American Water Works Company, Inc(AWK)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

AWK iron condor setups AWK expected move AWK IV rank history AWK Fibonacci levels AWK insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

AWK $131.19 —
Snapshot
$131.19
52-Week Range
$120.57 – $145.64
YTD
+0.66%
IV Rank (30D)
20.38
Straddle Price
$5.03
P/C Vol Ratio
2.57
Market Cap
$26.1B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY0.61
Cost of Equity (CAPM)8.01% (VRP-adj)
WACC7.04%
Volatility Risk Premium+27.7pp (IV − HV30)
Effective Tax Rate21.7%
Rev. Growth (YoY, DCF input)-6.6%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$-1.0B
Return on Equity (TTM)8.5%
Book / Price51.9% — banking bias active (P/B is primary)
Gross Margin (TTM)100.0%
FCF Margin (TTM)-19.5%
Debt / Equity1.05
Quality Score2/6 — normal (10y DCF)
SMA 50$136.32 (Market Anchor value)
SMA 20 / Bollinger Mid$137.56
Bollinger Width / SMA205.5% (drives anchor stability)
Net Debt$13.9B
Market Cap$26B
Peers used for multiples: AEP, AWR, CEG, DUK, EXC, NEE, SO, WTRG
Model Conviction
51%
20-Day Fair Value
≈ by Oct 26, 2026
$135.46
α +3.4% rank 3%
40-Day Fair Value
≈ by Nov 24, 2026
$140.74
α +7.4% rank 3%
60-Day Fair Value
≈ by Dec 23, 2026
$139.22
α +6.2% rank 2%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) $22.00 17%
Peer P/E $118.49 6% median 20.5× · 8 peers
Peer EV/EBITDA $131.26 6% median 13.7× · 8 peers
Peer P/B $146.21 6% median 2.1× · 8 peers
Peer P/S $83.49 6% median 3.1× · 8 peers
Market Anchor (SMA50) $136.32 42% stability 100% (BB-width)
Options Expected (B-L 30d) $133.06 17% 16 strikes · skew -1.24
As of 2026-09-25 · updated
Info
Industry (SIC)
WATER SUPPLY (4941)
Exchange
XNYS
Market Cap
$26.1B

American Water Works is the largest investor-owned US water and wastewater utility, serving nearly 4 million customers in 14 states. It provides water and wastewater services to residential, commercial, and industrial customers and operates predominantly in regulated markets. The company's nonregulated business is water services for military bases, which operates under long-term contracts with regulated-like returns. The proposed Essential Utilities acquisition would add regulated water and wastewater utilities in Ohio, North Carolina, and Texas while increasing its presence in Illinois, India…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +0.69% 18
Feb -0.85% 18
Mar +2.40% 18
Apr +1.13% 19
May -0.54% 19
Jun +1.61% 19
Jul +2.83% 19
Aug +1.30% 19
Sep -1.82% 19
Oct +1.37% 18
Nov +2.59% 18
Dec +0.74% 18
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $137.28
SMA 50: $136.25
SMA 200: $131.98
Current: $131.10
EMA 12: $134.91
EMA 26: $136.04
MACD: -1.1282 | Signal: -1.0179
BEARISH
ADX (14): 19.64
RANGE
+DI: 9.57
−DI: 26.95

Momentum Oscillators

RSI (14): 32.70
NEUTRAL
Stoch %K: 7.05
Stoch %D: 5.69
Williams %R: -89.66

Volume & Volatility

BB Upper: $143.20
BB Lower: $131.35
OVERSOLD
OBV: -4,219,548
Vol SMA 20: 1,873,110
Vol ROC: -66.17%
ATR: $2.55
True Range: $1.91
HV 20: 14.0%
HV 30: 18.4%
HV 60: 22.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL with confidence level (6/10)

Key Drivers:

  • Technical indicators suggest a neutral market, with momentum oscillators indicating a slight lean towards bears.
  • Recent news headlines have been largely positive, which may contribute to the current price action.

Primary Risks:

  • The stock's beta is negative (-0.48), indicating it moves opposite to the market, which may increase risk for investors seeking market correlation.
  • Volatility is relatively high (stock volatility = 0.23), which may impact trading decisions.

Investment Thesis: AWK presents a neutral opportunity with potential upside catalysts in its water and sewage business segment. The stock's negative beta creates an interesting dynamic, as it moves opposite to the broader market. However, this also means that investors seeking market correlation may need to reevaluate their risk tolerance.

