Essential Utilities Q4 Revenue Reaches $699.11M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy WTRG?
Reporst Q4 revenue $699.11M vs $604.38M last year. "2025 was truly a banner year for the company," said Essential Utilities Chairman and Chief Executive Officer Christopher Franklin. "I am proud of the work our team has done to achieve excellence in operations, from continuing to execute our $450 million PFAS capital plan, to exceeding our Intelis gas meter installation goal, truly delivering for our customers. Additionally, we continued our track record of achieving strong growth, which allowed us to once again increase the dividend and continue our infrastructure investment program."
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Analyst Views on WTRG
Wall Street analysts forecast WTRG stock price to fall
3 Analyst Rating
2 Buy
0 Hold
1 Sell
Moderate Buy
Current: 40.340
Low
38.00
Averages
40.00
High
42.00
Current: 40.340
Low
38.00
Averages
40.00
High
42.00
About WTRG
Essential Utilities, Inc. is the holding company for regulated utilities providing water, wastewater, or natural gas services. The Company’s segments include Regulated Water and Regulated Natural Gas. The Regulated Water segment consists of eight operating segments representing its water and wastewater regulated utility companies, which are organized by the states where the Company provides water and wastewater services. The Regulated Natural Gas segment consists of one operating segment representing natural gas utility companies for which the Company provides natural gas distribution services. It provides services in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, and Kentucky under the Aqua and Peoples brands. The Company also operates market-based activities, conducted through its non-regulated subsidiaries, that provide utility service line protection solutions and repair services to households and gas marketing and production activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Kintayl Capital Establishes New Position in Qorvo
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- Asset Allocation: This investment represents 6.34% of Kintayl Capital LP's reportable U.S. equity assets of $165.60 million as of December 31, 2025, indicating a strategic diversification in its portfolio.
- Market Performance: As of February 13, 2026, Qorvo shares were priced at $84.44, up 8.97% year-over-year, yet underperforming the S&P 500 by 2.82 percentage points, highlighting relative market weakness.
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- New Position Disclosure: On February 17, 2026, Kintayl Capital LP disclosed a new position by acquiring 124,268 shares of Qorvo, with an estimated trade value of $10.5 million, reflecting confidence in the semiconductor sector.
- Asset Allocation Shift: This transaction places Kintayl Capital's stake in Qorvo at 6.34% of its reportable assets, indicating the growing significance of this holding within its investment portfolio.
- Market Rebound Potential: Following a significant decline in 2022, Qorvo's stock hit a multi-year low in 2025, and Kintayl Capital's acquisition may signal a rebound opportunity for the stock, especially given its diversification efforts in revenue streams.
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See More
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- Philanthropic Commitment: Essential Utilities' inclusion in Newsweek's list of America's Most Charitable Companies highlights its leadership in corporate philanthropy through the Essential Foundation, indicating that the company's mission extends beyond utility services.
- Community Impact Report: In 2025, Essential achieved nearly $7.2 million in community giving, with over 1,250 volunteers contributing 4,900 hours to support meaningful causes, further solidifying the company's relationship with the communities it serves.
- Ongoing Charitable Donations: Since the merger of Aqua and Peoples Natural Gas in 2020, Essential has donated over $29 million across its nine-state service area, establishing hundreds of community partnerships that demonstrate its long-term commitment to community support.
- Diverse Charitable Initiatives: The company engages in various campaigns, including United Way, Earth Day, and the S.A.F.E. program, reflecting its efforts to promote sustainable growth and enhance quality of life in the communities it serves.
See More
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- Historical Performance Advantage: The utilities sector has historically outperformed the S&P 500 by approximately 780 basis points during global conflicts and recessions, indicating its stability and risk mitigation capabilities during uncertain times, a trend expected to persist amid the current conflict in Iran.
- AI Demand Driving Growth: With a surge in data center construction, utility companies like American Water Works are poised to benefit as they provide essential water resources for AI facility operations, with the stock rising about 8% over the past month and a current dividend yield of 2.4%.
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Essential Utilities Inc. Submits SEC Filing for Undisclosed Offering of Senior Notes Maturing in 2036
Essential Utilities in CFIL: The article discusses the essential utilities required for offering senior notes due in 2036.
Size Not Disclosed: It mentions that the size of the offering has not been disclosed.
See More
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- Strong Financial Performance: The company reported 2025 earnings per share of $2.20, exceeding the guidance range of $2.07 to $2.11, reflecting robust performance in infrastructure investments, with full-year revenues nearing $2.5 billion, an 18.6% increase.
- Consistent Dividend Growth: A 5.25% increase in the quarterly dividend announced in July marks the 35th increase in 34 years, showcasing the company's ongoing commitment to shareholder returns and enhancing investor confidence.
- Infrastructure Investment Plans: The company anticipates investing $1.7 billion in regulated infrastructure in 2026, indicating a long-term strategy to expand and enhance service capabilities to meet growing customer demands.
