{"filings":[{"id":507928,"accession_number":"0001628280-26-036086","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2026-05-18T21:46:51+00:00","items":["5.07"],"status":"ready","headline":"H2O America shareholders elect all nine director nominees, approve say-on-pay and auditor at 2026 meeting","event_type":"other_material","confidence":"high","bullets":["All nine board nominees elected; votes for each ranged from 34.2M to 35.3M with broker non-votes of 3.3M.","Advisory say-on-pay passed: 34.5M for, 0.9M against, 0.1M abstain.","Ratification of Deloitte & Touche as independent auditor approved: 38.4M for, 0.3M against, 60,408 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98758,"accession_number":"0001628280-26-027968","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H2O America reports Q1 EPS of $0.49, revenue up 9% to $183.3M; reaffirms FY guidance","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.49, adjusted diluted EPS $0.50, both flat YoY.","Revenue $183.3M, up 9% YoY driven by rate increases of $11.8M.","Net income $19.0M, up 15% from $16.6M.","Reaffirmed 2026 standalone adjusted EPS guidance $3.08-3.18 and long-term EPS CAGR 6-8%.","Quadvest acquisition ($540M) PUCT deemed application complete; closing expected H2 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":183293000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114404,"accession_number":"0001104659-26-023470","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["1.01","8.01","7.01","9.01"],"status":"ready","headline":"H2O America prices $608.7M common stock offering for Quadvest acquisition funding","event_type":"other_material","confidence":"high","bullets":["Offering of 11,484,824 shares at $53.00/share; net proceeds ~$588.9M (or $677.2M with underwriter option).","Company directly sells 3,937,654 shares; forward sellers sell 7,547,170 borrowed shares under forward sale agreements.","Initial forward price $51.2775/share; settlement at company's discretion on or before March 2, 2028.","Proceeds intended to finance Quadvest Acquisition; offering not conditioned on closing of acquisition.","Underwriters: J.P. Morgan and Wells Fargo Securities acting as joint book-running managers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114403,"accession_number":"0001104659-26-022239","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"H2O America files audited FY2025 financials for Quadvest Retail and Wholesale acquired entities","event_type":"other_material","confidence":"low","bullets":["Quadvest Retail (regulated) base purchase price $483.6M; audited financials for year ended Dec 31, 2025 filed.","Quadvest Wholesale base purchase price $56.4M; audited financials for year ended Dec 31, 2025 filed.","Audited by Calvetti Ferguson, LLC; financials include balance sheet, income statement, and cash flows.","Filing fulfills a closing condition for the July 2025 Asset Purchase Agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114402,"accession_number":"0001628280-26-011683","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H2O America reports 2025 adj. EPS $2.99, raises dividend 4.8%, increases long-term growth target to 6-8% CAGR","event_type":"earnings","confidence":"high","bullets":["2025 adjusted diluted EPS $2.99 (top of raised $2.95-3.00 range), up from $2.95 in 2024.","Dividend increased 4.8% to $0.44/share; 2026 standalone adj. EPS guidance $3.08-$3.18.","Long-term adjusted EPS CAGR target raised to 6-8%; expects non-linear CAGR at or above top end over 2026-30.","Quadvest acquisition ($483.6M rate base) on track for mid-2026 close; active connections up 16% to 54,400.","2026-30 capex $2.7B (31% increase over prior plan); $400M allocated for PFAS remediation."],"consensus_eps_estimate":null,"consensus_eps_actual":2.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":800590000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130783,"accession_number":"0001628280-25-058986","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2025-12-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"H2O America receives $483.6M FMV for Quadvest assets; mid-2026 close on track","event_type":"m_and_a","confidence":"high","bullets":["Three PUCT-appointed appraisers set fair market value of Quadvest LP assets at $483.6 million.","The purchase price will serve as ratemaking rate base under Texas FMV statute.","TWC plans to file STM application with PUCT by mid-January 2026.","Acquisition closing still expected by mid-2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130782,"accession_number":"0001628280-25-056880","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Non-executive Chair Eric Thornburg to retire Jan 31, 2026; CEO Walters to succeed","event_type":"leadership","confidence":"high","bullets":["Eric W. Thornburg, non-executive Chair of the Board, notified H2O America of his retirement effective Jan 31, 2026.","Retirement is not due to any disagreement with the Company on operations, policies, or practices.","CEO Andrew F. Walters, also a director, appointed as Chair of the Board effective upon