Recent News Sentiment Impact: The positive sentiment from recent news headlines (average sentiment = 75%) has contributed to the current price action. Notably, the dividend increase announcement has been well-received by investors.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - NEUTRAL, Medium-term (1-3 months) - BEARISH, Long-term (3-12 months) - NEUTRAL

Support/Resistance Levels:

  • SMA 20: $133.14
  • SMA 50: $134.83
  • SMA 200: $135.18
  • Upper Bollinger Band: $139.10

Momentum Signals: RSI interpretation: Neutral (36.70), indicating no clear overbought or oversold conditions. MACD signal: Bearish crossover, suggesting a short-term bearish momentum.

Volume Analysis: Volume SMA 20: 1939348.63, indicating relatively low volume in the short term. On-Balance Volume (OBV): 18080861.58, showing an uptrend.

News & Sentiment Analysis

Recent Headlines Summary: The recent news headlines have been largely positive, with a focus on dividend increases and business growth.

Sentiment Assessment: Positive (75%)

Catalyst Identification: Earnings announcements from the water and sewage industry could drive future price action.

Market Narrative: The market narrative is largely driven by technical analysis, with no clear directional bias. The recent news headlines have contributed to a neutral market sentiment.

Risk & Volatility Assessment

Risk Assessment: Medium (confidence level 5/10)

Beta Interpretation: AWK's beta (-0.48) indicates it moves opposite to the market, creating an interesting dynamic for investors seeking market correlation.

Volatility Regime: Current vs historical volatility levels indicate relatively high volatility.

Options Market Signals: IV rank: 99.8% (High), indicating historically high volatility. Put/call ratios: Neutral sentiment (1.14). Unusual activity: No notable unusual options activity observed.

Downside Protection: Support levels to monitor are SMA 20 ($133.14) and SMA 50 ($134.83).

Market Context & Positioning

Sector Performance: The water and sewage industry has been trending upwards, contributing to AWK's positive news sentiment.

Institutional Activity: Volume patterns suggest institutional interest in the stock.

Correlation Analysis: AWK's correlation with the broader market is negative (-0.27), indicating a potential inverse relationship.

Relative Valuation: AWK positions within its trading range, with no clear valuation concerns.

Key Levels & Action Items

Critical Price Levels:

  • SMA 20: $133.14
  • SMA 50: $134.83
  • SMA 200: $135.18

Breakout/Breakdown Levels:

  • Upper Bollinger Band: $139.10 (potential breakout)
  • Lower Bollinger Band: $127.18 (potential breakdown)

Time-Sensitive Catalysts: Earnings announcements from the water and sewage industry could drive future price action.

Risk Management: Stop-loss levels and position sizing considerations should be based on the stock's volatility (0.23) and beta (-0.48).

This comprehensive analysis provides an objective evaluation of AWK, highlighting both bullish and bearish cases. The report references actual numbers and values from technical indicators, news headlines, and risk metrics to inform investment decisions.

Generated
News
Earnings History
8 of 8 under expected move
Avg Expected Move
4.14%
Avg Actual Move
1.50%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-30 After-Close 4.48% 1.78% 0.40x Within
2025-02-19 After-Close 2.05% 0.74% 0.36x Within
2025-04-30 After-Close 4.64% 0.43% 0.09x Within
2025-07-30 After-Close 4.27% 1.38% 0.32x Within
2025-10-29 After-Close 4.96% 3.28% 0.66x Within
2026-02-18 After-Close 2.32% 0.72% 0.31x Within
2026-04-29 After-Close 4.89% 2.73% 0.56x Within
2026-07-29 After-Close 5.52% 0.93% 0.17x Within
Options Activity
IV Rank (30D)
20.38
IV Rank (7D)
20.38
Avg IV
40.3%
Straddle (30D)
$5.03
Straddle (7D)
$5.03
P/C Volume
2.57
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
-0.44
Correlation (SPY)
-25.7%
R²
0.07
Ann. Volatility
22.4%
SPY Volatility
13.0%

