HTO — H2O America

✨ Hidden Gem Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About H2O America

H2O America, through its subsidiaries, provides water utility and other related services in the United States. The company engages in 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 Valley Water District. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$57.62
Market Cap$2.41B
Float36.5M
Shares Outstanding41.8M
P/E (Forward)20.88
P/E (TTM)19.72
Price/Sales (TTM)2.95
vs. Analyst Target+10.6% to analyst PT
Profit Margin12.87%
Operating Margin (TTM)21.48%
Revenue (TTM)$816M
Dividend Rate1.8%
Analyst Target Price$63.71 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $565M $61.5M $317M $216M
2021 $574M $60.5M $319M $220M
2022 $621M $73.8M $357M $247M
2023 $670M $85.0M $388M $265M
2024 $748M $94.0M $425M $289M
2025 $801M $103M $374M $321M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $198M $24.7M
Sep 2025 $241M $45.1M
Dec 2025 $194M $16.2M
Mar 2026 $183M $19.0M

Ownership & Float

Insider Ownership17.6%
Institutional Ownership120.7%
Short Float13.3%
% of All Funds Holding3.50%
Number of Funds Holding288

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$58.03Near-term / short-term trend
Weekly40-Week SMA$52.51Medium-term trend
Weekly80-Week SMA$52.16Cyclical trend (business cycle)
Weekly200-Week SMA$60.02Secular trend (multi-year)
Monthly10-Month SMA$51.90Near-term monthly trend
Monthly20-Month SMA$52.34Medium-term monthly trend
Monthly40-Month SMA$58.10Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$54.00 support 2.40x 1 months ago
$49.00 support 1.08x 3 months ago
$47.00 support 1.52x 4 months ago

Historical Earnings Reactions (99 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.02% 0.00% 45.45% 2.86% -6.61%
1 Day -0.40% -0.60% 34.34% 10.81% -7.98%
1 Week -1.11% -0.64% 40.40% 14.64% -20.23%
2 Weeks -0.57% -0.66% 43.43% 15.18% -16.21%
1 Month 0.72% -0.02% 48.98% 21.92% -11.36%

Next earnings: July 17, 2026 (51 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.3%54.9%51
Feb0.2%51.0%51
Mar0.9%49.0%51
Apr-0.0%49.0%51
May0.3%54.0%50
Jun1.0%50.0%50
Jul1.2%54.0%50
Aug1.5%64.0%50
Sep0.3%46.0%50
Oct1.7%52.0%50
Nov1.5%60.0%50
Dec1.2%60.8%51

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.04% 42.2% 2384
Tuesday 0.07% 42.2% 2586
Wednesday 0.01% 40.0% 2587
Thursday 0.08% 41.6% 2537
Friday 0.02% 41.5% 2524

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 120.7%

Insider Transactions — Smart Summary

Total insider ownership: 17.6%

Founder-led management: San Jose Water Company (President of San Jose Water Co.)

12-Month Insider Activity Summary

Total Filings3
Net Value-$99,162
Net Shares Change98,670
% of Float0.3%
C-Suite Filings1
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
GIP ATLAS Holdings Ltd +$3.0M 1 1 buy
ATLAS Infrastructure Partners (UK) Ltd. +$3.0M 1 1 buy
Walters Andrew F Chief Executive Officer -$99,162 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-22 GIP ATLAS Holdings Ltd +$3.0M Transaction at $59.06, now -2.4%
2026-04-13 ATLAS Infrastructure Partners (UK) Ltd. +$3.0M Transaction at $59.06, now -2.4%
2025-11-14 Walters Andrew F Chief Executive Officer -$99,162 Transaction at $47.22, now +22.0%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for H2O America (HTO) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for HTO on Trend Edge →