Essential Utilities Inc (WTRG)

Sector:
UTILITIES AND TELECOMMUNICATIONS
Industry:
UTILITIES - WATER
SIC:
WATER SUPPLY
CEO:
Christopher H. Franklin
Employees:
1,570
762 W. LANCASTER AVE, BRYN MAWR, PA 19010-3489
610-527-8000

Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water or wastewater services in the United States.

Data derived from most recent annual or quarterly report
Market Cap 11.569 Billion Shares Outstanding253.716 Million Avg 30-day Volume 1.051 Million
P/E Ratio26.7701 Dividend Yield2.2543 EPS0.32
Price to Revenue6.2304 Debt to Equity1.1842 EBITDA899.141 Million
Price to Book Value2.3066 Operating Margin33.1462 Enterprise Value16.876 Billion
Current Ratio0.65 EPS Growth0.426 Quick Ratio0.429
1 Yr BETA 0.5545 52-week High/Low 53.29 / 40.97 Profit Margin23.2737
Operating Cash Flow Growth88.2934 Altman Z-Score1.1369 Free Cash Flow to Firm -81.116 Million
View SEC Filings from WTRG instead.

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Funds Holding WTRG (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WTRG BETA

Active Schedule 13D and 13G filings

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Recent Filings

Events (8k)

  • 8-K: filed on 2022-05-20:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-05-12:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-05-09:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-03-21:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2022-03-04:
    Item 8.01: Other Events
  • 8-K: filed on 2022-02-24:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-02-18:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-12-08:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-11-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-08-05:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    STEWART LEE C

    • Director
    18,937 2022-06-21 4

    WOMACK CHRISTOPHER C

    • Director
    7,190 2022-06-21 4

    CIESINSKI DAVID ALAN

    • Director
    2,201 2022-06-21 5

    RUFF ELLEN T

    • Director
    34,932 2022-06-21 4

    AMATO ELIZABETH B

    • Director
    8,937 2022-06-21 4

    HILFERTY DANIEL J III

    • Director
    23,412 2022-06-21 4

    IDEHEN FRANCIS OSARUME

    • Director
    6,534 2022-03-31 3

    RUBIN ROBERT A CHIEF ACCOUNTING OFFICER

    • Officer
    88,836 2022-02-28 3

    FRANKLIN CHRIS CHIEF EXECUTIVE OFFICER

    • Officer
    184,505 2022-02-28 4

    LUNING CHRISTOPHER PAUL SR. VP, GENERAL COUNSEL & SEC

    • Officer
    53,226 2022-02-28 2

    SCHULLER DANIEL EXECUTIVE VICE PRESIDENT

    • Officer
    44,853 2022-02-28 3

    FOX RICHARD SCOTT CHIEF OPERATING OFFICER

    • Officer
    37,885 2022-02-28 2

    RHODES MATTHEW EVP, STRATEGY & CORP DEV

    • Officer
    24,813 2022-02-28 2

    KELLY EDWINA

    • Director
    0 2021-05-05 0

    DEBENEDICTIS NICHOLAS

    • Director
    26,378 2021-03-31 0

    FRANKS WENDY

    • Director
    0 2020-03-16 0

    HOLLAND WENDELL F

    • Director
    16,492 2019-03-29 0

    HANKOWSKY WILLIAM P

    • Director
    32,567 2019-03-29 0

    BURKE CAROLYN JEANNE

    • Director
    6,855 2019-03-29 0

    GLANTON RICHARD H

    • Director
    4,423 2018-03-31 0

    SMELTZER DAVID EXECUTIVE VP & CFO

    • Officer
    111,036 2018-02-27 0

    GREENBERG LON R

    • Director
    33,361 2017-09-30 0

    ROSS WILLIAM C SR. VP ENGINEERING AND ENVIRON

    • Officer
    21,935 2016-03-30 0

    BROWNE MICHAEL L

    • Director
    4,300 2015-06-03 0

    KYRISS KARL EXEC. VP/ PRES. CAP VENTURES

    • Officer
    60,411 2015-02-24 0

    SORDONI ANDREW J III

    • Director
    88,276 2014-06-06 0

    CARROLL MARY

    • Director
    27,992 2013-06-03 0

    MELE MARIO

    • Director
    30,382 2013-06-03 0

    SMOOT RICHARD

    • Director
    21,462 2011-06-01 0

    STAHL ROY CHIEF ADMINISTRATIVE OFFICER

    • Officer
    82,803 2011-02-25 0

    LIPTAK ROBERT G AQUA AMERICA NORTHERN OPER.

