American Water Works (AWK)

Nov 12, 2026

United Utilities has directly awarded Xylem Water Solutions UK Ltd a five-year framework agreement worth £39 million (excluding VAT) for UV disinfection spares and servicing. The direct award, made without competition, is justified by the utility due to the necessity for compatibility with its existing installed equipment. This framework significantly exceeds the initial £18 million estimate from June, highlighting a substantial increase in the perceived value of the contract.

Nov 11, 2026

Tennessee American Water has issued a new $13.07 bill credit to customers, bringing total PFAS-related settlement refunds to over $84 per customer. These credits stem from legal settlements with manufacturers of "forever chemicals" (PFAS) and were approved by the Tennessee Public Utility Commission. The company also announced plans to invest more than $50 million in capital improvements to comply with new PFAS regulations and maintain water quality.

Nov 11, 2026

Oracle (NYSE: ORCL) shares are rising after the company announced that utilities using its Opower software achieved a record for cutting peak electricity demand. The software, which uses AI and behavioral science, helped trim a combined 1 gigawatt during 73 events over the winter and summer seasons, a 50% increase from 2025. This success is driven by behavioral demand response and peak time rebates, opening "virtual power plants" for 4.3 million customers.

Nov 11, 2026

The Montana Public Service Commission has approved the $15.4 billion merger between NorthWestern Energy and Black Hills Corp. in a 3-2 vote, marking the final major state hurdle for the deal. While proponents believe the merger will strengthen the energy grid, critics voiced concerns about potential rate increases for customers and the impact of data centers. The new entity, Bright Horizon Energy, will be based in Rapid City, with NorthWestern CEO Brian Bird serving as CEO.

Nov 10, 2026

The city of Itapeva, Brazil, has begun disinfecting 21 water reservoirs after the Adolfo Lutz Institute identified a protozoan (Cryptosporidium spp.) and an enteroaggregative Escherichia coli bacterium in the distributed water, leading to over 2,600 cases of gastroenteritis. The municipality declared a public calamity, and the water company Sabesp is suspending water and sewage tariffs for a month while carrying out the disinfection in phases, which will cause temporary water supply interruptions in various neighborhoods. Residents are advised to conserve water and maintain hydration.

Nov 9, 2026

Allspring Global Investments Holdings LLC significantly increased its stake in American Water Works Company, Inc. (NYSE:AWK) during the third quarter, now owning 2,462,436 shares valued at over $314 million. This move is part of a broader trend of institutional investors adjusting their positions in the utilities provider. Despite a consensus "Hold" rating from analysts and a missed earnings per share estimate, the company recently announced a quarterly dividend of $0.8950 per share.

Nov 8, 2026

Argus recently upgraded Badger Meter (BMI) to a BUY rating, citing its water meter technologies, software, and flow instrumentation as key growth drivers. Despite a 30-day share price return of 20.4%, the stock's valuation is mixed, with a narrative fair value estimate suggesting it is 3.4% undervalued at $163.78, while a DCF model indicates it is overvalued at $135.91 compared to its last closing price of $158.18. Investors are encouraged to review the underlying numbers and risks to determine their stance on the stock.

Nov 6, 2026

Postrock Partners LLC initiated a new position in American Water Works Company, Inc. (NYSE:AWK) during the third quarter, acquiring 10,521 shares valued at approximately $1.36 million. American Water Works recently missed analyst expectations for EPS and revenue in its latest quarterly results, though revenue did increase year over year. The company has a consensus "Hold" rating from analysts with an average price target of $139.86 and declared a quarterly dividend of $0.895 per share.

Nov 6, 2026

Lindsell Train Ltd acquired 9,500 shares of American Water Works Company, Inc. (NYSE:AWK) in the third quarter, valued at approximately $1.23 million. This purchase represents about 0.1% of Lindsell Train Ltd's investment portfolio. Other institutional investors also adjusted their stakes, with 86.58% of the stock currently owned by institutions.

Nov 5, 2026

Global Water Resources (NASDAQ: GWRS) reported a 5% increase in Q3 2026 revenue to $16.3 million and a 12.2% year-to-date increase to $47.4 million, driven by more connections, higher consumption, and increased rates. Despite this, net income for the quarter decreased to $1 million, or $0.03 per share, due to higher depreciation and net interest expenses from recent capital investments. The company highlighted securing a significant rate increase for its largest water utility, GW Santa Cruz, effective December 2026, and is actively working on future rate reviews for other utilities to address regulatory lag and improve earnings growth.

