HTOUtilities · Utilities - Regulated WaterThe 7 Wall Street analysts covering H2O America hold a median 12-month price target of $67 — +16.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 21 of 100 as at 14 Oct 2026 — in the weakest quartile. 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 (78): The shares have been drifting up relative to others.
Value (16): 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.
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 +16.9% from it.
Of the 19 most recent actions, 2 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Sept 2026 | Barclays | Maintains | Overweight | $67 → $66 |
| 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 | — |
| 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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, H2O America returned +23.7% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 36% of US stocks
Cheaper than 41% of US stocks
Cheaper than 61% of US stocks
Cheaper than 27% of US stocks
Higher than 42% of US stocks
Higher than 45% of US stocks
Higher than 69% of US stocks
Higher than 80% of US stocks
Higher than 75% of US stocks
Higher than 56% of US stocks
Higher than 61% of US stocks
Higher than 86% 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 $2.4B and an enterprise value of $4.2B.
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.
Trailing P/E: 20.7×; forward P/E: 21.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.07%, paying out 61% 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 expects to report its third-quarter 2026 financial results after the market closes on October 26, 2026.
Why it matters — HTO watchers can note the scheduled date for the company’s third-quarter results.
H2O America announced that its regulated Texas water and wastewater utility, The Texas Water Company, and its affiliate Texas Water Operation Services, have completed the acquisition of all assets owned by Quadvest. The transaction was completed through the Texas subsidiary.
Why it matters — The completed acquisition expands H2O America's footprint in the Texas water and wastewater market through its regulated utility operations.
H2O America announced that its Texas subsidiary received regulatory approval for the acquisition of Cibolo Valley. The approval covers the subsidiary's planned acquisition in the region.
Why it matters — Regulatory approval advances H2O America's planned expansion in Texas through its subsidiary, marking a key step in the company's growth.
A Seeking Alpha article ranks the Dividend Kings—companies with 50+ years of dividend increases—using the author's 9F Quality Scores, which blend qualitative and quantitative factors. The article highlights ADP as the best total-return candidate among the group.
Why it matters — HTO watchers following dividend-growth investing can gain insight into how Dividend Kings are assessed on quality and total-return potential.
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.
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 21 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, H2O America ranks 21 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 (78 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +16.9% from the last close, and Ticker Nerd's factor model ranks H2O America 21 out of 100 as at 14 Oct 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 +23.7% over the 12 months to 14 Oct 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, 13 Oct 2026): "H2O America to Report Third Quarter 2026 Financial Results on October 26". H2O America expects to report its third-quarter 2026 financial results after the market closes on October 26, 2026.
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