    • Officer
    15,177 2010-01-22 0

    PAPADAKIS CONSTANTINE

    • Director
    6,602 2008-06-02 0

    KROPILAK MARK SR VP CORPORATE DEVELOPMENT

    • Officer
    22,849 2008-05-16 0

    RIEGLER RICHARD SR. VICE PRESIDENT-OPERATIONS

    • Officer
    57,723 2008-02-01 0

    PAPE KATHY L SR. VP TREASURER AND RATES

    • Officer
    20,566 2007-05-17 0

    HUGUS RICHARD PRESIDENT, SOUTHERN OPERATIONS

    • Officer
    26,106 2006-03-07 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    RUFF ELLEN T - Director

    2022-06-23 16:52:08 -0400 2022-06-21 A 656 $41.92 a 34,932 direct 0.3264 0.3264 2 0.0 1

    HILFERTY DANIEL J III - Director

    2022-06-23 16:54:23 -0400 2022-06-21 A 656 $41.92 a 23,412 direct 0.3264 0.3264 2 0.0 1

    STEWART LEE C - Director

    2022-06-23 16:57:03 -0400 2022-06-21 A 656 $41.92 a 18,937 direct 0.3264 0.3264 2 0.0 1

    AMATO ELIZABETH B - Director

    2022-06-23 16:58:24 -0400 2022-06-21 A 656 $41.92 a 8,937 direct 0.3264 0.3264 2 0.0 1

    WOMACK CHRISTOPHER C - Director

    2022-06-23 17:00:21 -0400 2022-06-21 A 656 $41.92 a 7,190 direct 0.3264 0.3264 2 0.0 1

    CIESINSKI DAVID ALAN - Director

    2022-06-23 17:02:09 -0400 2022-06-21 A 656 $41.92 a 2,201 direct 0.3264 0.3264 2 0.0 1

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 22:15:03 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 21:45:03 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 21:15:03 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 20:45:03 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 20:15:04 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 19:45:03 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 19:15:03 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 18:45:04 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 18:15:04 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 17:45:03 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 17:15:03 UTC 1.32 0.25 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 16:45:04 UTC 1.1619 0.4081 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 16:15:03 UTC 1.1619 0.4081 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 15:45:03 UTC 1.1619 0.4081 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 15:15:03 UTC 1.1619 0.4081 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 14:45:03 UTC 1.1619 0.4081 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 14:15:03 UTC 1.1619 0.4081 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 13:45:03 UTC 1.1619 0.4081 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 13:15:03 UTC 1.1619 0.4081 5400000
    ESSENTIAL UTILITIES INC WTRG 2022-06-30 12:45:03 UTC 1.1619 0.4081 5400000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    American Century Quantitative Equity Funds, Inc.- AC Alternatives Equity Market Neutral Fund WTRG -6693.0 shares, $-314169.42 2019-12-31 N-PORT
    American Century Quantitative Equity Funds, Inc.- Core Equity Plus Fund WTRG -25762.0 shares, $-1154910.46 2019-09-30 N-PORT
    AGF Investments Trust- AGFIQ U.S. Market Neutral Value Fund WTRG -77.0 shares, $-3099.25 2020-09-30 N-PORT
    American Century Quantitative Equity Funds, Inc.- NT Core Equity Plus Fund WTRG -76891.0 shares, $-3447023.53 2019-09-30 N-PORT
    FundVantage Trust- Gotham Master Neutral Fund WTRG -153.0 shares, $-6158.25 2020-09-30 N-PORT
    GLENMEDE FUND INC- Alternative Risk Premia Portfolio WTRG -134.0 shares, $-5599.86 2020-04-30 N-PORT
    Nuveen Investment Trust- Nuveen Equity Market Neutral Fund WTRG -4900.0 shares, $-234220.0 2021-05-31 N-PORT
    AGF Investments Trust- AGFIQ Hedged Dividend Income Fund WTRG -576.0 shares, $-29450.88 2022-03-31 N-PORT
    AGF Investments Trust- AGFIQ U.S. Market Neutral Anti-Beta Fund WTRG -11972.0 shares, $-612128.36 2022-03-31 N-PORT
    FundVantage Trust- Gotham Hedged Plus Fund WTRG -1263.0 shares, $-64577.19 2022-03-31 N-PORT
    AQR Funds- AQR Alternative Risk Premia Fund WTRG -2876.0 shares, $-147049.88 2022-03-31 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund WTRG -8500.0 shares, $-434605.0 2022-03-31 N-PORT
    GLENMEDE FUND INC- Quantitative U.S. Total Market Equity Portfolio WTRG -2180.0 shares, $-97576.8 2022-04-30 N-PORT
    Trust for Professional Managers- Convergence Long/Short Equity ETF WTRG -981.0 shares, $-45381.06 2022-05-31 N-PORT
    Calamos Investment Trust/IL- Calamos Market Neutral Income Fund WTRG -366796.0 shares, $-16417788.96 2022-04-30 N-PORT
    Steward Funds Inc- Steward Equity Market Neutral Fund WTRG -2400.0 shares, $-107424.0 2022-04-29 N-PORT

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