WTRG

Essential Utilities, Inc.

NYSE · Water Supply · Inc. PA · CIK 0000078128
$37.51 +1.00% $10.6B
High Impact Filing (7/10)23 New Institutional Positions27 Institutional Exits
Vol
Market Cap$10.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (62%)
Inst. Holders50 funds
Inst. Value$6.0B
Inst. Activity23 buys / 27 sells
SEC Reports10
Exchange NYSE·Sector Water Supply·Inc. PA·CIK 0000078128·Prev Close $37.14

Recent Activity

May 29, 2026 SEC
Essential Utilities filed a Rule 425 communication republishing LinkedIn posts by CEO Chris Franklin and the company's c
425 — Impact 3/10
May 29, 2026 SEC
Essential Utilities filed a Rule 425 communication (internal employee memo) announcing a Philadelphia Inquirer Changemak
425 — Impact 4/10
May 15, 2026 SEC
Essential Utilities received Ohio Public Utilities Commission approval for its merger with American Water, the second st
425 — Impact 5/10
Feb 22, 2026 Insider
Arnold Colleen was granted 2,747 shares
President - Aqua
Feb 22, 2026 Insider
Arnold Colleen surrendered for taxes 2,053 shares
President - Aqua @ $38.78 ($79.6K)
Feb 22, 2026 Insider
Franklin Chris was granted 25,332 shares
Chief Executive Officer
Inst.
Amundi — TRIM
4,539,553 shares ($182.8M)
Inst.
BALYASNY ASSET MANAGEMENT L.P. — DOUBLED
3,088,625 shares ($124.4M)

Price Targets

$39.80 +6.1% upside Buy
Current $37.51 Low $37.00 Median $38.00 High $43.00 5 analysts
$37.00 $43.00

Analyst Ratings

Buy62% buy · 13 analysts
3Strong Buy
5Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 UBS UPGRADE Neutral → Buy
Dec 17, 2025 Barclays DOWNGRADE Overweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.41 ▲ +1.8% $0.39 — $0.42 7% YoY 3
Next Q $0.35 $0.34 — $0.35 5% YoY 3
Current FY $2.25 $2.18 — $2.31 2% YoY 7
Next FY $2.39 $2.30 — $2.51 6% YoY 7

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC$664.0M
VANGUARD CAPITAL MANAGEMENT LLC$509.9M
STATE STREET CORP$500.6M
NORDEA INVESTMENT MANAGEMENT AB$301.9M