Negative beta - stock moves opposite to market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 195,250,000 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,177 filers221,874,510 shares$28.49B value113.64% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 25,903,993 $3.38B 11.87% 13.27% 2025-12-31
2 BlackRock, Inc. Custodian 20,612,348 $2.71B 9.52% 10.56% 2026-06-30
3 WELLINGTON MANAGEMENT GROUP LLP Custodian 14,911,963 $1.96B 6.89% 7.64% 2026-06-30
4 VANGUARD CAPITAL MANAGEMENT LLC 12,772,580 $1.68B 5.90% 6.54% 2026-06-30
5 STATE STREET CORP (STT, STT-PG) 11,901,865 $1.57B 5.50% 6.10% 2026-06-30
6 VANGUARD PORTFOLIO MANAGEMENT LLC 11,256,567 $1.48B 5.20% 5.77% 2026-06-30
7 GQG Partners LLC 8,903,133 $1.17B 4.11% 4.56% 2026-06-30
8 Aristotle Capital Management, LLC 5,429,727 $714.45M 2.51% 2.78% 2026-06-30
9 GEODE CAPITAL MANAGEMENT, LLC Custodian 5,223,191 $684.54M 2.40% 2.68% 2026-06-30
10 JPMORGAN CHASE & CO Custodian 5,012,560 $664.16M 2.33% 2.57% 2026-06-30
11 NORTHERN TRUST CORP Custodian 3,633,838 $478.14M 1.68% 1.86% 2026-06-30
12 Impax Asset Management Group plc 3,583,592 $471.53M 1.66% 1.84% 2026-06-30
13 MORGAN STANLEY Custodian 3,554,650 $467.72M 1.64% 1.82% 2026-06-30
14 Legal & General Group Plc Custodian 3,372,753 $443.79M 1.56% 1.73% 2026-06-30
15 BANK OF AMERICA CORP /DE/ Custodian 2,793,983 $367.63M 1.29% 1.43% 2026-06-30
16 VICTORY CAPITAL MANAGEMENT INC 2,787,593 $366.79M 1.29% 1.43% 2026-06-30
17 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 2,590,025 $340.80M 1.20% 1.33% 2026-06-30
18 Allspring Global Investments Holdings, LLC 2,449,291 $322.79M 1.13% 1.25% 2026-06-30
19 GOLDMAN SACHS GROUP INC Custodian 2,185,110 $287.52M 1.01% 1.12% 2026-06-30
20 NORDEA INVESTMENT MANAGEMENT AB 1,993,863 $263.53M 0.93% 1.02% 2026-06-30
21 NORGES BANK 1,991,551 $262.05M 0.92% 1.02% 2026-06-30
22 DEUTSCHE BANK AG\ Custodian 1,615,702 $212.59M 0.75% 0.83% 2026-06-30
23 AQR CAPITAL MANAGEMENT LLC Custodian 1,607,283 $211.49M 0.74% 0.82% 2026-06-30
24 WELLS FARGO & COMPANY/MN Custodian 1,320,145 $179.66M 0.63% 0.68% 2026-03-31
25 UBS Group AG Custodian 1,337,557 $176.00M 0.62% 0.69% 2026-06-30
12 filers$96.05M notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $44.63M 46.47% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $21.49M 22.37% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $10.50M 10.93% 2026-06-30
4 Walleye Trading LLC $5.09M 5.30% 2026-06-30
5 WOLVERINE TRADING, LLC Custodian $3.47M 3.61% 2025-09-30
6 UBS Group AG Custodian $2.74M 2.86% 2026-06-30
7 Squarepoint Ops LLC $2.38M 2.48% 2026-06-30
8 Walleye Capital LLC $1.97M 2.05% 2026-06-30
9 MILLENNIUM MANAGEMENT LLC Custodian $1.72M 1.79% 2026-06-30
10 TUDOR INVESTMENT CORP ET AL $1.07M 1.11% 2026-06-30
11 TWO SIGMA INVESTMENTS, LP Custodian $526.32K 0.55% 2026-06-30
12 Point72 Asset Management, L.P. $460.53K 0.48% 2026-06-30
13 filers$46.51M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $21.62M 46.48% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $8.62M 18.53% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $6.51M 14.00% 2026-06-30
4 WOLVERINE TRADING, LLC Custodian $2.21M 4.74% 2025-09-30
5 Walleye Capital LLC $2.03M 4.36% 2026-06-30
6 Walleye Trading LLC $1.68M 3.62% 2026-06-30
7 MILLENNIUM MANAGEMENT LLC Custodian $1.47M 3.17% 2026-06-30
8 Point72 Asset Management, L.P. $552.64K 1.19% 2026-06-30
9 Volterra Technologies LP $526.32K 1.13% 2026-06-30
10 TUDOR INVESTMENT CORP ET AL $407.90K 0.88% 2026-06-30
11 LPL Financial LLC Custodian $342.11K 0.74% 2026-06-30
12 Total Wealth Planning & Management, Inc. $302.63K 0.65% 2026-06-30
13 TWO SIGMA INVESTMENTS, LP Custodian $236.84K 0.51% 2026-06-30
Insider Activity
Latest: 2026-05-13
