AWK's regulated asset base expanded roughly 23% over the ten quarters reviewed, with net PPE rising from $26.6B to $32.8B and revenue growth moderating to about 4% to 6% in recent quarters, suggesting rate-driven expansion is maturing.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has slowed from double-digit rates in 2025 to roughly 4% to 6% in recent quarters, while operating margin swung between 31.9% and 42.5%, suggesting earnings timing tracks rate recovery.
Water and wastewater services are essential, creating a stable demand. The U.S. faces a $434 billion infrastructure investment gap by 2029, providing a structural tailwind for AWK’s heavy investment in upgrades and PFAS remediation.
AWK’s regulated business model delivers stable cash flows. The company targets 8‑9% growth in its rate base and 7‑9% annual EPS and dividend growth, ensuring consistent earnings expansion.
The merger with Essential Utilities (WTRG) is expected to enhance scale advantages. It will combine rate bases, expand AWK’s footprint, and unlock operational efficiencies.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $2.00-2.0% vs $2.04 | $1.5B-4.5% vs $1.6B |
Q3 2026 Jul 29, 2026 | $1.61+5.2% vs $1.53 | $1.4B+2.2% vs $1.3B |
Q2 2026 Apr 29, 2026 | $1.01-7.3% vs $1.09 | $1.2B+3.1% vs $1.2B |
Q1 2026 Feb 18, 2026 | $1.24-1.6% vs $1.26 | $1.3B-1.3% vs $1.3B |
AWK's Q3 earnings are expected to benefit from acquisitions, infrastructure investments and new rates, but higher financing costs may weigh on results.
Latest credit brings total PFAS settlement refunds to nearly $44 per customer, equivalent to more than 15 days of typical water service, while the company continues PFAS treatment upgrades across Pennsylvania MECHANICSBURG, Pa., Oct. 26, 2026 /PRNewswire/ -- Pennsylvania American Water announced that it recently applied a fourth credit to water customer accounts from settlements with manufacturers of per- and polyfluoroalkyl substances (PFAS).
Yousif Capital Management LLC increased its position in shares of American Water Works Company, Inc. (NYSE: AWK) by 93.7% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 39,285 shares of the utilities provider's stock after buying an additional 19,002 shares during
EULAV Asset Management bought a new position in shares of American Water Works Company, Inc. (NYSE: AWK) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 18,819 shares of the utilities provider's stock, valued at approximately $2,436,000. A number
Benchmark AWK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for American Water Works Company, Inc. (AWK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $150.29 | $29.87B | 26.33 | 9.74% | 21.26% | 9.99% | 2.16% | |
| $45.45 | $12.89B | 22.86 | 18.62% | 21.79% | 8.12% | 2.93% | |
| $51.04 | $3.05B | 23.22 | -3.54% | 12.78% | 7.63% | 2.43% | |
| $59.87 | $1.12B | 21.90 | 1.47% | 24.5% | 10.06% | 2.29% | |
| $32.62 | $528.75M | 20.40 | 3.37% | — | 9.45% | 2.69% | |
| $34.39 | $355.06M | 15.05 | 4.62% | 20.18% | 9.37% | 3.57% |
American Water Works Company, Inc. (AWK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
American Water Works Company, Inc. (AWK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Jul 29, 2026·SEC
Jul 16, 2026·SEC
Feb 18, 2026·SEC
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American Water Works Company, Inc. (AWK) stock FAQ — growth, dividends, profitability & financials explained
American Water Works Company, Inc. (AWK) reported $5.34B in revenue over the trailing twelve months. Revenue was $5.14B in fiscal year 2025. That is 682% more than the $657.4M of fiscal year 1992.
American Water Works Company, Inc. (AWK) grew revenue by 5.4% over the trailing twelve months, compared with the twelve months before.
Yes. American Water Works Company, Inc. (AWK) earned $1.14B in net income over the trailing twelve months (a 21.3% net margin).
Yes. American Water Works Company, Inc. (AWK) pays a dividend that yields 2.16% at the current price, a moderate yield.
American Water Works Company, Inc. (AWK) had a return on equity (ROE) of 10.0% over the trailing twelve months. That is below the market's typical 10-15%.
American Water Works Company, Inc. (AWK) had negative free cash flow of $1.16B over the trailing twelve months.
American Water Works Company, Inc. (AWK) has a dividend payout ratio of 57%. This suggests the dividend is well-covered and sustainable.