Recent Insider Trades

DateInsiderTypeValue
Feb 22, 2026Arnold ColleenA$0.00
Feb 22, 2026Arnold ColleenF$79.6K
Feb 22, 2026Franklin ChrisA$0.00
Feb 22, 2026Palmer BradleyA$0.00
Feb 22, 2026Arnold ColleenA$0.00
50 institutional holders with $6.0B total value (149,469,718 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 27 institutions trimmed/exited vs 23 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.31,569,405$1.3B21.1%
2VANGUARD PORTFOLIO MANAGEMENT LLC16,489,351$664.0M11.0%
3VANGUARD CAPITAL MANAGEMENT LLC12,661,679$509.9M8.5%
4STATE STREET CORP12,431,482$500.6M8.3%
5NORDEA INVESTMENT MANAGEMENT AB7,486,456$301.9M5.0%
6Amundi4,539,553$182.8M3.0%TRIM -28.3%
7Invesco Ltd.4,269,638$171.9M2.9%
8Pictet Asset Management Holding SA3,605,451$145.2M2.4%
9Legal & General Group Plc3,408,848$137.3M2.3%
10MORGAN STANLEY3,219,049$129.6M2.2%
11BALYASNY ASSET MANAGEMENT L.P.3,088,625$124.4M2.1%DOUBLED +2522.9%
12DIMENSIONAL FUND ADVISORS LP2,881,490$116.0M1.9%
13GOLDMAN SACHS GROUP INC2,839,278$114.3M1.9%
14Boston Trust Walden Corp2,481,448$99.9M1.7%
15NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,353,605$94.8M1.6%TRIM -40.3%
16DUFF & PHELPS INVESTMENT MANAGEMENT CO2,188,784$88.1M1.5%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,985,831$80.0M1.3%
18FIL Ltd1,952,782$78.6M1.3%
19FIRST TRUST ADVISORS LP1,911,611$77.0M1.3%TRIM -53.9%
20Empower Advisory Group, LLC1,808,639$72.8M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
AmundiTRIM6,335,6954,539,553-28.3%$182.8M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED117,7573,088,625+2522.9%$124.4M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM3,940,0052,353,605-40.3%$94.8M2026-Q1
FIRST TRUST ADVISORS LPTRIM4,142,7091,911,611-53.9%$77.0M2026-Q1
Assenagon Asset Management S.A.DOUBLED245,2291,744,679+611.4%$70.3M2026-Q1
TUDOR INVESTMENT CORP ET ALNEW1,385,895$55.8M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED80,1291,282,008+1499.9%$51.6M2026-Q1
Nuveen, LLCADD559,974855,135+52.7%$34.4M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCNEW748,814$30.2M2026-Q1
FMR LLCDOUBLED285,690724,972+153.8%$29.2M2026-Q1
Allianz Asset Management GmbHTRIM1,329,363703,570-47.1%$28.3M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.NEW567,799$22.9M2026-Q1
TORONTO DOMINION BANKTRIM1,551,534452,348-70.8%$18.2M2026-Q1
DEUTSCHE BANK AG\TRIM617,210255,647-58.6%$10.3M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED74,900227,400+203.6%$9.2M2026-Q1
NOMURA ASSET MANAGEMENT CO LTDTRIM395,970218,364-44.9%$8.8M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM327,463215,857-34.1%$8.7M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM387,412181,496-53.2%$7.3M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDDOUBLED68,336181,286+165.3%$7.3M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED13,466125,200+829.7%$5.0M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainTRIM156,885113,001-28.0%$4.6M2026-Q1
APG Asset Management N.V.TRIM173,519126,338-27.2%$4.4M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED26,70788,802+232.5%$3.6M2026-Q1
Tredje AP-fondenTRIM117,48080,779-31.2%$3.3M2026-Q1
Verition Fund Management LLCTRIM160,89976,054-52.7%$3.1M2026-Q1
6 unique insiders with 18 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Feb 22, 2026Arnold ColleenPresident - AquaAWARD2,747
Feb 22, 2026Arnold ColleenPresident - AquaTAX W/H2,053$38.78$79.6K
Feb 22, 2026Franklin ChrisChief Executive OfficerAWARD25,332
Feb 22, 2026Palmer Bradley JohnChief Accounting OfficerAWARD246
Feb 22, 2026Arnold ColleenPresident - AquaAWARD2,747
Feb 22, 2026Luning Christopher PaulEVP, General CounselAWARD4,804
Feb 22, 2026Huwar MichaelPresident - PeoplesAWARD2,598.5
Feb 22, 2026Luning Christopher PaulEVP, General CounselAWARD4,804
Feb 22, 2026SCHULLER DANIELExecutive Vice PresidentAWARD6,682
Feb 22, 2026Arnold ColleenPresident - AquaAWARD2,747