See More
Kintayl Capital Establishes New Position in Qorvo
- New Position: On February 17, 2026, Kintayl Capital LP established a new position in Qorvo by purchasing 124,268 shares valued at $10.50 million, reflecting confidence in the semiconductor sector.
- Asset Allocation: This investment represents 6.34% of Kintayl Capital LP's reportable U.S. equity assets of $165.60 million as of December 31, 2025, indicating a strategic diversification in its portfolio.
- Market Performance: As of February 13, 2026, Qorvo shares were priced at $84.44, up 8.97% year-over-year, yet underperforming the S&P 500 by 2.82 percentage points, highlighting relative market weakness.
- Valuation Appeal: With a current P/E ratio of 23 and a projected forward P/E of 13, Qorvo's stock is becoming increasingly inexpensive, suggesting limited downside risk and potential for good returns if revenue diversification efforts succeed.
See More
Kintayl Capital Acquires Qorvo Shares Worth $10.5 Million
- New Position Disclosure: On February 17, 2026, Kintayl Capital LP disclosed a new position by acquiring 124,268 shares of Qorvo, with an estimated trade value of $10.5 million, reflecting confidence in the semiconductor sector.
- Asset Allocation Shift: This transaction places Kintayl Capital's stake in Qorvo at 6.34% of its reportable assets, indicating the growing significance of this holding within its investment portfolio.
- Market Rebound Potential: Following a significant decline in 2022, Qorvo's stock hit a multi-year low in 2025, and Kintayl Capital's acquisition may signal a rebound opportunity for the stock, especially given its diversification efforts in revenue streams.
- Valuation Attractiveness: With a current P/E ratio of 23 and analysts projecting a forward P/E of 13, Qorvo's valuation is becoming increasingly attractive, suggesting that if revenue expansion efforts succeed, Kintayl's investment could yield favorable returns.
See More
Essential Utilities Recognized as One of America's Most Charitable Companies
- Philanthropic Commitment: Essential Utilities' inclusion in Newsweek's list of America's Most Charitable Companies highlights its leadership in corporate philanthropy through the Essential Foundation, indicating that the company's mission extends beyond utility services.
- Community Impact Report: In 2025, Essential achieved nearly $7.2 million in community giving, with over 1,250 volunteers contributing 4,900 hours to support meaningful causes, further solidifying the company's relationship with the communities it serves.
- Ongoing Charitable Donations: Since the merger of Aqua and Peoples Natural Gas in 2020, Essential has donated over $29 million across its nine-state service area, establishing hundreds of community partnerships that demonstrate its long-term commitment to community support.
- Diverse Charitable Initiatives: The company engages in various campaigns, including United Way, Earth Day, and the S.A.F.E. program, reflecting its efforts to promote sustainable growth and enhance quality of life in the communities it serves.
See More
Utility Stocks as a Hedge Against Geopolitical Risks and AI Growth
- Defensive Investment Strategy: Wells Fargo analysts highlight that utility stocks like American Water Works and Exelon can serve as strong defensive plays amid escalating market volatility due to the U.S.-Iran conflict, with expectations of continued relative outperformance in both down and up markets.
- Historical Performance Advantage: The utilities sector has historically outperformed the S&P 500 by approximately 780 basis points during global conflicts and recessions, indicating its stability and risk mitigation capabilities during uncertain times, a trend expected to persist amid the current conflict in Iran.
- AI Demand Driving Growth: With a surge in data center construction, utility companies like American Water Works are poised to benefit as they provide essential water resources for AI facility operations, with the stock rising about 8% over the past month and a current dividend yield of 2.4%.
- Exelon's Growth Potential: Exelon's business structure allows it to complete reliability upgrades in the coming years, with load growth expected to reach 3.3% from 2026 to 2029, while its stock has jumped 10% in the past month, currently yielding 3.5% in dividends.
See More
Essential Utilities Inc. Submits SEC Filing for Undisclosed Offering of Senior Notes Maturing in 2036
Essential Utilities in CFIL: The article discusses the essential utilities required for offering senior notes due in 2036.
Size Not Disclosed: It mentions that the size of the offering has not been disclosed.
See More
Essential Utilities Reports Strong Q4 2025 Earnings and Merger Progress
- Shareholder Support for Merger: CEO Christopher Franklin highlighted that nearly 95% of shareholders voted in favor of the merger with American Water, demonstrating strong shareholder confidence, with the transaction expected to close in Q1 2027, further solidifying the company's market position.
- Strong Financial Performance: The company reported 2025 earnings per share of $2.20, exceeding the guidance range of $2.07 to $2.11, reflecting robust performance in infrastructure investments, with full-year revenues nearing $2.5 billion, an 18.6% increase.
- Consistent Dividend Growth: A 5.25% increase in the quarterly dividend announced in July marks the 35th increase in 34 years, showcasing the company's ongoing commitment to shareholder returns and enhancing investor confidence.
- Infrastructure Investment Plans: The company anticipates investing $1.7 billion in regulated infrastructure in 2026, indicating a long-term strategy to expand and enhance service capabilities to meet growing customer demands.
See More
