Essential Utilities Ownership
| WTRG Stock | USD 36.91 0.47 1.26% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 275.2 M | Current Value 275.7 M | Avarage Shares Outstanding 144.1 M | Quarterly Volatility 68.9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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Essential Stock Ownership Analysis
About 79.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.62. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Essential Utilities last dividend was issued on the 13th of May 2025. The entity had 5:4 split on the 3rd of September 2013. Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. Essential Utilities, Inc. was founded in 1886 and is headquartered in Bryn Mawr, Pennsylvania. Essential Utilities operates under UtilitiesRegulated Water classification in the United States and is traded on New York Stock Exchange. It employs 3211 people. For more information please call Christopher Franklin at 610 527 8000 or visit https://www.essential.co.Besides selling stocks to institutional investors, Essential Utilities also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Essential Utilities' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Essential Utilities' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Essential Utilities Quarterly Liabilities And Stockholders Equity |
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Essential Utilities Insider Trades History
Less than 1% of Essential Utilities are currently held by insiders. Unlike Essential Utilities' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Essential Utilities' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Essential Utilities' insider trades
Essential Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Essential Utilities is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Essential Utilities backward and forwards among themselves. Essential Utilities' institutional investor refers to the entity that pools money to purchase Essential Utilities' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | First Trust Advisors L.p. | 2024-12-31 | 3.2 M | Northern Trust Corp | 2025-03-31 | 3.2 M | Norges Bank | 2024-12-31 | 2.8 M | Bank Of New York Mellon Corp | 2025-03-31 | 2.7 M | Btim Corp | 2025-03-31 | 2.5 M | Ubs Asset Mgmt Americas Inc | 2025-03-31 | 2.4 M | Fidelity International Ltd | 2025-03-31 | 2.4 M | Duff & Phelps Inv Mgmt Co (il) | 2025-03-31 | 2.4 M | Maple-brown Abbott Limited | 2025-03-31 | 2.4 M | Blackrock Inc | 2025-03-31 | 32.7 M | Vanguard Group Inc | 2025-03-31 | 29.7 M |
Essential Utilities Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Essential Utilities insiders, such as employees or executives, is commonly permitted as long as it does not rely on Essential Utilities' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Essential Utilities insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Essential Utilities' latest congressional trading
Congressional trading in companies like Essential Utilities, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Essential Utilities by those in governmental positions are based on the same information available to the general public.
| 2025-05-19 | Representative Dan Newhouse | Acquired Under $15K | Verify | ||
| 2020-04-21 | Senator Angus King | Acquired Under $15K | Verify |
Essential Utilities Outstanding Bonds
Essential Utilities issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Essential Utilities uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Essential bonds can be classified according to their maturity, which is the date when Essential Utilities has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| WTRG 24 01 MAY 31 Corp BondUS29670GAF90 | View | |
| WTRG 53 01 MAY 52 Corp BondUS29670GAG73 | View | |
| US29670GAD43 Corp BondUS29670GAD43 | View | |
| US29670GAE26 Corp BondUS29670GAE26 | View | |
| EPRT 295 15 JUL 31 Corp BondUS29670VAA70 | View |
Essential Utilities Corporate Filings
| 16th of June 2025 Other Reports | ViewVerify | |
| 5th of June 2025 Other Reports | ViewVerify | |
8K | 12th of May 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 25th of April 2025 Other Reports | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Essential Utilities is a strong investment it is important to analyze Essential Utilities' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Essential Utilities' future performance. For an informed investment choice regarding Essential Stock, refer to the following important reports:Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Essential Utilities. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. For more detail on how to invest in Essential Stock please use our How to Invest in Essential Utilities guide.You can also try the Stocks Directory module to find actively traded stocks across global markets.
Is Water Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Essential Utilities. If investors know Essential will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Essential Utilities listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.062 | Dividend Share 1.284 | Earnings Share 2.23 | Revenue Per Share | Quarterly Revenue Growth 0.28 |
The market value of Essential Utilities is measured differently than its book value, which is the value of Essential that is recorded on the company's balance sheet. Investors also form their own opinion of Essential Utilities' value that differs from its market value or its book value, called intrinsic value, which is Essential Utilities' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Essential Utilities' market value can be influenced by many factors that don't directly affect Essential Utilities' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Essential Utilities' value and its price as these two are different measures arrived at by different means. Investors typically determine if Essential Utilities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Essential Utilities' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.