Nov 5, 2026

Thunderstorms brought record flooding to towns on the Georgia-Tennessee border, submerging buildings and prompting dozens of water rescues. The Toccoa River reached a record high, and residents returned to find widespread damage and debris. This is the second major flood in McCaysville in three months, causing significant disruption to businesses and infrastructure.

Nov 5, 2026

Huntington downgraded American Water Works (NYSE:AWK) from "outperform" to "market perform," forecasting EPS of $6.09 in 2026, $6.58 in 2027, and $7.12 in 2028. The company's latest quarterly earnings of $2.00 per share and $1.51 billion in revenue both missed analyst estimates, though revenue still grew 4.1% year-over-year. Analyst sentiment is broadly neutral, with a consensus "Hold" rating and an average price target of $139.86.

Nov 5, 2026

The Tennessee Valley Authority (TVA) is managing record Ocoee River flooding by halting flow at the Blue Ridge Dam and controlling releases from two downstream dams. Residents are warned that dangerous conditions will persist for days, even as water levels begin to recede, as the TVA plans further releases from Blue Ridge. This flooding follows similar events in August, causing devastation to recently rebuilt businesses in affected communities.

Nov 4, 2026

Algonquin Power & Utilities Corp. (TSX:AQN) has completed the sale of its majority interest in Suralis S.A., a Chilean water utility, as part of its strategy to simplify its portfolio and focus on regulated utility operations in North America. The proceeds from the divestiture are intended for debt reduction and reinvestment in its North American capital plan. This move aligns with Algonquin's broader effort to streamline its business model and concentrate on core regulated utility activities.

Nov 4, 2026

Southern Californians are urged to prepare for the incoming El Niño season, which is projected to be the strongest on record, increasing the chances of a wetter-than-average winter with potential for prolonged rain, flooding, and debris flows. Southern California Edison (SCE) is sharing safety tips for protecting homes and loved ones, including clearing gutters, knowing flood risks, addressing hazardous vegetation, and building an emergency preparedness kit. Governor Gavin Newsom has declared a state of emergency, emphasizing the need for residents to be ready for potential back-to-back storms and power outages.

Nov 4, 2026

The proposed $63 billion merger between American Water Works and Essential Utilities is on track to close in the first quarter of 2027, creating the largest investor-owned water utility in the U.S. The regulatory approval process for this significant combination has proceeded smoothly thus far.

Oct 30, 2026

American Water Works Co. (AWK) shares rose 1.52% to $144.37 on Friday, achieving its second consecutive day of gains. However, the stock underperformed compared to the broader market, as the S&P 500 Index fell 1.82% and the Dow Jones Industrial Average dropped 1.09% on the same day.

Oct 29, 2026

Shares of American Water Works Co. (AWK) advanced 1.73% to $142.21 on a day when the broader stock market saw declines, with the S&P 500 Index and Dow Jones Industrial Average both falling. This performance broke a four-day losing streak for the stock.

Oct 29, 2026

American Water Works Co (NYSE: AWK) reported its Q3 2026 financial results, with adjusted earnings of $2 per share, up from $1.89 in 2025, and narrowed its 2026 EPS guidance to $6.07 to $6.12 per share. The company also announced significant progress towards its proposed merger with Essential Utilities, with an expected closing by Q1 2027, and initiated standalone EPS guidance for 2027 at $6.53 to $6.63 per share, maintaining a long-term EPS and dividend growth target of 7-9%. Capital investments for 2026 reached $2.8 billion, focusing on infrastructure improvements and customer growth, adding 81,000 connections.

Oct 29, 2026

The Primerica Household Budget Index™ (HBI™) for September is estimated at 100.0%, indicating a 0.6% decrease from August and a 0.4% decline year-over-year in the purchasing power of middle-income American families. This decline was primarily driven by sharply rising gas prices and home heating fuel costs, despite a modest increase in average earned income. The Consumer Price Index (CPI) rose 3.7% year-over-year in September, while the cost of necessity items in the HBI™ (food, utilities, gas, auto insurance, and health care) increased by 4.5% year-over-year for middle-income Americans.

Oct 28, 2026

The U.S. water supply industry is expanding due to increasing demand from industrial growth, infrastructure upgrades, and consolidation efforts, despite challenges like aging pipelines and rising interest rates. This article highlights four key stocks—American Water Works Company (AWK), Essential Utilities Inc. (WTRG), American States Water Company (AWR), and California Water Service Group (CWT)—as promising investment opportunities within this vital sector, emphasizing their roles in maintaining public health and sanitation. It also discusses industry trends such as consolidation, increased demand from data centers and reshoring, and the critical need for infrastructure investments.