HTOUtilities · Utilities - Regulated WaterThe 7 Wall Street analysts covering H2O America hold a median 12-month price target of $67 — +9.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 1 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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 (79): The shares have been drifting up relative to others.
Growth (20): Sales and profits are flat, shrinking, or growing more slowly than they were.
The rank is the raw material. Whether the rules would actually own H2O America — and when they’d sell — is the membership.
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.
The green dot is the last close — the median target sits +9.7% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 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 | — |
| 3 Feb 2025 | B of A Securities | Upgrade | Buy | — |
| 7 Jan 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.
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 36% of US stocks
Cheaper than 40% of US stocks
Cheaper than 59% of US stocks
Cheaper than 27% of US stocks
Higher than 44% of US stocks
Higher than 47% of US stocks
Higher than 70% of US stocks
Higher than 82% of US stocks
Higher than 75% of US stocks
Higher than 56% of US stocks
Higher than 61% of US stocks
Higher than 62% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
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.
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.
H2O America (NASDAQ: HTO) reported second-quarter 2026 adjusted diluted earnings per share of $0.72, down from $0.75 in the prior-year quarter. For the first half of 2026, adjusted diluted EPS was $1.23 versus $1.25 a year earlier.
Why it matters — The year-over-year decline in both quarterly and first-half adjusted earnings per share signals softening profitability for HTO.
H2O America reported second quarter 2026 diluted EPS of $0.62 (adjusted $0.72), down from $0.71 (adjusted $0.75) in the same period of 2025. The company reiterated its 2026 adjusted diluted EPS guidance of $3.08-$3.18 and declared a $0.44 cash dividend per share.
Why it matters — The earnings decline, reiterated guidance, progress toward the Quadvest acquisition closing, and continued infrastructure investment and connection growth are key developments for HTO shareholders.
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.
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 26 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, H2O America ranks 26 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 (79 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +9.7% from the last close, and Ticker Nerd's factor model ranks H2O America 26 out of 100 as at 1 Aug 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 $72 over the next 12 months.
H2O America returned +27.6% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
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 most recent item we track (Seeking Alpha, 28 July 2026): "H2O America (HTO) Q2 2026 Earnings Call Transcript". H2O America (HTO) held its Q2 2026 earnings call, and Seeking Alpha published the transcript of the event.
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