NASDAQ · Utilities

H2O AMERICA HTO

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.

Water Supply

Company profile

Business mix

  • The company engages in production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services.
  • It also offers non-tariffed services, including water system operations, maintenance agreements, and antenna site leases; contracted services, sewer operations, and other water related services.
  • In addition, the company provides water services; owns undeveloped land in California; and commercial properties and parcels of land in Connecticut.
  • The company was formerly known as SJW Group and changed its name to H2O America in May 2025. H2O America was incorporated in 1985 and is headquartered in San Jose, California.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated water?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 19.88 FCF -10.36% Buyback -9.22%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 0.8% $72.1M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $72.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +1,228,747 / 0
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$72.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,228,747 (New) Total shares 1,228,747 Value $72.1M

Recent mentions

No public mentions.