Feb 22, 2026SCHULLER DANIELExecutive Vice PresidentAWARD6,682
Feb 22, 2026Huwar MichaelPresident - PeoplesAWARD2,598.5
Feb 5, 2026Palmer Bradley JohnChief Accounting OfficerTAX W/H89$37.69$3.4K
Feb 5, 2026Arnold ColleenPresident - AquaTAX W/H643$37.69$24.2K
Feb 5, 2026SCHULLER DANIELExecutive Vice PresidentTAX W/H1,624$37.69$61.2K
Feb 5, 2026Huwar MichaelPresident - PeoplesTAX W/H652$37.69$24.6K
Feb 5, 2026Luning Christopher PaulEVP, General CounselTAX W/H1,112$37.69$41.9K
Feb 5, 2026Franklin ChrisChief Executive OfficerTAX W/H5,917$37.69$223.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (62% buy). Based on 13 analysts: 3 strong buy, 5 buy, 4 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$39.80 mean target +6.1% upside Buy (2.57)
$37.00 Low $43.00 High
MetricValue
Current Price$37.51
Target Low$37.00
Target Mean$39.80
Target Median$38.00
Target High$43.00
# Analysts5
RecommendationBuy (2.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.41 $0.39 $0.42 6.8% +1.8% 1↑ 0↓ $0.6B 7.1% 3
Next Q
2026-09-30
$0.35 $0.34 $0.35 5.2% +0.4% 1↑ 0↓ $0.5B 6.2% 3
Current FY
2026-12-31
$2.25 $2.18 $2.31 2.1% +0.4% 0↑ 2↓ $2.6B 3.8% 7
Next FY
2027-12-31
$2.39 $2.30 $2.51 6.3% -0.4% 0↑ 1↓ $2.7B 5.8% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.406
7d ago$0.405+0.001
30d ago$0.399+0.007
60d ago$0.395+0.011
90d ago$0.400+0.006
2 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 UBS UPGRADE Neutral Buy
Dec 17, 2025 Barclays DOWNGRADE Overweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263541062%
May 1, 20263451054%
Apr 1, 20263451054%
Mar 1, 20263451054%
Feb 1, 20264461053%
Jan 1, 20264461053%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 25, 2026
dark_pool
Dark Pool: WTRG — 1.2M shares, 27,915 trades
Week starting 2026-05-25. Total ATS volume: 1,228,819 shares across 27,915 trades.
May 18, 2026
dark_pool
Dark Pool: WTRG — 1.4M shares, 30,518 trades
Week starting 2026-05-18. Total ATS volume: 1,419,161 shares across 30,518 trades.
May 11, 2026
dark_pool
Dark Pool: WTRG — 1.9M shares, 38,197 trades
Week starting 2026-05-11. Total ATS volume: 1,871,598 shares across 38,197 trades.
May 7, 2026
earnings_calendar
WTRG Q1 2026 Earnings Scheduled — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: WTRG — 2.0M shares, 40,597 trades
Week starting 2026-05-04. Total ATS volume: 1,964,578 shares across 40,597 trades.
Apr 27, 2026
dark_pool
Dark Pool: WTRG — 1.9M shares, 38,758 trades
Week starting 2026-04-27. Total ATS volume: 1,855,944 shares across 38,758 trades.
Apr 20, 2026
dark_pool
Dark Pool: WTRG — 1.9M shares, 37,673 trades
Week starting 2026-04-20. Total ATS volume: 1,934,631 shares across 37,673 trades.
Apr 13, 2026
dark_pool
Dark Pool: WTRG — 3.2M shares, 51,667 trades
Week starting 2026-04-13. Total ATS volume: 3,206,243 shares across 51,667 trades.
Apr 6, 2026
dark_pool
Dark Pool: WTRG — 2.1M shares, 35,716 trades
Week starting 2026-04-06. Total ATS volume: 2,071,310 shares across 35,716 trades.
Mar 30, 2026
dark_pool
Dark Pool: WTRG — 1.2M shares, 30,037 trades
Week starting 2026-03-30. Total ATS volume: 1,156,542 shares across 30,037 trades.
Mar 23, 2026
dark_pool
Dark Pool: WTRG — 1.5M shares, 34,926 trades
Week starting 2026-03-23. Total ATS volume: 1,541,214 shares across 34,926 trades.
Mar 17, 2026
short_interest
FTD: WTRG — 16,750 shares ($0.7M) failed to deliver
Settlement: 20260317, Price: $41.04, FTD Value: $687,420, ESSENTIAL UTILITIES, INC. (PA)
Mar 16, 2026
dark_pool
Dark Pool: WTRG — 1.5M shares, 33,577 trades
Week starting 2026-03-16. Total ATS volume: 1,458,687 shares across 33,577 trades.
Mar 9, 2026
dark_pool
Dark Pool: WTRG — 2.1M shares, 37,359 trades
Week starting 2026-03-09. Total ATS volume: 2,138,552 shares across 37,359 trades.
Mar 2, 2026
dark_pool
Dark Pool: WTRG — 2.2M shares, 43,490 trades
Week starting 2026-03-02. Total ATS volume: 2,162,889 shares across 43,490 trades.