in the Houston area.

H2O America: A Transformative Acquisition But At A Cost

Seeking Alpha · 10 Aug 2026negative

H2O America, a regulated water utility expanding in Texas through transformative acquisitions, issued new equity for its Quadvest deal, increasing its share count by over 11 million shares. This dilutes EPS growth and pressures dividend sustainability, though the company retains Dividend King status with a 58-year streak, with dividend growth decelerating and payout ratio expected to remain at 60-70%.

Why it matters — HTO watchers would care because the acquisition-driven growth comes with significant share dilution and slowing dividend growth, directly affecting the company's earnings outlook and long-running dividend record.

H2O America (HTO) Q2 2026 Earnings Call Transcript

Seeking Alpha · 28 July 2026neutral

H2O America (HTO) held its Q2 2026 earnings call, and Seeking Alpha published the transcript of the event.

Why it matters — The earnings call transcript provides HTO watchers with the full details of management's discussion on the company's quarterly financial results and outlook.

FAQ

Frequently asked questions about HTO stock

What is the HTO stock price forecast for 2026-2027?

The 7 Wall Street analysts covering H2O America have a median 12-month price target of $67, with estimates ranging from $60 to $72. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is HTO stock a buy right now?

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 25 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank HTO?

As at 22 Aug 2026, H2O America ranks 25 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 (88 of 100).

Will HTO stock go up?

No one can know that. What the data says: the median 12-month target from 7 analysts implies +3.8% from the last close, and Ticker Nerd's factor model ranks H2O America 25 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the HTO stock forecast for 2030?

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 $72 over the next 12 months.

How has HTO stock performed over the past year?

H2O America returned +30.7% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does H2O America do?

SJW Group, now operating as H2O America, is a leading investor-owned water and wastewater utility company. It provides essential regulated services including water processing, purification, distribution, wholesale, and retail operations across California, Connecticut, Maine, and Texas through subsidiaries such as San Jose Water Company, SJWTX, Inc., and others.

What is the latest news on HTO?

The most recent item we track (Seeking Alpha, 24 Aug 2026): "Best Dividend Kings: August 2026". A Seeking Alpha report on Dividend Kings for August 2026 notes the group is outperforming the S&P 500 year-to-date, posting a 14.98% total return versus SPY's 12.89%. Thirty Dividend Kings are beating SPY, 25 appear potentially undervalued with at least 10% annualized return potential, and dividend growth among the group accelerated to an average 4.12%.

Company

About H2O America.

SJW Group, now operating as H2O America, is a leading investor-owned water and wastewater utility company. It provides essential regulated services including water processing, purification, distribution, wholesale, and retail operations across California, Connecticut, Maine, and Texas through subsidiaries such as San Jose Water Company, SJWTX, Inc., and others. The company manages the full water supply chain, sourcing from reservoirs, wells, and suppliers, treating water to meet quality standards, and delivering it via extensive pipeline networks. SJW Group emphasizes infrastructure upgrades, smart metering technology, advanced leak detection systems, and renewable energy initiatives like solar power to enhance efficiency and sustainability. It also handles wastewater services and non-regulated activities including land development. Headquartered in San Jose, California, and founded in 1866, SJW Group plays a vital role in serving communities with reliable, high-quality water essential for public health and growth in its regulated service areas.

CEO Mr. Andrew F. Walters · 837 employees · United States · https://www.h2o-america.com