Thornburg's retirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130781,"accession_number":"0001628280-25-046536","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H2O America Q3 adj EPS $1.27 (+8% YoY) on revenue $240.6M (+7%); narrows FY guidance to $2.95-$3.00","event_type":"earnings","confidence":"high","bullets":["GAAP net income $45.1M (+17% YoY); diluted EPS $1.27 vs $1.17 prior year.","Adjusted diluted EPS $1.27, up 8% from $1.18; YTD adj EPS $2.53 (+14%).","Operating revenue $240.6M (+7%) driven by rate increases ($21.2M) partially offset by regulatory adjustments.","Customer connections up 11.5% (5,400) since Dec 2024; Quadvest FMV appraisers appointed, decision by early 2026.","Connecticut WICA $3.1M annualized increase approved; Texas SIC $5.1M filing; quarterly dividend $0.42/share."],"consensus_eps_estimate":null,"consensus_eps_actual":2.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":606404000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147346,"accession_number":"0000766829-25-000092","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"H2O America ups revolving credit facility to $350M, extends maturity to 2030","event_type":"debt","confidence":"high","bullets":["Total commitment increased from $300M to $350M; maturity extended from Aug 2029 to Sept 2030.","Borrower sublimits: H2O America $50M, San Jose Water $165M, SJWTX $30M, CT Water $80M, ME Water $25M.","Credit agreement amended and restated with JPMorgan and Wells Fargo as administrative agents.","No changes to financial covenant or pricing grid; existing obligations re-evidenced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147345,"accession_number":"0000766829-25-000077","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H2O America Q2 GAAP EPS $0.71 (+11% YoY); revenue $198.3M (+13%); Quadvest deal","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.71 (up 11% YoY); adjusted diluted EPS $0.75 (up 14% YoY).","Revenue $198.3M (+13% YoY) driven by rate increases and higher usage; net income $24.7M (+19%).","Acquired Quadvest's Houston-area water assets (50,500 active connections); transaction expected accretive in 2028.","Declares $0.42 cash dividend per share of common stock.","Reaffirms 2025 adjusted diluted EPS guidance of $2.90-$3.00; long-term 5-7% growth target reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":1.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":365854000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147344,"accession_number":"0001104659-25-066289","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2025-07-08T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"H2O America to acquire Quadvest water and sewer assets for $540M; expands Texas footprint","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price of $540M: $483.6M for regulated business + $56.4M for wholesale business.","Quadvest has over 47,000 active connections and 89,000+ connections under contract; 50 water treatment plants.","Transaction expected to close by mid-2026; subject to PUCT approval and HSR antitrust clearance.","Deal to be financed by private debt and equity; no financing condition; expected to be accretive to long-term EPS growth.","Texas projected to become H2O America's second largest utility operation by 2028; combined five-year capex plan increased to ~$2.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165969,"accession_number":"0000766829-25-000066","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"H2O America appoints Megan Mattern as Chief Accounting Officer effective July 28, 2025","event_type":"leadership","confidence":"high","bullets":["Megan Mattern appointed CAO, Principal Accounting Officer, and Controller, effective July 28, 2025, replacing Ann P. Kelly who will become CFO.","Mattern previously served as VP and CFO of UGI International (UGI subsidiary) from Aug 2022 to July 2025.","Compensation includes base salary of $425,000, target annual bonus of 35%, and $200,000 sign-on cash award.","One-time RSU awards: $500,000 service-based and $175,000 performance-based; 2025 RSUs: $114,750 and $76,500.","All awards granted under H2O America's 2023 Long-Term Incentive Plan, approved by Executive Compensation Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165968,"accession_number":"0000766829-25-000054","cik":766829,"company_name":"H2O AMERICA","ticker":"HTO","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.02","5.03","5.07"],"status":"ready","headline":"Andrew F. Walters elected to board, to become CEO on July 1, 2025; Eric Thornburg to remain Chair","event_type":"leadership","confidence":"high","bullets":["Board increased from 9 to 10 directors; Andrew F. Walters appointed director effective July 1, 2025.","Walters, current CFO and Treasurer, will succeed Eric Thornburg as CEO and President on July 1, 2025; Thornburg remains Chair.","Bylaws amended to change company name from SJW Group to H2O America.","Stockholders elected nine directors, approved say-on-pay, and ratified Deloitte as auditor for FY2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}