H2O America (NASDAQ:HTO) Receives $60.00 Average Target Price from Analysts

H2O America (NASDAQ:HTO) has been given an average recommendation of “Hold” by the six brokerages that are covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, two have given a hold recommendation and three have given a buy recommendation to the company. The average twelve-month price objective among brokers that have updated their coverage on the stock in the last year is $60.25.

A number of equities research analysts have recently issued reports on the company. BTIG Research upgraded H2O America from a “neutral” rating to a “buy” rating and set a $61.00 price objective on the stock in a research note on Friday, January 9th. Barclays assumed coverage on shares of H2O America in a research report on Monday, February 23rd. They set an “overweight” rating and a $61.00 price target on the stock. Zacks Research downgraded shares of H2O America from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 22nd. UBS Group set a $61.00 price objective on shares of H2O America in a research note on Friday, January 9th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of H2O America in a research note on Thursday, January 22nd.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in HTO. California State Teachers Retirement System acquired a new position in shares of H2O America in the third quarter valued at $1,508,000. Zurcher Kantonalbank Zurich Cantonalbank acquired a new stake in shares of H2O America during the 3rd quarter worth about $305,000. Squarepoint Ops LLC bought a new stake in shares of H2O America during the 3rd quarter worth about $2,805,000. Comerica Bank acquired a new position in H2O America in the 3rd quarter valued at about $518,000. Finally, Marshall Wace LLP acquired a new position in H2O America in the 3rd quarter valued at about $8,062,000. 84.29% of the stock is owned by institutional investors and hedge funds.

H2O America Trading Down 0.4%

NASDAQ:HTO opened at $53.79 on Monday. The company has a market cap of $1.93 billion, a P/E ratio of 18.42, a price-to-earnings-growth ratio of 2.61 and a beta of 0.48. H2O America has a twelve month low of $43.75 and a twelve month high of $57.17. The business has a 50 day moving average price of $52.20 and a two-hundred day moving average price of $49.74. The company has a quick ratio of 0.70, a current ratio of 0.70 and a debt-to-equity ratio of 1.21.

H2O America (NASDAQ:HTO) last announced its earnings results on Wednesday, February 25th. The utilities provider reported $0.46 EPS for the quarter. The business had revenue of $194.19 million during the quarter, compared to analysts’ expectations of $195.73 million. H2O America had a net margin of 12.81% and a return on equity of 7.08%. H2O America has set its FY 2026 guidance at 3.080-3.180 EPS. As a group, analysts expect that H2O America will post 2.75 EPS for the current fiscal year.

H2O America Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Monday, February 9th will be paid a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 3.3%. The ex-dividend date is Monday, February 9th. H2O America’s payout ratio is currently 60.27%.

H2O America News Roundup

Here are the key news stories impacting H2O America this week:

• Positive Sentiment: Management raised FY‑2026 EPS guidance to 3.08–3.18 and set a higher long‑term EPS growth target, signaling confidence in post‑acquisition scale and rate base growth. H2O America Q4 2025 Earnings Call Highlights
• Positive Sentiment: Company outlined a ~31% increase in its CapEx budget and raised long‑term EPS growth to 6–8%, reflecting aggressive investment to support the Quadvest acquisition and future rate base expansion (could lift long‑term returns if integration succeeds). CapEx increase and growth target
• Positive Sentiment: Barclays initiated an Overweight rating (or reiterated) with a $61 price target, providing third‑party analyst support that may underpin the stock. Barclays Overweight Rating
• Positive Sentiment: H2O added industry veteran Nick O. Rowe to the board (effective March 1), strengthening operational and regulatory expertise during integration and growth. Board appointment press release
• Neutral Sentiment: Q4 results were mixed: EPS of $0.46 and revenue ~$194.2M slightly missed consensus, but management commentary and the guidance raise offset the miss — a balance of near‑term softness vs. longer‑term upside. Earnings transcript
• Neutral Sentiment: Reported short interest data is effectively zero/immaterial and not a driver of today’s move (the short‑interest report appears noisy or erroneous).
• Negative Sentiment: Higher CapEx and acquisition spending raise near‑term execution, integration and financing risks (and may pressure margins or leverage before rate recoveries materialize). CapEx and acquisition risks
• Negative Sentiment: Insider selling activity (small CEO sale noted) and mixed institutional rebalancing may add selling pressure amid higher volume today. Quiver / insider & institutional activity

H2O America Company Profile

SJW Group, through its subsidiaries, provides water utility and other related services in the United States. It operates in Water Utility Services and Real Estate Services segments. The company engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services; and supplies groundwater from wells, surface water from watershed run-off and diversion, reclaimed water, and imported water purchased from the Santa Clara Valley Water District.