Welcome to our dedicated page for Avista US SEC filings (Ticker: AVA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Avista Corporation filings document the regulatory and financial disclosures of an electric and natural gas utility company. Form 8-K reports furnish quarterly and annual earnings releases, investor presentations and Regulation FD materials, while other event filings record utility rate-plan matters before state regulators.
The filing record also includes proxy materials covering board and shareholder governance, compensation and annual meeting matters. Capital-structure disclosures include the issuance of first mortgage bonds, related debt obligations and use of proceeds for utility facilities, alongside recurring disclosure about results of operations, regulatory recovery mechanisms, utility investment, risk disclosures and legal obligations tied to Avista’s regulated service territories.
Avista Corp reports that Vanguard Portfolio Management beneficially owns 7,011,953 shares of Common Stock, representing 8.52% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 7,011,953 shares and sole voting power over 31,286 shares. The Schedule 13G clarifies these holdings reflect securities managed across Vanguard Portfolio Management LLC and affiliated voting/dispositive arrangements. Signature is dated 04/28/2026.
Avista Corp insider David J. Meyer, listed as “VP - Retired,” reported an internal adjustment tied to his Executive Deferral Plan. A trustee processed a retirement withdrawal of 46.19 shares held in the plan at a reference value of $41.41 per share, described as a monthly payout rather than a market trade. After this activity, indirect holdings in the Executive Deferral Plan total 2,662.96 shares, direct ownership of Avista common stock is 5,103.99 shares, and an estimated 7.11 shares are held indirectly in a 401(k) plan.
Avista Corporation is asking shareholders to vote at its virtual 2026 Annual Meeting on electing 11 directors, ratifying Deloitte as auditor, and holding an advisory Say on Pay vote. Shareholders are also asked to amend the Restated Articles to cut certain approval thresholds from 80% of outstanding shares to a simple majority.
The meeting will be held online on May 14, 2026, with participation limited to holders of record as of March 13, 2026. The proxy highlights strong governance practices, detailed board risk oversight, and a pay program tying most executive compensation to financial, operational and stock performance outcomes.
Avista Corp reports an amended Schedule 13G/A from The Vanguard Group reflecting an internal realignment and separate reporting by certain Vanguard subsidiaries; the filing states amount beneficially owned: 0 and percent of class: 0%.
The disclosure explains that, following Vanguard's internal realignment, certain subsidiaries or business divisions will report beneficial ownership separately in reliance on SEC Release No. 34-39538 (January 12, 1998). The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Former Avista executive David J. Meyer, listed as VP – Retired, reported an internal adjustment in his Avista Corp holdings. An entry coded as an "other" transaction moved 48.08 shares within an Executive Deferral Plan, described as a retirement withdrawal with a monthly payout and held indirectly through a trustee.
Following this update, Meyer is shown with 3,757.33 shares in the Executive Deferral Plan, 5,103.99 shares of Avista common stock held directly, and an estimated 7.11 shares in a 401(k) plan. The filing reflects routine retirement-related plan activity rather than an open‑market purchase or sale.
Avista Corp vice president Alexis G. Alexander reported an open-market sale of common stock. On this Form 4, Alexander sold 555 shares of Avista Corp common stock at an average price of $39.8013 per share. After the transaction, Alexander directly holds 3,930 shares of Avista common stock.
AVISTA CORP director and Chairman of the Board Scott L. Morris reported a bona fide gift of 8,613 shares of common stock on March 9, 2026, described as gifted to children and grandchildren. Following this transfer, he directly holds 105,796 shares of AVISTA CORP common stock.
Avista Corporation filed an 8-K to share its March 2026 investor presentation, outlining its utility-focused growth and financial outlook. The company targets non-GAAP utility earnings of $2.52 to $2.72 per diluted share in 2026 and long-term utility earnings growth of 4–6% from the midpoint of 2025 consolidated earnings guidance.
Avista highlights a $3.4 billion capital plan for 2026–2030, a largely regulated business mix, and an expected utility earnings CAGR of 5% with a 3% dividend CAGR toward a 60–70% payout ratio. It reports $1.9 billion in 2025 operating revenue, $191 million in 2025 net income attributable to shareholders, and 2025 diluted EPS of $2.36, with a 2026 annualized dividend of $1.97 per share and shareholders’ equity of $2.7 billion as of December 31, 2025.
The presentation emphasizes wildfire mitigation spending, grid hardening, decarbonization initiatives, and a largely renewable generation portfolio, as well as regulatory rate outcomes across Washington, Idaho, Oregon and Alaska that support authorized returns generally around 9.5–11.45% ROE.