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-05-13 Jeffrey N Edwards Director Award (A) +1,374 — EDGAR
2026-05-13 Lisa A Grow Director Award (A) +1,374 — EDGAR
2026-05-13 Laurie P. Havanec Director Award (A) +1,374 — EDGAR
2026-05-13 JULIA L JOHNSON Director Award (A) +1,374 — EDGAR
2026-05-13 PATRICIA L KAMPLING Director Award (A) +1,374 — EDGAR
2026-05-13 Karl F Kurz Director Award (A) +2,159 — EDGAR
2026-05-13 Michael Marberry Director Award (A) +1,374 — EDGAR
2026-05-13 STUART M MCGUIGAN Director Award (A) +1,374 — EDGAR
2026-05-13 Raffiq Nathoo Director Award (A) +1,374 — EDGAR
2026-02-18 David Bowler EVP and CFO Mixed +4,650 $133.51 -$92.5K EDGAR
2026-02-18 Maureen Duffy EVP, Comms & External Affairs Mixed +2,383 $133.51 -$124.4K EDGAR
2026-02-18 John C. Griffith President and CEO Mixed +16,950 $133.51 -$547.5K EDGAR
2026-02-18 Stacy A. Mitchell EVP and General Counsel Mixed +3,086 $133.51 -$70.0K EDGAR
2026-02-18 Cheryl Norton EVP and COO Mixed +7,249 $133.51 -$388.5K EDGAR
2026-02-18 Lori Sutton EVP, CHRO Award (A) +1,364 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
72 insiders · @ $131.10
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 RWE Aqua Holdings GmbH 10%+ Owner 3,735,162 $489.68M -$3.29B 3 2009-11-25
2 Walter Lynch President and CEO 143,348 $18.79M -$27.92M 73 2022-02-02
3 SUSAN N STORY President and CEO 143,222 $18.78M -$3.22M 27 2020-02-12
4 M Susan Hardwick Chief Executive Officer 57,843 $7.58M $0 14 2025-02-20
5 JEFFRY E STERBA President and CEO 52,258 $6.85M $109.3K 11 2014-02-27
6 DONALD L CORRELL President and CEO 50,075 $6.56M $539.6K 4 2010-03-01
7 ELLEN C WOLF SVP & Chief Financial Officer 49,968 $6.55M $225.8K 10 2013-01-25
8 John C. Griffith President and CEO 37,686 $4.94M $0 11 2026-02-18
9 MARTHA CLARK GOSS Director 36,880 $4.83M -$170.2K 26 2024-09-04
10 Linda G Sullivan EVP and CFO 35,679 $4.68M $0 13 2019-02-19
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2024-11-22
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2024-11-22 Norton Cheryl Officer 4,647 $642.0K 2024-11-22 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-09-03 MARTHA CLARK GOSS Director 710 $101.4K 2024-09-03 Morgan Stanley Smith Barney LLC … — EDGAR
2024-03-04 Kennedy Melanie M Officer 843 $100.8K 2024-03-04 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-01 0001410636-26-000098 EDGAR
2026-05-20 0001193125-26-232113 EDGAR
2026-05-15 0001410636-26-000094 EDGAR
2026-04-29 0001410636-26-000064 EDGAR
2026-04-01 0001193125-26-137853 EDGAR
2026-03-10 0001410636-26-000056 EDGAR
2026-03-02 0001410636-26-000053 EDGAR
2026-02-18 0001410636-26-000035 EDGAR
2026-02-10 0001410636-26-000024 EDGAR
2026-02-10 0001410636-26-000029 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-18 0001410636-26-000034 EDGAR
2025-02-19 0001410636-25-000022 EDGAR
2024-02-14 0001410636-24-000050 EDGAR
2023-02-15 0001410636-23-000020 EDGAR
2022-02-16 0001410636-22-000048 EDGAR
2021-02-24 0001410636-21-000101 EDGAR
2020-02-18 0001410636-20-000040 EDGAR
2019-02-19 0001410636-19-000041 EDGAR
2018-02-20 0001410636-18-000076 EDGAR
2017-02-21 0001564590-17-001899 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-29 0001410636-26-000063 EDGAR
2025-10-29 0001410636-25-000173 EDGAR
2025-07-30 0001410636-25-000150 EDGAR
2025-04-30 0001410636-25-000083 EDGAR
2024-10-30 0001410636-24-000187 EDGAR
2024-07-31 0001410636-24-000134 EDGAR
2024-05-01 0001410636-24-000092 EDGAR
2023-11-01 0001410636-23-000122 EDGAR
2023-07-26 0001410636-23-000116 EDGAR
2023-04-26 0001410636-23-000064 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio22.7
P/B Ratio2.0
P/S Ratio5.0
EV/EBITDA14.7
TTM Revenue$5.3B
TTM Net Income$1.1B
TTM EPS$5.77
ROE8.5%
Dividend Yield2.49%
Debt/Equity1.21